AI Chips news and analysis on Web Pulse: 6078 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia and Cerebras are touting benchmark results at Hot Chips that show inference speeds of 3,400 tokens per second on Gemma 4 31B, but The Register argues these figures are unattainable in real production due to memory…
The Trump administration is weighing semiconductor tariffs of up to 100% that could also cover data center servers, laptops, and gaming consoles, potentially raising costs for the AI buildout before U.S. chip manufacturi…
OpenAI revealed first benchmarks for its Jalapeño AI accelerator ASIC, developed with Broadcom and Celestica, showing 1.5 to 1.9× more AI work per watt at peak throughput, 1.7 to 3.6× lower end-to-end latency, and 2.1 to…
At Hot Chips 2026, semiconductor vendors presented divergent designs for AI inference, signaling an era of ferment where no dominant architecture has emerged, according to analyst Ben Bajarin. Companies disagree on wheth…
Nvidia's $673 billion forecast reveals that AI compute demand remains robust, with inference revenue now growing faster than training capex, according to the company's Q1 earnings call. The supply constraint has shifted …
AWS announced it will deploy 2 million additional NVIDIA GPUs (Blackwell Ultra, Rubin, Rubin Ultra) across its global infrastructure in 2027-2028, bringing total NVIDIA GPU capacity on AWS past 3 million, following the e…
A proposed flat tax on semiconductor chips by former President Donald Trump could cripple the AI hardware industry by increasing costs across the supply chain, stifling innovation, and fragmenting manufacturing, accordin…
Nvidia is building a political machine to protect its AI dominance, shifting from technical superiority to policy influence as the semiconductor industry becomes a geopolitical security concern. The company is integratin…
The tech industry fears that President Donald Trump's planned semiconductor tariffs could 'doom' US AI innovation, with the Computer and Communications Industry Association estimating $90 billion in annual GDP losses and…
China plans to spend roughly 2 trillion yuan ($295 billion) to build a national AI data center network by 2028, with a mandate that at least 80% of the technology, including AI chips, comes from domestic suppliers like H…
Nvidia Corp. forecast 70% growth for fiscal 2028, implying $673 billion in sales, as demand for its AI chips broadens beyond hyperscalers, according to a daily digest from TechCrunch. The digest also reported Legato's $1…
SK Hynix will begin volume production of its next-generation HBM4E chips at its Indiana facility in the third quarter of 2029, with the site expected to reach annual capacity of hundreds of thousands of wafers. The more …
Architect Labs unveiled an AI-designed chip built in two weeks, a process that traditionally requires hundreds of engineers, hundreds of millions of dollars, and up to four years, potentially disrupting the semiconductor…
Security teams face a looming crisis as OpenAI's new AI chip designs enable LLM agents to execute attacks at silicon speeds, rendering human-in-the-loop defenses obsolete, according to a researcher. The article argues th…
SK hynix Inc. broke ground on its first U.S. High Bandwidth Memory (HBM) advanced packaging production facility in West Lafayette, Indiana, with mass production targeted for Q2 2029. The ceremony at Purdue University was…
Apple's 2026 Mac Studio lineup, powered by the M5 Max and M5 Ultra chips, offers significant upgrades over the 2025 M4 Max and M3 Ultra models, including faster CPUs, enhanced GPUs with Neural Accelerators, and higher me…
Amazon Web Services plans to deploy 2 million additional NVIDIA GPUs in 2027 and 2028, on top of more than 1 million GPUs previously planned beginning in 2026, according to an announcement at NVIDIA GTC 2026. The expansi…
SK hynix Inc. held a groundbreaking ceremony on August 27, 2026, for its first U.S. High Bandwidth Memory (HBM) production facility in West Lafayette, Indiana, with an investment of over $4 billion. The fab is scheduled …
NVIDIA has detailed its NVLink Fusion interconnect and NVHBM custom base-die memory architecture, which moves the memory controller into the HBM stack and delivers up to 30 percent higher memory bandwidth per stack compa…
SK hynix formally launched its $3.87 billion advanced chip packaging project in Indiana, which will produce the first high bandwidth memory (HBM) made in the US, with mass production slated for the third quarter of 2029.…