AI Chips news and analysis on Web Pulse: 3090 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AT&S, an Austrian maker of printed circuit boards and chip substrates, will invest €1.5bn to €2bn expanding capacity at its plants in Malaysia and China to meet demand for high-end IC substrates used in AI and high-perfo…
Nvidia invested in Hydra Host's Series A funding round, which raised approximately $70 million, to expand AI compute resources. The startup operates bare metal GPU clusters across 40-50 locations and aims to convert data…
A 10-year PC-building veteran reports that building your own PC is no longer cheaper than buying a prebuilt system, due to AI-driven price surges in RAM, storage, and GPUs. Across budget, midrange, and high-end configura…
Schneider Electric and Foxconn announced a strategic collaboration on June 15 to design and scale next-generation AI data-centre infrastructure. The partnership combines Schneider's power and cooling systems with Foxconn…
Shanghai Enflame Technology Co., a Tencent-backed AI chip maker, received IPO approval on China's STAR Market to raise approximately $830 million for next-generation semiconductor development, despite cumulative losses o…
Asia hedge funds focused on AI hardware and semiconductors achieved triple-digit returns in early 2026, with E20 Capital's Global Opportunity Investment Fund up 136% and WT Asset Management's China Focus fund up 103% thr…
Carmen Li, CEO of Silicon Data and Compute Exchange, said the compute market is shifting from on-demand to forward contracts as GPU price volatility rises, with fungibility challenges complicating trading. She noted that…
Nvidia CEO Jensen Huang participated in a webtoon event during a visit to Naver's headquarters, filling in speech bubbles in a comic strip to deliver a witty message about GPUs. The moment highlighted the global rise of …
ByteDance is in talks to buy at least 50,000 AI chips from Chinese GPU maker Iluvatar CoreX this year, aiming to reduce dependence on Nvidia amid US export controls. The chips would primarily serve inference workloads fo…
A high-fidelity architectural simulator for the Cerebras CS3 Wafer-Scale Engine (WSE) has been developed, modeling 720,000 processing elements on a 2D mesh to enable performance analysis and software development. The sim…
Kazakhstan signed a memorandum of understanding with Nvidia and Freedom Holding Corp. on November 7 to build a $2 billion Sovereign AI Hub, part of broader AI agreements that could attract up to $10 billion in investment…
ByteDance is in talks to buy at least 50,000 AI chips from Shanghai-based Iluvatar CoreX for inference workloads powering its Doubao chatbot, Reuters reports. If completed, the deal would make Iluvatar CoreX ByteDance's …
Researchers at the University of Tennessee and the University of Florida developed a hardware neural network backdoor that can be hidden in custom chips used for edge AI, exploiting vulnerabilities in the supply chain of…
ByteDance, TikTok's parent company, is negotiating to buy at least 50,000 AI inference GPUs from Shanghai-based Iluvatar CoreX, as US export controls push Chinese tech firms to diversify away from Nvidia. The company is …
Nvidia has become the central authority in the AI industry, analogous to the Federal Reserve in finance, due to its dominant position in supplying the hardware necessary for AI computation. The company's GPUs are essenti…
AI-driven demand for multilayer ceramic capacitors (MLCCs) has triggered a supply bottleneck, with AI servers requiring up to 28,000 MLCCs per unit—a 13-fold increase from standard servers. The surge, described as 'scary…
A widely cited claim that AI inference GPUs last only three years under high utilization is based on an anonymous source from a paid expert network, raising questions about its reliability. Google has reported eight-year…
Neurophos announced its Optical Processing Unit (OPU), a photonic AI chip achieving 0.47 ExaOPS at 300 TOPS/W, claiming 10,000x size reduction over traditional photonic tensor cores. The company says a single tray of 8 O…
Gaon Cable's U.S. unit LSCUS secured multiple AI data center power contracts in 2026, including a five-year busduct supply agreement potentially worth up to 4 trillion won ($2.7 billion) with an unnamed U.S. technology c…
Ciena Corporation reported fiscal second-quarter 2026 revenue of $1.57 billion, up 40% year over year, and adjusted EPS of $1.64, up 290%, driven by strong optical demand from hyperscalers and cloud providers for AI infr…