AI Chips news and analysis on Web Pulse: 6085 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
NVIDIA Corp., Apple Inc., and Amazon.com Inc. are raising prices as AI-driven memory chip shortages push server DRAM prices to double in Q1 2026 and overall memory costs up 80% to 90% quarter-over-quarter. NVIDIA has ins…
SpaceXAI plans to launch Nvidia Vera Rubin NVL72 systems into orbit in late 2027, with significant scale targeted for 2028, to power its Starmind AI satellite and expand computing infrastructure for Grok. Elon Musk said …
A new analysis from Epoch AI finds that US GDP growth is understated by roughly 0.3 percentage points because Nvidia's chip design work is treated as a foreign import when chips are fabricated in Taiwan and returned as f…
Quintessent, an AI datacenter optical interconnect company, raised $40 million in an oversubscribed Series A round led by Cycle Capital, with participation from Goldman Sachs XIG-Industry Ventures, Hina Liberty Capital, …
Fujitsu detailed its next-generation Monaka data center CPU at Hot Chips 2026, positioning the Arm-based chip as an energy-efficient solution for AI workloads. The chiplet-based processor, built on TSMC's N2P and N5 proc…
IBM unveiled the industry's first dual-architecture mainframe processor at the Hot Chips conference, designed for future IBM Z and LinuxONE systems. Fabricated on a 2-nanometer process, the chip features 11 high-performa…
Marvell Technology Inc. stock fell 4% to $228.31 on August 24, 2026, ahead of its August 27 fiscal Q2 2027 earnings report, while Broadcom Inc. slipped 2% to $360.49, dragging the iShares Semiconductor ETF down 3% to $50…
Meta Platforms Inc. unveiled MTIA 300, the first chip in its MTIA family designed for both training and inference, optimized for ranking and recommendation models, and featuring built-in NIC chiplets and communication-of…
Taiwanese prosecutors indicted a senior distribution manager at Nvidia's Taiwan office and eight others on August 24 for allegedly smuggling over 100 advanced AI servers to China via third countries, using forged documen…
SpaceX and Nvidia will launch a space-optimized version of Nvidia's Vera Rubin NVL72 AI supercomputer into low Earth orbit aboard the Starmind AI satellite in Q4 2027, with broader deployment planned for 2028. The system…
Eoptolink Technology, a Chengdu-based optical transceiver maker, increased its inventory by 61% year-over-year to 11.7 billion yuan ($1.7 billion) in the first half of 2026 to secure components for AI data center demand.…
NVIDIA unveiled its Vera CPU at Hot Chips 2026, an 88-core Arm-based server processor built on the new Olympus core architecture, designed to power its upcoming Vera Rubin AI systems. The chip features eight 128-bit LPDD…
NVIDIA has moved its Groq 3 LPX inference accelerator into full production, targeting the token demands of agentic AI, with Nebius as the first AI cloud to adopt it via its Token Factory service. The chip, an extension o…
Nvidia is extending CUDA support to RISC-V CPUs, requiring server-grade features such as RVA23 compliance, ACPI, PCIe coherency, and peer-to-peer PCIe, according to a Hot Chips 2026 talk. The company also outlined requir…
Nvidia Corp. faces intensifying competition in the AI chip market, projected to exceed $1 trillion in revenue, as Amazon.com Inc., Google, Advanced Micro Devices Inc., and startups like Cerebras Systems Inc. develop riva…
IBM detailed its future IBM Z and LinuxONE dual-ISA processor and second-generation AI inference accelerator at Hot Chips 2026, with the chip carrying 11 IBM Z cores at 5.7+ GHz on a 2nm process, each natively executing …
Taiwan has indicted nine people, including an Nvidia senior manager and two Supermicro employees, for allegedly forging documents to illegally export high-end AI servers to China in violation of US export controls. The i…
Intel detailed the package design of its next-generation Xeon 7 "Diamond Rapids" server processor at HOT CHIPS, targeting enterprise-scale agentic AI with up to 256 P-cores and 1.28 GB of last-level cache per socket. The…
Marvell Technology Inc. (NASDAQ: MRVL) reported fiscal 2026 revenue of $8.195 billion, up 42.09% year over year, and non-GAAP EPS of $2.84, up 81%, with data center revenue accounting for 76% of Q1 FY2027 revenue. The co…
D-Matrix unveiled Raptor, a datacenter inference accelerator that bonds 3D DRAM directly to the logic die, eliminating the memory PHY, at Hot Chips 2026. The card delivers 32GB of capacity at over 100 TB/s bandwidth and …