AI Chips news and analysis on Web Pulse: 2713 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
A record rally in chip stocks added $2 trillion in combined value to Micron, Intel and AMD in the second quarter, as the artificial intelligence boom expanded beyond Nvidia to include more suppliers.
CoreWeave became the first cloud provider to validate Nvidia's NVL72 Vera Rubin rack platform, featuring 72 Rubin GPUs, 36 Vera CPUs, and 260 TB/s of NVLink 6 fabric. The platform, described as not an incremental upgrade…
Qualcomm announced a new near-memory compute architecture called high-bandwidth compute (HBC) that stacks DRAM on top of its XPUs to improve AI inference efficiency. The technology, launching next year in the AI250-serie…
Micron Technology reported a 15-fold surge in GAAP net income to $28.24 billion in fiscal Q3 2026, driven by soaring demand for AI memory chips. Revenue jumped 346% year-over-year to $41.46 billion, and the stock rose 15…
AI chip startup Etched emerged from stealth with $800 million in funding and $1 billion in forward sales contracts, claiming its Sohu ASIC can replace up to 160 Nvidia H100 GPUs for transformer inference. The company, va…
Etched, a Cupertino-based chip startup founded by Harvard dropouts, emerged from stealth with a working transformer-specialized chip called Sohu, $800 million raised, and over $1 billion in signed customer contracts. The…
AMD announced a new kernel family, LDS-Pipelined Split-K GEMM, that accelerates LLM inference on AMD GPUs by optimizing decode-time GEMMs with small M and large N/K dimensions. The technique achieves up to 1.64x average …
The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making it the worst-perfor…
DRAM and NAND contract prices surged up to 98% in Q1 2026 as Samsung, SK Hynix, and Micron shifted production to high-bandwidth memory for AI, squeezing conventional chip supply. TrendForce forecasts further increases of…
AI chip startup Etched announced it has booked $1 billion in contract orders and raised $800 million to date, including a $500 million round at a $5 billion valuation, as it emerges from stealth with a specialized chip f…
OpenAI engineers cut inference costs for guest ChatGPT users by more than half, reducing the number of Nvidia GPUs needed to just a few hundred, according to a person familiar with the discussions. The optimization appli…
Ambarella's stock surged after the AI chipmaker received a 'Top Pick' rating from an analyst, highlighting strong demand for its edge AI processors. The company's focus on computer vision and AI infrastructure positions …
Etched emerged from stealth with a working chip, $800 million raised, and over $1 billion in signed customer contracts, pivoting from a transformer-specialized ASIC to a full-stack inference systems company. The startup,…
A class action lawsuit filed in California on June 25th accuses Samsung, SK Hynix, and Micron of colluding to reduce supply of consumer DRAM while shifting production to high-margin AI memory, causing consumer memory pri…
BrainChip Holdings Ltd. has begun shipping production quantities of its AKD1500 neuromorphic processor to customers in defense and wearable applications. The chip, which consumes under 300 mW and offers up to 800 GOPS, i…
Nvidia dominates AI training hardware, but the inference market is wide open as companies like Cerebras, Groq, d-Matrix, Etched, and Taalas challenge Nvidia's GPU-based approach by designing chips optimized for low-laten…
Sony's PlayStation 6 could retail for $1,000 due to a $960 bill of materials, driven by surging DDR5 and LPDDR5X RAM prices as AI infrastructure consumes global memory supply. Sony faces a choice between delaying the lau…
Three high-performance computing experts—Jack Dongarra, Torsten Hoefler, and Satoshi Matsuoka—are questioning the necessity of GPUs in AI and scientific computing in a forthcoming paper, prompted by the emergence of the …
OpenAI unveiled Jalapeño, a custom inference ASIC co-designed with Broadcom and manufactured by TSMC, aiming for 50% lower inference cost per token than Nvidia GPUs. Production is planned for 2027, with broader deploymen…
NVIDIA's Jetson Orin Nano Super is being used to self-host a local text-to-speech app called StreamTTS, which serves audio via durable streams instead of traditional request-response APIs. The setup allows users to share…