AI Chips news and analysis on Web Pulse: 6106 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Chinese AI chipmaker Biren Technology projects first-half 2026 revenue of 1.15 billion yuan to 1.3 billion yuan, up 1,852% to 2,107% year-on-year, citing accelerating commercialisation and strong demand for general-purpo…
Microsoft has roughly 2.2 million AI chips installed in its global datacentres, far below the 1.8 million chips it reportedly targeted for the end of 2024 and less than half of what some experts expected, according to in…
A state-backed Shanghai entity announced in July 2026 that it has commenced mass production of immersion DUV lithography tools targeting 28nm processes, with initial deliveries headed to SMIC, China's largest contract ch…
A Guardian investigation found that Microsoft's AI infrastructure claims exceed its actual deployed chip count, with thousands of advanced AI chips sitting in inventory because data center construction has fallen behind …
A Guardian investigation has found an apparent discrepancy between Microsoft's public statements about its AI capacity and the number of advanced AI chips it has in operation, suggesting the company may be facing a chip …
AWS is pairing its Trainium chips with Cerebras CS-3 systems to split transformer inference into prefill and decode phases, with Trainium handling prefill and Cerebras handling decode, shipping as a premium tier on Bedro…
CXMT, a memory chipmaker central to China's AI infrastructure, overtook Tencent Holdings on Aug 13 to become China's most valuable company with a market capitalization exceeding half a trillion dollars, signaling a shift…
Larsen & Toubro announced on August 13 that its subsidiary LTN Compute secured a mega order from Together AI to deploy 10,000 NVIDIA B300 GPUs at its Chennai data centre campus, with the contract valued in the Rs 10,000-…
SCX.ai will debut on the Australian Securities Exchange (ASX) on Friday under the code SCX following a fully underwritten $40 million IPO, becoming Australia's first ASX-listed pure-play sovereign AI inference infrastruc…
The Philadelphia Semiconductor Index (SOX) is likely to retreat after a recent rebound, according to Phillip Securities Research. The index corrected 28% from its June 22 swing high of 14,655 to a July 29 low of 10,445, …
Marko Haberl, an engineer, details the development of a single-user inference card designed to run AI models locally on a single machine, addressing the gap between cloud-based and edge inference. The project focuses on …
Ukraine's military intelligence agency HUR reported that Nvidia chips are being found in Russian missiles, indicating the integration of AI at the edge for real-time object detection and autonomous navigation. The discov…
Ukraine's military intelligence (HUR) said Wednesday, Aug. 12, that it found an Nvidia Jetson Orin computer module inside Russia's new S-71 Monochrome air-launched cruise missile, potentially indicating the use of artifi…
Mark Cuban said on Aug. 16 that 'chips as an asset class will be the new crypto,' a broad investment thesis as AI drives demand for advanced computing hardware. CoreWeave closed a $2.6 billion delayed draw term loan faci…
NVIDIA announced a $3 billion investment in the infrastructure powering artificial intelligence, marking one of the largest corporate bets on AI compute. The funding targets data centers and chip manufacturing to meet su…
SanDisk announced at its Investor Day on August 13 that eight customers have signed New Business Model agreements, locking in $16.5 billion in enforceable financial guarantees and a minimum of $93.9 billion in expected r…
Meta Platforms Inc. unveiled four new generations of its in-house Meta Training and Inference Accelerator (MTIA) chips on March 11, 2026, and expanded a partnership with Broadcom Inc. to co-develop the chips through at l…
Nvidia chips are being found in Russian missile guidance systems, enabling AI-driven targeting with on-board computer vision and sensor fusion. The chips, likely Nvidia Jetson or similar edge processors, allow missiles t…
Renting Nvidia's H100 GPU climbed roughly 40% between October 2025 and March 2026, with average rates jumping from $1.70 to $2.35 per GPU-hour, according to data from SemiAnalysis. On-demand H100 capacity is effectively …
China's Cyberspace Administration (CAC) issued guidance in mid-September 2025 barring major tech firms like ByteDance and Alibaba from purchasing Nvidia AI chips, including the RTX Pro 6000D, pushing them toward domestic…