AI Chips news and analysis on Web Pulse: 3113 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
PALO ALTO, Calif. — Startup Ricursive, founded by the former leads of Google's AlphaChip project, announced plans to develop an end-to-end AI model for chip design, aiming to transform the industry by enabling custom chi…
AMD released Lemonade SDK version 10.7, adding NVIDIA CUDA support to its local AI server solution that previously only supported AMD hardware, Apple Metal GPUs, and AArch64 CPUs. The update integrates Llama.cpp's CUDA b…
Google DeepMind's DiffusionGemma, optimized for NVIDIA platforms, generates text tokens in parallel rather than sequentially, achieving up to 1,000 tokens per second on a single NVIDIA H100 GPU. The model, built on the G…
Super Micro Computer Inc. shares fell on investor concerns over potential stock dilution, despite the company securing a $39 billion artificial intelligence order that could reverse the decline. The massive AI contract u…
Supermicro announced new servers powered by Arm's AGI CPU at COMPUTEX, designed for the agentic AI era with up to 2x performance per rack versus x86. The systems target inference and agentic workloads, with liquid-cooled…
Wall Street is pricing the AI data-center buildout at approximately $1.7 trillion by 2030, with nearly all spending directed toward vast halls of graphics chips that answer questions by guessing one likely word at a time…
AWS announced Neuron Agentic Development capabilities, a collection of AI agents and skills that automate kernel optimization for AWS Trainium and Inferentia hardware. The tools enable developers to write, debug, and pro…
Stocks resumed their decline on Monday, led by losses in chipmakers and artificial intelligence companies. The selloff erased gains from a brief rally last week, as investors continued to reassess valuations in the tech …
Battery energy storage systems (BESS) are becoming essential infrastructure for AI factories, which require power-dense, fast-changing electrical loads that differ from traditional data centers. Properly designed BESS he…
Amazon announced the general availability of its new M9g and M9gd EC2 instances, the first products powered by the Graviton5 processor, which delivers up to 25% better computational performance and up to 35% faster perfo…
Mizuho Securities has reaffirmed its bullish stance on Western Digital Corp. (WDC) stock, citing sustained demand for AI-driven storage solutions. The firm's analysts highlighted that the surge in artificial intelligence…
Meta AI's ability to respond to voice queries, such as finding vegan restaurants, relies on compute power — the measure of how many calculations a computer chip can perform per second, measured in FLOPS. This processing …
The "Memory Wall" bottleneck, originally coined in the 1990s to describe the speed gap between processors and DRAM, has re-emerged in the AI era as DRAM and high-bandwidth memory (HBM) struggle to meet the massive storag…
OpenAI is negotiating to lease a planned 10-gigawatt data center in Ohio, with Nvidia potentially serving as a financial guarantor for the project. The site, developed by SoftBank-owned SB Energy on federal land in south…
Intel partnered with Hitachi to advance physical AI technology, aiming to integrate artificial intelligence into real-world industrial applications. The collaboration requires Intel to address its stock valuation concern…
Cisco Systems shares have surged 61% in 2026, making it one of three dividend-paying stocks quietly benefiting from the artificial intelligence boom. The networking giant joins a select group of companies riding AI deman…
Applied Optoelectronics (AAOI) is positioned as a high-potential investment in the AI networking sector, with analysts recommending the stock for its growth prospects. The company's technology is seen as critical to supp…
Analysts identify FormFactor (FORM) as a mid-cap artificial intelligence stock with significant upside potential. The semiconductor testing company is positioned to benefit from growing demand for AI-related chips and ad…
The rapid buildout of AI infrastructure has created a structural shortage of DRAM and NAND flash memory, causing enterprise IT budgets to become unpredictable and server costs to rise by over 125% in the first half of 20…
A buyer who spent roughly $10,000 on both a Mac Studio M3 Ultra with 512 GB of unified memory and a dual NVIDIA DGX Spark setup ran the same 397-billion-parameter model on each machine and measured the performance differ…