AI Chips news and analysis on Web Pulse: 6958 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Broadcom Inc. shares fell between 12.6% and 15% on June 4, erasing roughly $286 billion in market value, after the company reported record fiscal Q2 2026 revenue of $22.2 billion (up 48% year-over-year) and a 143% surge …
NVIDIA (NASDAQ:NVDA) has become the load-bearing wall of the AI buildout, with OpenAI's 10GW commitment and hyperscalers like Anthropic, Meta, and AWS queuing for its Blackwell and Vera Rubin silicon. 24/7 Wall St. sets …
Google has agreed to a $12 billion multi-year deal with Marvell Technology to expand its partnership on AI chips, including an option for Google to buy shares in the US chipmaker. The agreement, reported by the Financial…
Google secured a warrant to buy up to 58,970,907 Marvell Technology shares at $206.58 each, worth about $12.18 billion, tied to a commercial agreement covering Google's tensor processing unit (TPU) program. The warrant, …
Marvell Technology expanded its custom chip partnership with Google, issuing the tech giant a warrant to buy up to 58,970,907 shares at $206.58 each, worth about $12.2 billion, with most shares tied to future custom-chip…
The top five NAND vendors increased their combined revenue by 77 percent between the second and third quarter, reaching $68.87bn in Q2, driven by surging AI demand and higher average selling prices, according to TrendFor…
Nvidia CEO Jensen Huang's net worth has risen by $27.5 billion this year to $182 billion, making him the world's eighth-richest person, according to Bloomberg. The increase is driven by Nvidia's stock, up 18% this year, …
Marvell Technology shares rose 6% after announcing a deal allowing Alphabet's Google to purchase up to $12.2 billion in Marvell shares, tied to a custom AI chip partnership. The agreement underscores the growing trend am…
Alphabet Inc. could acquire up to a 7% stake in Marvell Technology Inc. under a warrant issued Aug. 18 for 58.97 million shares at $206.58 each, worth about $12.2 billion, contingent on Google purchasing Marvell's custom…
ARM Holdings has entered the AI chip market with its own silicon, directly challenging NVIDIA's dominance and reshaping the semiconductor landscape, according to a Forbes report by John Werner.
Cerebras Systems' CS-4 rack achieves 85% model flops utilization (MFU) on a 400B parameter training run across 16 systems, compared to 30-40% for traditional GPU clusters, thanks to the WSE-3's on-wafer fabric and 21 PB/…
Bank of America says Nvidia Corp. could be undervalued by up to 50% relative to peers ahead of its August 26 earnings report, with analyst Vivek Arya maintaining a $350 price target. The assessment was discussed by Yahoo…
Nvidia is certifying Nordic data center operators through its DGX-Ready Colocation Data Center program, turning the region into a hub for AI infrastructure powered by renewable energy and cold climates. Certified operato…
Cerebras Systems introduced the WSE-3 Turbo processor, doubling the performance of its predecessor to 250 PFLOPS sparse FP16, and the new CS-4 rack-scale system that enables multiple WSEs to work together. The WSE-3 Turb…
Broadcom Inc. shares fell 5% to $359.66 after Marvell Technology Inc. secured a deal to develop custom AI chips for Alphabet Inc.'s Google, threatening Broadcom's position as Google's incumbent custom silicon partner. Ma…
24/7 Wall St. set a $341.77 price target on Amazon (NASDAQ:AMZN), implying 31.73% upside from the current $259.45, with a buy recommendation and 90% confidence, driven by AWS re-accelerating to its fastest growth in 18 q…
Nvidia is acting as a matchmaker between GPU customers and Nordic data-center operators, leveraging the region's cheap power and available land to fuel an AI infrastructure boom, sources told CNBC. The company is facilit…
AMD's Radeon AI PRO R9700 x2 graphics cards fail with Windows error Code 31 under Adrenalin drivers 26.5.1, 26.6.1, and 26.7.1, but remain stable for over 20 hours with driver 26.3.1, according to a Level1Techs forum use…
SanDisk (NASDAQ:SNDK) shares have surged 3,911.79% over the past twelve months, from $44.54 in August 2025 to $1,629.67, driven by an AI-fueled NAND cycle, with 24/7 Wall St. setting a price target of $2,164.26, implying…
China is allowing small batches of Nvidia's H200 chips onto the mainland to help domestic AI firms compete with the US, with ByteDance and Tencent each receiving around 10,000 H200 processors, according to the Financial …