AI Chips news and analysis on Web Pulse: 6956 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia CEO Jensen Huang told customers on August 13, 2026, that A100 GPUs will remain effective through 2029, while the company simultaneously pushes its Blackwell, Hopper, and upcoming Rubin architectures. CoreWeave's m…
Marvell Technology has granted Alphabet Inc.'s Google a warrant to buy up to 58.97 million Marvell shares at $206.58 each, worth roughly $12.18 billion, with vesting tied to Google's purchases of custom AI chips over Mar…
Goldman Sachs projects annual AI-related capital expenditure will rise from $765 billion in 2026 to $1.64 trillion by 2031, totaling $7.6 trillion over six years, with compute hardware absorbing about $5.1 trillion. The …
Micron Technology, Inc. (Nasdaq: MU) announced Micron Research Labs, a U.S.-based research institution headquartered in Boise, backed by a planned $10 billion investment over the next decade, to pursue breakthroughs in m…
Google has committed $12 billion to Marvell Technology for development of its next-generation Tensor Processing Units (TPUs), according to The Wall Street Journal. The multi-year agreement covers several future TPU gener…
Credo Technology (NASDAQ: CRDO) shares have surged 70.94% year to date to $234.59, driven by hyperscaler demand for high-speed connectivity, and 24/7 Wall St. has set a price target of $246.78, implying 5.12% upside, wit…
Micron Technology announced Thursday it will invest $10 billion in Micron Research Labs, a Boise-based hub focused on advanced memory technologies, memory and compute architectures, advanced packaging, and future semicon…
Mark Cuban posted on X on Aug. 15, 2026, that "Chips as an asset class will be the new crypto," a cryptic statement that drew over 1.2 million views and was widely covered by financial media. Commentators linked the post…
Nvidia paid $20 billion in late 2025 to license Groq's technology and hire its founder and top engineers, AMD announced on August 6 it is acquiring Taalas, and Cerebras went public in May at a $66 billion valuation, mark…
Synopsys has updated its Compute Express Link (CXL) IP portfolio with CXL 4.0 support, targeting AI infrastructure memory bottlenecks. The portfolio integrates a controller, IDE security module, silicon-proven physical l…
Micron Technology announced on Thursday it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, to advance memory technologies and support future chip manufacturing. The investment builds on…
Applied Materials Inc. (NASDAQ: AMAT) shares have fallen 32% from all-time highs, prompting debate on whether to buy the dip amid a 40% peak-to-trough correction and a short position disclosed by Dr. Michael Burry. The s…
Taiwan Semiconductor Manufacturing (TSMC) trades at $413.41 as of August 18, with 24/7 Wall St. setting a price target of $539.60, implying 30.52% upside and a buy rating with 90% confidence. The company reported Q2 2026…
Chinese AI companies are optimizing software to cope with surging demand for inference, but complex tasks like coding still require Nvidia chips, forcing firms to stretch scarce supply. Guan Jiawei, vice-president of inf…
Cerebras Systems and AI orchestration startup Callosum have partnered to deliver ultra-low-latency inference for financial AI workloads, claiming a 4x performance improvement, 70% lower compute costs, and a 10% boost in …
Alibaba Group Holding Ltd. expects higher gross margins and profitability by replacing purchased chips with its own T-Head semiconductors, which have reached cumulative shipments of 470,000 AI chips. T-Head's newest Zhen…
CoreWeave has signed a multibillion-dollar, multi-year agreement with Hudson River Trading to provide GPU compute capacity for trading research and model development, giving HRT early access to Nvidia's Vera Rubin chips.…
Micron Technology is investing $50 billion to build two DRAM fabrication plants in Boise, Idaho, with equipment arrival slated for late 2026 and initial production by mid-2027, backed by $6.4 billion in CHIPS and Science…
AMD announced on August 6 its acquisition of Taalas, a Toronto-based startup whose HC1 accelerator delivers inference at 16,000 tokens per second per user, roughly 45 times faster than optimized Nvidia hardware, at a cos…
Micron Technology's $50 billion buildout in Boise, Idaho, is reshaping the city by creating jobs and wealth while adding pressure to housing, traffic, and its identity, according to CNBC. The expansion, driven by AI-fuel…