AI Chips news and analysis on Web Pulse: 3297 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung Electronics semiconductor workers have called off their strike and returned to work after reaching a tentative agreement with management that includes significant pay raises and the potential for performance bonu…
AMD's Vivado 2026.1 free tier (ML Standard/WebPACK Edition) is reportedly dropping official Linux support, threatening automated FPGA development pipelines that rely on the toolchain in containers and CI systems. The cha…
The discrete GPU market in May 2026 is defined by three distinct strategies, with NVIDIA dominating the high-end and AI/ML segments via its RTX 50-series Blackwell architecture, while AMD offers the best overall gaming v…
Lambda Chief Commercial Officer Robert Brooks IV argued that computing power is becoming one of the most strategically important resources in the AI economy, with his company building supercomputers for superintelligence…
Memory's share of AI chip component costs rose from 52% to 63% between Q1 2024 and Q4 2025, according to an analysis of Nvidia, AMD, Google, and Amazon chips. Total component spending on AI chips grew from approximately …
Matrix multiplications on Nvidia A100 GPUs run up to 15% faster when the input matrices contain predictable values like zeros or integers, rather than random data. The performance difference stems from dynamic power cons…
Hardware stocks surged Friday as Lenovo's record quarterly revenue and 84% growth in AI-related revenue drove its stock up 19% to an all-time high. The rally extended to Dell, Super Micro Computer, and Hewlett Packard En…
Reiner Pope, CEO of AI chip startup MatX and former Google engineer, delivered a blackboard lecture explaining chip design from basic logic gates to the architectures of GPUs, TPUs, FPGAs, and the human brain. The talk, …
Samsung Electronics narrowly averted a strike by nearly 48,000 workers after agreeing to a tentative deal on bonus payments, as the labor union demanded a larger share of profits from the company's AI-driven semiconducto…
NVIDIA and SchedMD have released a new topology/block plugin for Slurm 23.11 that enables topology-aware job scheduling on NVIDIA GB200 NVL72 systems, allowing workloads to be aligned with NVLink domain boundaries for op…
Data centers are becoming the factories of the 21st century, consuming half of US electricity demand growth and driving $4-7 trillion in buildout through 2030. Hyperscalers are spending up to 57 cents of every revenue do…
Kioxia reported record quarterly revenue of ¥1.0029 trillion ($6.29 billion) for the fourth quarter of fiscal 2026, an 84.5 percent increase driven by surging AI demand for SSDs. The NAND flash manufacturer, which has no…
A $2 trillion collapse in software market capitalization in one week has shifted value away from application-layer companies toward physical and platform infrastructure, as local inference hardware and commoditized AI mo…
Huawei has developed proprietary Die-on-Board (DoB) packaging technology to produce 122 TB SSDs, circumventing its inability to access the latest 100+ layer 3D NAND from mainstream suppliers due to US export restrictions…
SpaceX filed its S-1 on Wednesday, revealing a three-segment conglomerate generating $18.7 billion in 2025 revenue from its Space, Starlink, and AI businesses. Starlink dominates with $11.4 billion in revenue and a 39% o…
NVIDIA CEO Jensen Huang told Dell Technologies World attendees Monday that demand for AI is "going parabolic, utterly parabolic," as the industry shifts from pilot programs to large-scale agentic AI and inference deploym…
NVIDIA founder and CEO Jensen Huang introduced the standalone Vera CPU at GTC San Jose in March as the company's next multibillion-dollar business, and the first units arrived at three leading AI labs on Friday. NVIDIA V…
Cisco Systems reported $15.84 billion in revenue for the third quarter of fiscal 2026, a 12 percent year-over-year increase, driven by sales of merchant silicon and optical transceivers to AI customers. The company now p…
Apple has largely missed out on the artificial intelligence boom that has lifted sales of its technology peers, yet the company's profits and stock value continue to grow. Unlike competitors funneling cash to Nvidia for …
President Trump hosted Nvidia CEO Jensen Huang, Citigroup's Jane Fraser, and Boeing's Kelly Ortberg in the Oval Office ahead of a China summit, arranging for Huang to fly on Air Force One. Trump outlined his dealmaking s…