AI Chips news and analysis on Web Pulse: 7114 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
VAST Data has emerged as the dominant storage supplier to neoclouds, with a 600 PB capacity win at Australia's Sharon AI. Neoclouds, which specialize in GPU-compute-heavy AI services, saw collective revenues of $23-25 bi…
NVIDIA swept MLPerf Training v6.0 benchmarks, achieving the fastest training times at scale and highest per-accelerator performance across all tests, including new DeepSeek-V3 and GPT-OSS-20B workloads. The company's Bla…
NVIDIA's Blackwell platform swept MLPerf Training 6.0, achieving the fastest training times across all seven benchmarks, scaling to 8,192 GPUs on DeepSeek-V3 671B, and delivering up to 1.6x performance gains with GB300 N…
MWC Barcelona 2026 focused on AI infrastructure, with companies like Supermicro, NVIDIA, and telecom giants showcasing AI-RAN and sovereign AI solutions. CME Group launched the first compute futures contracts for GPU ren…
Seeking Alpha reports Aehr Test Systems holds a leading position in burn-in testing for AI chips with record bookings, but the stock trades at 35x FY2027 revenue estimates, well above peers, amid revenue declines and gro…
Silicon Motion is preparing a PCIe 6.0 consumer SSD controller for release next year, according to Senior VP Nelson Duann. The company and rival Phison posted record Q1 results driven by hyperscaler demand, while Duann w…
HIVE Digital Technologies announced plans for a CAD $3.5 billion, 320 MW AI gigafactory in the Greater Toronto Area, targeting over 100,000 GPUs by late 2027. The former crypto miner reported fiscal year 2026 revenue of …
AMD acquired predictive memory technology startup MEXT to address the memory wall bottleneck in AI deployments. MEXT's AI-driven software optimizes memory by combining DRAM and flash, aiming to reduce server memory costs…
Western Digital, Micron Technology, and Sandisk hit all-time highs as AI infrastructure demand shifts focus to data storage, with shares surging over 200% in 2026. Ondo Finance launched tokenized versions of these stocks…
The combined market capitalization of the ten largest US-listed companies has reached approximately $25.3 trillion, surpassing China's nominal GDP of $20.85 trillion. Led by Nvidia, Apple, and Alphabet, these stocks now …
Nvidia is backing Hydra Host, a startup that raised $100 million in Series A funding to build a marketplace for renting GPU capacity, effectively commoditizing Nvidia's own chips. The company, founded in 2021 for crypto …
Oracle plans to raise up to $50 billion in 2026 to fund a massive AI infrastructure buildout across the US, Japan, Malaysia, Germany, and the Netherlands. The company reported OCI revenue surged 93% year over year to $5.…
Microsoft's new Surface Pro and Surface Laptop cost $500 and $600 more than their predecessors, starting at $1,499 and $1,599 respectively, due to increased RAM and storage prices driven by AI investments. The devices fe…
Microsoft launched the Surface Laptop 8 and Surface Pro 12 with Qualcomm Snapdragon X2 processors, featuring new color options and higher starting prices of $1,599 and $1,499 respectively. The devices offer improved grap…
Startup Tensordyne claims its new Napier AI chip, using logarithmic math to replace multipliers with adders, can run large language models four times faster using one-fifth the power of a comparable Nvidia GB300 system. …
Rackspace Technology shares surged 30% on June 16 after signing a definitive agreement with AMD to deploy 30 megawatts of AMD-based AI compute capacity across its global data centers through 2028. The deal formalizes a p…
Zhongji Innolight, the world's largest optical transceiver maker, is seeking a secondary listing in Hong Kong that could raise up to $7 billion, driven by surging AI infrastructure demand. The company's 2025 net profit m…
AMD and Rackspace Technology signed a definitive agreement to deploy an initial 30 MW of AMD AI compute across Rackspace data centers from late 2026 through 2028, integrating AMD Instinct GPUs and EPYC CPUs. Rackspace al…
Nvidia announced a $25 billion bond offering across seven tranches maturing between 2028 and 2056, with yields up to 5.625%. The deal tightens spreads and marks a major financing event for the AI chipmaker.
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infrastructure. Baker hi…