AI Chips news and analysis on Web Pulse: 6134 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Qualcomm Inc. reported third-quarter earnings of $2.21 per share, missing Wall Street's forecast of $2.23, while revenue of $9.95 billion beat the $9.67 billion estimate, and the company warned of sluggish smartphone dem…
Samsung Electronics expects AI chip demand to stay strong and supply to remain short in 2026, the company said on Thursday, after posting a more than 250-fold rise in semiconductor operating profit to 89.2 trillion won (…
Samsung Electronics reported a more than 250-fold rise in semiconductor operating profit to 89.2 trillion won in the second quarter, driven by AI chip demand, and warned that supply shortages could worsen in 2027 and con…
Samsung's semiconductor arm posted an operating profit of 89.2 trillion won ($62 billion) in the June quarter, a more than 250-fold jump driven entirely by the AI memory crunch, Bloomberg reported. The chip division acco…
Samsung Electronics reported a record-breaking second-quarter operating profit of 89.5 trillion won ($61.98 billion), a 19-fold surge from a year earlier, driven by explosive demand for AI memory chips. Revenue climbed 1…
The AI industry is building massive GPU clusters that will enable a 'compute-rich' era, with inference costs plummeting and models performing complex internal simulations before outputting responses. The bottleneck is sh…
Samsung Electronics reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a more than 19-fold increase from a year earlier, driven by surging demand for AI memory chips. The Sou…
A research paper titled 'Persistent State Machines for LLM Attention' proposes a hardware design for large language model attention mechanisms, estimating energy consumption at 0.0267 picojoules per operation using Vivad…
Seoul shares opened higher Thursday, with the KOSPI up 0.35% to 5,683.09, as investors sought bargains after a sharp decline amid AI spending concerns. The index had plunged 5.98% on Wednesday following a 10.84% drop the…
Samsung Electronics Co.'s semiconductor arm reported a more than 250-fold jump in operating profit to 89.2 trillion won ($62 billion) in the June quarter, driven by AI-driven demand for memory chips. The result beat the …
Nvidia invested roughly $5 billion in Ilya Sutskever's Safe Superintelligence Inc. (SSI) and committed to a 10x compute increase over the next year using its upcoming Vera Rubin platform, after reviewing SSI's internal r…
ChangXin Memory Technologies (CXMT) became mainland China's most valuable listed company after its shares surged over 500% on its Shanghai debut on Jul 29, pushing its market capitalization to 3.3 trillion yuan. The Chin…
A Jevons paradox analysis suggests cheaper open-source AI models will expand total usage and raise spending on chips, data centers, and applications rather than shrink the market, according to a report mapping winners ac…
Samsung Electronics posted a record 89.5 trillion won ($61.9 billion) in operating profit for the second quarter, driven by the AI-driven memory boom, with revenue reaching 171.5 trillion won, up 28 percent from the prev…
At a YC Paper Club event in Mountain View, five researchers presented on performance optimization in AI, covering multi-GPU kernels, intelligence per watt, AI-written systems code, heterogeneous inference, and GPU-based …
Cloud revenue growth exceeding 40% signals strong GPU demand across AI and data-center sectors, benefiting companies like NVIDIA and AMD. NVIDIA's data-center revenue, driven by cloud service providers, and AMD's year-ov…
Chip stocks crashed in a $1 trillion AI valuation correction driven by a widening gap between massive hardware infrastructure spending and slower-than-expected revenue from AI applications, according to the analysis. Inv…
Microsoft has decided to keep its capital expenditure unchanged, signaling a strategic pivot from building massive AI infrastructure to maximizing the return on existing hardware, according to an analysis of the company'…
Chip stocks lost more than $1 trillion in value as a selloff hit AI companies, according to CNBC. The decline affected major players including SK Hynix, Samsung, and SoftBank.
Cerebras and AMD have partnered to build what they claim will be the world's fastest disaggregated AI inference solution, combining AMD's Helios rack-scale architecture for the pre-fill phase with the Cerebras Wafer-Scal…