AI Chips news and analysis on Web Pulse: 6121 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
The Nasdaq 100 gained $3.5 trillion in market value over four trading days through August 5, 2026, a 9.3% surge driven by strong earnings from AI and semiconductor companies, marking the sharpest four-day advance since A…
Taiyo Yuden Co., Ltd., a major Japanese manufacturer of multilayer ceramic capacitors, raised its fiscal year 2027 operating profit forecast by 50% from ¥30 billion to ¥45 billion, citing strong first-quarter results and…
Infineon Technologies AG projects AI-related revenue of €1.5 billion for fiscal 2026, nearly doubling to €2.5 billion by 2027, driven by its power chip segment. The German chipmaker reported fiscal Q2 2026 revenue of €3.…
SpaceX CEO Elon Musk announced that SpaceX is 'exclusive to Nvidia' for all future AI systems on Earth and in space, citing Nvidia's Vera Rubin architecture as the best AI computer. SpaceX's Q2 revenue soared to $7.81 bi…
Hon Hai Precision Industry Co., also known as Foxconn, reported a 54.2% increase in monthly sales to NT$946.5 billion, the highest on record, driven by strong demand for AI servers from clients such as Nvidia. The surge …
AMD reported that its data centre revenue doubled in the second quarter of 2026, positioning the company as a stronger competitor to NVIDIA in the AI data centre market, according to an analysis by The Stack's Kiera Fiel…
The Nasdaq 100 has surged by $3.5 trillion in market capitalization over four days, driven by strong earnings from major tech firms and enthusiasm for AI and semiconductors. The Philadelphia Semiconductor Index advanced …
Foxconn, formally known as Hon Hai Precision Industry Co., Ltd., reported record July revenue of T$900 billion ($27.93 billion), driven by surging AI server demand, marking the first time monthly revenue crossed that thr…
Advanced Micro Devices (AMD) shares fell sharply in premarket trading despite a strong second-quarter report, as investors had expected even stronger guidance amid AI optimism. AMD forecast third-quarter revenue of $12.7…
Advanced Micro Devices (AMD) shares fell 8% in premarket trading on Thursday despite the company beating Wall Street expectations for its latest quarterly results. The chipmaker, a major beneficiary of the AI boom, has s…
Advanced Micro Devices shares fell 7.4% in premarket trading Wednesday, erasing about $61.1 billion in market value, after the company's third-quarter revenue forecast of about $13 billion, while above analysts' estimate…
Former Intel CEO Pat Gelsinger, now a general partner at Playground Global, said at Ai4 2026 that today's GPUs are power inefficient and computationally limited, arguing that AI's future depends on improving infrastructu…
Morgan Stanley strategists mapped three possible AI market scenarios and found that Nvidia, Amazon, Google, and Microsoft are positioned to benefit across all outcomes, with Nvidia emerging as the clearest constant winne…
Broadcom and Nvidia have moved co-packaged optics (CPO) into production, with Broadcom's Tomahawk 5-Bailly as the first volume-production CPO solution and Nvidia's Spectrum-X Ethernet Photonics switches entering producti…
Indonesia's second-largest mobile carrier Indosat is seeking around US$2 billion in loans to purchase advanced chips for its local operations, with Citigroup arranging the deal and approaching other banks to gauge intere…
SpaceX CEO Elon Musk announced on Wednesday's earnings call that the company will exclusively use Nvidia GPUs, citing the Vera Rubin architecture as the best AI computer. SpaceX reported Q2 revenue of $7.8 billion, up 92…
SpaceX announced on August 4 that it is partnering with Nvidia to design the compute payload for its Starmind AI1 satellite, which will use Nvidia Rubin GPUs and Vera CPUs. On the same day's earnings call, Elon Musk said…
SpaceX announced a partnership with Nvidia to design the compute payload for its Starmind AI1 satellite, the first in a planned constellation for in-orbit AI workloads, with each satellite carrying Nvidia's Rubin GPUs an…