AI Chips news and analysis on Web Pulse: 6130 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Amazon reports Q2 2026 earnings today after the bell, with analysts expecting earnings per share of $1.82 on revenue of roughly $196.9 billion. Wall Street's consensus puts AWS revenue at $40.5 billion, a 31% year-over-y…
Leopold Aschenbrenner's hedge fund Situational Awareness has been forced to sell its entire public stock portfolio after steep losses on leveraged AI bets, with Citadel buying the book. The fund, which grew from $225 mil…
Texas Instruments (TXN) is increasingly being recognized as a key player in the AI data center supply chain, contrary to its traditional image as a boring analog chipmaker. The company's analog and embedded processing ch…
Xsight Labs has closed a funding round of more than $300 million at a $2.8 billion post-money valuation, led by Fidelity Management & Research Company with participation from Intel Capital, Battery Ventures and Valor Equ…
NVIDIA RTX 50-series GPUs could see a 20-30% price hike in 2026, marking the third price increase for the company that year, according to a report by Taiwanese publication Economic Daily Times. The price hike, driven by …
TSMC is developing an EMIB-like advanced packaging technology to compete with Intel's Embedded Multi-die Interconnect Bridge, according to sources close to The Information. The company's existing CoWoS packaging may lose…
NVIDIA reports that two AI computing clusters built from identical H100, GB200 NVL72, or GB300 NVL72 systems can deliver 8% to 12% differences in training throughput due to configuration choices in kernel, hypervisor, BI…
Nvidia has been identified as the undisclosed investment-grade tenant behind two 15-year leases at Hut 8's Beacon Point AI campus in Nueces County, Texas, with a combined base value of $19.6 billion that could reach $50.…
TSMC's 1.4 nm fab for its A14 node is set for completion by April 2027, according to Taiwan's Commercial Times. The company is using artificial intelligence and virtual reality to accelerate construction, enabling trial …
Intel's EMIB (Embedded Multi-die Interconnect Bridge) packaging technology has secured Google, Amazon, Cisco, SpaceX, and Tesla as external customers, with Google adopting EMIB-T for its 9th-generation TPU codenamed "Hum…
Equinix, the world's largest data center REIT, is seeking at least $3 billion from a new US investment-grade bond sale to fund AI infrastructure expansion amid surging demand. The company operates over 270 AI-ready data …
Meta's FBTriton infrastructure powers custom GPU compiler innovations like TLX and autoWS while staying synced with upstream Triton using agentic ingestion and a stratified L1/L2/L3 validation framework. Since its consol…
Nvidia (NVDA) is reportedly the anchor tenant in Hut 8's (HUT) $19.6 billion artificial intelligence lease deal, according to sources familiar with the matter. The agreement positions Hut 8 as a major data center provide…
Corning CEO Wendell Weeks outlined a $10 billion opportunity for co-packaged optics (CPO) to bring optics inside the server or rack, driven by AI demand for optical fiber per GPU. Corning reported Q2 sales of $4.74 billi…
GPU utilization, not fleet size, is becoming the decisive factor in enterprise AI economics, mirroring the airline industry where aircraft utilization predicts survival, according to a team article on GPU management. By …
The European Union plans to invest €10 billion in seven AI gigafactories, each housing over 100,000 advanced AI processors, as part of a broader €20 billion allocation from the InvestAI Facility announced by European Com…
Microsoft Corp. shares surged 15.2% Thursday after reporting stronger-than-expected quarterly profit, leading a broad stock market rebound that lifted the S&P 500 0.9% and the Nasdaq composite 1.8%. The rally recovered m…
The White House accused Chinese AI startup Moonshot AI on July 22 of acquiring Nvidia's export-controlled GB300 chips and using them to train its 2.8-trillion-parameter Kimi K3 model, the most specific U.S. allegation ye…
Kioxia has launched the CM10 PCIe gen 6 SSD for AI inferencing and KV caching, offering up to 28.4 GBps sequential reads and 6.29 million random read IOPS, and a UFS 5.0 fingernail drive for edge AI with more than double…
TSMC is developing a new chip packaging technology called CoPoS (Chip-on-Panel-on-Substrate) that replaces traditional circular 300mm wafers with rectangular 310×310 mm panels to increase usable surface area and directly…