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.
Anthropic is assembling an internal silicon design team to develop custom AI chips, aiming to reduce its reliance on Nvidia and improve inference performance through hardware-software co-design, according to TechCrunch a…
Advanced Micro Devices (AMD) announced a definitive agreement to acquire Toronto-based Taalas, a startup that hardwires AI models onto custom chips, with financial terms undisclosed. Taalas, founded in 2023 by former AMD…
AMD has acquired Taalas, the AI inference chip startup co-founded by former Tenstorrent CEO Ljubisa Bajic, who will rejoin AMD under Vamsi Boppana's AI organization. Taalas's first chip achieves over 16,000 tokens per se…
Anthropic confirmed it is designing its own custom silicon to power its Claude models, hiring a 'custom silicon team' including a senior engineer with semiconductor experience. The company will maintain a 'multi-chip app…
Memory chipmakers Samsung, Micron, and SK Hynix have reportedly sold out their DRAM inventory through 2027, driven by AI companies consuming nearly 70% of DRAM production capacity, according to Taiwanese website Digitime…
AMD (NASDAQ: AMD) announced on Aug. 6, 2026, a definitive agreement to acquire Taalas, a Toronto-based pioneer in specialized AI inference silicon founded in 2023, to strengthen its long-term AI roadmap with differentiat…
SpaceX and NVIDIA announced a joint project to develop the Starmind AI1 satellite, powered by NVIDIA's Vera CPUs and Rubin GPUs, to process AI workloads in low-Earth orbit. SpaceX has petitioned the FCC to deploy up to o…
Anthropic has begun assembling an internal team to design custom chips for Claude, as disclosed in a new Silicon Engineer recruitment notice, aiming to align future hardware more closely with Claude's workloads. The team…
Elon Musk announced during SpaceX's earnings call that Nvidia will be its exclusive semiconductor partner for AI infrastructure expansion, boosting Nvidia shares by 4.6% and making it the world's most valuable company ag…
Yahoo Finance Markets and Data Editor Jared Blikre reports that semiconductor stocks have rebounded over the past five trading days, with Hewlett Packard Enterprise (HPE), Apple (AAPL), NXP Semiconductors (NXPI), and Ama…
Anthropic confirmed it is building an in-house silicon team to design custom AI chips for Claude, making it the last major frontier AI lab to commit to custom silicon. The company is hiring senior chip engineers with sal…
The global computer microchip market is projected to nearly triple to $74.70 billion by 2035 from $30.03 billion in 2025, growing at 9.54% annually, according to SNS Insider data released via GlobeNewswire. However, the …
Etched raised $300 million in a Series C funding round at a $10.3 billion valuation, announced in late July, less than a month after emerging from stealth, with Sequoia leading the round and participation from a16z, Jane…
Samsung Electronics warned during its Q2 2026 earnings call that AI-driven memory chip shortages will intensify in 2027 and persist through at least 2028, sending Micron Technology shares up approximately 14.9% to 18% on…
SpaceX's first quarterly report since its June 2026 IPO showed Q2 revenue of $7.8 billion, up 92% year-over-year, and a narrowed net loss of $541 million, but shares fell nearly 30% from the IPO price of roughly $135 to …
Anthropic, the developer of the Claude AI model, is building a team to design its own custom AI chips for inference, following Google, Meta, Amazon, and OpenAI. The company will take a 'multi-chip' approach, continuing t…
SpaceX's use of Nvidia's AI chips has provided a boost to Nvidia's stock, according to CNBC's Investing Club. Jim Cramer also highlighted an 'undervalued' stock during the club's Morning Meeting.
Nvidia's Blackwell B200 GPU systems are sold out with a 12-month backlog, and CEO Jensen Huang said sales are 'off the charts.' Complete 8x B200 server systems are quoted above $500,000, with individual B200 GPUs priced …
Broadcom Inc. disclosed that Anthropic will access approximately 3.5 gigawatts of additional Google TPU-based capacity beginning in 2027, with Apollo Global Management leading a $35 billion capital package and Broadcom b…
Anthropic is the reported customer behind a six-year, $10 billion compute agreement with Volta Infra, a Singapore-based cloud infrastructure startup, according to Bloomberg and The Times, though neither company has confi…