AI Chips news and analysis on Web Pulse: 6971 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Indium phosphide (InP) substrate prices have surged as much as 76% in China since the end of 2025, with two-inch wafers rising to 880 yuan ($130.54) in June from 500 yuan, according to Nomura. The price spike, driven by …
Nvidia Corp. will invest $100 billion to build a data centre in Ohio for OpenAI, according to a Financial Times report, marking one of the largest AI infrastructure investments to date. The chipmaker also invested $1.5 b…
NVIDIA has secured exclusive rights to host its AI compute infrastructure at SB Energy's PORTS-Pike Technology Campus in Pike County, Ohio, with OpenAI as the customer for up to 8 IT-GW of capacity. The deal includes a $…
Nvidia will invest $1.5 billion in SB Energy, a SoftBank Group subsidiary building a data center in Ohio for OpenAI, marking a direct capital injection into AI infrastructure. The equity deal gives Nvidia a financial sta…
Groq, an AI chip company, has raised $350 million at a $3.5 billion valuation, a sharp drop from its $6.9 billion valuation less than a year ago. The round was led by Disruptive, with NVIDIA participating, following NVID…
Nvidia is negotiating a direct investment of up to $3 billion in SB Energy, the SoftBank subsidiary developing a 10-gigawatt AI data center campus in Pike County, Ohio, for OpenAI. The investment is split into two tranch…
NVIDIA announced a partnership with SB Energy to secure 4.25 gigawatts of AI factory capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, with OpenAI as the tenant. The initial deployment could represent app…
Best Buy's 60th Anniversary sale offers up to $1,350 off on the latest 2026 Copilot+ PCs and gaming laptops, with prices starting at $199.99. The discounts include models powered by AMD's Ryzen AI 400-series chips and In…
Micron Technology Inc. (MU) shares crossed the $1,000 level in premarket trading on Monday, marking the first time since July 6, and are up 240% year to date. The rally is driven by strong demand for its high-bandwidth m…
Global Unichip Corp (GUC), the TSMC-affiliated ASIC design house, posted July 2026 net sales of NT$5.769 billion, a 158.4% year-over-year increase and a new monthly record, driving shares up 9% to NT$5,990 on August 17. …
Micron launched a $250 million fund to invest in AI startups that buy its memory chips, aiming to gain early insight into future demand for DRAM, HBM, and NAND. The move follows Micron Ventures' earlier $200 million Fund…
HIVE Digital Technologies' subsidiary BUZZ High Performance Computing signed a five-year, $350M GPU cloud contract with an unnamed investment-grade enterprise customer for 2,016 NVIDIA Blackwell Ultra GPUs, adding $70M i…
Shares of ChangXin Memory Technologies (CXMT), China's leading DRAM maker, jumped 12 per cent on Monday to close at a record 61.80 yuan (US$9.16), lifting its market capitalisation to 4.13 trillion yuan and extending its…
Nvidia has pre-booked TSMC's 1.6-nanometer A16 process capacity for its second-half 2028 Feynman GPUs, locking up advanced packaging and silicon photonics to deny rivals the manufacturing capacity needed for next-generat…
Chinese AI chipmaker Biren Technology projects first-half 2026 revenue of 1.15 billion yuan to 1.3 billion yuan, up 1,852% to 2,107% year-on-year, citing accelerating commercialisation and strong demand for general-purpo…
Microsoft has roughly 2.2 million AI chips installed in its global datacentres, far below the 1.8 million chips it reportedly targeted for the end of 2024 and less than half of what some experts expected, according to in…
A state-backed Shanghai entity announced in July 2026 that it has commenced mass production of immersion DUV lithography tools targeting 28nm processes, with initial deliveries headed to SMIC, China's largest contract ch…
A Guardian investigation found that Microsoft's AI infrastructure claims exceed its actual deployed chip count, with thousands of advanced AI chips sitting in inventory because data center construction has fallen behind …