AI Chips news and analysis on Web Pulse: 2884 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
The AI hardware supply chain faces severe constraints, with TSMC holding 72% of advanced chip manufacturing and ASML monopolizing EUV lithography. CoWoS packaging capacity is sold out through 2026, and AI accelerator waf…
Federal Reserve Chair Kevin Warsh acknowledged that companies are easily raising capital on financial markets amid a record stock and debt binge, even as he maintained that monetary policy is "somewhat restrictive." Corp…
Russia is intensifying efforts to develop AI talent, including a new faculty at Moscow State University and an institute led by Vladimir Putin's daughter, Katerina Tikhonova, but faces a critical shortage of advanced chi…
Foxconn Chairman Young Liu estimated that building a 1-gigawatt AI datacenter using NVIDIA's Vera Rubin architecture could cost up to $47 billion, with 3,557 racks at $9.1 million each and an annual electricity bill of $…
Major US tech companies including Alphabet, Microsoft, Meta, and Amazon have sharply reduced share buybacks to redirect capital toward AI infrastructure spending. Bloomberg data shows combined buybacks by these firms fel…
Bitdeer Technologies sold all 3,231 BTC it held since February 2026, generating over $205 million to fund a pivot into AI and high-performance computing infrastructure. The Singapore-based miner now holds zero Bitcoin, u…
China plans to launch space-based AI data centers over the next five years, according to a five-year plan from China Aerospace Science and Technology Corporation (CASC). Elon Musk also announced at Davos that SpaceX expe…
IREN Limited reported AI revenue surged 839% year-over-year to $33.6 million in Q3 2026, now 23% of total revenue, and secured a five-year, $3.4 billion cloud services deal with NVIDIA. The company increased secured powe…
A wave of well-funded startups including Starcloud, Cowboy Space, and Orbital is racing to build AI data centers in low Earth orbit, aiming to solve AI's energy crisis with solar-powered compute clusters. However, launch…
Apple CEO Tim Cook said price hikes across Apple's product lineup are unavoidable due to a global memory chip shortage driven by AI demand. Memory chip costs have surged nearly 300%, pushing the iPhone 18 Pro base price …
SpaceX revealed its AI1 satellite, a 70-meter-wide orbital data center designed for AI inference in low Earth orbit, with each unit delivering 150 kW of peak compute. The company aims to deploy 1 GW of orbital AI compute…
Nothing's budget brand CMF will not release a new phone this year due to rising memory prices, co-founder Akis Evangelidis announced. The company cited supply shortages driven by AI demand as the reason it cannot produce…
A developer reverse-engineered Qualcomm's NPU compiler to uncover undocumented details about Hexagon Tensor Processor memory management, revealing that VTCM placement uses mixed-integer linear programming solved by HiGHS…
Japan announced a plan to mobilize 370 trillion yen ($2.3 trillion) in public-private investment by 2040, targeting a fivefold increase in domestic semiconductor sales and a 30% global share of the AI robotics market. Pr…
South Korea's AI chip boom is driving massive bonuses at SK hynix and Samsung, with average payouts potentially reaching $900,000 per employee by 2027, prompting the Bank of Korea to warn that semiconductor wage gains co…
Apple CEO Tim Cook warned of unavoidable iPhone price hikes due to AI-driven demand for memory chips, joining Microsoft's Xbox unit and other companies citing rising component costs. A coalition of trade groups alerted t…
Japan announced a plan to mobilize 370 trillion yen ($2.3 trillion) in public and private investment by 2040 across 17 strategic sectors, including AI and semiconductors. Prime Minister Sanae Takaichi's strategy aims to …
Anthropic confirmed deprecation timelines for several Claude models, with developers needing to migrate before older 4-series models are retired. xAI's Colossus 2 supercluster in Memphis is now operational with GB200/GB3…
Micron Technology's upcoming quarterly report on June 24 is being watched by investors as a key test of whether AI-driven spending can sustain the semiconductor rally. Micron's shares have surged about 298% year-to-date,…
Japan's government growth strategy council targets 370 trillion yen ($2.3 trillion) in public and private investment across 17 strategic sectors by fiscal 2040, aiming to quintuple domestic semiconductor sales to 40 tril…