AI Chips news and analysis on Web Pulse: 6949 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Intel Corporation unveiled three architectures for Agentic AI at Hot Chips 2026: the Diamond Rapids processor, Crescent Island GPU, and Wildcat Lake SoC, built on Intel 18A process and Foveros Direct 3D packaging. Diamon…
Nvidia is set to release its second quarter earnings on Wednesday, August 26, with Wall Street expecting revenue of $92 billion, but analysts say even strong results may not be enough to impress investors, with guidance …
Broadcom is in talks to raise more than $60 billion in debt, potentially reaching $100 billion, through a special-purpose vehicle that buys AI chips and leases them back to customers like Anthropic, according to a CNBC r…
Lam Research Corp. reported fiscal Q4 2026 revenue of $6.72 billion, up 30% year-over-year, and issued Q1 fiscal 2027 guidance of $7.7 billion to $8.5 billion, citing AI-driven demand. CEO Tim Archer called the 2027 wafe…
Qualcomm's shares are down 5.06% year to date, but 24/7 Wall St. sets a $226.05 price target, implying 41.14% upside, citing a diversified semiconductor platform and a data center push. CEO Cristiano Amon targets non-han…
Micron Technology CEO Sanjay Mehrotra announced Micron Research Labs, a $10 billion investment in basic research for next-generation AI memory, during a CNBC appearance in Boise, claiming memory is no longer a commodity …
Tesla has lost another senior chip engineer, Shishuang Sun, to DensityAI, an AI hardware startup founded by former Tesla Dojo team members. Sun, who spent over five years as Tesla's AI hardware architect on Dojo and Auto…
RUM Group, the company behind Truth Social, has signed a $13.7 billion contract to supply AI chips to an unnamed U.S. cloud customer, sending shares up more than 8% in premarket trading. The deal marks a dramatic expansi…
Marvell Technology (NASDAQ: MRVL) heads into its August 27, 2026 fiscal Q2 2027 earnings report with a favorable setup, as CEO Matt Murphy has already raised revenue guidance for fiscal 2027 and 2028, citing exceptional …
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of $2.418 billion, up 2…
Xiaomi unveiled three TSMC-fabbed Xring chips, including the 3nm O3 flagship phone SoC, the 6nm O100 NPU for on-device MiMo LLM, and the 3nm D100 for autonomous driving, aiming to reduce reliance on Qualcomm and MediaTek…
TD Cowen raised its Amazon Web Services (AWS) revenue estimate to $165 billion for 2026, 3% above Wall Street consensus, and to $222 billion for 2027, 11% above consensus, citing generative AI tailwinds and Amazon's plan…
RUM Group, which hosts U.S. President Donald Trump's Truth Social platform, announced on Monday a $13.7 billion contract to supply AI chips to an unnamed U.S.-based cloud customer, sending its shares up more than 8% in p…
Arm Holdings, a SoftBank subsidiary, announced at its 'Arm Everywhere' event in San Francisco its first production silicon, the AGI CPU, a 136-core Neoverse V3 chip for AI data centers, breaking a 35-year tradition of on…
Nvidia faces rising competition in the AI data center processor market as AMD, Google, Cerebras, Amazon, Meta, and Microsoft invest in alternatives, with AMD securing 6 GW deployment commitments each from OpenAI and Meta…
Taiwanese prosecutors charged nine people, including an Nvidia worker, on Monday for illegally exporting 74 AI servers containing advanced Nvidia chips to China in violation of U.S. export controls. The Keelung District …
RUM Group Inc., formerly Rumble Inc., announced a $13.7 billion GPU services agreement with an unnamed US cloud customer, structured over six years in three tranches of about $4.6 billion each. The deal includes warrants…
ASML Holding NV reported Q2 revenue of $10.65 billion, up 21.25% year over year, with EPS of $8.6688, marking a fourth consecutive beat, driven by AI chip demand and record orders. Meanwhile, Canon Inc. is pushing its FP…
NVIDIA Corporation (NASDAQ: NVDA) reported Q1 FY27 Data Center revenue of $75.246 billion, up 92% year over year, and total revenue of $81.61 billion, up 85.23%, as CEO Jensen Huang said 'Agentic AI has arrived' and dema…
Apple Inc. and NVIDIA Corp. both reported strong quarterly results, with NVIDIA posting $81.61 billion in revenue, up 85.2% year over year, and Apple reaching $109.4 billion, up 16%, as the two tech giants compete to con…