AI Chips news and analysis on Web Pulse: 6103 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Sandisk taped out its first High Bandwidth Flash (HBF) memory die, a milestone announced at its 2026 Investor Day on August 13, with first HBF inference product samples targeted for 2027. The first-generation HBF targets…
The Nasdaq Composite fell 1.2% on Tuesday as Micron Technology dropped 7.6% and other AI-linked stocks retreated, while the S&P 500 declined 0.6% and the Dow Jones Industrial Average was down about 89 points. The pullbac…
Google is reportedly partnering with AMD to design a next-generation Tensor Processing Unit (TPU) that integrates CPU cores into the processor package, targeting reinforcement learning and agentic AI workloads. The hybri…
AMD reported a 4x improvement in AI energy efficiency from 2024 to mid-2026, exceeding its projected 3x target, and remains on track for its 20x rack-scale goal by 2030. The company's 20x30 initiative focuses on full-sta…
Etched shipped its first Sohu rack to Jane Street, which led a $700 million Series D at a $21 billion valuation, doubling the company's valuation in a month. The transformer-only chip, built on TSMC's N4P process with 14…
Fabrinet's stock fell between 9% and 20% in after-hours trading despite record fiscal Q4 2026 revenue of $1.316 billion, up 45% year-over-year, and non-GAAP EPS of $4.10 beating the $3.81 consensus, as investors focused …
Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news rattled investor confi…
Etched, a San Jose-based AI chip startup, raised $700 million in a funding round led by Jane Street, a quantitative trading firm, valuing the company at $21 billion post-money, more than double its $10.3 billion valuatio…
Etched announced Tuesday it raised $700 million at a $21 billion valuation, led by Jane Street, doubling its valuation from $10.3 billion in July and up from $5 billion in December. The startup designs custom AI inferenc…
Nvidia Corp. has finalized a deal to guarantee up to $105 billion for OpenAI's planned data center campus in Pike County, Ohio, $145 billion lower than the roughly $250 billion guarantee it had considered, according to t…
Wall Street pulled further from its record high on Tuesday as AI stocks sank, with the S&P 500 falling 0.5 percent for a third straight loss since its all-time high on Thursday. Micron Technology dropped 7 percent, Nvidi…
Micron Technology shares fell more than 8% on July 28, 2026, as a sector-wide semiconductor selloff erased over $1 trillion in combined market capitalization from major chipmakers including SK Hynix, Sandisk, Nvidia, AMD…
Chip stocks tumbled Tuesday in a broad reversal from Monday's gains, with the Philadelphia semiconductor index (SOX) falling more than 5% in afternoon trading. Decliners included Micron (MU) and other memory names, as we…
Groq is spending billions to poach Nvidia engineers as it targets the AI inference market, aiming to challenge Nvidia's dominance by optimizing hardware for the sequential nature of LLM token generation. Groq's architect…
SemiAnalysis, a semiconductor and AI research firm with 85 team members and 280,000 subscribers, presented 'From Fab to Token' at a conference, detailing the state of the AI hardware market. The presentation, led by tech…
Etched, an AI inference systems startup founded by Gavin Uberti, Robert Wachen, and Chris Zhu, raised $700 million at a $21 billion valuation in a round led by Jane Street, which tested Etched's hardware and received its…
Socionext Inc. will use Intel 18A-P process technology to develop custom system-on-chip (SoC) solutions for datacenter, edge, and high-performance computing customers, with the first product being a high-performance comp…
HIVE Digital Technologies announced a five-year GPU cloud services agreement worth approximately $350 million through its subsidiary BUZZ HPC during its Fiscal Q1 2027 earnings call on August 17. The deal, with an unname…
Velaura AI, a startup focused on chip design for data centers, has crossed the $1 billion valuation threshold after closing a $110 million Series A round led by Seligman Ventures, with participation from Capricorn Invest…
Data Center Knowledge's most-read hardware stories from July through mid-August 2026 highlight an infrastructure-first phase of AI buildouts, with energy, minerals, and networking taking center stage. Former Intel CEO Pa…