AI Chips news and analysis on Web Pulse: 6927 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
This week, AI expansion into enterprise software, custom silicon, media creation, autonomous vehicles, and workplace planning collided with security crises, rising costs, and public resistance. Bill Gates backed taxes on…
Nvidia Corp. reported revenue that doubled year-over-year, beating expectations, and CEO Jensen Huang said the company will remain capacity-constrained, driving its stock up nearly 9% on Thursday. The company is reported…
Meta Platforms has unveiled its MTIA 300 custom AI accelerator, which integrates two network chiplets with six 800 Gb/s RDMA NICs each, delivering 1.2 TB/s of I/O bandwidth and eliminating CPU-mediated network hops. The …
SK Hynix has begun construction of a $4 billion memory fab in Indiana, its first US AI memory hub, with plans to begin packaging and testing High Bandwidth Memory (HBM) products from the production line in Q3 2029. The p…
Rapidus President Atsuyoshi Koike said strong demand for AI semiconductors and data centers is a 'powerful tailwind' for the company's planned 2nm chip mass production, which is on schedule. Koike promised 'overwhelmingl…
SK hynix is building a packaging plant in Indiana with mass production targeted for 2029, while keeping core HBM manufacturing in Korea, a move that responds to CHIPS Act incentives and strengthens US-Korea AI infrastruc…
Uptime Institute's 16th Annual Global Data Center Survey reports modal rack density reached 11 kW in 2026, up from 9 kW in 2025, while AI racks such as Nvidia's GB300 NVL72 require up to 142 kW per rack and the upcoming …
A 25% U.S. tariff on advanced semiconductors, with a provisional exemption for data centre imports, could cost the American economy $90 billion a year and put 243,000 jobs at risk if the exemption is removed, according t…
Meta has detailed MTIA 300, its first in-house accelerator optimized for training ranking and recommendation models, integrating networking and collective communication directly into the chip to address communication bot…
Apple released the M6 and M5 Ultra on August 25, its first 2nm chips with a Dual Neural Engine, claiming 4x AI task performance over M4 and 8x over M1, enabling local AI inference without cloud tokens. The M6 Mac mini st…
SK Hynix said on Thursday (Aug 27) it will begin volume production of its next-generation HBM4E chips at its US$4 billion Indiana facility in the third quarter of 2029, with CEO Kwak Noh-Jung expecting the current memory…
Vietnam is urging Qualcomm and Samsung Electronics to expand investment in artificial intelligence, semiconductors, and R&D, aiming to become a regional innovation hub. Senior officials met with executives in Hanoi this …
SK hynix held a groundbreaking ceremony on Aug. 27 for its first U.S. AI memory production hub in West Lafayette, Indiana, a 133-acre fab that will supply next-generation HBM to U.S. customers starting in the second half…
Nvidia and Cerebras are touting benchmark results at Hot Chips that show inference speeds of 3,400 tokens per second on Gemma 4 31B, but The Register argues these figures are unattainable in real production due to memory…
The Trump administration is weighing semiconductor tariffs of up to 100% that could also cover data center servers, laptops, and gaming consoles, potentially raising costs for the AI buildout before U.S. chip manufacturi…
OpenAI revealed first benchmarks for its Jalapeño AI accelerator ASIC, developed with Broadcom and Celestica, showing 1.5 to 1.9× more AI work per watt at peak throughput, 1.7 to 3.6× lower end-to-end latency, and 2.1 to…
At Hot Chips 2026, semiconductor vendors presented divergent designs for AI inference, signaling an era of ferment where no dominant architecture has emerged, according to analyst Ben Bajarin. Companies disagree on wheth…
Nvidia's $673 billion forecast reveals that AI compute demand remains robust, with inference revenue now growing faster than training capex, according to the company's Q1 earnings call. The supply constraint has shifted …
AWS announced it will deploy 2 million additional NVIDIA GPUs (Blackwell Ultra, Rubin, Rubin Ultra) across its global infrastructure in 2027-2028, bringing total NVIDIA GPU capacity on AWS past 3 million, following the e…
A proposed flat tax on semiconductor chips by former President Donald Trump could cripple the AI hardware industry by increasing costs across the supply chain, stifling innovation, and fragmenting manufacturing, accordin…