AI Chips news and analysis on Web Pulse: 3103 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
China's export curbs on tungsten have caused the price of tungsten hexafluoride, a critical gas for AI chip manufacturing, to triple year-on-year, threatening Japan's semiconductor supply chain. Japanese producers Showa …
A maker project on Hackster.io demonstrates runtime safety monitoring of AI inference on the AMD Kria KV260 FPGA system-on-module. The project runs a Deep Learning Processing Unit on the FPGA fabric while a Zephyr RTOS a…
Bank of America raised its global server CPU market forecast to over $170 billion by 2030, citing agentic AI as the primary demand driver. The revision triggered a semiconductor rally on June 11, with Intel, AMD, and Arm…
China's Ministry of State Security warned users against accessing US AI models via third-party tools, citing security risks and potential cyber espionage. Meanwhile, US companies continue to adopt Chinese AI models like …
OpenAI CEO Sam Altman postponed a planned June 14-15 visit to South Korea for meetings with Samsung Electronics, Naver, and Kakao, citing unavoidable personal circumstances, with no rescheduled date announced. The trip w…
Samsung Electronics is in talks to manufacture a memory input-output die for Google's next-generation AI chip, the 10th-generation tensor processing unit code-named "Icefish," using its 2-nanometer process. The deal woul…
Oracle's heavy investment in AI infrastructure, including partnerships with Nvidia, has significantly increased its debt, raising concerns about financial stability amid the AI boom. The company's debt load could pose ri…
NVIDIA's Blackwell platform achieved up to 20x more agents per megawatt than the previous generation in the first AgentPerf benchmark, a new test from independent firm Artificial Analysis designed for agentic AI workload…
Nvidia's new GB300 NVL72 system achieves 61,400 concurrent AI agents per megawatt, a 20x improvement over the prior-generation H200. The Blackwell Ultra rack-scale system, validated using the AgentPerf benchmark, is alre…
Artificial Analysis released initial results for its AA-AgentPerf benchmark, showing NVIDIA's Blackwell systems outperforming AMD's Instinct MI355X GPUs on power-efficient agentic inference using DeepSeek V4 Pro. The ben…
SpaceX and Nvidia are deepening their nearly decade-long partnership as SpaceX prepares for a $75 billion IPO, with Nvidia providing space-specific computing platforms for AI-driven rocket design and orbital data centers…
NVIDIA's Blackwell architecture leads the inaugural AgentPerf benchmark for agentic AI. AMD opens pre-orders for its Linux-friendly Ryzen AI Halo developer platform featuring the Strix Halo APU. Linux 7.2 introduces GPU …
Nvidia's Blackwell architecture achieves 20 times more AI agents per megawatt than its Hopper generation, according to the new AgentPerf benchmark. The efficiency leap, driven by FP4 precision and advanced NVLink designs…
NVIDIA unveiled the RTX Spark superchip for Windows PCs at GTC Taipei and Computex, delivering 1 petaflop of AI performance and up to 128GB of unified memory. The chip, developed with MediaTek, will power slim laptops an…
NVIDIA achieved leading agentic coding performance on the first agentic AI benchmark, AA-AgentPerf, delivering up to 20x better performance than previous generations. The benchmark, created by Artificial Analysis, measur…
Marvell Technology hired Adobe CFO Dan Durn, signaling a shift in investor focus from software to semiconductor companies in the AI era. Adobe shares fell 5% despite raising revenue guidance and tripling AI revenue, as t…
Nvidia CEO Jensen Huang announced a paradigm shift in computing from data retrieval to real-time generation, driven by AI factories and purpose-built CPUs. The company's Vera CPU for agentic AI has already generated $20 …
SK Hynix plans to triple memory production, but SK Group chair warns the expansion will take up to eight years, highlighting the slow pace of semiconductor manufacturing scale-up amid surging AI demand.
NVIDIA's Blackwell Ultra NVL72 platform achieved top performance on the first agentic AI benchmark, AgentPerf from Artificial Analysis, running up to 20 times more agents per megawatt than the previous Hopper architectur…
The AI industry is increasingly entangled in a web of circular deals where companies like Nvidia, Microsoft, and Anthropic invest in each other while also buying and selling AI chips and cloud services. This interdepende…