AI Chips news and analysis on Web Pulse: 6925 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia's NVSwitch is poised to become the dominant scale-up interconnect for AI networks, mirroring the historical role of InfiniBand, according to The Next Platform. The article notes that Nvidia generated $25.74 billio…
Nvidia introduced NVHBM, a custom High Bandwidth Memory architecture designed to deliver 30% more memory bandwidth, 15% lower power consumption, and more usable silicon area than conventional HBM4E, targeting hyperscaler…
A draft U.S. rule would block China from renting Nvidia GPU compute via data centers in Thailand and Singapore, shifting the AI chip war's focus to cloud access rather than silicon sales. The measure targets indirect acc…
At the Hot Chips '26 conference in California, new AI chips from OpenAI, Intel, Meta, and others promise cheaper and faster token generation at lower power consumption, signaling a shift away from Nvidia's GPU dominance.…
China's top memory maker ChangXin Memory Technologies (CXMT) has begun producing HBM3E chips in small quantities for the first time, marking a step toward closing the AI memory gap with leading suppliers. The fast memory…
Nvidia is opening its rack-scale AI infrastructure to custom accelerators from hyperscalers and other AI developers, expanding its NVLink technology beyond its own processors. The expanded partnership with MediaTek will …
The European Union's push for AI infrastructure is undermining its own semiconductor strategy, as Europe produces fewer than 10 percent of the world's chips and remains dependent on U.S. and Asian suppliers. The European…
ChangXin Memory Technologies (CXMT), China's leading DRAM maker, has begun shipping HBM3 high-bandwidth memory samples to clients including Huawei, targeting mass production by end of 2026 and HBM3E by 2027, despite yiel…
Nvidia and MediaTek announced a partnership on June 1, 2026, to build AI-powered laptops, automotive cockpits, and data-center infrastructure, with reports of a $3.5B–$4B investment by Nvidia in MediaTek convertible bond…
Heritage Foundation chief economist EJ Antoni warned that the Trump administration's proposed semiconductor tariffs could raise chip import costs before new U.S. fabs are operational, citing Micron's $50 billion Boise bu…
NVIDIA and MediaTek announced an expanded collaboration to build AI computing platforms spanning AI infrastructure, local AI computing, and automotive, with NVIDIA investing $3.5 billion in convertible bonds issued by Me…
AMD, Cisco, and HUMAIN launched a joint venture to build up to 1 GW of AI data center infrastructure in Saudi Arabia by 2030, starting with a 100 MW deployment using AMD Instinct MI450 GPUs and Cisco networking, with the…
Z.AI confirmed that its GLM-5.3 Flash model runs entirely on Chinese-manufactured hardware, though the company did not name the chipmaker or publish performance figures. The analysis assumes HiSilicon parts, which are es…
TSMC's Dr. Ming-Fa Chen presented updates on the COUPE silicon photonics platform at SEMICON Taiwan 2026, detailing plans to integrate modulators, light sources, and Semiconductor Optical Amplifiers (SOA) onto the platfo…
Solid-state transformers (SSTs) are emerging as a key technology for next-generation AI data centers, converting medium-voltage AC directly to 800 V DC to improve efficiency and reduce equipment footprint. Delta, a maker…
OpenAI unveiled Jalapeno, its first custom inference chip co-developed with Broadcom, at the Hot Chips conference, reporting independent benchmarks showing it outperforms Nvidia's GB200 and GB300 systems by up to 1.9x in…
Applied Materials Korea Country President Park Gwang-sun said Monday that the company is working closely with Korean chipmakers to shorten equipment lead times and support their global expansion, citing SK hynix's new In…
An AI system autonomously designed, verified, and deployed Redwood, a frontier AI accelerator, from scratch in under two weeks, according to a paper submitted to arXiv on August 26, 2026. The system generated the perform…
AMD, Cisco and HUMAIN, a PIF company, announced that AMD Instinct MI355X GPU-based AI infrastructure built on Cisco Silicon One-based AI networking is now live in Saudi Arabia and serving HUMAIN customers. The companies …
A new analysis from the AI Infrastructure Insight series argues that faster GPUs alone cannot deliver AI performance, citing a UC Berkeley, ICSI, and LBNL paper showing that over the past 20 years, peak FLOPS in server h…