AI Chips news and analysis on Web Pulse: 6122 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung Electronics showcased its latest AI memory innovations at the Future of Memory and Storage (FMS) 2026 in Santa Clara, California, including previews of zHBM and zNAND-O concept models, the industry-first V10 BV-N…
Samsung Electronics unveiled its 3D memory roadmap for AI infrastructure at the Future of Memory and Storage (FMS) 2026 conference, introducing zHBM, zNAND-O, V10 BV-NAND, HBM4E, HBM5, and LPDDR5X-PIM. The company claims…
Samsung Electronics introduced zHBM and zNAND-O 3D-memory concepts and a more-than-400-layer V10 BV-NAND prototype on August 4 at FMS 2026 in Santa Clara. Samsung says a next-generation zHBM interface could deliver about…
At the Flash Memory Summit on August 4-6, 2024, DDN and Nvidia announced a collaboration to advance GPU-initiated data access using Nvidia's SCADA architecture with DDN's Infinia platform, aiming to reduce GPU idle time …
At Flash Memory Summit 2026, Nvidia announced it is open sourcing its cuFile APIs and the vertical storage software stack, enabling GPUs to directly read from and write to storage, and introduced Storage-Next, an initiat…
Semiconductor stocks and the 'Magnificent Seven' are again driving markets higher, according to Yahoo Finance Markets and Data Editor Jared Blikre, who highlighted the resurgence of the AI trade in a Chart of the Day seg…
Lamb Labs, a Y Combinator-backed startup founded by Niki Kotecha and Thomas Lanning, announced on August 4th that its planned custom inference chips could generate more than 20,000 tokens per second and deliver 63 times …
Spot rental prices for the same GPU cluster doubled from under $2 per hour to nearly $4 per hour over seven months, according to Gavin Baker, CIO of Atreides Management, who flagged the surge on August 4, 2026. Baker not…
Semiconductor stocks rallied Tuesday, with the PHLX Semiconductor Index surging over 6% and the S&P 500 reaching record highs, as Marvell Technology launched new AI-optimized memory products at the Flash Memory Summit 20…
SK Hynix, which controls roughly 58% of the high-bandwidth memory market, received a bullish endorsement from Wedbush as a global memory shortage tightens the AI supply chain. On July 10, SK Hynix completed a record $26.…
Blackstone has opened early talks with investors on a second mega debt package of at least $36 billion to finance Anthropic's use of Google's custom TPU chips, according to Bloomberg. The deal follows a $35 billion priva…
Google is working with Broadcom, Apollo, Blackstone, and Morgan Stanley on a multibillion-dollar financing structure that supplies Anthropic with AI chips and data centers while keeping most of the risk off Google's bala…
SanDisk shares closed at $1,385.98 on Tuesday, up 7.6%, capping a 726% year-to-date rally that makes it the best performer in the S&P 500, ahead of its fiscal fourth-quarter earnings on August 5. The company's datacenter…
Anthropic has signed a six-year, $10 billion computing deal with Volta Infra Holdings, a cloud startup founded in early 2026, for 133 megawatts of capacity at a hydropower-fed data center in Tydal, Norway, using Nvidia's…
Anthropic has agreed to spend $10 billion on computing capacity from AI infrastructure startup Volta Infra and Bitcoin mining company Bitdeer Technologies, according to Bloomberg. The six-year contract provides access to…
NVIDIA Corporation announced at the Future of Memory and Storage conference that it is open sourcing its cuFile APIs and the vertical storage software stack underneath them, enabling GPUs to read from and write to storag…
EE Times has released an eBook titled 'New Space: Power, Computing and Thermal Challenges Beyond Earth' that examines engineering innovations in the commercial space economy, including CubeSat power architectures, AI-ena…
Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package of at least $36 billion to finance Anthropic PBC's use of chips from Alphabet Inc.'s Google, according to people w…
SK Hynix controls roughly 56% of the global high-bandwidth memory market and is Nvidia's primary supplier of the memory chips essential for AI accelerators, making it the most critical player in the AI hardware stack. Th…
AMD is expected to report strong earnings today, driven by robust demand for its AI chips, with revenue growth accelerating from 8.9% in Q2 2024 to 37.8% in Q1 2026 and sales per employee rising from $641,090 in 2018 to …