AI Chips news and analysis on Web Pulse: 3052 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Dell Technologies (DELL) is experiencing bullish sentiment driven by demand for both AI and non-AI servers, according to a recent analysis. The company's diversified server portfolio is positioning it to capitalize on th…
Chinese electric-vehicle makers are designing their own smart-driving chips to reduce reliance on Nvidia and Horizon Robotics. Li Auto unveiled the Mach M100 5nm AI chip with 1,280 TOPS, while BYD debuted the Xuanji A3 4…
MSI has launched pre-orders for the Claw 8 EX AI+ gaming handheld, powered by the Intel Arc G3 Extreme chip, starting at $1,699. The device, announced at Computex, sold out at some US retailers like the official MSI stor…
Apple's iPhone 18 will feature 12GB of RAM to support advanced on-device AI and Siri features, with no price increase, according to KB Securities. The base model will match the memory of higher-end iPhones, enabling more…
Apple announced its third generation of Apple Foundation Models at WWDC26, comprising five models built on Google's Gemini foundation but retrained with Apple's own data, weights, and guardrails. The models include on-de…
Goldman Sachs raised its price target for Taiwan Semiconductor Manufacturing Co. (TSMC) by 35% to NT$2,330, citing surging AI chip demand. The bank expects TSMC to achieve 30% revenue growth in 2026 and 28% in 2027, driv…
Nvidia is reportedly considering a $4 billion investment to build a large AI-focused data center in Romania, according to local reports. The company has evaluated potential sites in southern and southeastern regions, whi…
Tensordyne announced Napier, a 3nm AI processor and rack-scale inference platform using logarithmic math to reduce multiplier area and improve inference economics. The company claims its TDN72 rack can outperform larger …
Big tech companies are amassing massive GPU clusters, giving them an insurmountable compute advantage over local models. Even as local models improve, the gap in intelligence between local and datacenter models will wide…
IREN Limited, formerly Iris Energy, acquired Spanish data center developer Ingenostrum, adding 490 megawatts of grid-connected power capacity in Spain. The deal marks IREN's expansion into Europe and its pivot from Bitco…
Top 10 foundries saw 3.7% QoQ revenue growth in Q1 2026, driven by AI and consumer electronics, according to TrendForce. TSMC's market share grows on advanced AI chips, while SMIC gains from consumer demand, reflecting a…
David Silver, the DeepMind researcher behind AlphaGo, has chosen Google Cloud as the infrastructure partner for his new startup Ineffable Intelligence, which aims to build a 'superlearner' AI system. The deal, announced …
Spotify reported 250% better performance on Google Cloud Axion processors built on Arm architecture, as hyperscalers like AWS, Microsoft, and Google shift to Arm-based compute for AI workloads. Arm's Neoverse platform no…
Politicians in Korea's southwest region hint that Samsung Electronics and SK hynix may invest in semiconductor packaging there, driven by the AI memory boom, but both companies deny knowledge of such plans. The governmen…
KAIST researchers developed an ultra-high-efficiency liquid cooling method embedding manifold microchannels inside semiconductor chips, achieving a coefficient of performance of 106,000 and reducing cooling energy by 90%…
Cisco Systems reported Q3 fiscal 2026 revenue of $15.8 billion, up 12% year over year, driven by AI infrastructure orders reaching $5.3 billion year-to-date. The company raised its full-year AI order outlook to $9 billio…
Sterlite Technologies Ltd. surged 500% from its 2026 low after securing a $1 billion-plus contract to supply optical connectivity products to a US hyperscaler for AI data-center build-outs, highlighting surging demand fo…
KAIST researchers developed a liquid cooling technology that integrates microscopic channels into semiconductor chips, reducing cooling power to one-tenth of current levels. The design optimizes coolant distribution to i…
Kingboard Laminates Holdings, a Hong Kong-listed copper-clad laminate maker, saw its shares surge over 500% as AI hardware demand reshapes the electronics supply chain. Revenue climbed 10% to HK$20.4 billion in 2025, whi…
Bain Capital is set to earn approximately $15 billion in profits from its 2018 acquisition of Kioxia, the former Toshiba Memory unit, driven by surging AI demand for data storage. The private equity firm led a consortium…