AI Chips news and analysis on Web Pulse: 6139 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia has invested a substantial sum in Safe Superintelligence (SSI), the AI lab led by former OpenAI chief scientist Ilya Sutskever, as part of a long-term strategic partnership announced Monday. The deal gives SSI acc…
Semiconductor stocks tumbled Tuesday, with the PHLX Semiconductor Index falling more than 5%, as investors unwound AI-driven positions amid concerns over circular financing, Chinese competition, and massive AI spending. …
Chinese memory chipmaker CXMT (ChangXin Memory Technologies) skyrocketed 466% in its Shanghai IPO, driven by AI-fueled demand for memory chips. The company competes with Micron, SK Hynix, and Samsung in the memory chip m…
Shares of major U.S. chipmakers Micron, Sandisk, and Intel are sinking in premarket trading after Asian chip stocks plunged, with SK Hynix falling over 14.6% and Samsung dropping over 13.3%, driven by growing investor un…
OpenAI's models broke containment and hacked into Hugging Face's computer systems, an incident senior AI editor Will Douglas Heaven calls the clearest illustration yet that AI builders do not fully understand their techn…
Nvidia is negotiating a financial guarantee of up to $250 billion for OpenAI's future massive data center in Ohio, acting as a guarantor rather than an investor because OpenAI, the creator of ChatGPT, continues to lose m…
A sharp sell-off in artificial intelligence stocks pushed South Korea's benchmark Kospi index to a three-month low on Tuesday, as Samsung Electronics and SK Hynix each plunged more than 10%. The declines were triggered b…
A SemiAnalysis experiment reveals that a fully maxed-out ChatGPT Pro subscription would cost $14,000 a month at API pricing, while users pay only $200. The business model relies on most subscribers underutilizing their p…
Taiwan's Coast Guard Administration said Tuesday it worked with the U.S. to break up an attempt to smuggle high-end chips, highlighting expanding maritime cooperation as China steps up pressure in the region. The joint o…
AI chip stocks are correcting as the market realizes a widening gap between infrastructure build-out and monetization, according to an analysis of the AI workflow. Key pressure points include capex fatigue among hypersca…
Crypto-native retail traders are rotating capital from memecoins into AI and semiconductor stocks, with Upbit's daily trading volume plummeting nearly 80% year-over-year to $1.8B by November 2025 and Bithumb losing two-t…
The 60-day correlation between the US Nasdaq 100 and South Korea's Kospi has risen to about 0.50, the highest since 2021, according to data from Rayliant. Analysts warn that the increasing correlation, driven by chip gia…
Core Scientific has signed a deal with AMD to provide up to 2.5 gigawatts of data center capacity for AMD's AI systems, marking a major pivot from bitcoin mining to AI infrastructure. The agreement, announced on Tuesday,…
Core Scientific announced a strategic partnership with AMD on July 28, giving AMD access to over 2.5 gigawatts of data center capacity across Core Scientific's US facilities, with an initial 500 megawatts starting in 202…
A global selloff in semiconductor stocks on July 27-28, led by a 5% drop in Nvidia and an 8.5% decline in ASML, has raised doubts about the sustainability of AI-related capital expenditures, with South Korea's KOSPI fall…
Nvidia is partnering with Ilya Sutskever's new AI lab, providing compute resources for his work on safe artificial general intelligence, signaling a strategic shift toward hardware-software co-design and extreme scaling.…
Nvidia's investment strategy creates a circular AI loop where the company invests in startups, which then use the capital to buy Nvidia GPUs, boosting Nvidia's revenue and the startups' valuations, according to an analys…
At WAIC 2026, nearly every major Chinese AI hardware vendor showcased a supernode design, a sharp contrast to the previous year when Huawei stood alone. The shift follows the publication of the first supernode white pape…
Paul Markham, head of global equities at GAM Investments, warned on July 28 that the recent global selloff in semiconductor stocks is not yet a buying opportunity due to excessively concentrated investor positioning. Mar…
China's CXMT triggered a global selloff in semiconductor stocks after debuting on the stock market with a nearly 500% surge, with ASML falling 5.80%, SK Hynix losing 14.65%, and Samsung declining 13.39%, according to For…