AI Chips news and analysis on Web Pulse: 7139 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
A developer's comparison of the RTX 5090 and RTX 4090 for AI workloads found that the 5090's jump to 32 GB of VRAM and 1,792 GB/s memory bandwidth is the most significant difference, not raw benchmark percentages. The an…
Tensors enable hardware acceleration by leveraging GPUs and TPUs to perform parallel mathematical operations efficiently, making them essential for training neural networks. They also support automatic differentiation, w…
Nvidia CEO Jensen Huang will deliver a keynote on June 1 at Computex 2026 in Taipei, focusing on AI factories, physical AI, and robotics. The event, running June 2-5, features partners like Wiwynn and GIGABYTE showcasing…
Samsung Electronics has begun shipping samples of its next-generation HBM4E high-bandwidth memory chip to global customers, marking an "industry first" for the 12-layer design. The chip offers speeds up to 16 Gigabits-pe…
Samsung Electronics shipped samples of its sixth-generation HBM4 AI memory chips to global customers, sending its shares up roughly 6%. The move marks the company's most aggressive push into the AI hardware supply chain,…
China's onshore hedge and private funds have reached record asset levels, with over 123 funds each managing more than CNY 10 billion and a collective total exceeding CNY 2 trillion ($289 billion) as of early 2026. Quanti…
Dell Technologies shares surged 16.8% to a record high of $298.32 on May 22 after the company reported fiscal Q1 2027 adjusted earnings of $4.86 per share, nearly double the $2.93 analyst consensus estimate. The earnings…
Dell Technologies reported 88% year-over-year revenue growth for the quarter, reaching $43.84 billion and beating analyst expectations, driven by a 757% surge in AI server revenue to $16.1 billion. The company raised its…
Ambarella, an edge AI chipmaker, narrowly exceeded Wall Street expectations for its fiscal first-quarter earnings. The company reported revenue and profit figures that beat analyst estimates, driven by demand for its com…
Dell Technologies reported first-quarter earnings that exceeded analyst expectations, driven by surging demand for its AI-optimized servers and infrastructure. The company also raised its full-year revenue and profit out…
VladTV published an interview with Nicholas Irving and Shawn Prez on May 28, 2026, in which the guests discussed Taiwan's central role in global technology and AI. Irving and Prez warned that Taiwan manufactures approxim…
Dell Technologies shares surged in postmarket trading after the company reported fiscal first-quarter revenue of $43.8 billion, far exceeding analyst estimates of $35.5 billion, and adjusted earnings per share of $4.86 v…
GPU utilization rates on major clouds average just 5 percent, meaning most paid GPU hours produce no useful work, while egress fees of up to $0.12 per GB and data gravity lock-in add hidden costs that can dwarf the headl…
A structural shortage in the RAM and storage market is reshaping the semiconductor industry in 2026, driven by a deliberate reallocation of production capacity toward AI-focused high bandwidth memory (HBM). Major manufac…
Canonical and Google Cloud announced the availability of certified Ubuntu images for Cloud TPU virtual machines on Google Cloud, with the operating system now preinstalled by default when setting up the VMs. The integrat…
The European Union is pursuing new crisis powers that would allow authorities to seize control of semiconductor supply chains during emergencies. The bloc is also seeking to impose new restrictions on Chinese imports of …
Snowflake reported $1.39 billion in revenue for the first quarter of fiscal 2027, a 33% year-over-year increase, with product revenue reaching $1.33 billion. The company also announced a $6 billion multi-year infrastruct…
The Shanghai Futures Exchange is designing a derivatives market for AI tokens, joining the CME Group and the Intercontinental Exchange in developing futures contracts for GPU compute and AI services. The new financial in…
Hedge fund manager Dan Loeb said oil prices and artificial intelligence developments are currently the dominant forces shaping the global economy, outweighing traditional macroeconomic factors. Loeb highlighted the semic…
Solar stocks are gaining attention as surging energy demand from artificial intelligence data centers drives a need for additional power generation. Analysts point to solar companies as potential beneficiaries of this tr…