AI Chips news and analysis on Web Pulse: 7142 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
SpaceX filed its S-1 on Wednesday, revealing a three-segment conglomerate generating $18.7 billion in 2025 revenue from its Space, Starlink, and AI businesses. Starlink dominates with $11.4 billion in revenue and a 39% o…
NVIDIA CEO Jensen Huang told Dell Technologies World attendees Monday that demand for AI is "going parabolic, utterly parabolic," as the industry shifts from pilot programs to large-scale agentic AI and inference deploym…
NVIDIA founder and CEO Jensen Huang introduced the standalone Vera CPU at GTC San Jose in March as the company's next multibillion-dollar business, and the first units arrived at three leading AI labs on Friday. NVIDIA V…
Cisco Systems reported $15.84 billion in revenue for the third quarter of fiscal 2026, a 12 percent year-over-year increase, driven by sales of merchant silicon and optical transceivers to AI customers. The company now p…
Apple has largely missed out on the artificial intelligence boom that has lifted sales of its technology peers, yet the company's profits and stock value continue to grow. Unlike competitors funneling cash to Nvidia for …
President Trump hosted Nvidia CEO Jensen Huang, Citigroup's Jane Fraser, and Boeing's Kelly Ortberg in the Oval Office ahead of a China summit, arranging for Huang to fly on Air Force One. Trump outlined his dealmaking s…
Canonical released an experimental Ubuntu 26.04 LTS concept build for CIX P1 Armv9 devices, including the Radxa Orion O6 and Orange Pi 6 Plus. The image uses a Linux 7.0 kernel with open-source drivers and ACPI hardware …
Cerebras completed its IPO this week, with shares closing at $280 for a $60 billion market capitalization, following a pulled S-1 filing and a major partnership with OpenAI. The company’s CFO Bob Komin stated Cerebras se…
The Stratechery newsletter's February 2026 edition analyzes a major shift in AI computing, arguing that "agentic inference" — where AI operates without human involvement — will surpass current answer-based inference in m…
Samsung is developing a new class of nearline SSDs with capacities ranging from 250 TB to 1 PB in E3L or E2 form factors, according to Scality. The drives use a new flash technology with five times less endurance than QL…
Cerebras Systems completed its initial public offering on the NASDAQ, raising $5.55 billion by floating 215.23 million shares at $185 each, with shares closing at $311 for a public market capitalization of $39.8 billion.…
Prices for DDR5 and DDR4 memory chips have more than tripled year-over-year as of March, driven by surging AI infrastructure demand and a global bidding war for high-bandwidth memory. Memory manufacturers like Samsung, S…
NVIDIA's Vera Rubin platform, powered by the Groq 3 LPX accelerator, addresses the scale-up challenges of agentic AI by delivering deterministic, low-latency execution across thousands of chips for trillion-parameter mod…
A global DRAM shortage driven by AI demand is making ransomware recovery more difficult and expensive, according to Assured Data Protection chief strategy officer Stacy Hayes. Hayes argues that supply chain constraints o…
Ben Thompson discussed the implications of the compute shortage on Aggregation Theory and consumer AI during an interview at the MoffettNathanson Media, Internet & Communications Conference. The conversation focused on h…
Cerebras Systems has secured a 750MW compute deal with OpenAI, positioning the company for its upcoming IPO as demand for fast token generation surges. The wafer-scale chip maker's speed advantages, previously overlooked…
Nous Research released Hermes Agent, an open-source AI agent framework that crossed 140,000 GitHub stars and became the most-used agent on OpenRouter, designed for self-improvement and reliability on local hardware. The …
OpenAI is forming a new company to deploy AI, reinforcing the thesis that the technology's impact will require top-down implementation, with other labs expected to follow suit. Separately, Apple has economic reasons to p…
Nvidia and its partners plan to build a fleet of 25 small data centers next to utility substations across five U.S. utilities later this year, shifting computing loads between sites based on power availability. The pilot…
The semiconductor industry faces a bottleneck in chip design as AI demand drives increasing complexity, compressed timelines, and a shrinking engineering workforce. Verification now consumes up to 70% of project effort, …