AI Chips news and analysis on Web Pulse: 6968 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Modular Inc. announced at ModCon that Qualcomm Technologies' data center AI accelerators, starting with the Qualcomm Cloud AI 100 and extending to Qualcomm Dragonfly AI 200 and future generations, are now integrated into…
Groq Inc., an AI startup, announced it has raised $350 million in a Series A round led by Disruptive, with Nvidia Corp. planning to join later. The funding comes less than three months after Groq closed a $650 million ro…
Nvidia disclosed in a securities filing that it will provide up to $105 billion in financing for an OpenAI data center in Pike County, Ohio, built and operated by SB Energy, a figure that is a sharp step-down from the $2…
Groq has raised $350 million to expand its neocloud data center footprint, integrating Nvidia-powered clusters alongside its proprietary Language Processing Unit (LPU) technology to offer a hybrid environment for develop…
OpenAI Group PBC signed a 20-year lease for a 10-gigawatt AI data center campus in Ohio, to be built and operated by SB Energy, a SoftBank Group Corp. unit, with at least 10 gigawatts of new energy infrastructure includi…
Cisco Systems reported Q4 fiscal 2026 revenues of $17.25 billion, up 17.6% year-over-year, the highest quarterly revenue in company history, driven by AI infrastructure demand. The company's Silicon One ASICs and Acadia …
Cerebras Systems (CBRS) stock surged on Monday after CEO Andrew Feldman said the AI market is 'growing so fast' and the company remains early in its production ramp of processors and infrastructure for artificial intelli…
Groq raised $350 million at a $3.5 billion valuation in a Series A round led by Disruptive, with planned participation from Nvidia, as the company pivots to operating an Nvidia-powered AI cloud. The company has raised $1…
Nvidia Corp. disclosed in a June 30 Form 13F filing that it owns 122,764,805 Class A shares of Space Exploration Technologies Corp. (SpaceX) valued at $20.98 billion, one of its largest equity positions. The filing does …
AMD's MI250 GPU, based on the MI200 (M) ASIC, can be adapted to PCIe using an OAM card, as demonstrated by a user who successfully enumerated the adapter with AMD's amdfwflash tool after setting the iomem=relaxed kernel …
China's semiconductor industry is projected to generate $245 billion in revenue in 2025, a 22% increase from the prior year, cementing its position as the largest national chip market. SMIC, China's largest foundry, repo…
Nvidia's stock has rebounded since late July, and CNBC outlines three reasons the rally can continue, citing the company's dominant position in AI chips and strong demand for its products.
ARK Invest hired Matt Arkin as a research associate covering artificial intelligence, cloud computing, and semiconductors, signaling a deeper focus on AI infrastructure. The firm's March 2026 research projects cloud prov…
Nvidia will provide up to $105 billion in financing toward a massive AI data center in Ohio's Pike County that OpenAI will lease for 20 years, with the site expected to deliver about eight gigawatts of computing capacity…
Nvidia, OpenAI, and SB Energy are partnering to build an 8-gigawatt data center campus in Ohio, with Nvidia providing over $105 billion in financing and making a $1.5 billion investment in SB Energy. The PORTS-Pike Techn…
OpenAI has signed a 10-year lease for an Ohio data center that will provide 8 gigawatts of computing capacity, powered by 10 gigawatts of new energy generation, with Nvidia guaranteeing up to $105 billion in lease and po…
Nvidia has agreed to provide up to $105 billion in credit support to help OpenAI lease a colossal data center campus in Pike County, Ohio, developed by SB Energy, a subsidiary of SoftBank. The agreement, announced on Aug…
Investor's Business Daily's screener for stocks that funds are buying shows a dozen names near buy points, including Hewlett Packard Enterprise (HPE), Coherent (COHR), Amphenol (APH), and Eli Lilly (LLY), with the first …
Leopold Aschenbrenner's Situational Awareness AI hedge fund lost approximately 67% of its value in July 2026 after margin calls forced it to sell its public portfolio, despite having returned 439% in the first half of th…
SanDisk's investor day forecast of mid- to high-teens revenue growth from fiscal 2028 through 2030, with non-GAAP gross margins near 80% and operating margins near 75%, is prompting analysts to reassess the AI-driven mem…