AI Chips news and analysis on Web Pulse: 6955 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung Electronics, the South Korean chipmaker, announced it will return a record $80 billion to shareholders, responding to pressure to distribute more of its bumper profits from the artificial intelligence boom. The c…
Nvidia Corp. is in early talks with Korean AI chip designer Rebellions about a potential technical partnership, investment, or acquisition, according to people familiar with the matter. Nvidia CEO Jensen Huang met with R…
Danfoss, the Danish industrial conglomerate, expects its data-center business to at least double its share of total sales to around 15% by the end of 2026, up from roughly 7% in 2025, driven by surging demand for cooling…
AMD and Intel shares each fell nearly 4% on August 19, 2026, while Nvidia held roughly flat, as rising long-term Treasury yields and dilution concerns weighed on the AI chip trade. The 30-year Treasury yield reached 5.33…
Alibaba Cloud plans to increase its use of self-developed chips to replace Western commercial chips, aiming to shorten the payback period for AI hardware to 2.5 years, according to CFO Toby Xu and CEO Eddie Wu on the com…
SCX.ai, Australia's first ASX-listed pure-play sovereign AI inference infrastructure company, debuted on the ASX under the ticker SCX after a $40 million IPO. Founder and CEO David Keane said the company's SambaNova Syst…
Marvell Technology signed a commercial agreement with Google on July 29, 2026, to develop custom silicon for data center and AI workloads, a deal structured around warrants and up to $120 billion in cumulative revenue mi…
Waymo LLC, the autonomous driving unit of Alphabet Inc., revealed its custom 5nm application-specific integrated circuit (ASIC) and detailed its compute architecture, which has scaled 20x in eight years, in a blog post. …
SK Hynix, the South Korean memory chipmaker, is considering building a chip plant in Japan's Miyagi prefecture with an investment of tens of trillions of won, according to a Hankyoreh report citing industry sources. If r…
Nvidia on Thursday denied a report that it was developing a China-specific LPU for shipment by year-end, stating it has no such product on its roadmap and no LPU sales in China. The reported chip would have used technolo…
Broadcom Inc. is reportedly seeking up to $100 billion in debt financing to support AI chip initiatives for Anthropic PBC and possibly OpenAI Group PBC, according to Bloomberg. The deal may include $60 billion to $70 bil…
Xpeng's first-quarter 2026 gross margin hit 20.6%, ahead of Tesla's 16.9% automotive margin, as the Chinese EV maker races to build robotaxis and humanoid robots using its own Turing AI chips. Xpeng delivered 103,295 veh…
Waymo LLC detailed the custom computing module powering its autonomous taxis, which operate about 4,000 vehicles across 11 U.S. cities. The Alphabet Inc. unit's fleet includes Jaguar I-Pace crossovers, Zeeker minivans, a…
Waymo on August 20 disclosed technical details of its sixth-generation autonomous driving system's compute module, featuring two custom ASICs that deliver more than 1,000 trillion calculations per second, with redundancy…
Broadcom is in talks with lenders to raise more than US$60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies, according to Bloomberg News. The financing could include a roughly…
Marvell Technology announced an expanded partnership with Google on July 29 to co-develop custom silicon products for Google's Tensor Processing Unit ecosystem, including AI inference accelerators, storage controllers, n…
SK Hynix reported a 76% operating margin for Q2 2026, up from 41% a year earlier, with operating profit of 60.54 trillion won ($41.7 billion), a 557% year-over-year increase, driven by AI demand for high-bandwidth memory…
Broadcom is in talks to raise more than $60 billion in senior debt through a special-purpose vehicle to finance AI chip purchases and lease them to companies like Anthropic, with the total structure potentially reaching …
The Roundhill Memory ETF (CBOE:DRAM) faces its biggest risk from structural concentration, with its top three holdings—Samsung Electronics at 24.99%, SK hynix at 24.22%, and Micron Technology at 23.83%—accounting for rou…
The First Trust Nasdaq Semiconductor ETF (FTXL) is up roughly 76% year to date and about 134% over the last year, closing at $228, but its modified-equal-weight construction has concentrated risk: the top five holdings—N…