AI Chips news and analysis on Web Pulse: 2587 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Bain Capital has sold its entire stake in Kioxia Holdings, generating record returns after the chipmaker's shares surged over 4,800% since its debut, driven by AI-related demand. The exit marks the end of a transformativ…
China will allow top AI companies including Alibaba, ByteDance, and DeepSeek to purchase limited Nvidia H200 chips, easing restrictions on US technology. Companies must specify chip quantities and usage for approval, fol…
China's largest DRAM maker ChangXin Memory Technologies (CXMT) will open investor subscriptions next week for a 29.5 billion yuan ($4.3 billion) IPO on the Shanghai STAR Market, backed by China's national chip fund and A…
Korea must look beyond current record profits from Samsung and SK hynix in the AI boom to build new economic strengths, as the early internet era shows such booms are not indefinite. Politicians risk complacency by treat…
The IMF raised South Korea's 2026 GDP growth forecast by 0.7 percentage points to 2.6%, the largest upgrade among major economies, driven by semiconductor exports and AI hardware demand. Samsung Electronics and SK Hynix …
South Korea's AI chip boom is creating a widening income gap, with semiconductor workers receiving huge bonuses while those in traditionally prestigious jobs feel relatively worse off.
Nvidia's trailing price-to-earnings ratio has fallen to 31, its lowest level in seven years, as earnings growth catches up with the stock's valuation. The compression occurs even as shares trade near all-time highs, driv…
Nvidia shares have fallen about 16% since May 14, 2026, wiping out roughly $1 trillion in market value and pushing the stock's forward valuation back toward pre-AI-boom levels, according to Bloomberg and Quartz. The decl…
AWS Graviton5-powered M9g and M9gd EC2 instances are generally available, with production benchmarks from Honeycomb, ClickHouse, and HubSpot showing consistent 36% performance gains over M8g. The new chiplet design on TS…
Apple plans to release a new Apple TV 4K in 2026 with an A17 Pro chip, Wi-Fi 7, and Bluetooth 6, but the launch is delayed until after Siri AI features debut in iOS 27. The device will retain the same design as the curre…
Xsight Labs is developing networking gear for AI and SpaceX satellites, with a focus on full switch programmability, on-path cores in DPUs, and open-sourcing the ISA. The company's 12.8T power-optimized switch targets a …
OpenAI previewed its GPT-5.6 model family on June 26, 2026, with the flagship Sol variant targeting 750 tokens per second via a partnership with Cerebras Systems. Cerebras' wafer-scale compute could outperform convention…
Tensordyne announced its Napier inference processor, which uses logarithmic math to convert matrix multiplications into additions, and said the 3nm TSMC chip is now in production. The company claims the approach can deli…
Positron AI is in talks to raise $750 million across two funding rounds to challenge Nvidia's dominance in AI inference chips. The Reno-based startup claims its Atlas system delivers 3.5x better performance-per-watt than…
Bank of America reiterated its Buy rating on Nvidia stock with a $350 price target, calling it a compelling buying opportunity at a seven-year low valuation. Analyst Vivek Arya argued that the market has overcorrected on…
Open interest in SK Hynix perpetual futures on Trade.xyz surged 210% over the past month, driven by institutional appetite and AI-fueled demand ahead of the company's ADR listing. The decentralized platform now holds bet…
Rambus Inc. announced its DDR5 9600 Client Memory Module Chipset for AI PCs, featuring a new Gen 2 Client Clock Driver that supports up to 9600 MT/s. The chipset addresses signal degradation and timing issues in high-spe…
Grid interconnection delays, not electricity shortages, are slowing AI data center construction, with projects like Stargate in Abilene, Texas, facing multi-year waits for utility studies and transmission upgrades. Media…
Intel-backed AI chip startup SambaNova released third-party benchmarks showing its heterogeneous compute platform, combining Nvidia H200 GPUs and SambaNova SN50 RDUs, achieves 763 tokens per second on the MiniMax M2.7 mo…
SambaNova combined four Nvidia H200 GPUs with 16 SN50 RDU chips to achieve 763 tokens per second on MiniMax M2.7 at a 10,000-token context, separating prefill and decode stages to accelerate inference. The benchmark, rep…