AI Chips news and analysis on Web Pulse: 6952 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia has told major customers that servers with its Grace Blackwell and next-generation Vera Rubin chips will cost more than 15% more in many configurations starting early next year, passing on surging memory costs. Me…
Nvidia will support AI compute deals case by case, covering up to 25% of a deal, as part of a $500 billion bet on aging hardware. The company's approach reflects the growing importance of compute infrastructure in AI dev…
Nvidia is set to report fiscal Q2 2027 earnings on August 26, with analysts projecting revenue of roughly $92 billion, a 97% year-over-year increase from $46.7 billion, driven by AI infrastructure demand. The company's d…
Micron Technology (NASDAQ: MU) reported fiscal Q3 revenue of $41.46 billion, up 345.72% year-over-year, with non-GAAP EPS of $25.11, and guided Q4 FY2026 revenue to $50 billion with non-GAAP EPS of $31, as AI memory dema…
Nvidia is set to report its second quarter earnings, with analysts expecting adjusted EPS of $2.09 on revenue of $92 billion, a 96% year-over-year increase. The results come amid broader chip stock volatility and will te…
AT&S, an electronics company based in the Austrian town of Leoben, has seen its shares surge more than 450% this year as demand for its integrated circuit (IC) substrates, which connect chips to memory and power supplies…
NVIDIA has informed major customers that prices for its AI server systems will increase by over 15%, effective with shipments from early next year, citing shortages and rising costs of high-bandwidth memory (HBM) and oth…
Alibaba Group Holding Ltd. announced a $10.2 billion share placement in Hong Kong, its largest-ever equity offering, to fund full-stack AI capabilities including custom chips, data centers, and AI models. The offering, p…
Nvidia AI servers with Vera Rubin and Grace Blackwell chips are set to cost about 15 percent more due to an ongoing DRAM shortage from Samsung, SK Hynix, and Micron, Bloomberg reports. The price hikes hit cloud giants li…
Compute grew 106x since NVIDIA's P100 in 2016, while memory bandwidth grew only 10.9x, a 10x decline in bytes-per-FLOP that has left AI accelerators bandwidth-starved, according to a chip inventory of 3,407 parts compile…
Nvidia has informed customers of price increases exceeding 15% for AI-related products, attributed to rising memory chip costs, according to CNBC. The hikes will affect systems scheduled for shipment early next year, pot…
Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 40% year over year, driven by data center optical and power business growth of over 100%, which now accounts for about 13% of total revenue…
Amkor Technology shares plunged 22.9% on July 28, 2026, after the chip packaging giant guided third-quarter revenue to $1.95 billion to $2.05 billion, below the roughly $2.12 billion analysts expected, and blamed a manuf…
At the 2018 International Symposium on Computer Architecture, John Hennessy and David Patterson delivered their Turing Lecture 'A New Golden Age for Computer Architecture,' noting that single-threaded CPU performance gro…
Organized cargo thieves are violently targeting AI server chips, with highway hijackings escalating, according to a Wired report. The thefts underscore the high value and demand for AI hardware, posing security risks to …
The AI infrastructure supply chain is experiencing a multi-year bullwhip effect, with shortages cascading from GPUs to memory, CPUs, and storage, and data center construction costs soaring to over $20 billion per gigawat…
Nvidia has notified some of its largest customers that prices for servers containing its AI chips will rise more than 15% in many cases, driven by soaring memory chip costs, according to people familiar with the process.…
Nvidia has warned some of its largest customers that server prices containing its AI chips could rise more than 15%, according to Bloomberg News. The price hike reflects increased demand for AI infrastructure and higher …
Nvidia has warned hyperscalers that AI server prices are rising more than 15%, driven by memory costs that have become a dominant component. TrendForce reported conventional DRAM contract prices jumped 90% to 95% quarter…
Nvidia Corp. has notified some of its largest customers that prices for servers containing its AI chips will rise by more than 15% in many cases, driven by soaring memory chip costs, Bloomberg News reported on Saturday. …