AI Chips news and analysis on Web Pulse: 6936 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Apple introduced the new Mac Studio with M5 Max and M5 Ultra, delivering up to 4.3x faster AI performance, up to 512GB of unified memory, and Thunderbolt 5 connectivity, available for pre-order starting today with availa…
Apple Inc. unveiled the new Mac mini starting at $900, a $100 price increase over the previous model, built specifically for the on-device AI users who caused the M4 version to sell out. The M6 chip, Apple's first 2nm pr…
Apple announced new Mac Studio and Mac mini models with the M6, its first 2nm chip for Macs, and the M5 Ultra, now the most powerful chip in the lineup, emphasizing local AI inference. The refresh follows macOS 26.2, whi…
Apple Inc. announced new Mac Mini and Mac Studio desktops with M6, M5 Pro, M5 Max, and M5 Ultra chips, featuring a 2nm process and a doubled Neural Engine (32 cores) for AI performance, with prices rising up to $200. Pre…
Apple announced the M6 chip, its first 2nm processor with a 12-core CPU and 12-core GPU, and the M5 Ultra, described as its 'most powerful chip ever' with up to 36 CPU cores and 80 GPU cores, at an event on Tuesday. The …
Apple unveiled the next-generation Mac Studio, powered by the M5 Max and M5 Ultra chips, with the M5 Ultra offering up to a 36-core CPU, an 80-core GPU, and up to 512GB of unified memory. The M5 Max Mac Studio features a…
Nvidia reported Q1 FY2027 revenue of $81.61 billion, with data center revenue up 92% to $75.25 billion, while AMD reported Q2 2026 revenue of $11.54 billion, with data center revenue up 107% to $6.72 billion, resetting t…
Cerebras Systems (NASDAQ:CBRS) trades at $185.43, 40.39% below its May high of $311.07, after Q2 2026 revenue of $180.11 million missed the $193.55 million estimate and GAAP EPS of -2.98 fell short of the -0.1801 consens…
Lancium and Nvidia are partnering to deploy Nvidia's AI factory technology across Lancium's portfolio, which includes 4 GW of leased capacity and more than 15 GW of powered land in development. Nvidia is making a strateg…
Nvidia has moved its Groq 3 LPX inference chip into full production, claiming 3,400 tokens per second on Gemma 4 31B, which it says is four times faster than Cerebras. However, Nvidia requires at least 64 accelerators to…
SiFive has launched a new development server aimed at bringing RISC-V architecture into the datacenter, marking a significant push to compete with established players like Intel and AMD in the server market. The company'…
Intel Corporation unveiled its Crescent Island Xe3P inference accelerator at Hot Chips 2026, featuring up to 480 GB of LPDDR5X memory on a single 350 W air-cooled PCIe card, with Intel positioning the absence of HBM as a…
SK Hynix is pursuing multiple business development avenues involving fabs in China, Japan, Korea and the USA, Solidigm fund-raising, co-packaged optics, and high-bandwidth flash, as AI demand drives ever-higher memory ac…
U.S. stock index futures rose Tuesday as technology shares rebounded, with Dow E-minis up 176 points (0.33%), S&P 500 E-minis up 30.25 points (0.39%), and Nasdaq 100 E-minis up 219 points (0.75%) ahead of Nvidia's earnin…
Navitas Semiconductor has agreed to acquire Claros Inc. for up to approximately $232.8 million, a deal announced on August 24 that aims to create a 'grid-to-xPU' power platform for AI data centers. The acquisition, expec…
Raymond James upgraded Advanced Micro Devices (AMD) to Strong Buy with a price target of $641, up from $565, citing AMD's server CPU market share gains and the growth of agentic AI workloads. Analyst Simon Leopold noted …
Navitas Semiconductor (NASDAQ:NVTS), Alpha and Omega Semiconductor (NASDAQ:AOSL), and Wolfspeed (NYSE:WOLF) are three chip stocks under $50 with AI data-center exposure, according to a 24/7 Wall St. analysis. Navitas, tr…
Xiaomi has launched its custom XRING O3 system-on-chip, manufactured on TSMC's 3nm N3P process, featuring a 10-core CPU with Arm C1-Ultra cores up to 4.35GHz, a 16-core G2-Ultra GPU, and a 200 TOPS NPU, achieving a recor…
Bridgewater Associates, the world's largest hedge fund with roughly $97 billion in assets under management, sold 1.8 million shares of Nvidia in Q3 2024, a 27% reduction, while adding 364,292 AMD shares. The fund also in…
Nvidia Corp. is set to report fiscal Q2 2027 earnings on August 26, with analysts projecting revenue near $92 billion, roughly double the year-ago figure, as the results serve as a proxy for the AI investment cycle. The …