AI Chips news and analysis on Web Pulse: 6959 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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 …
Fifteen S&P 500 companies have gained 100% or more this year, driven by the AI boom, with Sandisk leading at nearly 600% amid strong memory chip demand, according to Yahoo Finance analysis. The list includes legacy tech …
Samsung Foundry is raising chip manufacturing prices by up to 15% for new customers, targeting its 4nm, 5nm, and select 8nm nodes, as its division achieved monthly profitability for the first time in three years amid an …
Nvidia Corp. is providing up to $105 billion in residual-value guarantees for OpenAI's planned Ohio data center campus, covering an initial 4.25 GW of IT capacity at SB Energy's PORTS-Pike Technology Campus in Pike Count…
Supply-chain rumors indicate Google's training-oriented TPU 9t may adopt a 6D torus topology while retaining the torus architecture, with deployment targeted for 2027–2028. If realized, wrap-around optical ports per TPU …
Marvell Technology shares jumped 13% to $243.66 after the company disclosed a warrant issued to Alphabet's Google worth about $12.18 billion as part of a deal to develop custom AI chips, while Broadcom fell 3% to $369.13…
SK Hynix shares rose 6% to $164.70 on Wednesday after the company approved a 40 trillion won ($28.6 billion) treasury share cancellation, the largest in South Korean history, lifting memory peers Micron Technology (up 3%…
Analog Devices forecast fiscal fourth-quarter revenue of $3.55 billion, plus or minus $200 million, and adjusted earnings per share of $2.63, plus or minus 10 cents, both above LSEG consensus estimates of $3.35 billion a…
SK Hynix announced a 40 trillion won ($28.6 billion) share buyback, the largest treasury share cancellation ever by a Korean company, targeting about 24.07 million shares (3.3% of total issued shares) from August 20 thro…
Marvell Technology announced discussions with Google to develop custom AI, storage, and networking chips, including a Memory Processing Unit and an inference-optimized TPU, with the MPU design targeted for 2027. The talk…
POET Technologies (NASDAQ:POET), trading at $9.40, has a 24/7 Wall St. price target of $21.14, implying 124.89% upside, driven by its Optical Interposer platform and a $50 million purchase order from Lumilens with potent…
Bank of America analyst Vivek Arya said Nvidia's stock is trading at a 40%-50% discount to AI compute peers and a 31%-36% discount to the S&P 500 on an enterprise value-to-free cash flow basis, creating a 'compelling opp…
Memory chip prices have surged roughly fourfold as Big Tech's AI spending spree collides with finite semiconductor supply, raising questions about whether the AI boom reflects real demand or a chip shortage. Micron Techn…
Arista Networks, Broadcom, and Marvell Technology are quietly dominating the AI networking niche, with Arista's Q2 FY26 revenue up 37.7% year over year to just over $3 billion and full-year guidance raised to $12.6 billi…
ARK Invest's ARKW fund sold 3,679 shares of Advanced Micro Devices worth approximately $1.8 million, while its ARKK and ARKW funds purchased 35,089 shares of Cerebras Systems at a combined value of about $7.7 million, co…
Baidu reported second-quarter net profit attributable to shareholders fell 68% to RMB 2.32 billion on revenue of RMB 31.3 billion ($4.6 billion), down 4% year over year, while GPU cloud revenue surged 283% year over year…
Cerebras Systems unveiled its rack-scale CS-4 platform powered by three WSE-3 Turbo chips, claiming performance up to 30 times faster than GPU-based rivals. The CS-4 delivers 750 petaflops of sparse FP16 AI compute and 7…
Chinese AI firms have reportedly accessed advanced Nvidia computing power overseas, testing U.S. export controls, and lawmakers are weighing closing the cloud-access gap. The U.S. banned Nvidia's best chips from going to…
Cerebras Systems unveiled the CS-4, a rack-scale AI system that connects wafer-scale processors across racks without network switches, claiming it runs up to twice as fast as its predecessor CS-3 and delivers up to 30 ti…
Dow Jones futures and S&P 500 futures were little changed early Wednesday, while Nasdaq futures fell slightly, after the stock market retreated Tuesday and erased recent gains. Chips and AI hardware stocks led the losses…