AI Chips news and analysis on Web Pulse: 6950 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Apple Inc. and NVIDIA Corp. both reported strong quarterly results, with NVIDIA posting $81.61 billion in revenue, up 85.2% year over year, and Apple reaching $109.4 billion, up 16%, as the two tech giants compete to con…
IBM Corp. announced at the Hot Chips 2026 conference that it is developing a dual-architecture processor with Arm Holdings Ltd. that will run both z/OS and Arm-native Linux workloads on the same core, eliminating the nee…
IBM announced its first dual-architecture processor for future IBM Z and LinuxONE systems at Hot Chips, enabling native execution of both IBM and Arm instructions in the same enterprise system. The processor, a milestone…
AI vendors are increasingly turning to custom silicon from Cerebras and Marvell for inference workloads, and Waymo is designing its own chips for robotaxis, signaling a shift away from reliance on traditional GPUs. Micro…
Cerebras Systems unveiled the CS-4 AI accelerator, which CEO Andrew Feldman calls the fastest system in the industry, doubling the performance of the CS-3 by boosting clock speed on the same 5nm WSE-3 chip. The rack-scal…
Businesses invested more than £11 billion in UK data centres in 2025, driven by AI demand, with NVIDIA planning up to £11 billion in 'AI factories' and up to 120,000 Blackwell Ultra GPUs, Microsoft committing $30 billion…
Stanley Druckenmiller's Duquesne Family Office sold all of its Intel, Micron, and Broadcom shares in the second quarter, and used the proceeds to build a new 72,900-share stake in AMD and positions in former Bitcoin mine…
Ukrainian military intelligence recovered an Nvidia Jetson Orin NX computer module from a downed Russian S-71M 'Monochrome' cruise missile, the agency announced on August 12. The module, produced in March 2025, contains …
Samsung Electronics and SK Hynix are pursuing divergent HBM4 designs, with Samsung introducing an active base die using 4nm logic processes while SK Hynix focuses on packaging and heat management, forcing AI chipmakers t…
TSMC's global power consumption is projected to reach 28.77 billion kWh in 2025, a 12.6% increase from 2024, representing about 10.2% of Taiwan's total electricity use, according to the company's latest sustainability re…
SK hynix detailed its advanced packaging roadmap for High-Bandwidth Memory (HBM) at Hot Chips 2026, focusing on HBM4 and beyond, with plans to double TSV counts, increase I/O speeds, and integrate logic processes. The co…
Zhongcheng Hualong (中诚华隆) launched its HL200 AI inference chip and a 'supernode' intelligent computing cluster in Beijing, scaling to 10,240 cards, marking a shift to system-level coordination for domestic AI inference. …
Samsung Electronics shares fell up to 10% on July 7 and over 13% on July 28, marking the stock's worst day in three weeks, as the broader memory chip sector slid on investor doubts about AI spending and rising Chinese co…
Taiwan's Keelung prosecutors indicted nine people, including an Nvidia employee, over the alleged export of about 50 Supermicro servers packed with Nvidia GB300 chips to China, Hong Kong and Macau through false documents…
Nvidia is in early discussions with South Korean inference startup Rebellions for a technical partnership, investment, or acquisition, according to Bloomberg. Rebellions, founded in 2020, has forged custom HBM co-design …
Philips once owned 50% of ASML and 27.5% of TSMC, stakes that would now be worth trillions, but sold them to focus on healthcare, missing the AI boom. ASML and TSMC now control the chip supply chain essential for AI, whi…
Taiwanese prosecutors in Keelung indicted nine people, including employees of Nvidia and Super Micro, on Monday for allegedly smuggling AI servers to China in violation of export controls. The case marks a rare criminal …
Alibaba Group Holding Ltd. is raising £7.5bn through a Hong Kong share sale of 710 million new shares at £10.54 each, the largest-ever primary follow-on offering by a Hong Kong-listed company, to fund its AI infrastructu…
Marvell Technology disclosed an expanded custom silicon partnership with Alphabet's Google covering AI inference accelerators, storage, networking, memory interface controllers, and near-memory computing, granting Google…
Samsung Electronics and SK hynix are gaining pricing power as server makers raise prices for Nvidia-based AI systems by more than 15 percent for shipments starting in early 2027, according to Bloomberg. The increases, dr…