AI Chips news and analysis on Web Pulse: 6159 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AWS EC2 compute is evolving to meet demand from agentic AI and physical AI workloads, with customers using AMD-based instances for AI inference alongside traditional HPC tasks, according to Art Baudo, principal product m…
Broadcom is shifting production of high-end AI accelerators from TSMC to Samsung, betting on Samsung's process nodes to match yields and power efficiency. If Samsung delivers, the move could lower AI compute costs and di…
Samsung Electronics and SK Group have signed $950 billion in deals with artificial intelligence companies, marking a major expansion of South Korea's AI industry. The agreements were announced during a visit by South Kor…
SPAN, in partnership with Nvidia and PulteGroup, will mount 16-GPU compute nodes on suburban homes starting Q3 2026, offering hosts $150-a-month utility and internet coverage, as AI's power demand drives electricity pric…
Countries must navigate the AI revolution by inserting themselves into the five layers of the 'AI cake' described by NVIDIA CEO Jensen Huang: energy, chips, infrastructure and datacenters, software, and applications, wit…
Samsung Electronics has secured a $200 billion partnership with Broadcom to manufacture artificial intelligence chips, marking a major win for the South Korean company's foundry business as it seeks to challenge TSMC's d…
Google split its eighth-generation TPU into two separate chips — TPU 8t for training and TPU 8i for inference — at Cloud Next 2026, driven by the demands of AI agents that generate 50 to 100 times more inference transact…
Nvidia and South Korea's SK Group announced a $500 billion-plus strategic partnership on July 24 covering a 2-gigawatt AI factory in South Korea and long-term HBM4 memory co-development with SK Hynix, locking in Nvidia's…
Tech firms are racing to build colossal supernode clusters for next-generation AI, shifting competition from stand-alone chip specifications to interconnects, memory sharing, and system reliability, according to Morgan S…
NAVER is scaling its GAK Sejong AI data center in South Korea to 200 megawatts by 2028, backed by roughly $10 billion in combined investment from NVIDIA and Brookfield Asset Management. The facility, which will run NVIDI…
Nvidia is investing $1 billion in South Korean internet company Naver to finance an AI data center expansion from 55 megawatts to 200 megawatts, and announced a $500 billion commercial partnership with SK Group spanning …
Elon Musk said in an interview with Zanny Minton Beddoes that China may become the world leader in AI, held back only by limited computing power, though China already has an electricity advantage and could develop its ow…
A theory suggests the RAM and GPU shortages felt by consumers in 2026 may be a deliberate side effect of AI companies hoarding hardware to prevent users from running free Chinese models like DeepSeek-R1 locally, accordin…
Memory chip shortages driven by AI data center demand have caused steep price hikes for storage upgrades in consumer devices, with Apple, Google, and Samsung raising prices on models like the iPhone 17 Pro Max and Galaxy…
NVIDIA and South Korea's SK Group announced a semiconductor and AI partnership worth more than $500 billion, while Samsung Electronics and Broadcom expanded their strategic collaboration in a deal estimated to exceed $20…
Samsung has secured a chip supply deal worth over $200 billion with Broadcom, lasting through 2030, to support development of next-generation AI accelerators using Samsung's 2-nanometer process and advanced packaging tec…
Micron Technology Inc. has demonstrated that its AI-related repricing is real, but the market remains skeptical about its sustainability. The company's recent earnings report showed strong demand for its memory chips use…
Six major tech companies—Amazon, Alphabet, Microsoft, Meta, Oracle, and Nvidia—have collectively issued roughly $244 billion in bonds globally through mid-July 2026 to fund AI infrastructure, more than doubling the $121 …
Samsung Electronics has secured a landmark semiconductor partnership with Broadcom valued at over $200 billion through 2030, covering memory chips, advanced contract manufacturing, and packaging. The deal positions Samsu…
Samsung Electronics and Broadcom signed a $200 billion memorandum of understanding on July 24 in San Francisco covering HBM4 memory supply and 2nm foundry services through 2030, the largest bilateral chip deal announced …