AI Chips news and analysis on Web Pulse: 7054 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Microsoft will deploy AMD's Helios rack-scale AI platform at scale on Azure, making it the first hyperscaler to publicly commit to the platform. The deployment, expected to begin in the second half of 2026, targets AI in…
Microsoft and AMD announced a partnership to deploy large-scale AI clusters on Azure using AMD's Helios rack design, which includes MI455X GPUs, Venice Epyc 9006 CPUs, Pensando DPUs, and the ROCm software stack. The Heli…
AMD stock rose more than 3% on Monday after Rosenblatt and UBS raised their price targets and Microsoft announced it will use AMD's upcoming Helios rackscale AI platform for Azure workloads. Rosenblatt raised its target …
Intel announced that its Xeon 6 family will receive a mid-generation upgrade with support for faster memory, starting with DDR5-8000 RDIMMs for select Xeon 6 6700P SKUs in August 2025, and second-generation MRDIMMs for X…
Citi strategist Scott Chronert argues the 'Magnificent Seven' label for Apple, Alphabet, Microsoft, Amazon, Meta, Tesla, and Nvidia is outdated as the AI revolution creates new winners. Chronert proposes broadening the c…
Milk-V launched the Jupiter2, the first RVA23-compliant RISC-V single-board computer, powered by the Spacemit K3 SoC with an 8-core X100 CPU at 2.4GHz and up to 60 TOPS AI performance. The board features up to 32GB LPDDR…
Microsoft is expanding Azure's AI infrastructure with AMD's new Helios platform, set to challenge Nvidia's GPU systems in the second half of 2026, and a public GitHub profile suggests Anthropic is also testing AMD hardwa…
Google is engineering a new server chip called 'Frozen v2' that bakes elements of its Gemini AI model directly into hardware to serve AI models faster and more efficiently amid a severe computing capacity crunch inside A…
Bristol Myers Squibb will become the first life sciences company to purchase Nvidia's latest DGX SuperPOD, powered by the newly unveiled Vera Rubin architecture, marking a significant escalation in AI-driven drug discove…
Chip stocks recovered Monday, with the Philadelphia Semiconductor index climbing more than 2.6%, after last week's rout sent them into a bear market. AMD rose on news of a deal with Microsoft to deploy its Helios racksca…
Nvidia Corp. remains far ahead in accelerated computing, but AMD Inc., Broadcom Inc. and other challengers are positioning themselves for a market in which demand may support multiple winners, according to a discussion o…
Y Combinator and Together AI have partnered to launch a dedicated GPU cluster for YC-backed startups, addressing the critical shortage of compute resources for AI model training. The initiative, announced by Y Combinator…
Ray 2.55 makes Google Cloud TPUs a first-class accelerator, with official pre-built images and support across core libraries. The distributed-computing framework now treats TPU slices as schedulable resources, using GKE'…
NVIDIA shipped Cosmos 3 Edge, a 4-billion-parameter world foundation model that runs entirely on-device, and paired it with two Jetson Thor modules for factory floors, eliminating cloud dependency for robot inference. Th…
Moonshot AI's 2.8 trillion parameter Kimi K3 model, released July 16, scored 1,679 Elo on LMArena's Frontend Code Arena benchmark, beating Anthropic's Claude Fable 5 (1,631) and OpenAI's GPT-5.6 Sol (1,618), and demand w…
Z.AI, the Chinese AI lab formerly known as Zhipu, has partially started operating a 1-gigawatt data centre built entirely with Chinese-made chips, marking the first large-scale proof that domestic silicon can power front…
NVIDIA NVLink, the sixth-generation scale-up networking fabric for AI factories, delivers the highest GPU-to-GPU bandwidth and lowest latency all-to-all topology to enable accelerators to work as a single unit of compute…
ASML, the Dutch semiconductor equipment maker, is offering eligible employees a one-time conditional share award worth €20,000 as a retention grant through 2030, targeting roughly 45,000 workers worldwide. The grant, ann…
Siemens announced it has signed an agreement to acquire Precision Innovations Inc., a privately held electronic design automation software company, to expand its EDA portfolio with AI-powered chip planning capabilities. …
OpenAI has appointed Uday Ruddarraju as its chief technology officer for compute, the company announced. Ruddarraju, who joined OpenAI last July as head of compute and infrastructure after leaving xAI, said the compute t…