AI Chips news and analysis on Web Pulse: 6963 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Fabrinet's stock fell between 9% and 20% in after-hours trading despite record fiscal Q4 2026 revenue of $1.316 billion, up 45% year-over-year, and non-GAAP EPS of $4.10 beating the $3.81 consensus, as investors focused …
Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news rattled investor confi…
Etched, a San Jose-based AI chip startup, raised $700 million in a funding round led by Jane Street, a quantitative trading firm, valuing the company at $21 billion post-money, more than double its $10.3 billion valuatio…
Etched announced Tuesday it raised $700 million at a $21 billion valuation, led by Jane Street, doubling its valuation from $10.3 billion in July and up from $5 billion in December. The startup designs custom AI inferenc…
Nvidia Corp. has finalized a deal to guarantee up to $105 billion for OpenAI's planned data center campus in Pike County, Ohio, $145 billion lower than the roughly $250 billion guarantee it had considered, according to t…
Wall Street pulled further from its record high on Tuesday as AI stocks sank, with the S&P 500 falling 0.5 percent for a third straight loss since its all-time high on Thursday. Micron Technology dropped 7 percent, Nvidi…
Micron Technology shares fell more than 8% on July 28, 2026, as a sector-wide semiconductor selloff erased over $1 trillion in combined market capitalization from major chipmakers including SK Hynix, Sandisk, Nvidia, AMD…
Chip stocks tumbled Tuesday in a broad reversal from Monday's gains, with the Philadelphia semiconductor index (SOX) falling more than 5% in afternoon trading. Decliners included Micron (MU) and other memory names, as we…
Groq is spending billions to poach Nvidia engineers as it targets the AI inference market, aiming to challenge Nvidia's dominance by optimizing hardware for the sequential nature of LLM token generation. Groq's architect…
SemiAnalysis, a semiconductor and AI research firm with 85 team members and 280,000 subscribers, presented 'From Fab to Token' at a conference, detailing the state of the AI hardware market. The presentation, led by tech…
Etched, an AI inference systems startup founded by Gavin Uberti, Robert Wachen, and Chris Zhu, raised $700 million at a $21 billion valuation in a round led by Jane Street, which tested Etched's hardware and received its…
Socionext Inc. will use Intel 18A-P process technology to develop custom system-on-chip (SoC) solutions for datacenter, edge, and high-performance computing customers, with the first product being a high-performance comp…
HIVE Digital Technologies announced a five-year GPU cloud services agreement worth approximately $350 million through its subsidiary BUZZ HPC during its Fiscal Q1 2027 earnings call on August 17. The deal, with an unname…
Velaura AI, a startup focused on chip design for data centers, has crossed the $1 billion valuation threshold after closing a $110 million Series A round led by Seligman Ventures, with participation from Capricorn Invest…
Data Center Knowledge's most-read hardware stories from July through mid-August 2026 highlight an infrastructure-first phase of AI buildouts, with energy, minerals, and networking taking center stage. Former Intel CEO Pa…
Bank of America Corp. analysts led by Vivek Arya said Nvidia Corp. shares could be trading at a 34% to 50% discount to their conceptual sum-of-parts value, suggesting investors are overstating risks related to the AI chi…
Nvidia Corp. aims to dominate every aspect of AI by securing chip supply, land, power, and shell, according to BofA Securities analyst Vivek Arya after meeting with Nvidia senior management. The company has committed $10…
AI inference chip startup Etched's valuation has doubled to about $21 billion just one month after its $300 million Series C round led by Sequoia, which valued the firm at $10.3 billion, according to a Wall Street Journa…
Worldwide data center capital expenditure is forecast to surpass $3 trillion by 2030, driven primarily by high-end accelerators for AI, according to a report from Dell'Oro Group. The report also projects that AI-speciali…
Groq raised $650 million in a round led by Disruptive and Infinitum to scale its AI inference cloud, following a December 2025 deal in which Nvidia licensed Groq's technology for about $20 billion and hired founder Jonat…