AI Chips news and analysis on Web Pulse: 6127 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Microsoft is holding steady on data center spending as its peers face cash flow strain, with the four largest hyperscalers—Microsoft, Amazon, Alphabet, and Meta—on track to spend up to $630 billion on data centers in 202…
CEA-Leti program manager Pascal Vivet said 3D stacking and chiplet-based architectures are key to overcoming AI's memory and power density limits, as the institute develops interconnects from 10-micron-class to below 1 m…
Beijing-based AI startup Moonshot AI has secured a deal with Alibaba Group to access roughly 20,000 Nvidia H200 chips, enabling it to train and run its Kimi K3 model with up to 2.8 trillion parameters. Alibaba holds appr…
Apple Inc. shares fell nearly 10% on Friday after the company warned of significant supply chain shortages, erasing nearly $500 billion in market value and potentially ceding the title of world's most valuable company to…
The AI infrastructure boom is squeezing the gaming industry by consuming up to 70% of the world's high-end memory output, leading to soaring component costs and hardware shortages. Enterprise AI chips require 288 GB of h…
Montage Technology announced the industry's first trial production of its CXL 3.2 Memory eXpander Controller (MXC) chip, which supports 8000 MT/s DDR5 memory and PCIe 6.x with data transfer rates up to 64 GT/s, targeting…
Nexus Data Centers is in advanced talks to secure $15 billion in financing to build an AI data center campus in Hubbard, Texas, for Anthropic, with Morgan Stanley leading the debt package and Google providing a credit ba…
Intel's EMIB packaging technology is gaining traction as TSMC's CoWoS advanced packaging lines are booked through 2027, with Google committing to order more than 3 million units of Intel's EMIB-T for its next-generation …
Xsight Labs, an Israeli chipmaker, has raised more than $300 million at a $2.8 billion valuation, led by Fidelity, to sell open, programmable chips that wire GPUs together in AI data centers. The company's E1 processor a…
Samsung Electronics reported record quarterly revenue of ₩171.5 trillion ($118.7 billion) and operating profit of ₩89.5 trillion ($62 billion) for Q2 2026, up 130% and 1,812.4% year-over-year respectively, driven by soar…
Moonshot AI's Kimi K3, a 2.8-trillion-parameter model with a one-million-token context window, was developed using a 20,000-Nvidia-GPU cluster provided through Alibaba, according to a Bloomberg report on July 31. The Whi…
All three major US indices climbed on a semiconductor-fueled rally after South Korea's KOSPI recovered from a dramatic selloff, with chip stocks leading the charge. Samsung Electronics and SK Hynix reported record or nea…
At the AMD Advancing AI event, analysts from theCUBE Research highlighted AMD's transformation into a full-stack AI infrastructure company, with Dave Vellante noting AMD's $60 billion in M&A, including $49 billion for Xi…
Memory chip stocks rallied on Friday, July 31, after a week of declines, with Samsung Electronics Co. and SK Hynix Inc. jumping 26.81% and 29.95% respectively, and Micron Technology and Sandisk Corporation also rising, d…
South Korea's KOSPI index posted its largest single-day gain in history on Friday, jumping 1,001.89 points, or 17.91%, to close at 6,595.45, as SK Hynix surged 29.95% and Samsung Electronics climbed 26.81% on renewed con…
Nexus Data Centers is in advanced talks to secure a $15 billion financing package led by Morgan Stanley to build an Anthropic AI campus in Hubbard, Texas, according to CNBC, Bloomberg, and The Wall Street Journal. The pa…
Moonshot AI is running its Kimi models on a 20,000 Nvidia GPU cluster provisioned through Alibaba, which holds a 36% stake in the company. The Chinese AI startup's valuation has surged from $4.8 billion to between $20 bi…
Amazon stock soared 10% in premarket trading on Friday after the company topped second-quarter expectations, with AWS revenue up 36.7% to $42.2 billion and AI and custom chip businesses each surpassing a $25 billion annu…
Apple CEO Tim Cook said on a late Thursday earnings call that the company faces a '100-year flood' in memory chip pricing, with exponential increases, prompting Apple to raise prices by $150 to $300 across Mac, iPad, and…
Qualcomm's handset revenue fell 20% in the June quarter, contributing to a 4% overall revenue decline to $9.95 billion and a net income drop to $2 billion from $2.67 billion, with shares down 7.6% in after-hours trading.…