AI Chips news and analysis on Web Pulse: 2825 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Micron Technology reported fiscal third-quarter 2026 earnings that topped analyst estimates, citing soaring AI-driven demand for memory chips. The company disclosed $22 billion in customer commitments and $100 billion in…
U.S. stock futures rose on Thursday as Micron Technology's strong earnings eased concerns about artificial intelligence demand, with investors awaiting the personal consumption expenditures price index for further inflat…
Micron forecast quarterly profit and revenue well above expectations on Wednesday, with customers committing $22 billion to secure future memory chip supply, sending shares up 12% in after-hours trading. The strong deman…
Micron Technology has introduced a new memory chip designed for artificial intelligence applications, breaking industry norms and driving its stock price higher. The innovation positions Micron to capitalize on the growi…
Micron Technology's HBM4 memory chip is ramping production at twice the speed of its predecessor HBM3E, with full allocation for 2026. The company's fiscal Q3 2026 results crushed Wall Street estimates, posting adjusted …
Qualcomm unveiled High Bandwidth Compute (HBC), a near-memory 3D-stacked accelerator architecture, at its June 24, 2026 Investor Day. The company claims HBC delivers a 6x bandwidth-per-watt increase over HBM and a 200x c…
Qualcomm announced the Dragonfly data center ecosystem and AI300 inference accelerator at its Investor Day on June 23-24, 2026, claiming up to 54x effective memory bandwidth per card and 3-8x tokens-per-watt improvements…
Cerebras Systems shares fell below their $185 IPO price to around $182 on June 24 after the AI chip designer issued disappointing earnings guidance, including a forecast for Q2 core gross margins of 36-38%, down from 46.…
Micron Technology CEO Sanjay Mehrotra announced that the company expects meaningful product shipments from its newly acquired Taiwan fabrication site by mid-2027, ahead of previous projections. The $1.8 billion acquisiti…
Cerebras Systems shares plunged nearly 20% on Wednesday after the AI chipmaker forecast a narrower gross margin of 38% to 41% for the full year, compared to 47% in Q1, despite beating first-quarter earnings estimates wit…
Micron Technology reported fiscal Q3 2026 revenue of $41.5B and adjusted EPS of $25.11, crushing Wall Street estimates, and guided Q4 revenue of approximately $50B, well above the $43.2B consensus. The surge, driven by A…
OpenAI and Broadcom announced a new chip called Jalapeño, designed specifically for large language model inference in data centers. The ASIC was developed from scratch based on insights from OpenAI researchers and promis…
Qualcomm stock surged over 13% after the chipmaker raised its fiscal 2029 non-handset revenue target to $40 billion, doubling its previous goal, with over $15 billion expected from its new AI data center business. The co…
Qualcomm announced Meta as the first Big Tech customer for its new C1000 data center CPUs, with chips set to power Meta servers in late 2028, and plans to acquire AI software company Modular for about $3.9 billion. The m…
Wall Street stocks showed mixed results on Wednesday, with the Dow rising 486 points intraday but the Nasdaq closing down 0.6% amid a two-day slide of over 4%, as AI-related stocks like Micron and Cerebras Systems contin…
Qualcomm CFO Akash Palkhiwala told investors on June 24 that the company has an opportunity to grow annual revenue to $100 billion, up from the current $30-$40 billion range, driven by automotive, IoT, and AI. No timelin…
NVIDIA's Rubin architecture and DSX AI factory reference design introduce a 100% liquid-cooled system operating with coolant temperatures up to 45°C, eliminating data center water consumption and reducing PUE to 1.15. Th…
Qualcomm announced Meta as its first major Big Tech customer for data center CPUs, signing a multi-generation strategic agreement centered on the Dragonfly C1000 chip designed for agentic AI workloads. The deal supports …
AI data centers in 2026 require 100–750 MW per site, driven by inference workloads and high-density GPU clusters like NVIDIA Blackwell. Gartner estimates global data center electricity demand will exceed 1,000 TWh by 202…
Qualcomm announced a target to grow data center revenue from $0.3 billion in fiscal 2026 to over $15 billion by fiscal 2029, driven by a multi-generation agreement with Meta and custom silicon deals with hyperscalers. Th…