AI Chips news and analysis on Web Pulse: 6116 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Elon Musk said during SpaceX calls in 2026 that global memory supply is growing at roughly 20% per year while AI demand expands at 200% or more annually, making memory the biggest bottleneck for AI. The US currently has …
Synopsys announced the release of its 3DIC tool at AMD's Advancing AI event, with AMD as a co-partner, according to Ravi Subramanian, a Synopsys executive. The tool addresses thermal and power challenges in multi-die chi…
Wall Street lenders are seeking an additional $500 billion to finance the artificial intelligence boom, according to a New York Times report. The funding push, which targets AI infrastructure including data centers and c…
Nvidia has secured $500 billion in backing for AI infrastructure, signaling investor confidence that the AI boom is not a bubble but a response to a massive deficit in physical compute capacity. The funding will accelera…
Nvidia Corp. is seeking $500 billion to fund AI infrastructure, partnering with financial giants to bridge the financing gap for customers building large-scale GPU clusters. The investment targets data center power and c…
VanEck's JP Lee said China is pushing domestic chip purchases to counter US sanctions, implementing a 50% domestic sourcing requirement for semiconductor manufacturing equipment and restricting Nvidia chip purchases to '…
Volta, a vertically integrated AI infrastructure platform founded by CEO Ricard Boada and Chief Corporate Development Officer Sofia Gumuzio, emerged from stealth with a $10 billion strategic partnership with an unnamed A…
ON Semiconductor reported Q2 2026 revenue of $1.604 billion, a 9% year-over-year increase, beating Wall Street estimates with non-GAAP EPS of $0.74, driven by a 19% surge in its Power Solutions Group to $829 million amid…
BlackRock CEO Larry Fink compared Nvidia's AI chips to mortgage-backed securities, suggesting they are becoming an asset class. The comparison highlights the growing financialization of AI hardware as investors seek expo…
Nvidia is becoming the 'central bank of AI' as demand for its chips and compute surges, according to Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance Tech Editor Dan Howley. Jensen Hua…
Wells Fargo analysts said Nvidia (NVDA) is expanding beyond GPUs to capitalize on the $500 billion AI boom, according to a report. The firm highlighted Nvidia's growing role in AI infrastructure, including networking and…
IBM and Together AI have signed a $240 million multi-year deal to build an AI inference cluster on IBM Cloud powered by Nvidia's HGX B300 systems with Blackwell processors and Spectrum-X Ethernet networking, targeting op…
ARK Invest has acquired shares in Nvidia and sold its holdings in Deere, reflecting confidence in Nvidia's AI-chip market dominance, while Broadcom's stock has dipped following recent earnings disappointments and guidanc…
SK Hynix's $26.5 billion Nasdaq listing, the largest ever by a non-US company, saw shares fall over 50% from their post-listing peak to around $135-$140, below the $149 IPO price, after a Q2 earnings report that set reco…
Fermi Inc. announced a binding 15-year lease with TensorWave for a 222 MW facility at its Project Matador campus in Carson County, Texas, expected to generate roughly $6.5 billion in contracted revenue, sending Fermi sha…
Nvidia is collaborating with major Wall Street firms to orchestrate a financing initiative that could channel as much as $500 billion into AI infrastructure, according to a report from Inside AI. The plan, still in its f…
James Dacombe, 25, who dropped out of a Harrogate sixth form college nine years ago, holds a stake in his AI chip company Olix valued at about £946M ($1.27B) after the London-based inference chip designer raised $312M (£…
Intel Corp. plans to raise $15 billion by selling new shares, a move made significantly cheaper by its 165% rally this year, which has reduced the number of shares needed by nearly 80% compared to the price the U.S. gove…
Credo Technology Group reported fiscal 2026 fourth-quarter revenue of $437.0 million, up 157.0% year over year, and full-year revenue of $1.335 billion, up 205.7%, driven by sales of its AI data-center connectivity produ…
Nvidia is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion for AI infrastructure, guaranteeing up to 25 percent of the residual value of its own hardware to …