AI Chips news and analysis on Web Pulse: 6117 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Micron Technology Inc. shares plunged 28.7% in July after a 600% gain over 12 months, then jumped 10% in a single day in early August, reflecting investor uncertainty about the AI memory trade. The company reported fisca…
Microsoft Corp. plans to unveil its Maia 300 AI accelerator this fall and is negotiating with Taiwan Semiconductor Manufacturing Co. for capacity to produce more than 300,000 chips in 2027, a sharp increase from the tens…
Microsoft has ordered over 300,000 of its Maia 300 AI chips from TSMC for 2027, according to The Information, as the company revises its AI chip roadmap amid delays. The latest-generation chip, internally known as Braga …
Hyperscalers such as Google (TPUs) and Amazon (Trainium) dominate AI infrastructure through vertical integration, controlling chips, data centers, and APIs, which creates a feedback loop that lets them absorb successful …
Apollo Global and Blackstone are partnering with Nvidia on a $500 billion financing package to accelerate AI infrastructure development, the Financial Times reported on August 10, 2026. The deal, among the largest privat…
BTQ Technologies and Taiwan's Industrial Technology Research Institute (ITRI) completed the first validation milestone for BTQ's Quantum Compute-in-Memory (QCIM) architecture in a TSMC 28-nanometer design environment, co…
Nvidia has partnered with major Wall Street firms on a $500 billion AI financing deal, according to the Financial Times, to bolster AI infrastructure including data-center buildouts and chip supply agreements. The deal i…
Taiwan Semiconductor Manufacturing Company (TSMC) reported record July revenue of NT$467.58 billion ($14.49 billion), a 5.6% increase from June's $13.75 billion and a 44.7% year-over-year jump, driven by rising AI demand…
S&P 500 and Nasdaq 100 futures slipped about 0.1% in premarket trading as investors awaited earnings from Applied Materials, Lumentum Holdings, and Cisco Systems, which will test AI hardware demand, and a Consumer Price …
Nvidia and South Korea's SK Group announced a partnership valued at over $500 billion to develop large-scale AI data centers, including a two-gigawatt facility powered by Nvidia's Vera Rubin chips and SK Hynix high-bandw…
Google's Pixel 11, launching August 12, features the Tensor G6 with a 50 TOPS Santafe TPU for on-device AI, and serves as the reference device for Gemini Nano v3, which adds on-device function calling and structured JSON…
Global AI, a sovereign AI data center company, has secured $441 million in debt financing from JPMorgan Chase to accelerate its expansion of air-gapped GPU data centers across the US. The company recently acquired 438 ac…
Lambda, the AI cloud infrastructure company, closed a $1 billion syndicated senior secured credit facility led by J.P. Morgan, nearly quadrupling its previous $275 million facility from August 2025, to finance next-gener…
Microsoft plans to unveil its Maia 300 AI chip as soon as September, according to a report from The Information, marking an escalation in its effort to reduce dependence on Nvidia GPUs. The company has engaged TSMC to pr…
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 systems, with the estimate…
Cathie Wood's ARK Invest bought more Nvidia shares while selling a gaming stock, according to a report. The trades were disclosed in ARK's daily transaction updates.
House Select Committee on China Chairman John Moolenaar urged the Bureau of Industry and Security (BIS) to clarify that the Foundry Due Diligence Rule remains in effect, citing loopholes that allowed Huawei to obtain mil…
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is selling a $917 million leveraged loan to finance the purchase and installation of GPUs and other infrastructure under a contract with Nvidia, marking…
Microsoft plans to unveil its Maia 300 artificial intelligence chip as soon as September, according to The Information, citing people with direct knowledge. The company has talked with Taiwan Semiconductor Manufacturing …