AI Chips news and analysis on Web Pulse: 7051 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Advanced Micro Devices Inc. has grown its x86 server processor revenue share from 8% five years ago to 46% today, driven by a deliberate strategy to transition from chip designer to rack-level system optimizer. AMD's foc…
Forbes contributor Jason Kirsch identifies five semiconductor stocks to buy amid the AI boom and one to ignore to protect capital. The article highlights the reshaping of tech portfolios driven by AI demand for chips.
AMD launched Helios, its first rack-scale AI system with 72 MI455X GPUs and 31TB of HBM4 memory delivering 2.9 exaflops of FP4 compute, and announced Microsoft as a customer for Azure deployment starting H2 2026. The sys…
Alphabet is developing an inference chip code-named 'Frozen v2' that hardwires Gemini's architecture into silicon, according to a report by The Information. Google engineers project the chip will deliver 6-to-10x more AI…
The Nasdaq Composite led US stocks to daily gains on Tuesday as chip stocks began recovering from last week's sell-off, with investors focused on Big Tech earnings this week. Prime Capital Financial CIO Will McGough told…
The Dell Pro 5 16 (AMD) is a desk-first productivity machine that leads the Pro line on value, with a starting price of $4,648 as configured, featuring an AMD Ryzen AI 9 HX PRO 470 processor and 64 GB of DDR5-5600 RAM. I…
Intel confirmed on Tuesday that it will cut an unspecified number of jobs in its data center and AI group as part of a broader restructuring under CEO Lip-Bu Tan, with shares rising up to 8 percent in early trading. The …
Nvidia launched its Spectrum-6 switch, a 102.4 Tb/s system offering twice the capacity of previous-generation systems, to power next-gen AI networking. The Ethernet-based switch, available in SN6810 and SN6800 versions w…
SK Hynix completed the largest U.S. share sale by a foreign company in history, raising $26.5 billion as its American depositary receipts began trading on Nasdaq, with shares surging 13% on the first day and valuing the …
Analysts at Bank of America and UBS advise investors to stick with AI hardware stocks despite a volatile July that briefly pushed chip stocks into a bear market. BofA says new open-source models like China's Kimi K3, lau…
SpaceX is in talks with the US Department of Defense to lease AI computing capacity in a potential multi-billion-dollar deal that would extend the company's AI infrastructure business beyond existing customers Google and…
Nvidia's new Vera CPU is strategically positioned to target the $200 billion server CPU market, extending the company's leadership beyond GPUs, according to Forbes contributor Karl Freund.
TheCUBE Research Chief Analyst Dave Vellante said enterprises must get on the AI curve faster to enable more AI projects and drive 10x productivity gains, as Advanced Micro Devices Inc. CEO Lisa Su noted the GPU-to-CPU r…
Former Intel CEO Pat Gelsinger has joined Playground Capital as a general partner to help semiconductor startups revive Moore's Law through advances in lithography, taking a board seat at xLight, a portfolio company deve…
NVIDIA detailed its new "Rubin" GPU architecture, which delivers 50 PetaFLOPS at sparse NVFP4 operations, features 224 streaming multiprocessors, 288 GB of HBM4 memory, 336 billion transistors, and 896 Tensor Cores with …
Gartner named Nvidia the 'company to beat' in AI network fabric, citing its AI accelerator dominance and broad data center networking portfolio, but warned that a shift from training to inference and the rise of agentic …
Alphabet is developing a custom server chip codenamed 'Frozen v2' optimized for its Gemini AI models, targeting a 2028 launch and designed to generate 6 to 10 times more tokens per unit of power than Google's latest Tens…
Google is developing a server chip codenamed Frozen v2 that hardwires part of its Gemini AI architecture into silicon, targeting six to ten times the efficiency of current TPUs and a 2028 deployment, according to a repor…
NVIDIA detailed its custom Armv9.2 "Vera" CPU with 88 cores, 176 threads, and support for up to 1.5 TB of LPDDR5X memory, optimized for data analysis, high-performance single-threaded tasks, agentic AI, and large-scale s…
Nvidia unveiled the Vera CPU architecture, designed as a single-threaded CPU for agentic AI and reinforcement learning workloads, featuring 88 Olympus cores with 176 threads and 1.2 TB/s of LPDDR5X memory bandwidth. The …