AI Chips news and analysis on Web Pulse: 6146 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI to lease a 10-gigawatt data center campus in southern Ohio, the Wall Street Journal reported. The guarantee is needed because OpenAI l…
Wall Street enters its busiest week of the quarter as the AI trade faces a test, according to Carson Group chief macro strategist Sonu Varghese, who joined Josh Lipton on Market Domination Overtime to break down the rece…
China's $295 billion AI infrastructure plan, announced in June 2026, aims to build a nationwide network of AI data centers with 80% domestic technology by 2028, sidestepping US chip export controls. The strategy, which i…
Amkor Technology posted record Q2 2026 net sales of $1.90 billion, a 26% jump from $1.51 billion a year ago, driven by surging demand for AI chip packaging. The semiconductor packaging giant guided Q3 revenue between $1.…
SK Hynix Inc.'s American depositary receipts slumped as much as 10% to a low of $139.01, breaking below the $149 IPO price from July 9, as investors dump semiconductor stocks amid AI infrastructure spending concerns. The…
Nvidia is financially backing massive data center projects, including a $500 billion campus in Ohio, with roughly $600 billion in total financing tied to OpenAI and SoftBank's plans, a strategy dubbed 'Cloudmaxxing' that…
NVIDIA and Safe Superintelligence Inc. (SSI) announced a long-term partnership on Monday, with NVIDIA making a $5 billion investment in SSI, one of the largest checks NVIDIA has written for a single AI lab. In exchange, …
Nvidia Corp. is in talks to backstop a $250 billion loan for OpenAI Group PBC to finance a new data center campus in Ohio, which is expected to provide 10 gigawatts of computing capacity, equal to the power consumption o…
Wall Street stängde runt nollan på måndagen efter en svajig handelsdag, där S&P 500 höll sig kring noll och Nasdaq Composite backade 0,2 procent. Bland halvledar- och AI-bolagen sågs stora ras: ASML backade 5,8 procent, …
Apple surpassed Nvidia as the world's most valuable company on Monday, with Apple's market cap reaching nearly $5 trillion after a 1% stock rise, while Nvidia fell nearly 5% to about $4.77 trillion. The swap was driven b…
Fujifilm is raising prices on five camera models from September 1, with the X100 VI increasing €200 to €1,999 and the GFX100 II jumping €500 to €8,499, due to rising DRAM and component costs driven by AI data centers abs…
Nvidia has committed $5 billion to Safe Superintelligence Inc., the AI safety startup founded by former OpenAI chief scientist Ilya Sutskever, in an equity investment that grants the startup access to Nvidia's next-gener…
AMD Corporate Fellow and Chief Architect for Datacenter GPUs Alan Smith revealed at the Advancing AI 2026 event that the new CDNA5 architecture, powering the MI455 and Helios, has been rebased from the legacy GCN archite…
AMD and Cerebras Systems announced a partnership at AMD's Advancing AI 2026 event to create a disaggregated inference platform combining AMD's Helios rack-scale systems with Cerebras' Wafer-Scale Engine, separating promp…
Nvidia stock fell 4% on Monday, leading chip stocks lower amid renewed concerns about circular financing after reports that the company may backstop $250 billion in funding for OpenAI to lease computing power. Apple surp…
Investors are weighing whether to buy Nvidia or Broadcom this week as both companies are key players in AI infrastructure spending. The article examines the investment case for each semiconductor firm amid rising capital…
Nvidia will invest $5 billion in Safe Superintelligence (SSI) as part of a strategic partnership, giving the AI startup access to Nvidia's latest Vera Rubin platform for AI hardware, Reuters reported citing sources. SSI …
A state-backed Shanghai company has begun mass-producing China's first homegrown immersion DUV lithography machines, with about five units expected this year for SMIC, Hua Hong, and CXMT, and roughly 20 more expected in …
SK Hynix expects artificial intelligence demand to stabilize the memory chip industry's boom-bust cycles, with CEO Kwak Noh-jung warning of the most severe shortage ever through 2027. The dominant HBM chipmaker, which co…
Researchers at the MATRIX AI Consortium at The University of Texas at San Antonio have developed Genesis, a spiking neuromorphic accelerator chip that enables on-device continual learning without catastrophic forgetting.…