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.
Intel has introduced two new Arc G-series processors designed specifically for handheld gaming PCs, marking the company's first attempt at silicon marketed for that purpose. The chips, which leverage Intel's Arc B-series…
Fabrinet is trading at approximately 19.5x forward earnings with 36% revenue growth and nearly 200% EPS growth, according to a Seeking Alpha analysis. The report sets a 12-month base-case price target of $750 and a proba…
Advanced Micro Devices, Inc. (AMD) captured a 46.2% share of x86 server CPU revenue in Q1 2026 and doubled its server CPU total addressable market estimate to over $120 billion by 2030, according to Seeking Alpha. The co…
Snowflake Inc. shares surged as much as 36% on Thursday, their biggest intraday gain since September 2020, after the software maker raised its annual product revenue outlook to $5.84 billion and signed a $6 billion multi…
Super Micro Computer shares surged Tuesday on heavy call option volume after management announced collaboration with Taiwanese authorities to prevent illegal chip smuggling into China, resulting in three arrests and the …
The Kog AI team implemented a single-kernel LLM inference engine on AMD MI300X GPUs, achieving over 3,000 output tokens per second per request for a 2B-parameter model in FP16 precision. The monokernel approach eliminate…
Epoch AI projects that compute power for running AI models will surpass compute power for building them by 2030, with nearly half of inference operations shifting to specialized ASICs while training compute holds steady …
Corsair Gaming launched a lineup of AI workstations and servers under the Corsair Pro brand on May 22, built around NVIDIA's Blackwell architecture and targeting enterprise customers. The flagship FlexPrime V80B features…
SpaceX has agreed to a six-month lease granting Anthropic exclusive access to the 220,000-GPU Colossus 1 supercomputer in Memphis, Tennessee, for AI inference workloads. The deal, which includes mutual 90-day cancellatio…
LiquidStack announced the commercial availability of its GigaModular coolant distribution unit platform, validated to scale to 14 MW for high-density AI and HPC deployments. The modular, pay-as-you-grow architecture is d…
The PHLX Semiconductor Index has surged roughly 80% year-to-date, marking its best start to any calendar year on record and adding approximately $5.7 trillion in market capitalization since January. The rally, fueled by …
Qumulo is declining to support Nvidia's STX KV caching scheme, arguing the hardware-locked optimization only benefits on-premise clusters and ignores the 70 percent of AI workloads running in public clouds where STX is u…
Samsung has built a 900-layer 3D NAND die by stacking two 450-layer strings together, far surpassing competitors who currently produce 192- to 321-layer chips. The research device’s cells function correctly, with Samsung…
Qualcomm announced the Snapdragon C Platform for budget Windows-on-Arm laptops priced around $300, featuring a custom Kryo CPU and an integrated NPU for on-device AI, though the platform will not support Copilot+. Acer u…
Celestica is shifting its business model from contract manufacturing to co-design and supply for AI infrastructure, targeting demand for 800G and 1.6T Ethernet and cluster switches. The company reported Q1 2026 revenue g…
Apple will use a licensed version of Google's Gemini model in Google Cloud to handle some queries for the new Siri, and has approved the use of Nvidia confidential compute for that cloud processing, according to reportin…
Google unveiled the Coral Board at Google I/O, a compact single-board computer designed to run AI models like Gemma 3 270M entirely on-device without cloud connectivity. The board, built on a Synaptics Astra SL2619 chip …
Apple plans to make on-device artificial intelligence the centerpiece of its Worldwide Developers Conference next month, leveraging custom silicon to process AI queries locally as a privacy-focused alternative to cloud-b…
Groq, the AI inference chip startup founded by former Google TPU lead Jonathan Ross, is raising $650 million at a roughly $6 billion valuation to expand its GroqCloud services and develop next-generation LPU technology. …
Intel announced the Intel Arc G-Series processors, designed for next-generation handheld gaming PCs, with models including the Intel Arc G3 and Intel Arc G3 Extreme built on the Intel Core Ultra Series 3 (Panther Lake) a…