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.
Chip stocks slumped, dragging down the S&P 500 and Nasdaq 100, as AI-linked names lost steam. Oil prices fell on optimism over a potential peace deal reopening the Strait of Hormuz. Moderna rose on organizational changes…
Lattice Semiconductor announced its exhibition plan for FPGA Conference Europe 2026, where it will showcase low-power FPGA innovations in physical AI, advanced connectivity, and security. The company will present multipl…
Nokia is expanding its semiconductor operations in Allentown, Pennsylvania, to increase photonic chip production tenfold by Q3 2026, aiming to meet AI infrastructure demand. The $500 million expansion, part of a $4 billi…
Rackspace Technology partnered with AMD to deploy 30 megawatts of AMD-based AI compute across its global data centers, targeting regulated industries like healthcare and finance. To fund the pivot, the company cut roughl…
Qualcomm announced Snapdragon Reality Elite, a mixed reality chip with 160% NPU performance improvement, and START, a white-label smart glasses toolkit. CEO Cristiano Amon said the company is working on over 40 AI wearab…
Developed market tech firms' CapEx-to-sales ratio hit a record 12%, the highest since the dot-com era, driven by a race to build AI infrastructure. The Magnificent Seven are leading the charge, with spending projected to…
The G7 summit in Evian, France, is confronting the group's dependence on U.S. AI and Chinese energy supply chains, with U.S. export controls on Anthropic's frontier models sparking frustration among allies. Experts say t…
Semianalysis identified server rack bottlenecks as a new constraint in AI infrastructure, driving Supermicro's stock higher. The research highlights that GPU advances are outpacing CPU resources, with rack-scale systems …
A technical analysis calculates the dollar cost per user for serving large language models at scale using napkin math, breaking down GPU resources, matrix multiplication costs, and attention mechanisms to estimate tokens…
Nvidia Corp has secured AI infrastructure deals in South Korea, expanding its presence in the Asian market. The agreements involve providing AI chips and systems to local partners, boosting Nvidia's revenue and influence…
HPE at Discover 2026 announced a self-driving network, new ProLiant Gen12 servers with NVIDIA, and Juniper networking integration. The company also unveiled the AMD Helios AI rack solution with liquid-cooled switches and…
AI chip startup Tensordyne unveiled its Napier inference engine, which converts matrix multiplication to logarithmic addition to dramatically boost performance and efficiency. The company claims the approach delivers ove…
AMD and Rackspace Technology signed a definitive agreement for a phased 30 MW deployment of AMD-based AI compute across Rackspace's global data centers, starting late 2026 through 2028. The deal positions AMD as a strate…
SiMa.ai launched Palette Neat, an agentic development environment for physical AI systems, enabling developers to design AI systems in plain English and reduce development time from weeks to days or hours. The tool, part…
HPE announced enhancements to its AI Factory portfolio at HPE Discover 2026, introducing the HPE ProLiant Compute DL394 Gen12 powered by NVIDIA's Vera CPU and adding support for the NVIDIA Agent Toolkit to operationalize…
Xreal's Android XR Aura glasses, powered by Qualcomm's new Snapdragon Reality Elite chip, will launch this fall. The chip offers up to 60% better GPU, 30% better CPU, and 160% better AI performance than its predecessor, …
Qualcomm announced the Snapdragon Reality Elite chip for AR glasses and XR headsets, promising a 60% boost in GPU performance, 30% CPU improvement, and 20% better battery life. The chip supports up to 48 TOPS of on-devic…
The Xreal Aura, an Android XR glasses collaboration between Xreal and Google, is now available for preorder with a $99 reservation fee. The device, weighing under 95 grams and powered by Qualcomm's Snapdragon Reality Eli…
Qualcomm unveiled the Snapdragon Reality Elite chipset at Augmented World Expo, targeting next-generation mixed-reality headsets with up to 48 TOPS of on-device AI performance. The platform powers the XREAL Project Aura …
Qualcomm announced the Snapdragon Reality Elite chip for XR headsets and the Snapdragon START program for smart glasses at Augmented World Expo 2026. The new chip offers up to 60% higher GPU performance and 160% higher N…