AI Chips news and analysis on Web Pulse: 6165 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD announced the EPYC 9006 "Venice" server processors at Advancing AI 2026, promising up to 256 cores per socket, support for DDR5-8000 and MRDIMM-12800 memory, PCIe Gen 6, and roughly 20% more performance per core over…
AMD argues that agentic AI workloads require a CPU-to-GPU ratio of 1:1 or CPU-heavy, flipping the traditional GPU-dominant ratio of 1:4 or 1:8, according to technical analysis published by the chipmaker in mid-2026. The …
AMD will invest up to $5 billion in Anthropic and deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in Helios rackscale solutions to run Claude, with the first gigawatt shipping in the first half of 2027. The pa…
AMD CEO Lisa Su announced that the company's Helios AI platform is in production and outperforms Nvidia's Vera Rubin, delivering 15% better AI compute FP4, 50% better HBM capacity at 31TB, 50% better scale-out bandwidth,…
AMD launched the Instinct MI455X GPU with 432GB of HBM4 memory on a 2nm process, offering up to 4x the performance of the MI355X, alongside the Helios AI rack combining EPYC Venice CPUs, MI455X GPUs, and Pensando network…
AMD launched the Instinct MI400 Series GPUs for AI workloads, including the MI455X for frontier AI and the MI430X for sovereign AI and HPC. Built on CDNA 5 architecture and a 2nm process, the MI455X features 432GB of HBM…
AMD CEO Lisa Su said the AI accelerator market is growing at a 45% compound annual growth rate from $200 billion in 2025 to $1.4 trillion by 2030, up from her previous estimate of $500 billion. Su announced AMD Helios, a…
Nvidia's Jetson edge AI platform is becoming the default compute layer for lunar missions, with Lunar Outpost and Firefly Aerospace announcing deployments on July 23. Lunar Outpost will use Jetson on its Lunar Voyage 2 r…
AMD unveiled its Helios rack-scale platform at its Advancing AI event, claiming 50% higher bandwidth than Nvidia's Vera Rubin NVL72 with 43 Tb/s per pod via the second-generation Pensando AI NIC 'Vulcano.' The platform f…
Foundation, a humanoid robotics company, announced its new MK-2 Phantom humanoid robots will use AMD Ryzen chips, directly challenging Nvidia's dominance in the AI chip market for robotics. The move signals growing compe…
AI chip startup Etched raised $300 million in a Series C round led by Sequoia, valuing the company at $10.3 billion, doubling its valuation from $5 billion in December. The company, which builds chips specialized for AI …
Advanced Micro Devices Inc. (AMD) announced the Ryzen AI Embedded X100 series and Kria AI Robotics platform, claiming 3.4x better real-time performance over NVIDIA Thor T5000 and 2.3x more agentic AI capacity. The platfo…
Etched, a startup founded in 2022, has partnered with Andreessen Horowitz to build purpose-built AI inference hardware, raising approximately $800 million in total funding and securing over $1 billion in customer contrac…
Nvidia CEO Jensen Huang joined Wistron to open a $700 million AI server manufacturing plant in Fort Worth, Texas, that will produce tens of thousands of Nvidia GB300 Grace Blackwell Ultra Superchip boards monthly. The 32…
Nvidia is moving into 6G AI-RAN by integrating AI processing at the edge within radio units to optimize beamforming, signal processing, and network slicing in real-time, aiming to reduce latency for 6G standards. The mov…
Etched, a San Jose-based AI chip startup, raised $300 million in a Series C round at a $10.3 billion valuation, led by Sequoia Capital, to scale production of its Sohu transformer-specific ASIC that claims 20x inference …
Micron Technology secured a significant memory chip allocation for Tesla, CEO Elon Musk revealed during Tesla's Q2 2026 earnings call on July 22, calling the terms 'reasonable.' Micron's stock rose roughly 2.5% in after-…
Alphabet's contracted future spending commitments hit $811 billion at the end of Q2 2026, up nearly $500 billion from Q1, driven by AI infrastructure supply agreements covering chips, data centers, electricity, and conte…
Andreessen Horowitz argues that AI inference is becoming the largest workload in computing history, with demand for inference tokens surging 300x in two years at Google to 3.2 quadrillion tokens per month as of May 2026,…
Nvidia CEO Jensen Huang and his wife Lori donated $75 million to Vanderbilt University to establish the Jen-Hsun and Lori Huang College of Art, Architecture and Design in San Francisco, the largest university gift from H…