AI Chips news and analysis on Web Pulse: 6079 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
NVIDIA announced on August 24, 2026, that its Groq 3 LPX chip, built on technology licensed from Groq for a reported $20 billion, has entered full production as a dedicated decode extension to its Vera Rubin NVL72 platfo…
OpenAI's custom AI inference chip, Jalapeño, outperforms Nvidia's Blackwell system on SemiAnalysis' InferenceX benchmark, delivering higher tokens-per-user throughput and better efficiency (tokens per kilowatt), accordin…
NVIDIA presented its Spectrum-X Ethernet Multiplane Network Architecture at Hot Chips 2026, claiming 1.9x higher training performance in multi-tenant AI factories and detailing a roadmap to scale AI factory networking fr…
XCENA, a semiconductor company developing memory-centric computing solutions for AI infrastructure, presented the architecture and measured performance of its MX1 computational CXL memory architecture at the Hot Chips 20…
US GDP growth over the last year has been underestimated by about 0.3 percentage points because official statistics miss most of the value created by fabless chipmakers like Nvidia, whose products are designed in the US …
NVIDIA unveiled the BlueField-4 DPU at Hot Chips 2026, a fourth-generation data center processor co-designed into the Vera Rubin platform, featuring ConnectX-9-class networking and Grace CPU-class cores with 64 Arm Neove…
Microsoft and NVIDIA announced NVIDIA RTX Spark, a new Arm-based Windows PC chipset, with devices from Microsoft Surface, ASUS, Dell, HP, Lenovo, and MSI expected in fall 2026. The Windows on Arm app ecosystem now includ…
Broadcom unveiled its Thor Ultra Ethernet NIC at Hot Chips 2026, an 800GbE adapter designed for AI and HPC fabrics, featuring a PCIe Gen6 x16 host interface, 8-port 100G MAC, 256 SR-IOV virtual functions, and enhanced Ro…
OpenAI reported up to 3.6x lower end-to-end latency for its Jalapeno inference chip compared with Nvidia GB200 and GB300 systems in company-run engineering tests, with production deployment planned by the end of 2026. Th…
OpenAI's first in-house inference chip, "Jalapeño," outperforms Nvidia's Blackwell and Rubin in throughput and energy efficiency, according to SemiAnalysis tests presented at the Hot Chips conference. SemiAnalysis CEO Dy…
OpenAI reported Tuesday that its custom inference chip, Jalapeno, delivered between 1.5 and 1.9 times more AI work per watt at peak throughput than Nvidia GB200 and GB300 systems across three public models, with end-to-e…
Apple introduced the M6 chip in the new Mac mini and the M5 Ultra chip in the new Mac Studio, delivering significant performance and AI capability improvements. The M6 is Apple's first 2-nanometer chip, featuring a 12-co…
Quoted Tech's Kevin Jia says 'chipflation' — rising AI chip costs — poses a more tangible threat to Canadian tech than a trade war, according to a Q&A published by BetaKit.
OpenAI plans to deploy Jalapeño, its first custom inference chip co-developed with Broadcom, in its compute infrastructure by the end of 2026. The chip is designed for large language model inference and aims to improve e…
Amazon.com Inc. (NASDAQ: AMZN) is positioned as a sleeper winner in the AI boom, with AWS reporting its fastest growth in 18 quarters and AI and chip businesses each clearing a $25 billion run rate, according to 24/7 Wal…
XCENA presented its MX1 CXL computational memory device at Hot Chips 2026 in a joint session with Samsung, pairing the device with a rack-scale CXL memory plan. The MX1, built on Samsung Foundry's 4nm process, integrates…
OpenAI claims its new chip, Jalapeno, outperforms Nvidia's current GB300 chip in tests, showing superior performance in AI work per power unit and response speed. The chip, developed with Broadcom, could significantly re…
Broadcom's AI chip financing has shifted from an equity-market story to a credit-market concern, with yields on its 5.15% bonds due in 2031 rising about 14 basis points in August and five-year credit default swaps jumpin…
OpenAI has introduced Jalapeño, its first custom inference chip, developed with Broadcom and Celestica, to improve throughput, latency, and energy efficiency for serving large language models. The chip, designed for Open…
OpenAI disclosed benchmark results for its custom AI inference chip, codenamed Jalapeño, showing it outperforms Nvidia's GB300 processors with 1.5 to 1.9 times more AI work per watt and 1.7 to 3.6 times lower latency. Br…