AI Chips news and analysis on Web Pulse: 7070 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Anthropic may rent computing infrastructure from Meta in a deal valued at $10 billion, according to a report. The arrangement would give Anthropic access to Meta's stockpile of Nvidia H100 and B200 GPUs to train its next…
Silicon Motion demonstrated its enterprise SM8388 and SM8008 SSD controllers at Computex 2026, targeting nearline storage and boot drives respectively. The SM8388 achieved up to 14.6GB/s sequential reads and 3.5M IOPS ra…
Cantor Fitzgerald raised its price target on Marvell Technology to $300 from $220 on June 29, 2026, while maintaining a Neutral rating, citing a durable AI infrastructure buildout and supply constraints. The firm expects…
B. Riley raised its price target on Applied Materials to $790 from $550 on June 26, maintaining a Buy rating, citing DRAM, advanced packaging, and a multi-year semiconductor equipment investment cycle tied to AI demand. …
S&P Global Ratings revised its outlook on TSMC's AA- long-term issuer credit rating to Positive on June 23, citing stronger leadership in advanced high-performance computing chips. S&P estimated AI processors accounted f…
Microsoft announced Xbox console price increases effective August 1, 2026, with 512GB models rising by $100 and 1TB models by $150, citing memory and storage costs that have more than doubled due to AI infrastructure dem…
Micron Technology broke ground on a $9.3 billion expansion of its Hiroshima factory to produce high-bandwidth memory for AI accelerators, with commercial shipments expected by summer 2028. The Japanese government is subs…
Google Coral and Hailo-8 TPUs cannot run large language models because they are designed for vision tasks, lacking the memory bandwidth and capacity required for LLM inference. Hailo's new Hailo-10 chip addresses this li…
Infineon Technologies opened its €5 billion smart power fab in Dresden three months ahead of schedule, leveraging a 'one virtual fab' concept with digital twins and standardized global operations. The facility will produ…
Anthropic is in early talks with Samsung Electronics to manufacture a custom AI processor, according to Bloomberg Technology and The Information. The move signals Anthropic's intent to control hardware supply and perform…
Intel pivoted toward energy-efficient AI inference hardware at Computex on June 2, betting that rising data center power consumption will drive demand for Xeon-based systems over Nvidia's training GPUs. The strategy, whi…
Amazon confirmed it designs its own AI chips, the AZ3 and AZ3 Pro, for Echo and Fire TV devices, improving wake word detection by over 50% and enabling on-device AI processing. Analyst Ming-Chi Kuo reported Amazon plans …
President Lee Jae Myung defended his government's three megaprojects—semiconductors, physical AI, and AI data centers—as a long-term national transformation plan, not a bid to boost approval ratings. Samsung and SK hynix…
Startups like Starcloud are racing to build AI data centers in orbit, with Starcloud launching a satellite carrying an Nvidia H100 GPU that trained a language model in space. The company raised $170 million at a $1.1 bil…
OpenAI and Broadcom unveiled the Jalapeño inference chip, targeting 50% cheaper AI per-token costs for developers. The chip aims to reduce AI inference expenses significantly, with a timeline and key details for develope…
Micron broke ground on a $9.3 billion expansion of its Hiroshima plant to produce high bandwidth memory for Nvidia's AI chips, aiming to challenge SK Hynix's dominant market share. The project, subsidized by Japan's gove…
Micron Technology broke ground on a $9.3 billion expansion of its Hiroshima, Japan factory to produce advanced memory chips for AI processors, with shipments expected around summer 2028. The Japanese government has alloc…
Micron Technology broke ground on a ¥1.5 trillion ($9.6 billion) expansion of its Hiroshima, Japan factory to produce high-bandwidth memory chips for AI applications, with construction starting in May 2026 and shipments …
SK Hynix plans to list American depositary receipts on the Nasdaq under ticker SKHY around July 10, aiming to raise up to $29.65 billion in the largest ADR offering in over two decades. The listing comes as the company's…
AMD's Instinct MI355X achieves roughly 80% of NVIDIA B200 throughput on GLM-5.2 inference at over 2x lower cost, delivering more than 2x better tokens-per-dollar after hand-tuning the ROCm software stack. Independent tes…