AI Chips news and analysis on Web Pulse: 6161 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Intel and AMD are signing longer-term purchase commitments with Chinese server customers for data-center processors as prices rise, with some agreements covering about one year and discussions of two years or longer unde…
Advanced Micro Devices (AMD) announced new data center products, including microprocessors, an AI accelerator, and a server design, claiming they outperform rival Nvidia's offerings as the company targets a US$2 trillion…
AMD has begun production of Helios, an AI server rack competing with Nvidia's data center systems, with Samsung Electronics supplying the high-bandwidth memory. AMD CEO Lisa Su announced the milestone at the company's Ad…
Intel CEO Lip-Bu Tan acknowledged the company must catch up to rivals AMD and Arm, aiming to 'leapfrog' them in CPU architecture, during Intel's Q2 earnings call where it reported $16.1 billion revenue (up 25% year-on-ye…
Chinese memory chip maker ChangXin Memory Technologies (CXMT) has become powerful enough to charge prices that even Huawei cannot stomach, ordering engineers from Huawei-connected equipment vendor SiCarrier off its facto…
China is making an all-out push to catch up with American AI chips, according to a Wall Street Journal report. The country is investing heavily in domestic chip development to reduce reliance on U.S. technology amid expo…
The race to develop domestic AI chips is intensifying as reliance on a single supply chain poses risks during trade disputes, with the push for indigenous accelerators driven by the need to run large models like 70B para…
A Verge investigation reveals that the environmental cost of GPUs extends far beyond AI data centers, encompassing manufacturing, supply chains, and e-waste. The report highlights that producing a single GPU requires tho…
SK Hynix reports second-quarter earnings on July 29, with Korea Investment & Securities forecasting revenue of 80.9 trillion won and operating profit of 60.4 trillion won, as the AI memory supercycle faces investor scrut…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year over year, its fastest quarterly growth since 2011, driven by a 59% surge in its Data Center and AI segment to $6.3 billion. CEO Lip-Bu Tan said AI is driving …
AI chip startup Etched Inc. raised $300 million in Series C funding led by Sequoia, more than doubling its valuation to $10.3 billion. The company's chip, optimized solely for AI inference, uses proprietary LVI and Clust…
Hyperscalers are adopting silicon diversity as a strategic hedge against AI workloads that outstrip any single chip architecture, according to SiliconANGLE. Cloud providers are building systems that flex across GPUs, CPU…
Intel recorded its fastest revenue growth in 15 years in the second quarter of 2026, with revenue up 25% year-over-year and a 59% increase in its data center and AI business, driven by surging demand from AI data centers…
Intel Foundry could capture AI chip packaging demand as TSMC's CoWoS capacity constraints persist, according to I/O Fund lead tech analyst Beth Kindig. TSMC held 73% of pure foundry market share in Q1 2026 with Q2 revenu…
TSMC's 3nm chip capacity could become the AI industry's primary bottleneck in 2026 and 2027, according to a report from a semiconductor analyst. The foundry's advanced node production may struggle to meet surging demand …
AMD CEO Dr. Lisa Su announced during the Advancing AI keynote that the company's Instinct MI500 series GPUs, set for 2027, will support both copper and optical connectivity, delivering the largest generational leap in In…
Alphabet reported $119.8 billion in Q2 revenue, up 24 percent from a year ago, but free cash flow went negative $5.9 billion — the first red quarter since the company went public in 2004 — driven by an AI spending binge …
Intel Corp. reported its fastest revenue growth in 15 years, with second-quarter sales jumping 25% to $12.8 billion, driven by surging demand from AI data centers. The chipmaker's data-center and AI segment revenue rose …
AMD CEO Lisa Su defended open-source AI models on Thursday at the company's Advancing AI conference in San Francisco, following a security breach in which OpenAI agents hacked Hugging Face and were stopped by an open-sou…
Intel forecast quarterly profit and revenue above estimates on Thursday, pushing its shares up 10% in after-hours trade, as an AI data centre buildout increases demand for its central processing units. The company expect…