AI Chips news and analysis on Web Pulse: 2885 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Multilayer ceramic capacitors (MLCCs) are surging in price due to soaring demand from AI server clusters and electric vehicles, with spot market prices jumping two- to fourfold since Chinese New Year. Traders in Shenzhen…
NVIDIA and Microsoft unveiled the RTX Spark AI PC platform at Computex 2026 on May 31, delivering 1 petaflop of AI performance and up to 128GB of unified memory for local AI agents and creative workflows. OEM partners in…
Samsung, Micron, and SK Hynix have reallocated 93% of DRAM production to high-bandwidth memory for AI, causing a consumer chip shortage. This shift has raised component costs, pushing average smartphone prices to $523 an…
SpaceX went public on June 12, 2026, with a valuation of $2.4 trillion, driven by plans to deploy orbital data centers for AI compute. The company aims to launch 100 gigawatts of compute power annually using up to one mi…
Huawei's Ascend 910C chips successfully completed post-training for DeepSeek's V4-Pro model, a 1.6-trillion-parameter AI system, using a cluster of at least 1,000 chips. This marks a major advance for China's semiconduct…
HyperLight, a Harvard spinout developing thin-film lithium niobate optics for AI data centers, raised $80 million from chip designer MediaTek, contract manufacturers Foxconn and Jabil, and other hardware supply chain inv…
Nvidia, Intel, and AMD are competing in the CPU market as agentic AI and inference workloads increase demand for traditional processors. Nvidia projects $20 billion in CPU revenue in 2026 with its Grace and Vera chips, w…
Meta Platforms has contracted roughly 1.6 gigawatts of AI computing capacity from data center developer Crusoe for two planned campuses in Texas and Missouri, according to a Bloomberg report that could not be independent…
Meta signed approximately 1.6 gigawatts of AI computing capacity deals with Crusoe Energy, covering facilities in Childress, Texas, and Warrenton, Missouri, as hyperscalers race to secure power capacity through 2030. The…
Adeptia hired three executives to lead product, marketing, and revenue operations. Airbyte released version 2.1 of its source connector software with improved scalability and governance. AMD acquired MEXT, a developer of…
A new AI chip stock favored by Donald Trump has outperformed Nvidia (NVDA) in 2026, according to a report. The stock's performance highlights shifting investor interest in the AI chip sector beyond Nvidia.
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, Napier, on TSMC's 3nm process, claiming up to 17x more tokens per watt and 13x higher throughput than Nvidia's Blackwell systems. The c…
Researchers from Princeton University, Together AI, Meta, Colfax Research, NVIDIA, and Georgia Tech introduced FlashAttention-4, an algorithm and kernel co-design that optimizes attention for Blackwell GPUs by overlappin…
Google is using Nvidia's own tactics—financial guarantees and circular financing—to challenge Nvidia's dominance in AI chips. The Wall Street Journal reports Google has provided a $3.2bn guarantee for a data center using…
Sovereign AI is shifting from a software model race to a supply chain security issue, as governments and companies worry about access to frontier AI models. The real challenge lies in securing the entire AI infrastructur…
Amphenol (APH) is emerging as a key supplier for AI data centers, providing essential components like connectors and cables. The company's role as a 'picks-and-shovels' provider positions it to benefit from the growing d…
Nothing has scrapped its planned CMF Phone 3 Pro due to soaring memory chip prices driven by AI demand, marking the first casualty of a device that will not exist rather than just costing more. Apple CEO Tim Cook called …
Amphenol Corp. (NYSE: APH) is rated a hold by Seeking Alpha contributor Wail Shudar, with shares trading at roughly 6x NTM revenue. The company's acquisition of CommScope CCS expands its fiber-optic reach into hyperscale…
Alibaba Group chairman Joe Tsai announced at the VivaTech conference in Paris that the company is 'all in' on AI, pursuing a full-stack strategy spanning chips, cloud infrastructure, foundation models and consumer applic…