AI Chips news and analysis on Web Pulse: 6976 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Larsen & Toubro has rebranded its data center unit as Larsen & Toubro-Vyoma and partnered with Nvidia to build gigawatt-scale AI factory infrastructure in India, aiming to own part of the compute layer. Nvidia has named …
NVIDIA CEO Jensen Huang said compute equals revenue in AI factories, where data centers have evolved from cost centers to revenue drivers. The company outlined five key questions for optimizing AI factory economics, focu…
NVIDIA CEO Jensen Huang said compute equals revenue in AI factories, prompting a focus on tokens per watt and cost per token. The company outlined five key questions for optimizing AI factory economics, emphasizing the n…
The AI bubble is unlikely to burst soon due to persistent shortages in high-bandwidth memory, advanced packaging, network fabric, power, and site readiness that will delay price discovery until at least 2028, according t…
NVIDIA CEO Jensen Huang said compute equals revenue in AI factories, where tokens per watt and cost per token determine profitability. The company outlined five critical questions for optimizing AI factory economics, cov…
Intel CEO Lip-Bu Tan signaled a return to memory chip innovation, saying memory is no longer a commodity and that Intel is exploring stacking DRAM on CPUs, amid industry expectations that memory shortages will persist be…
Applied Materials reported fiscal Q3 2026 revenue of $9.12 billion, beating analyst estimates of $8.99 billion, and adjusted EPS of $3.50 versus the consensus $3.40, while raising its full-year Semiconductor Systems grow…
Nvidia may redesign components of its Feynman AI platform, targeting a 2028 release, due to manufacturing constraints at TSMC, whose A16 1.6 nm wafer capacity is fully booked through 2028. The platform, unveiled by CEO J…
SK hynix has outlined a 1,100 trillion-won (about $720 billion) mid- to long-term investment strategy for memory production in South Korea, covering 600 trillion won for the Yongin Semiconductor Cluster, 100 trillion won…
The MSI Claw 8 EX AI Plus, priced at $1,800, is the most powerful and battery-efficient Windows handheld yet, with reliable sleep/wake functionality, but The Verge's Sean Hollister says graphical issues, Windows annoyanc…
Semiconductor equipment OEMs are turning to build-to-print contract manufacturing to meet rising demand from AI and high-performance computing, avoiding costly in-house expansions. Suppliers operating above 80% capacity …
Guangdong province signed a strategic cooperation framework with Alibaba (China) Co., Ltd. on August 13 to advance AI, semiconductors, and computing infrastructure, with provincial leaders urging deeper investment in the…
Guangdong, China's wealthiest province with a GDP exceeding $2 trillion, signed a strategic cooperation agreement with Alibaba Group Holding on Thursday in Guangzhou to expand investment in computing power, AI models, an…
Nvidia Corp. is turning former rival Groq into a customer, with Groq announcing Wednesday it will put Nvidia systems in its data centers, allowing GroqCloud customers to access Nvidia technology alongside Groq's LPUs. Th…
NEC, Hitachi, and Fujitsu have rushed to secure partnerships with Anthropic in early 2026, completing deals in as little as three weeks to access the Claude Mythos Preview model, in a coordinated defensive move to embed …
Tax incentives, particularly accelerated depreciation on server hardware, are a major driver of the AI infrastructure boom, according to an analysis. Companies can shield significant income from taxes by spending billion…
Nvidia has raised the price of its RTX Pro 6000 96GB Blackwell workstation GPU to $16,000, a 110% increase from its $7,600 preorder price, due to an ongoing memory shortage driven by AI demand. The company has also incre…
China's CXMT, formerly ChangXin Memory Technologies, reached a market value of $540.5 billion on Friday, making it the world's 24th-most-valuable company and just behind Intel at $552.6 billion, according to LSEG data. T…
NVIDIA's data center GPU roadmap has advanced through four major architectures—Ampere, Hopper, Blackwell, and Vera Rubin—each delivering more memory, faster interconnects, and lower-precision compute formats for AI workl…
Semiconductor Manufacturing International Corporation (SMIC) is considering adding equipment at existing factories after demand for mature-node chips used alongside AI processors exceeded forecasts, with co-CEO Zhao Haij…