AI Chips news and analysis on Web Pulse: 6102 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Cerebras Systems claims its Wafer-Scale Engine 3 (WSE-3) delivers 1,800 tokens per second at 23 kW for Llama 3 70B inference, versus about 850 tokens per second at 56 kW for an 8×H100 DGX system, yielding a five-to-one p…
The Commodity Futures Trading Commission has filed a Request for Comment on derivatives contracts tied to computing capacity, seeking feedback on cash market liquidity, manipulation risks, customer protections, and perpe…
ByteDance and Tencent have each received roughly 10,000 Nvidia H200 AI accelerators in recent weeks, according to people familiar with the shipments cited by the Financial Times and reported by Tom's Hardware on August 1…
A bipartisan House bill, H.R. 9546, the Cloud Security Act, would let U.S. cloud providers report suspected use of advanced AI computing by specified foreign entities to the Commerce Department, targeting a remote-access…
Marvell Technology issued Alphabet's Google a warrant to buy up to 58,970,907 Marvell shares at $206.58 per share, potentially worth about $12.2 billion, as part of an expanded custom-chip deal covering AI inference acce…
Silicon Data, a startup building financial-grade benchmarks for GPU rental costs, has raised $30.5 million in Series A funding led by Valor Atreides AI Fund, with CME Group and Samsung Next among backers. CME Group plans…
Nvidia Corp.'s aggressive share buyback program is yielding a negative spread of five percentage points against its 8.5% weighted average cost of capital, with the implied earnings yield at roughly 3.5%, according to an …
Michael Burry, the investor known from 'The Big Short,' warned in a Substack post on Tuesday that Nvidia faces 'serious competition' from AI startup Etched, which has raised $700 million at a $21 billion valuation and co…
Broadcom Inc. shares fell between 12.6% and 15% on June 4, erasing roughly $286 billion in market value, after the company reported record fiscal Q2 2026 revenue of $22.2 billion (up 48% year-over-year) and a 143% surge …
NVIDIA (NASDAQ:NVDA) has become the load-bearing wall of the AI buildout, with OpenAI's 10GW commitment and hyperscalers like Anthropic, Meta, and AWS queuing for its Blackwell and Vera Rubin silicon. 24/7 Wall St. sets …
Google has agreed to a $12 billion multi-year deal with Marvell Technology to expand its partnership on AI chips, including an option for Google to buy shares in the US chipmaker. The agreement, reported by the Financial…
Google secured a warrant to buy up to 58,970,907 Marvell Technology shares at $206.58 each, worth about $12.18 billion, tied to a commercial agreement covering Google's tensor processing unit (TPU) program. The warrant, …
Marvell Technology expanded its custom chip partnership with Google, issuing the tech giant a warrant to buy up to 58,970,907 shares at $206.58 each, worth about $12.2 billion, with most shares tied to future custom-chip…
The top five NAND vendors increased their combined revenue by 77 percent between the second and third quarter, reaching $68.87bn in Q2, driven by surging AI demand and higher average selling prices, according to TrendFor…
Nvidia CEO Jensen Huang's net worth has risen by $27.5 billion this year to $182 billion, making him the world's eighth-richest person, according to Bloomberg. The increase is driven by Nvidia's stock, up 18% this year, …
Marvell Technology shares rose 6% after announcing a deal allowing Alphabet's Google to purchase up to $12.2 billion in Marvell shares, tied to a custom AI chip partnership. The agreement underscores the growing trend am…
Alphabet Inc. could acquire up to a 7% stake in Marvell Technology Inc. under a warrant issued Aug. 18 for 58.97 million shares at $206.58 each, worth about $12.2 billion, contingent on Google purchasing Marvell's custom…
ARM Holdings has entered the AI chip market with its own silicon, directly challenging NVIDIA's dominance and reshaping the semiconductor landscape, according to a Forbes report by John Werner.
Cerebras Systems' CS-4 rack achieves 85% model flops utilization (MFU) on a 400B parameter training run across 16 systems, compared to 30-40% for traditional GPU clusters, thanks to the WSE-3's on-wafer fabric and 21 PB/…
Bank of America says Nvidia Corp. could be undervalued by up to 50% relative to peers ahead of its August 26 earnings report, with analyst Vivek Arya maintaining a $350 price target. The assessment was discussed by Yahoo…