AI Chips news and analysis on Web Pulse: 6081 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD presented its Versal Premium Gen2 adaptive SoC platform at Hot Chips 2026, featuring on-package LPDDR5X memory, PCIe Gen7 and CXL 4.0 support, and enhanced security including post-quantum cryptography. The platform t…
SpaceX plans to launch its first AI-focused orbital data centers in the fourth quarter of 2027, moving up its previous 2028 timetable, and has asked the FCC for authority to deploy up to one million AI-capable satellites…
Andy Burnham has signed a landmark military AI deal with Ukraine, making Britain the first international partner to access Ukraine's Avengers AI Labs database, with the first trial technology to be rolled out to protect …
NVIDIA announced that SpaceXAI will deploy its Vera CPUs to power agentic AI workloads behind Grok, with plans to extend the Vera Rubin NVL72 platform into orbit via the Starmind AI satellite. NVIDIA claims Vera, featuri…
Apple Inc. announced on Tuesday new Mac Mini and Mac Studio models powered by the M6, M5 Max, and M5 Ultra chips, with the M5 Ultra being its most powerful chip ever, featuring an 80-core GPU and four times faster LLM pr…
Nvidia will report fiscal Q2 2027 results on August 26, 2026, with Wall Street consensus projecting about $92 billion in revenue, up roughly 96% year-over-year, and adjusted EPS near $2.09. The company faces competitive …
OpenAI said its Broadcom-built Jalapeño inference chip delivers 1.5 to 1.9 times more AI work per watt than Nvidia's GB200 and GB300 systems on tested models, with 1.7 to 3.6 times lower end-to-end latency, based on benc…
Apple refreshed the Mac mini and Mac Studio with four chips, including the M6, its first 2nm chip, and the M5 Ultra, the first quad-die Apple silicon, both aimed at running AI models locally. Pre-orders open today, with …
OpenAI has disclosed first measured results for its custom inference chip, Jalapeño, showing a 1.5 to 1.9 times increase in AI work per watt at peak throughput compared to leading commercial systems, and cutting end-to-e…
Apple refreshed the Mac mini with M6 and M5 Pro processors, featuring a 2nm M6 chip that delivers up to 4.8x faster LLM prompt processing and 4x better AI performance, with preorders starting today and shipping Sept. 22.…
Jalapeño, a new AI inference chip, is setting a benchmark for inference speed by achieving higher compute utilization, power efficiency, and lower latency compared to traditional GPUs, according to the article. The chip'…
Morgan Stanley reports that Alphabet Inc.'s (GOOGL) AI accelerator chip business is booming, but the brokerage maintains this is not enough to re-rate Google stock, which will have to wait until the rollout of the new AI…
Goldman Sachs projects DRAM undersupply of 5.0% in 2026 and 5.9% in 2027, the tightest since 2017, driven by AI server demand. Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and non-GAAP EPS of $25.1…
Intel's x86 CPU market share fell 6.5% year over year to 69.3% in Q2 2026, as AMD gained ground amid a total CPU shipment downturn of more than 20%, according to Mercury Research data cited by CNN. Mercury Research presi…
The Investing for Beginners Podcast co-hosts Andrew Sather and Stephen Morris ranked five AI stocks by margin of safety, favoring structural chokepoints in the semiconductor and infrastructure tiers over picking model le…
Elon Musk said SpaceX, in partnership with Nvidia, will launch its first AI-powered orbital data center satellites in Q4 2027, pulling forward the previous 2028 target, with significant scale in 2028. JPMorgan analyst Do…
Apple launched a new Mac mini with M6 and M5 Pro chips, featuring up to 4x faster AI performance, 2x faster storage and graphics, and 40 percent faster CPU performance compared to M4 models. The M6 model starts at $899, …
Apple Inc. unveiled upgraded Mac mini and Mac Studio desktop computers with major processor upgrades, starting at US$899 and US$2,499 respectively, available to preorder from Aug 25 and in stores Sept 22. The new M6 chip…
SpaceX, in partnership with Nvidia, will launch orbital AI data centers using a space-optimized Vera Rubin NVL72 system in Q4 2027, reaching 'significant scale' in 2028, according to Elon Musk. The deployment, which coul…
OpenAI's Jalapeño inference chip outperformed Nvidia's Blackwell system on Semianalysis's InferenceX benchmark, delivering more tokens per user and more throughput per kilowatt, according to results presented at the Hot …