AI Chips news and analysis on Web Pulse: 6231 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Local LLM inference splits into two phases—prompt processing (compute-bound) and generation (memory-bandwidth-bound)—explaining why hardware with identical token generation speeds can have vastly different time-to-first-…
The initial AMDGPU HDMI 2.1 Fixed Rate Link (FRL) support has been successfully merged into Linux 7.2, though it is disabled by default and the full HDMI 2.1 implementation is not yet complete. The merge also includes ne…
Big Tech's capital expenditure on AI infrastructure is expected to reach $750bn this year, driven by Google, Meta, Amazon, and Microsoft, but physical constraints, rising costs, and lack of profitability suggest the spen…
Bernstein raised its price target on Advanced Micro Devices (AMD) to $600 from $525, citing strong momentum in the AI chip market. Analyst Stacy Rasgon maintained an Outperform rating, projecting fiscal 2027 earnings per…
Hudson River Trading is aggressively consuming AI tokens as it deploys the technology for market making, facing bottlenecks in compute and memory costs that may drive the firm to develop its own chips.
CoreWeave has developed two new innovations for AI data centers, a programmable valve system called 'Valvey' and a unified rack controller called 'Racky', designed to improve cooling and control for Nvidia's Vera Rubin N…
Jeff Bezos said orbital data centers are 'very realistic' but face economic hurdles, not scientific ones, in a May 20 CNBC interview. Blue Origin filed FCC applications in March 2026 for Project Sunrise, a 51,600-satelli…
Bitcoin miners pivoting to AI face a $50 billion near-term funding gap, with only 25% of leased AI capacity delivered, pushing the market toward crypto-native lending protocols and asset-backed financing models. Companie…
The Trump administration has held off on adding Chinese AI startup DeepSeek, memory-chip maker CXMT, and over 100 other Chinese firms to the Commerce Department's Entity List, despite interagency approval, due to concern…
The global semiconductor market exceeded $300 billion in quarterly revenue for the first time in Q1 2026, driven by an 80% surge in memory demand from AI. Japan's Kioxia and South Korea's Samsung and SK Hynix dominate th…
Qualcomm announced Snapdragon Reality Elite, a new processor designed to enable more compact XR headsets and glasses, with a focus on on-device AI, improved performance, and lower power consumption. The chip targets both…
Futurum Research projects the global AI inference market will surge from $5 billion in 2024 to $48.8 billion by 2030, driven by hybrid and edge deployments growing at 65% CAGR. A new eBook sponsored by Lenovo highlights …
Singapore's non-oil domestic exports surged 38.4% year-on-year in May 2026, driven by a record 94.8% jump in electronics shipments fueled by global AI infrastructure demand. Integrated circuits rose 80.9%, disk media pro…
Korea's Institute of Information & Communications Technology Planning & Evaluation (IITP) recognized the growth of the domestic AI chip ecosystem as the country's top R&D achievement in IT. IITP President Hong Jin-bae em…
Researchers proposed a facial recognition framework combining lightweight GAN-based pose frontalisation with memristor-based neuromorphic recognition to address non-frontal face variations. The system achieved up to 96% …
Chinese AI labs are increasingly shifting early model training phases onto domestic chips as US export controls tighten and Beijing pushes for self-sufficiency. While Chinese AI models have become competitive, none of th…
The Bank of Korea held its benchmark interest rate at 2.50% for the eighth consecutive meeting while upgrading its 2026 growth forecast to 2.6% and inflation forecast to 2.7%, driven by an AI-fueled semiconductor boom th…
Japan's exports rose 17% in May, the fastest growth since November 2022, driven by a 41.6% surge in semiconductor-related shipments amid AI-driven demand. The ninth straight month of export growth beat analyst expectatio…
China expanded its export controls beyond rare earths to additional strategic materials and technologies, targeting US advanced manufacturing, defense, and technology sectors. The new licensing requirements create uncert…
LG Innotek aims to generate 1 trillion won ($662 million) in operating profit from its chip substrate business by 2031, exceeding the entire group's 2025 earnings, driven by AI demand. The division, led by Cho Ji-tae, pl…