AI Chips news and analysis on Web Pulse: 6197 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
AMD has integrated an NVFP4 emulation pipeline into vLLM that enables AMD Instinct MI355 accelerators to serve standard NVFP4 quantized checkpoints directly, dequantizing weights to BF16 on-the-fly at GEMM time to keep p…
AMD's open-source GEAK agent-driven framework automated the optimization of the DeepSeekV4 MLA kernel, achieving a 2.10x improvement in end-to-end throughput and a 3.71x reduction in time-to-first-token on an MI355 GPU w…
NVIDIA published a new CPU category on 7 July with Vera, an Arm server CPU designed to address the agentic-AI bottleneck by maximizing single-threaded performance rather than core density. In testing on Perplexity's codi…
SK Hynix raised $26.5 billion in the largest foreign IPO in US history, signaling investor demand for memory chips over GPUs. NVIDIA's stock fell 15% while memory maker Micron tripled, and H100 GPU rental prices dropped …
Meta plans to begin production of its new AI chip, Iris, in September, aiming to reduce reliance on Nvidia GPUs. The company targets 14 gigawatts of AI computing capacity by 2027 and has raised capital expenditure guidan…
Apple's upcoming iPhone 18 Pro Max is expected to cost nearly $300 more than its predecessor due to rising memory chip prices and the new 2nm A20 Pro chip, with prices potentially reaching $1,399. The price hike reflects…
Apple captured 90% of the edge AI smartwatch market in Q1 2026, according to Counterpoint Research, driven by its S9 chip's on-device AI capabilities for health monitoring. The company's dominance in edge AI, which has g…
SK Hynix and Samsung are under pressure to build manufacturing plants in the U.S. as the AI chip market booms, driven by unprecedented demand for AI hardware. This strategic shift aims to reduce U.S. reliance on Asian ma…
SK Hynix and Samsung face pressure to establish U.S. factories amid a surge in AI chip investment, a move that could reshape the semiconductor landscape and reduce U.S. dependency on foreign supply chains.
NVIDIA unveiled a new hardware-friendly design for large language models on October 2023, claiming it can dramatically enhance AI processing speeds by optimizing models for its own GPUs. The approach aims to reduce compu…
Nvidia's next major revenue opportunity may extend beyond GPUs, as the company positions itself to capitalize on AI infrastructure and software. The chipmaker's dominance in AI hardware could be complemented by growth in…
Google's upcoming Tensor G6 chip sacrifices CPU and GPU performance to prioritize on-device AI processing, with a new TPU and image signal processor designed to run Google's AI models locally. Critics argue the chip is o…
S&P Global Ratings downgraded Oracle's credit rating to BBB-, one notch above junk, citing extreme customer concentration risk from OpenAI, which accounts for half of Oracle's $638 billion in remaining performance obliga…
SK Hynix CEO Kwak Noh-jung warned that 2027 will be the memory industry's worst-ever year for supply shortages, with tight conditions likely persisting beyond 2030, driven by surging AI demand. The warning aligns with si…
Micron Technology has secured $22 billion in customer commitments, positioning itself to meet long-term AI memory demand. The company's strategic focus on high-bandwidth memory and other AI-related products is expected t…
Apple's self-driving car project, Project Titan, did not result in a commercial vehicle but led to the development of the Neural Engine, which debuted in the iPhone X in 2017. The Neural Engine now powers on-device AI pr…
Apple's failed self-driving car program led to the development of the Neural Engine, which became the backbone of its on-device AI processing. The company is now accelerating development of the M7 Ultra chip, expected in…
SK Hynix is set to debut in the U.S. market with a $26.5 billion milestone, marking a significant expansion for the South Korean memory chip maker. The move underscores the growing importance of AI-related hardware and m…
Apple is reportedly skipping the M6 Pro, M6 Max, and M6 Ultra chips to accelerate the M7 family, which will feature major neural-processing upgrades for AI performance, according to Bloomberg's Mark Gurman. The base M6 c…
AI executives including Pat Gelsinger and Lumentum report demand is nearly unlimited, with energy as the only constraint, but chip and data-center stocks are volatile as the PHLX chip index's 60% year-to-date rally price…