AI Chips news and analysis on Web Pulse: 6122 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD reported Q2 profits surging 163 percent year-over-year on revenues of $11.5 billion, but its shares fell 10.5 percent after the announcement as investors worried about its exposure to a handful of AI customers. CEO L…
Samsung Electronics Co. unveiled the industry's first concept models of zHBM, a next-generation memory architecture expected to deliver approximately eight times the performance of HBM5, at the Future of Memory and Stora…
AMD reported record Q2 revenue of $11.5 billion, up 50% year-over-year, with data center revenue more than doubling to $6.7 billion, and guided Q3 revenue to approximately $13 billion. Management expects server CPU growt…
AMD (NASDAQ:AMD) reported second quarter 2026 revenue of $11.5 billion, with GAAP net income of $2.3 billion and diluted EPS of $1.38, while non-GAAP net income was $2.8 billion and diluted EPS was $1.66. CEO Dr. Lisa Su…
Elon Musk said on SpaceX's first earnings call as a public company that its rocket scientists give it an edge in building AI data centers, comparing the advantage to the New York Yankees playing a Little League team. Spa…
Advanced Micro Devices Inc. reported 107% year-over-year growth in data center revenue for the second quarter, beating Wall Street expectations and reinforcing its position as a challenger in AI infrastructure. The Santa…
SpaceX CEO Elon Musk said during the company's August 4 earnings call that SpaceX will build its AI infrastructure exclusively on NVIDIA, citing the Vera Rubin architecture as the best available AI computer. Axios report…
SpaceX CEO Elon Musk announced during the company's first earnings call as a publicly traded company that SpaceX will build exclusively on Nvidia's next-generation Vera Rubin architecture, calling it "the best AI compute…
Advanced Micro Devices (AMD) reported a 50% revenue increase in its latest quarter, with data center sales doubling, yet the stock declined. The company's data center unit grew 107% year over year, according to CNBC.
AMD reported $11.5 billion in revenue for the quarter, up 50% year-over-year, driven by AI demand, with data center revenue more than doubling and now representing 58% of total revenue. CEO Lisa Su reiterated that the da…
SpaceX CEO Elon Musk announced during the company's first earnings call that SpaceX will build its AI services exclusively on Nvidia systems, citing the Vera Rubin architecture as the best AI computer. SpaceX expects to …
Advanced Micro Devices (AMD) forecast third-quarter revenue of roughly $13 billion, surpassing analyst expectations of $12.52 billion, driven by surging demand for its AI data-center chips. The company's data-center segm…
AMD's data center segment revenue reached $6.7 billion in Q2 2026, more than doubling from $3.2 billion a year earlier, while gaming revenue fell 31% to $779 million. The surge is driven by AI infrastructure demand, with…
AMD's data center revenue more than doubled year-over-year to $6.7 billion in Q2 2026, driven by AI demand, while gaming revenue fell 31% to $779 million. Overall revenue rose 50% to a record $11.5 billion, with data cen…
SpaceX reported quarterly capital expenditures of $15.8 billion for its xAI unit, which runs the Grok AI service, exceeding analyst expectations of $13.09 billion and nearly doubling from the prior quarter, contributing …
AMD reported record second-quarter revenue of $11.54 billion, up 50% year-over-year, with data center revenue more than doubling to $6.7 billion, yet shares fell 7.63% in extended trading after the company's third-quarte…
AMD reported Q1 2026 revenue of $10.3 billion, up 38% year-over-year, and earnings per share of $1.37, beating estimates by 9-10%, yet its stock declined in after-hours trading. The data-center segment surged 57% to $5.8…
Samsung Electronics has surpassed $1 billion in sales of its next-generation high-bandwidth memory (HBM) 4 chips within about four months of mass production, which began on February 12, 2026. The company has signed a mem…
Advanced Micro Devices reported record revenue of $11.5 billion for the second quarter ended June 30, up 50% year-over-year, driven by AI demand, with data center revenue of $6.7 billion, up 107%. CEO Lisa Su said the AI…
SpaceX and Nvidia announced on August 4, 2026, that they are jointly developing the compute payload for the Starmind AI1 satellite, a spacecraft designed to run AI workloads in low Earth orbit using Nvidia's Vera Rubin N…