AI Chips news and analysis on Web Pulse: 6119 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
GlobalFoundries reported second-quarter revenue of $1.73 billion, beating Wall Street's consensus estimate of $1.71 billion, driven by accelerating demand for its chips in AI data centers. Net income was $148 million, or…
Amazon Web Services (AWS) announced 34 new recipients of its Build on Trainium research awards, a $110 million credit program supporting AI research on its Trainium chips. The Fall 2025 cycle focused on Responsible AI, c…
NEO Semiconductor launched NEO.AI, a next-generation AI memory platform featuring X-SRAM on-chip memory technology and 3D X-DRAM high-capacity HBM technology, to address the AI Memory Wall bottleneck. The platform target…
NVIDIA shares rose 4.3% to a two-month high, with market capitalization around $5.0 trillion, according to Tenet Research. The surge reflects renewed confidence in NVIDIA's AI infrastructure and semiconductor prospects, …
SpaceX plans to deploy 2 million Nvidia Rubin GPUs, increasing its compute capacity fivefold by the end of 2027, according to a report from The Decoder. The company's AI data center business generated $2.56 billion in Q2…
SpaceX plans to more than 5x its compute capacity by the end of 2027, relying exclusively on Nvidia's Vera Rubin platform, a move that could require over two million Nvidia Rubin GPUs. The company's AI segment posted $2.…
Anthropic is assembling a team to design custom AI chips, aiming to co-design hardware and models for faster, more efficient performance, as reported by Business Insider. The company has signed deals with AWS, Google, Nv…
The Trump administration is preparing restrictions on imports of Chinese optical transceivers used in data centers supporting AI workloads, with the Federal Communications Commission (FCC) developing a proposal to prohib…
SpaceX shares fell 10 percent after the company reported capital expenditure of almost $16 billion on AI, double the previous quarter, in its debut earnings report. The company posted quarterly revenues of $7.8 billion, …
AMD expects its datacenter AI accelerator business to grow faster in the second half of 2026 than in the first half, and to accelerate further in 2027, driven by its Helios rackscale systems with MI455X GPUs and Verano C…
An industry analysis reveals that MLCC prices are surging in 2026 due to AI server demand and capacity shortages. AI servers require 15,000 to 25,000 MLCCs each, ten times more than ordinary servers, and NVIDIA's new pla…
Anthropic confirmed on August 5, 2026 that it is building an in-house silicon team to design custom chips for Claude, marking the first public acknowledgment of the effort. The company posted a job listing for a Silicon …
Lovable, the $6.6 billion Swedish AI app builder, has partnered with Cerebras Systems to run its most latency-sensitive AI workloads on Cerebras' wafer-scale inference platform. The deal, announced in 2026, pairs one of …
Alphabet Inc., the parent company of Google, surpassed Apple Inc. to become the world's second-largest public company by market capitalization, closing at $3.88 trillion on January 7, 2025, compared to Apple's $3.84 tril…
Advanced Micro Devices Inc. (AMD) reported record second-quarter non-GAAP earnings per share of $1.66, beating consensus estimates of $1.61, and total revenue surged 50% year over year to a record $11.5 billion, surpassi…
Synopsys Inc. reports that 3D ICs integrating hundreds of chiplets and millions of interconnects face thermal, warpage, and multiphysics challenges, requiring solutions across five design domains: exploration, design, an…
Anthropic confirmed it is building an in-house silicon team to design custom AI chips for its Claude model, marking the first public confirmation of the plans. The company will co-design hardware and models to improve pe…
CNBC's Jim Cramer announced that his charitable trust is adding to its position in Nvidia (NVDA) as the AI trade regains its footing, noting the stock remains well below last month's levels after earnings. The move refle…
The U.S. Commerce Department announced $874 million in proposed funding for seven companies developing AI-related memory, packaging, photonics, and materials, taking minority equity stakes in each. This follows a $2 bill…
NVIDIA's Vera Rubin platform, featuring the Arm-based Vera CPU, is moving into production with support from 300 global partners, and early results from CoreWeave show it delivering 10 times more throughput per megawatt t…