AI Chips news and analysis on Web Pulse: 7120 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Bank of America double-upgraded Intel to "buy" from "underperform," raising its price target to $135 per share, citing the company's opportunity to address industry constraints in leading-edge wafers and packaging. The b…
Helion kernels were integrated into vLLM for FP8 inference using Qwen3 models and evaluated across NVIDIA H100 and B200 GPUs. The experiments demonstrated that Helion provides a productive PyTorch-native workflow for dev…
PALO ALTO, Calif. — Startup Ricursive, founded by the former leads of Google's AlphaChip project, announced plans to develop an end-to-end AI model for chip design, aiming to transform the industry by enabling custom chi…
AMD released Lemonade SDK version 10.7, adding NVIDIA CUDA support to its local AI server solution that previously only supported AMD hardware, Apple Metal GPUs, and AArch64 CPUs. The update integrates Llama.cpp's CUDA b…
Google DeepMind's DiffusionGemma, optimized for NVIDIA platforms, generates text tokens in parallel rather than sequentially, achieving up to 1,000 tokens per second on a single NVIDIA H100 GPU. The model, built on the G…
Supermicro announced new servers powered by Arm's AGI CPU at COMPUTEX, designed for the agentic AI era with up to 2x performance per rack versus x86. The systems target inference and agentic workloads, with liquid-cooled…
Wall Street is pricing the AI data-center buildout at approximately $1.7 trillion by 2030, with nearly all spending directed toward vast halls of graphics chips that answer questions by guessing one likely word at a time…
AWS announced Neuron Agentic Development capabilities, a collection of AI agents and skills that automate kernel optimization for AWS Trainium and Inferentia hardware. The tools enable developers to write, debug, and pro…
Amazon announced the general availability of its new M9g and M9gd EC2 instances, the first products powered by the Graviton5 processor, which delivers up to 25% better computational performance and up to 35% faster perfo…
Battery energy storage systems (BESS) are becoming essential infrastructure for AI factories, which require power-dense, fast-changing electrical loads that differ from traditional data centers. Properly designed BESS he…
Meta AI's ability to respond to voice queries, such as finding vegan restaurants, relies on compute power — the measure of how many calculations a computer chip can perform per second, measured in FLOPS. This processing …
The "Memory Wall" bottleneck, originally coined in the 1990s to describe the speed gap between processors and DRAM, has re-emerged in the AI era as DRAM and high-bandwidth memory (HBM) struggle to meet the massive storag…
OpenAI is negotiating to lease a planned 10-gigawatt data center in Ohio, with Nvidia potentially serving as a financial guarantor for the project. The site, developed by SoftBank-owned SB Energy on federal land in south…
The rapid buildout of AI infrastructure has created a structural shortage of DRAM and NAND flash memory, causing enterprise IT budgets to become unpredictable and server costs to rise by over 125% in the first half of 20…
A buyer who spent roughly $10,000 on both a Mac Studio M3 Ultra with 512 GB of unified memory and a dual NVIDIA DGX Spark setup ran the same 397-billion-parameter model on each machine and measured the performance differ…
NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple's Private Cloud Compute, expanding beyond Apple's data centers to Google Cloud. The collaboration supports server-side inference fo…
The AI industry is shifting its focus from building ever-larger models to making them affordable enough for real-world deployment, according to executives speaking at Fortune Brainstorm Tech. Adaption CEO Sara Hooker arg…
European AI companies like Mistral AI are pursuing sovereign AI strategies to maintain control over models, data, and compute power, but remain dependent on U.S.-made chips as no European equivalent exists, according to …
Efinix has launched the Titanium Edge family of FPGAs for edge AI applications, based on soft or hard RISC-V cores with AI instruction extensions. The company's XLR logic cell dynamically reconfigures between logic and r…
NVIDIA CEO Jensen Huang told Stanford students that his company achieved a 1,000,000x improvement in computing performance over the past decade through co-design — simultaneously optimizing hardware, software, and networ…