AI Chips news and analysis on Web Pulse: 6135 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Cerebras and AMD have partnered to build what they claim will be the world's fastest disaggregated AI inference solution, combining AMD's Helios rack-scale architecture for the pre-fill phase with the Cerebras Wafer-Scal…
Wall Street closed sharply lower on Wednesday after the Federal Reserve held interest rates steady, with the Nasdaq 100 index dropping 2.1% and marking an 11% decline from its June record high as investors unloaded AI-re…
Taiwanese investigators allege a network using falsified paperwork, shell companies and staged shipping routes allowed Nvidia's most advanced AI servers, powered by the GB300 Grace Blackwell Ultra chips, to reach China d…
South Korea's push to dominate the global AI chip market with a 650 trillion won ($473 billion) semiconductor initiative has reignited debate over the country's 52-hour workweek law, which critics say stifles the product…
Arm Holdings forecast second-quarter revenue of $1.38 billion, above Wall Street's $1.34 billion estimate, driven by surging demand for its chip blueprints in AI data centers. The British chip designer also beat first-qu…
South Korean President Lee Jae Myung's government has launched an ambitious industrial policy strategy to promote semiconductors, AI infrastructure, robotics and other frontier industries, with combined public-private in…
Qualcomm issued a weak profit forecast for fiscal Q2 2026, sending shares down 11% in after-hours trading, after CEO Cristiano Amon cited surging demand from AI data centers redirecting memory chip supplies away from sma…
Meta Platforms posted Q2 2026 earnings per share of $6.18, missing the $7.14 consensus estimate, and raised its full-year capital expenditure guidance to $135-145 billion, sending shares down nearly 8% in after-hours tra…
Eliyan, a Santa Clara semiconductor startup founded by serial entrepreneur Ramin Farjadrad, has raised $145 million at a $1 billion valuation to ease data bottlenecks in AI chips, Reuters reported on July 29th. The fundi…
President Donald Trump hosted Nvidia CEO Jensen Huang and United Airlines CEO Scott Kirby at the White House on July 29 for an Oval Office meeting, signaling the administration's focus on AI chips and traditional transpo…
President Trump hosted Nvidia CEO Jensen Huang in the Oval Office and publicly praised both Huang and the company's semiconductor chips, underscoring Nvidia's influence at the intersection of AI policy and semiconductor …
Core Scientific and AMD have announced a 15-year, $14 billion infrastructure partnership, which analyst Scott Melker says underscores that AI infrastructure is proving more lucrative than bitcoin mining.
Nvidia led an $800 million investment in Reflection AI, a startup founded in March 2024 by former DeepMind researchers Misha Laskin and Ioannis Antonoglou, which has raised $2 billion at an $8 billion valuation and secur…
Nvidia is leasing a 302,800-square-foot building at 5853 Rue Ferrari in San Jose's Santa Teresa district for possible AI and advanced tech work, according to sources and city filings. The facility, owned by Prologis, is …
GlobalFoundries announced a $300 million award from the CHIPS Act fund to advance next-generation silicon photonics technologies, with the U.S. Government acquiring approximately a 1% equity stake in the company. The fun…
Intel's Arc Pro B70 GPU crashes under sustained inference load in production, according to ModDog bot developer who pulled the card from his fleet after six weeks of testing. The 32GB card, priced at about $1,000, delive…
Bernstein managing director Stacy Rasgon and Lopez Research founder Maribel Lopez commented on Qualcomm's position in the AI data center market, with Rasgon suggesting the company could capture a 'tiny slice' of the pie.…
Qualcomm is expected to report Q3 earnings per share of $2.21 on revenue of $9.6 billion, down from $2.77 and $10.3 billion a year ago, as the global memory shortage and AI build-out pressure smartphone sales. The chipma…
Apple became the second company in history to reach a $5tn market value on Tuesday, touching $5.04tn, by refusing to heavily invest in AI while rivals like Alphabet, Amazon, Meta, and Microsoft spend hundreds of billions…
SK Hynix reported record quarterly revenue of 79.32 trillion won and operating profit of 60.54 trillion won for the second quarter, both missing consensus estimates by roughly 5%, sending shares down nearly 10% in Seoul.…