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.
Semiconductor stocks led by AMD, Micron Technology, and SK Hynix jumped on Monday, recovering from a 9% drop in the PHLX Semiconductor Index last week. AMD rose 4% after Rosenblatt and UBS raised price targets ahead of i…
Microsoft is expanding its Azure AI and HPC infrastructure with AMD's latest Helios AI platform and next-generation EPYC datacenter processors, introducing three new virtual machine offerings: HDv2 for data processing, H…
AMD launched Helios, its first rack-scale AI system designed to compete with Nvidia, and announced Microsoft as a new customer, joining Meta, OpenAI, and Oracle. The system targets enterprise AI workloads with high-perfo…
Elon Musk denied a reported $52 billion Foxconn AI server order for SpaceX, calling it 'fake news' on X on July 20. The claim, from Taiwan's Economic Daily, said Foxconn would build over 13,000 Nvidia GB300 server racks …
Zhongji Innolight, a Chinese maker of high-speed optical transceivers, is pursuing a Hong Kong listing worth up to $8bn, which would be the city's largest IPO since Alibaba's $12.9bn debut in 2019. The Shenzhen-listed co…
NVIDIA released the first preview build of its CUDA toolkit for the RTX Spark platform as a native Windows-on-Arm software toolkit, enabling developers to perform native platform optimization for NVIDIA chips. The move a…
Samsung SDS launched NPUaaS, a cloud service powered by South Korean startup FuriosaAI's second-generation RNGD chip, offering businesses a cheaper alternative for AI inference. The service targets the growing inference …
In early July 2026, Chinese AI chip companies Biren Technology and Iluvatar CoreX returned to capital markets, raising $900 million and $902 million respectively through share placements, while AI model company Zhipu pri…
Prysmian has signed a €5.5bn, 10-year agreement with Molex to supply optical cable for AI data centres, with Molex providing €550m upfront. The Milan-based group expects up to €10bn in cumulative additional revenue from …
A quant fund at DeepSeek founder Liang Wenfeng's Zhejiang High-Flyer Asset Management slumped 15.7% in the week ended Jul 17, while a similar fund at HanTak Investment Management lost an estimated 16.1%, as a global sell…
Moonshot AI's Kimi K3 model, developed by former Carnegie Mellon graduate Yang Zhilin, has demonstrated capabilities that narrow the gap between Chinese and U.S. AI, with the U.K. AI Safety Institute reporting open-weigh…
Jeff Bezos has backed CuspAI, a startup that is teaming up with Nvidia to use artificial intelligence to discover new materials for chipmaking, as part of a wave of companies applying AI to physical-world challenges.
New York Life Investment Management global market strategist Julia Hermann warns that 'chipflation'—surging prices for AI-related logic and memory chips—will be the next major test for the AI trade, as rising costs press…
RISC-V International CEO Andrea Gallo declared at the RISC-V Summit Europe 2026 in Bologna that the open-standard instruction set architecture is now targeting data centers, edge AI, and space exploration, following the …
A tiny AI vision camera based on the STM32F405RGT6 microcontroller has been developed, enabling edge AI computer vision on low-power devices. The camera integrates a camera module and runs neural network inference locall…
Cerebras, the AI chip company, built an enterprise RAG knowledge base that handles around 15,000 questions per day, pulling answers in real time from Slack, GitHub, and Confluence. The system uses Retrieval-Augmented Gen…
China's open-weight AI models triggered the worst week for US chip stocks since April, with the Nasdaq 100 falling 4.1% and the semiconductor index dropping 10% as investors questioned the return on $725 billion in AI ca…
CIA Director John Ratcliffe is publicly warning against China stealing technology and AI chip exports, directly contradicting Trump's policy of allowing NVIDIA to ship H200 processors to China, according to the MeidasTou…
NVIDIA announced at SIGGRAPH 2026 that six creative tools — Adobe, Affinity by Canva, Blender, Boris FX, Foundry, SideFX and Epic's Unreal Engine — have adopted the Model Context Protocol (MCP), enabling AI agents to dir…
Nvidia CEO Jensen Huang concluded a two-day visit to Tokyo on July 16, securing deals to build a national AI factory with Japan's Noetra consortium and partnerships with top robotics firms including Fanuc, Yaskawa, and K…