AI Chips news and analysis on Web Pulse: 6941 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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 …
Xiaomi introduced its in-house XRing O3 processor, built on TSMC's 3nm N3P process, which will debut in the Xiaomi 18 Fold and Xiaomi Pad 9 Pro Max in September. The chip features an all-big-core CPU, LPDDR6 memory suppo…
Etched shipped its first Sohu transformer-only ASIC rack to Jane Street and raised $700 million at a $21 billion valuation on August 18, tripling its valuation since December. The eight-chip Sohu rack, built on TSMC's 4-…
AM Intelligence, the AI infrastructure arm of India's AM Group, has ordered 9,000 Nvidia Vera Rubin NVL72 rack-scale systems for a new AI factory in Hyderabad, India, marking one of the largest known orders for Nvidia's …
Nvidia has become a banker to the AI boom, financing customers' purchases of its own chips, a strategy that exposes it to significant financial risk, according to a Wall Street Journal analysis. The company's move into f…
Raymond James upgraded Advanced Micro Devices (AMD) to Strong Buy from Outperform with a price target of $641, up from $565, citing AI datacenter momentum and projecting a 44% compound annual growth rate for AMD's releva…
AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, aiming to become one of the first adopters of the advanced computing platform in Asia. The Hyderabad-based company,…
Nokia's chief technology officer Pallavi Mahajan said the company's $1 billion investment from Nvidia will enable GPU-based radio access network (RAN) software that can run compute-intensive machine-learning algorithms l…
Experts warn that U.S. President Donald Trump's proposed tariffs on imported electronics could raise prices for AI hardware, video game consoles, and cellphones, potentially slowing adoption and innovation. The tariffs, …
Google's Tensor G7 must close performance gaps, improve GPU efficiency, and enable worthwhile AI features to keep the Pixel 12 competitive, according to Android Authority's testing of the Pixel 11 series and Tensor G6. T…
TSMC's yield issues in advanced HBM packaging, affecting InFO and CoWoS processes, threaten AI accelerator supply and expose risks of over-reliance on Taiwan, creating an opportunity for Intel Foundry Services (IFS) to w…
YMTC, China's largest NAND flash manufacturer and the third-largest global supplier by shipments, is preparing an IPO on the Shanghai STAR market to fund its pivot to high-value AI enterprise SSDs. The company has begun …
Nvidia's LPX racks for AI inference accelerators have entered full production, housing 256 Groq 3 language processing units (LPUs) interconnected with 640 terabits per second (Tb/s) of scale-up bandwidth. The platform, w…
SK hynix is collaborating with TSMC and Intel Foundry to integrate its HBM4 memory into advanced packaging technologies, including Intel's EMIB, as disclosed at Hot Chips 2026. The collaboration aims to support next-gene…
Arduino released the $299 Ventuno Q single board computer, pairing a Qualcomm Dragonwing IQ8 (IQ-8275) octa-core Edge AI SoC with an STM32H5F5 Arm Cortex-M33 microcontroller for real-time I/O. The board, introduced at Em…
Options markets imply a 5.4% one-day move in Nvidia Corp. shares after its fiscal Q2 2027 earnings report on August 26, translating to roughly $280 billion in potential market value swing. The implied volatility is below…