AI Chips news and analysis on Web Pulse: 6194 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Kalshi, the first federally regulated prediction market exchange in the US, has launched contracts allowing traders to speculate on the per-hour cost of running NVIDIA's H100, H200, B200, and RTX 5090 chips, with settlem…
The AI sector is seeing growing valuation concerns for Anthropic as competitive pressures mount from major players like NVIDIA, OpenAI, and Google Gemini, despite Anthropic's strong enterprise revenue. Market odds for An…
AMD and Intel have co-authored the ACE (AI Compute Extensions) specification, a jointly owned matrix ISA for x86 that freezes a new instruction set aimed at inference-friendly formats and outer-product math, but silicon …
AI startup Reflection AI has signed a computing agreement worth over $1 billion with cloud provider Nebius Group NV to secure access to NVIDIA Corp.'s GB300 AI chips through 2029. The deal, announced Tuesday, underscores…
Tech companies are missing market expectations due to a slowdown in customer spending on AI infrastructure, reflecting deeper economic challenges in scaling AI models. The volatile GPU supply chain, particularly for high…
Reflection AI, the open-source frontier lab founded by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou, has signed a multi-year computing agreement with Nebius worth more than $1 billion for Nvidia…
Applied Optoelectronics Inc. (NASDAQ: AAOI) is adding roughly 388,000 square feet of new manufacturing space in Pearland, Texas, bringing its total Houston-area production capacity to approximately 900,000 square feet to…
Tower Semiconductor will spend roughly $3bn expanding its 300mm operations in Japan, net of about $1bn in grants from the Japanese government, to boost production of optical components for AI data centers. The two-track …
Nebius Group has agreed to sell more than $1 billion in computing power to Reflection AI, a US-based AI research lab founded in 2024 by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou. The deal add…
AI startup Reflection has signed a more than $1 billion deal with Nebius to secure computing capacity, including access to Nvidia's latest chips, building on a previous agreement with SpaceX. The deal underscores the rac…
Apple is accelerating development of its M7 Ultra chip, which will dramatically upgrade AI performance and bring it closer to dedicated AI accelerators like Nvidia Corp.'s Blackwell, according to Bloomberg's Mark Gurman.…
SK Hynix's American depositary receipts began trading on Nasdaq under ticker SKHY on July 10, with the $26.5 billion offering more than 7 times oversubscribed. Retail traders are piling into options ahead of the expected…
GMI Cloud is seeking a NT$20.45 billion ($635 million) loan from Taiwanese banks, backed by customer contracts for GPU capacity rather than equity, with a five-year term loan tranche of NT$13.9 billion already launched i…
Samsung Electronics has ruled out listing shares in the United States or issuing American depositary receipts, the Korean tech giant announced, quashing speculation about a US capital market move while rival SK Hynix pla…
Tower Semiconductor announced a $3 billion expansion of its 300mm semiconductor facilities in Japan, backed by $1 billion in grants from Japan's Ministry of Economy, Trade, and Industry. The expansion targets silicon pho…
CUDA remains the dominant language for GPU compute in AI and HPC, but teams facing NVIDIA card scarcity or multi-vendor fleets have three main options: drop-in layers like ZLUDA for binary compatibility, AMD's HIP/ROCm f…
Saudi Arabia and the United Arab Emirates, despite committing tens of billions of dollars to become artificial intelligence powers, remain dependent on Nvidia because alternatives are either far weaker or blocked by U.S.…
Canadian semiconductor companies are expanding into the U.S. market to capitalize on the artificial intelligence boom, with Big Tech AI infrastructure investment expected to exceed US$700 billion this year and reach US$5…
Global chip stocks have lost roughly $2.7 trillion in market value since the PHLX Semiconductor Index peaked on June 22, but Wall Street still expects Micron, Nvidia, and the rest of the industry to generate about $700 b…
Samsung is in early-stage discussions with banks about a potential U.S. stock listing, according to Bloomberg, as rival SK Hynix's record $26.5 billion Nasdaq debut has reignited interest in Wall Street. SK Hynix's share…