AI Chips news and analysis on Web Pulse: 6969 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Wolfspeed, STMicroelectronics, and onsemi shares rallied on Monday as Nvidia's Vera Rubin AI platform, which entered full production on May 31, drives demand for silicon carbide power semiconductors. The platform's 800VD…
Nvidia has agreed to guarantee up to US$105 billion in lease payments to help OpenAI secure a data centre in Ohio developed by SB Energy, and will invest US$1.5 billion in SB Energy while securing up to 8 gigawatts of AI…
OpenAI has signed a 20-year lease with SoftBank-backed SB Energy for a massive Ohio data center campus, backed by NVIDIA with a financial commitment of up to $105 billion for the initial phase, which will see NVIDIA as t…
HIVE Digital Technologies' subsidiary BUZZ High Performance Computing secured a five-year, $350 million GPU cloud contract with an unnamed investment-grade enterprise customer, sending HIVE shares up 13%. The deal, deplo…
Groq raised $350 million in a Series A round led by Disruptive with planned participation from Nvidia, valuing the company at $3.5 billion, down from its $6.9 billion valuation last September. The startup is pivoting fro…
James Dacombe, a 25-year-old high school dropout from Harrogate, has become Europe's youngest self-made billionaire after his AI chip startup Olix tripled in value since February, reaching a $3.3 billion valuation follow…
Nvidia Corp. will guarantee up to $105 billion in lease and power obligations for OpenAI's new data center in Pike County, Ohio, the largest single AI infrastructure commitment in history, with the first 800 megawatts co…
Micron Technology and SanDisk shares climbed 7-9% in July 2026 trading sessions, recovering after a correction, as renewed investor confidence in AI infrastructure spending and analyst upgrades from Bank of America resto…
BCG's 'The Great Divide' report says the US and China are building increasingly incompatible AI stacks, with the US relying on NVIDIA chips and CUDA, US hyperscaler clouds, and closed models from OpenAI, Anthropic, and G…
James Dacombe, the 25-year-old founder of AI chip-making firm Olix and brain monitoring startup CoMind, has become Europe's youngest self-made billionaire with a net worth exceeding $1 billion after Olix raised $312 mill…
Groq announced a $350 million Series A on August 17 at a $3.5 billion valuation, led by Disruptive with planned participation from Nvidia, to expand its AI compute infrastructure. The company expects to grow operating ca…
Nvidia announced Monday it will invest $1.5 billion in SB Energy, a data center developer backed by SoftBank and OpenAI, and provide up to $105 billion in credit to build OpenAI's Ports-Pike data center near Cincinnati, …
Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built for OpenAI. The deal includes an initial capacity of 4.25 GW at the PORTS…
Billionaire investor Jeff Gundlach, CEO of DoubleLine Capital, warned that Wall Street's push to turn AI chips into an investable asset class could signal a market top, citing the mismatch between fast-evolving technolog…
Nvidia Corp. is backing financing for an OpenAI data center in Ohio, according to a CNBC report, as technology giants invest billions to scale capacity for surging AI demand. The move underscores Nvidia's deepening finan…
Zacks Investment Research stock strategist Ethan Feller analyzed whether memory chipmakers like Micron Technology (MU) and Sandisk (SNDK) or AI hyperscalers offer better investment opportunities, as both memory stocks ro…
Nvidia disclosed in an SEC filing on Friday that it owns nearly 123 million shares in SpaceX, worth nearly $21 billion at the end of June, now valued at $17 billion after a share decline since SpaceX's June IPO. The stak…
OpenAI has signed a 20-year lease for an 8-gigawatt data center in Ohio, with Nvidia guaranteeing up to $105 billion for the residual value of the facilities and becoming the exclusive chip supplier. According to the Wal…
Arm Holdings' market capitalization surpassed $300 billion in May 2026, peaking at $317 billion on May 21 before settling around $298 billion by mid-August, boosting its acquisition potential in the AI chip market. The c…