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AI Chips

AI chips are purpose-built semiconductor devices optimized for artificial intelligence tasks such as machine learning, deep learning, and natural language processing. They include GPUs, TPUs, and custom ASICs that deliver high computational power and energy efficiency for AI applications in data centers, edge devices, and consumer electronics. Investors track AI chip developments for their role in driving innovation across industries and influencing semiconductor market growth.

Broadcom CEO Hock Tan Says Anthropic 'On Track to Become Our Largest XPU Customer' as Google TPU Orders Explode
Broadcom CEO Hock Tan Says Anthropic 'On Track to Become Our Largest XPU Customer' as Google TPU Orders Explode
Anthropic Signs $35 Billion Cloud Agreement With Nvidia-Backed Lambda in Deal Where Chip Giant Holds the Lease: Report
Anthropic Signs $35 Billion Cloud Agreement With Nvidia-Backed Lambda in Deal Where Chip Giant Holds the Lease: Report
SK Group Chair Says SK Hynix Is 'Looking All Over Japan' For New Manufacturing Plant to Keep Up With AI Chip Demand: Report
SK Group Chair Says SK Hynix Is 'Looking All Over Japan' For New Manufacturing Plant to Keep Up With AI Chip Demand: Report
Anthropic Signs $35 Billion Cloud Agreement With Nvidia-Backed Lambda in Deal Where Chip Giant Holds the Lease: Report
Anthropic Signs $35 Billion Cloud Agreement With Nvidia-Backed Lambda in Deal Where Chip Giant Holds the Lease: Report
SK Group Chair Says SK Hynix Is 'Looking All Over Japan' For New Manufacturing Plant to Keep Up With AI Chip Demand: Report
SK Group Chair Says SK Hynix Is 'Looking All Over Japan' For New Manufacturing Plant to Keep Up With AI Chip Demand: Report
After Alibaba, China’s Top Memory Chipmaker CXMT Sues Pentagon Over Chinese Military Company Label
After Alibaba, China’s Top Memory Chipmaker CXMT Sues Pentagon Over Chinese Military Company Label
Daniel Newman Says Broadcom Deserves Credit for OpenAI’s Jalapeño Chip, But Calls ‘Nvidia Killer’ Hype ‘Exhausting’
Daniel Newman Says Broadcom Deserves Credit for OpenAI’s Jalapeño Chip, But Calls ‘Nvidia Killer’ Hype ‘Exhausting’

AI Chips Recent News

Nvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report
Nvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report
Some Nvidia Corp (NASDAQ:NVDA) customers have reportedly been informed that prices for servers equipped with its AI chips could increase by more than 15%. Nvidia AI Server Prices Could Rise 15% or More This price
Cerebras Stock Takes a Hit as New AI Server Targets Nvidia With Giant Chips and Faster Chatbot Queries
Cerebras Stock Takes a Hit as New AI Server Targets Nvidia With Giant Chips and Faster Chatbot Queries
Cerebras unveiled its CS-4 to challenge Nvidia in AI inference as its stock tumbled despite strong core revenue growth.
Cathie Wood Dumps AMD Stock Again, Ark Loads Up on $7.7 Million Worth of This Chipmaker's Shares
Cathie Wood Dumps AMD Stock Again, Ark Loads Up on $7.7 Million Worth of This Chipmaker's Shares
Ark Invest sold more AMD stock Tuesday, Aug. 18, 2026, while pouring $7.7 million into Cerebras shares
Micron Crosses $1,000: Here's How to Amplify the Trade with ETFs
Micron Crosses $1,000: Here's How to Amplify the Trade with ETFs
Micron stock tops $1,000 after a 260%+ 2026 surge. See how 2X leveraged ETFs MUU and MULL are amplifying the AI memory boom.
TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report
TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report
Taiwan Semiconductor’s Arizona expansion is accelerating as surging AI chip demand drives profit and revenue growth.
Supermicro's $60 Billion Backlog Meets its Audited Truth Test
Supermicro's $60 Billion Backlog Meets its Audited Truth Test
Supermicro's unaudited business update reports $60B in new orders and 15%-17% gross margin guidance, but a history of scandals could make it risky.
Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push
Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push
Nvidia and six Wall Street giants are targeting $500 billion to finance AI infrastructure as Jensen Huang pitches chips as a new asset class.
Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report
Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report
Apple is reportedly testing China’s CXMT memory chips for iPhones and MacBooks as the AI boom tightens global memory supplies.
The AI Chip Trade Is Getting Bigger — and More Leveraged. Meet REX’s New 3X Bets
The AI Chip Trade Is Getting Bigger — and More Leveraged. Meet REX’s New 3X Bets
AI chip demand is fueling record semiconductor ETF inflows. REX’s new 3X ETNs offer leveraged bullish and bearish exposure as volatility rises.
TSMC Is Reportedly Developing Advanced Chip Packaging Tech to Challenge Intel's Dominance
TSMC Is Reportedly Developing Advanced Chip Packaging Tech to Challenge Intel's Dominance
TSMC is reportedly developing EMIB-like chip packaging, potentially challenging Intel's edge as Nvidia evaluates EMIB.
Seagate's Stock Rally Has Outrun Its Own Guidance — Now Comes the Q4 Test
Seagate's Stock Rally Has Outrun Its Own Guidance — Now Comes the Q4 Test
Seagate Technology reports Q4 results after Tuesday's close, but stock has already priced in more good news than management promised.
Is the AI Chip Trade Actually Cracking? $1 Trillion Wiped Out in Korea — And It's Spreading
Is the AI Chip Trade Actually Cracking? $1 Trillion Wiped Out in Korea — And It's Spreading
Korean chipmakers lose $1 trillion in 6 weeks and the rout is spreading to U.S.-listed AI chip stocks like Nvidia, Marvell and Micron.
Neoclouds Nebius, IREN Tap Massive Hyperscaler AI Capex — Compute Is The New Oil
Neoclouds Nebius, IREN Tap Massive Hyperscaler AI Capex — Compute Is The New Oil
Neoclouds like Nebius and IREN offer public-market access to the AI build-out behind Microsoft, Open AI, Meta Platforms, and Anthropic.
Taiwan Semi’s AI Spending Spree Tests Investor Nerves as Capex Surges Past $60 Billion
Taiwan Semi’s AI Spending Spree Tests Investor Nerves as Capex Surges Past $60 Billion
TSMC reports record profits and strong demand for AI processors, but investors are concerned about its increased capex.
Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-Time Highs?
Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-Time Highs?
Taiwan Semiconductor reports Q2 results Thursday. A look at the key items to watch.
Samsung Speeds Up Yongin Chip Plant Launch to 2029 amid AI Memory Boom
Samsung Speeds Up Yongin Chip Plant Launch to 2029 amid AI Memory Boom
Samsung will open its first Yongin AI chip fab by 2029, accelerating production amid booming AI memory demand.
Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'
Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'
Meta's in-house Iris AI chip will complement, not replace, Nvidia and AMD GPUs, according to Futurum CEO Daniel Newman.
Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'
Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'
Futurum analyst said TSMC is the backbone of the AI boom, with Nvidia, AMD, Apple and Broadcom all relying on its chipmaking capabilities.
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