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.
CEA-Leti CEO Sébastien Dauvé told the LID World Summit 2026 in Grenoble, held June 23-25, that architecture—not raw compute—is AI's emerging bottleneck, with data movement, interconnects, power conversion, and cooling co…
Intel Corp. expanded its share offering to raise $15 billion in new capital, pricing the shares at $95, a 1.7% discount to Monday's closing price of $96.69, which fell 4% on the announcement. The company granted underwri…
Hyperscalers are projected to spend between $750 billion and $800 billion annually on AI infrastructure, with some forecasts reaching $1 trillion, according to John Mowrey, chief investment officer at NFJ Investment Grou…
Nvidia's H100 and B200 chips are increasingly treated as appreciating assets rather than depreciating capital expenditures, according to a commentary on the AI hardware market. This shift is driven by near-infinite deman…
Nvidia's stock fell 2.4% to around $218 per share on Monday, erasing $130 billion in market value, after the Financial Times reported the company is working with Apollo Global, Blackstone, BlackRock, Brookfield Asset Man…
Microsoft plans to unveil its next-generation Maia 300 AI chip as soon as September, according to a report by The Information, as the company seeks to reduce dependence on Nvidia's GPUs. The chip follows the Maia 200, in…
Intel Corporation announced a $15 billion common stock offering on August 10 to fund capital expenditures and working capital, driven by surging demand for server CPUs from AI agent workloads. Server CPU prices have rise…
ByteDance's Seed AI division is pre-training a model with approximately 10 trillion parameters, a scale that could rival Anthropic's Claude Mythos 5, currently the largest frontier model in production, according to a Fin…
Nvidia GPU clusters are emerging as a new asset class, with firms securitizing guaranteed compute capacity and investors betting on the 'compute yield' of hardware, according to an analysis of the AI infrastructure marke…
Intel plans to raise $15 billion through a public stock sale to invest in AI chips, citing strong demand driven by unprecedented investment in AI compute. The company, whose stock has risen about 400% in the past year, w…
Intel Corp. announced plans to raise $15 billion by selling common stock, with underwriters able to buy up to $2.25 billion in additional shares within 30 days. The offering follows a year in which Intel's stock more tha…
Navitas Semiconductor faces two lawsuits in July 2025: Renesas Electronics sued on July 22 in the U.S. District Court for the Northern District of California, accusing CEO Chris Allexandre and executive Felicia Cheng of …
Nvidia has secured $500 billion in financing from major banks to build out its AI infrastructure, including new data centres for processing AI workloads. The funding will support the development of facilities to house an…
Nvidia is shifting AI infrastructure financing from operational expenditure to capital expenditure, positioning itself as the anchor that makes these investments safe for Wall Street, according to a news analysis. This c…
AWS has launched the AWS Trainium Frontier competition, inviting academic and industry labs to co-design language model architectures and custom kernels on its purpose-built Trainium AI chips. Participants will train mod…
Nvidia CEO Jensen Huang confirmed in early June 2026 that Nvidia has qualified Samsung Electronics, SK Hynix, and Micron Technology as suppliers of HBM4 memory for its Vera Rubin AI accelerator platform, with shipments e…
A global memory chip shortage, driven by surging demand for AI data centers, is expected to persist through 2027, according to industry analysts cited by The New York Times. The shortage has pushed prices for DRAM and NA…
Micron Technology and SK hynix are competing in the AI memory market, with one stock leading and the other having more growth potential, according to a Yahoo Finance analysis. The article compares the two companies' posi…
Firebird, a US-based AI cloud company, opened the CIS region's largest AI factory in Hrazdan, Armenia, on Saturday, with Armenian Prime Minister Nikol Pashinyan, Kazakhstan's deputy prime minister Zhaslan Madiyev, and US…
CoreWeave is set to report second quarter earnings on Tuesday, with analysts expecting an adjusted loss per share of -$1.18, down 339% year-over-year, and revenue projected to climb 111% to $2.5 billion. The company's st…