AI Chips news and analysis on Web Pulse: 6119 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Moore Threads Technology, a Beijing-based AI chip designer founded in 2020 by former Nvidia executive Zhang Jianzhong, plans a secondary listing in Hong Kong to deepen international expansion and attract talent, accordin…
Moore Threads, a Chinese AI chip developer, plans to list on the Hong Kong Stock Exchange after reporting a 147% jump in first-half revenue to 1.7 billion yuan (US$252 million), with net loss narrowing to 11.6 million yu…
A new report from Digitimes, spotted by TweakTown, indicates that Samsung, SK Hynix, and Micron have collectively sold out all their DRAM and HBM manufacturing capacity for 2027, largely to AI companies through long-term…
South Korea is restructuring its workforce as top students shift from law and medicine to electrical engineering and materials science, driven by the AI chip boom and HBM demand, with pay gaps reversing and chip division…
Situational Awareness, the hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, made a US$400 million investment in chip manufacturing startup Source Foundry, backed by Sequoia Capital, days after the fu…
Intel's Core 5 320 'Wildcat Lake' processor, built on Intel 18A in Intel's own fabs, achieved 6.21 Gflops per watt in Jeff Geerling's HPL Linpack testing, outperforming Apple's A18 Pro in the $599 MacBook Neo at 5.38 Gfl…
Synopsys announced the industry's first complete Compute Express Link (CXL) 4.0 intellectual property suite, including a controller, IDE security modules, a PCIe 7.0-based physical layer, and verification IP, targeting A…
The AI bubble will not burst because AI fails but because deployable supply and capital commitments grow faster than monetizable demand, according to Breaking Analysis. Global semiconductor revenue is projected to reach …
Elon Musk said on SpaceX's August 4 earnings call that the company will build its AI infrastructure exclusively on Nvidia, citing the Vera Rubin architecture as the best available. SpaceX has not disclosed the number of …
Firebird launched a 6,144-GPU NVIDIA B200 Blackwell AI factory near Hrazdan, Armenia, which NVIDIA calls the largest AI factory in the Commonwealth of Independent States. The first phase is backed by a planned $500 milli…
AMD announced a definitive agreement on August 6, 2026, to acquire Toronto-based AI-chip startup Taalas, adding model-specific inference silicon to its AI roadmap; financial terms were not disclosed. Taalas' HC1 chip har…
SpaceX plans to power its proposed Terafab semiconductor campus in Texas with on-site natural-gas plants and large battery arrays, according to Riley Trettel, who leads energy and data-center development for the company,…
AMD's stock has declined despite a surge in AI revenue, as the company reported record data center sales driven by its MI300X accelerators. The company's AI segment grew 80% year-over-year to $2.3 billion in Q2 2024, but…
Tesla and SpaceX unveiled a video rendering of their jointly developed Terafab chip factory in Grimes County, Texas, which Elon Musk, CEO of both companies, called 'the largest and most valuable building on Earth by far.…
Firebird, an emerging AI cloud, launched the CIS region's largest AI factory in Armenia, powered by NVIDIA accelerated computing and Dell Technologies infrastructure, with plans to deploy more than 70,000 NVIDIA Rubin an…
OpenAI paused development of its Astra model after internal evaluations found it can independently identify and execute attacks on well-protected real-world systems, crossing a 'critical cybersecurity threshold' and alle…
AMD agreed to acquire Taalas, a 25-person Toronto-based chip startup that builds model-specific silicon, for an undisclosed amount. Taalas's first chip, the HC1, runs only Llama 3.1 8B, with weights hard-coded into read-…
SpaceX aims to build and deliver 6-8GW of AI datacenter capacity in 2027, potentially exceeding 10GW, which could generate $300-500B in capex and $300B in annual recurring revenue for SpaceX, according to SemiAnalysis. M…
AMD announced on August 6, 2026, a definitive agreement to acquire Taalas, a Toronto-based startup that embeds AI models directly into silicon, to integrate its technology into AMD's accelerator roadmap alongside Instinc…
AMD acquired AI inference startup Taalas for an undisclosed sum this week, aiming to bake AI inference directly into its chips. The move follows Nvidia CEO Jensen Huang's GTC 2026 disclosure that GPU architectures alone …