AI Chips news and analysis on Web Pulse: 6169 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD will invest up to $5 billion in Anthropic equity and supply up to 2 gigawatts of Instinct MI455X GPUs for deployment starting in the first half of 2027, the companies announced July 22. The deal, which lacks the equi…
AMD is investing up to $5 billion in Anthropic, the developer of the Claude AI model, in a deal that will see Anthropic deploy up to 2 gigawatts of AMD's MI450 GPUs for training and inference. The investment marks AMD's …
AMD is investing up to $5 billion in Anthropic, which will deploy up to 2 gigawatts of MI450 GPUs for training and running its Claude models, marking another major deal for AMD as it challenges Nvidia in AI chips.
FemtoAI said more than 200,000 of its SPU-001 inference chips are in market as the San Bruno, California, chipmaker expands work with Marshall, Samsung-linked ABOV Semiconductor and smart-glasses vendors. Co-founder and …
Astera Labs (ALAB) shares surged as the company benefits from accelerating AI infrastructure spending. The semiconductor firm's stock rose on investor optimism about demand for its data center connectivity solutions.
OpenAI announced Wednesday it will spend $750 billion on infrastructure through 2030, 25% more than earlier estimates, with the first project being a $20 billion data center campus in Georgia known as Project Camellia. T…
The White House has accused Chinese AI lab Moonshot AI of training its Kimi K3 model on banned Nvidia GB300 servers routed through Thailand, escalating a dual fight over model distillation and export controls. White Hous…
White House tech official Michael Kratsios accused China's Moonshot AI of conducting a large-scale, covert distillation of Anthropic's most advanced AI model, Fable, to help create its K3 model, and of acquiring advanced…
The White House has accused Chinese AI startup Moonshot AI of improperly using American AI models and Nvidia chips to build Kimi K3, a 2.8-trillion-parameter open-weight model that rivals systems from Anthropic and OpenA…
Alphabet's operating margin hit 36.1% in Q1, its highest in five years, as revenue grew 22% and operating income jumped 30%, outpacing its AI spending surge. The company spent $35.7 billion last quarter on infrastructure…
A White House official accused China's Moonshot of improperly using US AI models and Nvidia Corp. chips to create the Kimi K3 system, which stunned the tech industry last week with its advanced capabilities. White House …
Nvidia has unveiled its next-generation Spectrum-X Ethernet networking platform, designed to connect millions of GPUs in gigascale AI factories while reducing power consumption and operational costs. The platform is part…
Acrab unveiled GELIX 1, its first-generation edge AI system-on-chip (SoC), and Agent Box, a personal edge AI system powered by the company's full-stack computing platform. The SoC is designed to run state-of-the-art AI m…
SpaceX and xAI are building an 11-million-square-foot satellite factory in Bastrop, Texas, called Gigasat, to produce orbital data centers for AI computing, targeting 1 gigawatt of annual orbital AI compute capacity by t…
Apple's next Mac Studio, expected to feature M5 Max and M5 Ultra chips, may be delayed until October 2026 due to global DRAM shortages driven by surging AI infrastructure demand, according to Bloomberg's Mark Gurman. The…
AMD will invest up to $5 billion in Anthropic as part of a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 AI GPUs using the Helios rack-scale system, with the first gigawatt planned for the first…
Advanced Micro Devices (AMD) is reportedly set to invest up to $5 billion in Anthropic, according to the Wall Street Journal, positioning AMD as a key player in AI infrastructure and challenging Nvidia's dominance. The s…
Intel's upcoming quarterly earnings report has become a critical test for the AI-driven stock rally, as the chipmaker's results could either validate broad semiconductor demand or expose concentration in a few AI leaders…
OpenAI raised its cloud and compute infrastructure spending forecast to roughly $750 billion through 2030, up 25% from the $600 billion target set earlier this year, according to a July 22 Wall Street Journal report. The…
CrowdStrike and Cerebras Systems announced a partnership on July 22 to enhance AI security, with CrowdStrike deploying its Falcon AIDR models on Cerebras' inference hardware to accelerate threat detection, while Cerebras…