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.
Arista Networks, Broadcom, and Marvell Technology are quietly dominating the AI networking niche, with Arista's Q2 FY26 revenue up 37.7% year over year to just over $3 billion and full-year guidance raised to $12.6 billi…
ARK Invest's ARKW fund sold 3,679 shares of Advanced Micro Devices worth approximately $1.8 million, while its ARKK and ARKW funds purchased 35,089 shares of Cerebras Systems at a combined value of about $7.7 million, co…
Baidu reported second-quarter net profit attributable to shareholders fell 68% to RMB 2.32 billion on revenue of RMB 31.3 billion ($4.6 billion), down 4% year over year, while GPU cloud revenue surged 283% year over year…
Cerebras Systems unveiled its rack-scale CS-4 platform powered by three WSE-3 Turbo chips, claiming performance up to 30 times faster than GPU-based rivals. The CS-4 delivers 750 petaflops of sparse FP16 AI compute and 7…
Chinese AI firms have reportedly accessed advanced Nvidia computing power overseas, testing U.S. export controls, and lawmakers are weighing closing the cloud-access gap. The U.S. banned Nvidia's best chips from going to…
Cerebras Systems unveiled the CS-4, a rack-scale AI system that connects wafer-scale processors across racks without network switches, claiming it runs up to twice as fast as its predecessor CS-3 and delivers up to 30 ti…
Dow Jones futures and S&P 500 futures were little changed early Wednesday, while Nasdaq futures fell slightly, after the stock market retreated Tuesday and erased recent gains. Chips and AI hardware stocks led the losses…
Memory prices have surged 500% in 12 months, with 128GB DDR5 kits now costing $3,399, ten times their lowest-ever tracked price, according to Tom's Hardware. Hyperscale buyers have reportedly locked in almost all global …
China has approved ByteDance and Tencent to import 10,000 Nvidia H200 chips each, with Alibaba also winning approval, marking a reversal from Beijing's earlier push toward Huawei's Ascend chips. The U.S. Commerce Departm…
Etched, a San Jose-based AI chip startup founded by three 24-year-old Harvard dropouts, has raised its valuation to $21 billion after a $700 million funding round led by Jane Street, and has attracted nearly 400 former N…
Yossi Cohen, former director of Israel's Mossad intelligence agency, has been appointed strategic advisor at SoftBank, moving closer to founder Masayoshi Son with a mandate spanning AI, semiconductors, and data centers. …
Korea's tech funding nearly tripled year-on-year to $1.4 billion in the first half of 2026, but two mega-rounds in AI and semiconductors accounted for 38 percent of the total, according to data intelligence platform Trac…
KT launched the KT NPU LLM Station, an integrated AI appliance combining Rebellions' ATOM-MAX neural processing unit, KT's Mi:dm K 2.5 Pro large language model, and an API platform, enabling enterprises to run generative…
Cerebras Systems launched its CS-4 'Nexus' systems with an overclocked WSE-3 Turbo waferscale engine, doubling clock speed to 2.8 GHz from 1.4 GHz while keeping the same 900,000 cores and 44 GB of SRAM, to boost inferenc…
U.S. semiconductor startup Etched has raised $700 million at a valuation of $21 billion, more than double its previous valuation of $10.3 billion from a $300 million Series C round in July. Jane Street led the round, wit…
Cerebras Systems unveiled the CS-4 rack-scale AI accelerator at its Supernova conference on August 19, 2026, claiming 30x faster token generation than GPU-based inference, with OpenAI committing to deploy 750 megawatts o…
Baidu executives told investors on its Q2 earnings call that Chinese customers are increasingly seeking domestic AI chips due to constrained supply, boosting confidence in its Kunlunxin chip business. Baidu's AI cloud re…
Hua Hong Semiconductor reported second-quarter net profit of $38.6 million, up 385.9% year over year, on record revenue of $717.5 million, while SMIC's net profit more than tripled to $479.2 million on revenue of $3.01 b…
Nvidia's H200 processors have reached mainland China in limited quantities, with ByteDance and Tencent each receiving about 10,000 units in recent weeks, according to the Financial Times. U.S. regulators have cleared bot…
China has relaxed restrictions on Nvidia's H200 chips, allowing ByteDance and Tencent to receive approximately 10,000 units each, according to the Financial Times. The move aims to boost China's competitiveness in AI, po…