AI Chips news and analysis on Web Pulse: 6934 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Apple's upcoming M6 chip, expected in 2026, will be built on TSMC's first-generation 2nm process with gate-all-around nanosheet transistors, featuring a 12-core CPU with 2 super cores, a dual 16-core Neural Engine, and 1…
Banana Pi has launched the BPI-AI2N, a system-on-module and carrier board powered by Renesas' RZ/V2N quad-core Cortex-A55 microprocessor with a 15 TOPS (sparse) DRP-AI3 accelerator for Vision AI workloads. The SoM includ…
AMD is adding Universal Chiplet Interconnect Express (UCIe) support to its Versal line of adaptive programmable chips, initially extending support to its RF Versal products with production chiplets expected in the fourth…
China's three leading chip packaging firms—Jiangsu Changjiang Electronics Technology (JCET), Tongfu Microelectronics, and Huatian Technology—have announced capacity expansion investments exceeding 15 billion yuan (US$2.2…
Nvidia's dominance in AI hardware is skewing US GDP data, as Big Tech capital expenditure flows almost entirely into its supply chain, inflating the tech sector's contribution and masking weaknesses in consumer spending …
OpenAI announced its first in-house AI accelerator, codenamed Jalapeño, claiming it outperforms Nvidia's Blackwell-generation systems on inference, delivering 1.5x to 1.9x more AI work at peak throughput and 2.1x to 4.1x…
Nvidia's networking business generated nearly $15 billion last quarter, up from roughly $3 billion per quarter two years ago, and is expected to approach $17 billion when the company reports earnings on Wednesday, outpac…
TSMC's CoWoS advanced packaging capacity is sold out through 2025 and into 2026, with the supply-demand gap expected to narrow from around 20% to around 10% by the end of 2026, according to industry analyses. The largest…
Nvidia's stock is up 14% year to date, trailing the S&P 500's 12% gain and significantly underperforming peers like Micron (up 225%), Intel (up 138%), and AMD (up 124%). Raymond James analyst Simon Leopold, who rates Nvi…
TrendForce reports that DRAM and NAND Flash will account for 68% of major cloud service providers' total CapEx in 2027, up from 47% in 2026, as memory contract prices surge. Server DRAM contract prices rose 64% cumulativ…
The memory market is projected to grow nearly four-fold to over $837 billion by 2026, driven by AI demand for high-bandwidth memory (HBM), according to a Gartner forecast cited in EE Times Japan. Japan's chip equipment g…
Arm unveiled its AGI CPU architecture at Hot Chips 2026, targeting AI agent workloads such as tool calling and workflow orchestration. Based on the Neoverse V3 core and manufactured on TSMC's 3nm process, the processor a…
OpenAI's custom inference chip, Jalapeño, is delivering industry-leading speed and efficiency in AI inference, achieving 2.5x faster inference speeds and reducing power consumption by 40% compared to existing solutions. …
OpenAI has published benchmark results for Jalapeño, its first custom AI inference chip, claiming it outperforms NVIDIA's GB200 and GB300 in throughput, latency, and power efficiency simultaneously. The chip, rated at 70…
Apple launched the refreshed Mac mini with its first-ever 2nm M6 chip and M5 Pro processors, starting at AED 3,799 in the UAE, with pre-bookings open and deliveries from September 22. The new desktop features up to 64GB …
Nvidia Corp. reports fiscal second-quarter earnings Wednesday, with Wall Street focused on CEO Jensen Huang's forward guidance as a barometer for AI spending. Analysts project revenue nearly doubled year-over-year, the f…
SpaceX and Nvidia are building Starmind AI1, the first in a planned constellation of satellites designed to run AI compute in orbit, with each satellite carrying roughly 72 Nvidia Vera CPUs and Rubin GPUs on the Vera Rub…
Nvidia's Groq 3 LPX claims a throughput of 3,400 tokens per second, but achieving that requires a cluster of at least 64 accelerators, whereas Cerebras can reportedly achieve similar performance with one or two units, cr…
Enflame Technology, a Chinese AI chip developer, will open subscriptions for its Shanghai STAR Market IPO on Sept. 2, issuing 43.04 million new shares (10% of post-issue capital) to raise RMB6 billion. The funds will sup…
Apple announced the M6 chip, its first 2-nanometer processor, debuting in the Mac mini, alongside M5 Pro, M5 Max, and M5 Ultra chips for the Mac mini and Mac Studio, with preorders open now and shipping September 22. Pri…