AI Chips news and analysis on Web Pulse: 6931 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Samsung presented a 16 GB LPDDR5X-PIM memory package at Hot Chips 2026 that delivers 614 GB/s of internal bandwidth to its own compute units, an eightfold increase over the 76.8 GB/s available through external pins, enab…
OpenAI announced its first custom inference chip, Jalapeño, on August 25, 2026, claiming it outperforms Nvidia's GB200 and GB300 accelerators by 1.5 to 1.9 times more AI work per watt and 1.7 to 3.6 times lower latency, …
Cerebras Systems introduced the CS-4, the fastest AI accelerator in the industry, at Supernova 2026, and detailed its architecture at the Hot Chips conference in Palo Alto. The CS-4 is the first system built on the Cereb…
Nvidia's earnings report on Wednesday is expected to influence tech debt markets, as investors grow wary of bonds issued by major technology companies. The cost of credit-default swaps (CDS) against tech debt has risen, …
Anthropic has agreed to spend roughly $45 billion over six years renting AI computing capacity from Nscale's planned data center campus in Mason County, West Virginia, covering about 460 megawatts of power, according to …
AMD announced that its upcoming Versal adaptive SoCs will natively support Universal Chiplet Interconnect Express (UCIe) 1.1 interfaces, with the Versal RF Series first to feature up to four UCIe-SP and two UCIe-AP links…
Nscale, a London-based AI infrastructure company, has signed a $45 billion, six-year agreement with Anthropic to provide computing services powered by Nvidia's Vera Rubin chips at its Monarch Compute Campus in West Virgi…
Bank of America Securities semiconductor analyst Vivek Arya said on CNBC that Nvidia Corp. could generate $1 billion in free cash flow every weekday by this time next year, and that the stock is 30-50% too cheap based on…
Cerebras Systems introduced the CS-4, its fourth-generation wafer-scale AI supercomputing platform, featuring three WSE-3 Turbo processors and delivering 750 PFLOPS of AI compute, with claims of up to 30 times the infere…
Kioxia Holdings will invest more than ¥1 trillion ($6.8B) in a new manufacturing building at its Kitakami Plant in Iwate Prefecture, Japan, to produce next-generation NAND flash memory for AI data centers. The facility, …
Nvidia Corp. is the primary driver of the AI market, with demand for its H100 and upcoming Blackwell architecture remaining insatiable, but the market is shifting from hardware demand to ROI reality, as hyperscalers like…
Nvidia's dominance in the AI chip market faces mounting pressure from rivals including AMD, Intel, and hyperscalers' custom silicon, though its CUDA software ecosystem and scale provide a strong defense. Joy Yang, Head o…
US equities slipped on Wednesday as investors awaited Nvidia's fiscal Q2 2027 earnings and digested a July Personal Consumption Expenditures report showing headline inflation at 3.7% year-over-year, above the 3.6% consen…
Applied Materials Inc. reported $9.12 billion in fiscal Q3 2026 revenue, up 25% year-over-year, but projected a $600 million revenue hit from tightened US export controls, with China's share of sales falling to 28% from …
SK hynix Inc. published a co-packaged-optics roadmap in Nature Electronics on August 20, describing an AI architecture where optical links directly connect processor and memory pools, expanding the potential market for C…
Super Micro Computer's stock surged 9.35% to close at $38.46 on August 25 after Cisco Systems announced it will integrate Supermicro's liquid- and air-cooled rack-scale AI servers into its Secure AI Factory platform, add…
Nvidia Corp. is on pace to become the first semiconductor company to post $100 billion in revenue in a single quarter, with consensus estimates for fiscal Q3 2027 (ending October 2026) at roughly $104 billion. The compan…
Nvidia is set to report fiscal second-quarter 2027 earnings on August 26, with analysts expecting roughly $92 billion in revenue and adjusted EPS of $2.09, representing about 97% year-over-year growth, as the company nav…
Groq, an AI chip firm, hired Ola Kasali as head of network and data center engineering after nearly 12 years at Meta, where she rose from lead network engineer in 2017 to manager for network deployment and support in 202…
Micron Technology, Broadcom, and CoreWeave are positioned as the next big AI stock winners, with Micron up 219.19% year to date and targeting $1,200 per share, Broadcom targeting $450 with AI revenue expected to exceed $…