AI Chips news and analysis on Web Pulse: 6105 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
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…
Bank of America Corp. analysts led by Vivek Arya said Nvidia Corp. shares could be trading at a 34% to 50% discount to their conceptual sum-of-parts value, suggesting investors are overstating risks related to the AI chi…
Nvidia Corp. aims to dominate every aspect of AI by securing chip supply, land, power, and shell, according to BofA Securities analyst Vivek Arya after meeting with Nvidia senior management. The company has committed $10…
AI inference chip startup Etched's valuation has doubled to about $21 billion just one month after its $300 million Series C round led by Sequoia, which valued the firm at $10.3 billion, according to a Wall Street Journa…
Worldwide data center capital expenditure is forecast to surpass $3 trillion by 2030, driven primarily by high-end accelerators for AI, according to a report from Dell'Oro Group. The report also projects that AI-speciali…
Groq raised $650 million in a round led by Disruptive and Infinitum to scale its AI inference cloud, following a December 2025 deal in which Nvidia licensed Groq's technology for about $20 billion and hired founder Jonat…
Bank of America analyst Vivek Arya reaffirmed a Buy rating on Nvidia with a $350 price target, implying 56-61% upside from the stock's recent range of $219-$224, citing the AI chip supercycle. Arya projects Nvidia's fisc…
North American data center vacancy remains at 1%, but JLL reports that only a very small share of that capacity can support high-density AI deployments, with most vacancies in legacy products. A 5 MW buyer seeking 140-16…
Credo, a San Jose, California-based vendor, formed the Lightweight Serial Interconnect (LSI) Workstream within the Open Compute Project (OCP) to develop open standards for chiplet interconnects, aiming to address the AI …
Velaura AI, a Santa Clara-based chip designer formerly known as Auradine Inc., closed a $110 million Series V-A funding round on July 10, pushing its post-money valuation to $1.05 billion. The round included participatio…
Chip designer Velaura AI has been valued at more than $1 billion in a funding round, according to a report. The company, which focuses on AI chip design, achieved this valuation in its latest financing, underscoring inve…
Micron Technology Inc. shares returned to $1,000 as Wall Street investors bet that artificial intelligence demand has ended the memory chip industry's historical boom-and-bust cycle. The stock's resurgence reflects growi…
A user on the Level1Techs forum asks whether the Ryzen AI Max 392 processor supports VFIO passthrough with vGPU splitting for running a Windows VM alongside a Linux host. The forum response indicates that the Ryzen AI 30…
Nvidia's competitive advantage in artificial intelligence is shifting from its dominant AI chip market share to its capital resources, as competition intensifies, according to CNBC Technology.
Apple's upcoming A20 chip in the iPhone 18 Pro and iPhone Ultra will not necessarily be 18% faster or 30% more power-efficient, despite rumors citing TSMC's new 2nm process. The 18% performance and 30% power reduction fi…
Chinese cloud provider UCloud has deployed servers running Hygon's Tianxi series AI accelerators on its public-cloud platform, marking the first large-scale public-cloud rollout of the domestic chip series, according to …
Chinese semiconductor design company VeriSilicon reported first-half revenue of RMB1.864 billion, up 91.37% year on year, with orders on hand reaching RMB12.449 billion as of June 30. AI-computing-related orders accounte…
Chinese cloud provider UCloud has deployed servers with Hygon's Tianxi series AI accelerators on its public-cloud platform, marking the first large-scale public-cloud rollout of the chip series. The deployment gives clou…
Groq raised $350 million on August 17, 2026, at a $3.5 billion valuation, half its $6.9 billion peak from eleven months prior, with Nvidia as a minority investor, following Nvidia's roughly $20 billion December 2025 lice…