AI Chips news and analysis on Web Pulse: 2593 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Paris startup ZML, backed by AI pioneer Yann LeCun, released free software called ZML/LLMD that runs open-source language models across Nvidia, AMD, Google, Intel, and Apple chips, aiming to break Nvidia's lock-in on AI …
Google Cloud has been named a Leader in the inaugural 2026 Gartner Magic Quadrant for AI Infrastructure, positioned highest for Ability to Execute and furthest for Completeness of Vision. The recognition highlights Googl…
Nvidia's forward price-to-earnings ratio fell to 22.22x, its lowest since June 2019, despite record revenue of $215.9 billion in fiscal 2026, as investor focus shifts to other AI sectors like memory and storage chips.
PC shipments fell 5% year-over-year in Q2 2026 to 68.2 million units, the first decline after nine consecutive quarters of growth, driven by an AI-fueled memory chip shortage, according to IDC. Smaller vendors face risk …
Apple and Broadcom announced a $30 billion partnership to manufacture AI chips in the United States, boosting domestic semiconductor production. The deal underscores the companies' commitment to American manufacturing an…
China will allow Alibaba, ByteDance, and DeepSeek to purchase Nvidia's H200 chips for AI model training, but total approvals are capped at fewer than 200,000 units, less than half of what the companies requested. The mov…
Self-driving startup Turing Inc. has secured backing from AMD Ventures and begun adopting AMD's AI accelerators to diversify its supply chain and reduce costs. The Japanese company, which previously relied solely on Nvid…
China has approved purchases of Nvidia's H200 chips for ten major AI firms including Alibaba, Tencent, ByteDance, and JD.com, with each company allowed up to 75,000 chips. However, as of mid-May 2026, no chips have been …
A new report warns that a shortage of high-skilled workers could delay construction of billions of dollars in semiconductor plants across the US and constrain future chip production, with the deficit projected to reach 1…
Researchers at UNIST and Hanbat National University in South Korea, and engineers in Japan, presented alternative memory chip designs at the IEEE VLSI Symposium that stack DRAM dies side by side instead of vertically, ai…
Chinese circuit-board makers are ramping up capital expenditure to record levels to meet demand from the AI boom, with over 20 PCB companies disclosing aggressive expansion plans in the first half of the year. Major play…
A new white paper argues that AI data center infrastructure strategy has become a board-level issue as rack power densities exceed 200 kW and grid interconnection queues stretch beyond five years. The paper offers framew…
Samsung Electronics has begun mass production of the PM1763, its first PCIe 6.0 enterprise SSD designed for AI and HPC servers. The drive delivers sequential read speeds up to 28,400 MB/s and write speeds up to 21,900 MB…
Apple pledged to buy $30 billion of Broadcom's US-made chips, with $1.5 billion allocated to upgrade a Broadcom facility in Colorado. The deal aims to produce 15 billion US-made chips for Apple products, supporting domes…
Chinese companies are shifting away from Nvidia's advanced AI accelerators toward domestic suppliers, with 46% of AI accelerator budgets expected to go to local products in the next year, up from 30% today. The shift, dr…
Iluvatar CoreX, a Shanghai chipmaker, is seeking to raise about $850 million from investors as its share price has more than tripled since January, driven by US export controls on Nvidia chips that have created a captive…
AMD released ZenDNN 6.0, an open-source deep neural network library for accelerating inference on Ryzen and EPYC CPUs. The update arrives before the official Zen 6 debut and includes improvements to the Low Overhead API,…
Semiconductor stocks plunged, erasing $1.3 trillion in market value, as Wall Street grew concerned about slowing AI spending growth, putting pressure on Intel, Micron, and AMD amid rising interest rate fears.
Prologis plans to build a 516,000-square-foot data center on a 15-acre site in San Jose, California, with 99 megawatts of electricity capacity. The project, located near a PG&E substation, aims to support tech infrastruc…
Amazon's Moonraker project aims to transform Alexa into an AI agent capable of handling complex, multistep tasks, with projected GPU costs exceeding $100 million in 2026. The initiative uses hundreds of Nvidia GPUs and A…