AI Chips news and analysis on Web Pulse: 2897 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Microsoft's Azure cloud platform achieved the fastest AI training results at the largest reported scale, powered by 512 Nvidia H200 GPUs delivering a 28% speedup over prior configurations. The milestone, announced on Mar…
Chinese stocks in Hong Kong face record outflows as investors rotate into mainland AI hardware and semiconductor companies. In the week ending June 3, 2026, mainland-listed ETFs tracking Hong Kong equities saw outflows o…
Coherent Corp invested $650 million to expand its semiconductor facility in Sherman, Texas, quadrupling wafer production capacity and creating about 1,000 jobs, backed by up to $50 million in CHIPS Act funding. The expan…
EE Times Magazine's June 2026 edition features special reports on autonomy in aerospace and defense, highlighting sensor integration, AI-driven systems, and satellite communications, as well as Spain's growing semiconduc…
Coherent broke ground on an expanded manufacturing facility in Sherman, Texas, to scale production of indium phosphide wafers for AI optical interconnects. NVIDIA CEO Jensen Huang and Coherent CEO Jim Anderson attended t…
Intel has begun production of its anticipated 18A-P chips, driven by surging demand for CPUs in AI applications. The move marks a key milestone in Intel's manufacturing roadmap as it seeks to regain process leadership.
Nvidia's market share in AI inference chips rose to 74% from 66%, driven by its Blackwell architecture offering up to 35x lower token costs, cementing its dominance in the fastest-growing AI sector as the inference marke…
Chip stocks slumped, dragging down the S&P 500 and Nasdaq 100, as AI-linked names lost steam. Oil prices fell on optimism over a potential peace deal reopening the Strait of Hormuz. Moderna rose on organizational changes…
Lattice Semiconductor announced its exhibition plan for FPGA Conference Europe 2026, where it will showcase low-power FPGA innovations in physical AI, advanced connectivity, and security. The company will present multipl…
Nokia is expanding its semiconductor operations in Allentown, Pennsylvania, to increase photonic chip production tenfold by Q3 2026, aiming to meet AI infrastructure demand. The $500 million expansion, part of a $4 billi…
Rackspace Technology partnered with AMD to deploy 30 megawatts of AMD-based AI compute across its global data centers, targeting regulated industries like healthcare and finance. To fund the pivot, the company cut roughl…
Qualcomm announced Snapdragon Reality Elite, a mixed reality chip with 160% NPU performance improvement, and START, a white-label smart glasses toolkit. CEO Cristiano Amon said the company is working on over 40 AI wearab…
Developed market tech firms' CapEx-to-sales ratio hit a record 12%, the highest since the dot-com era, driven by a race to build AI infrastructure. The Magnificent Seven are leading the charge, with spending projected to…
The G7 summit in Evian, France, is confronting the group's dependence on U.S. AI and Chinese energy supply chains, with U.S. export controls on Anthropic's frontier models sparking frustration among allies. Experts say t…
Semianalysis identified server rack bottlenecks as a new constraint in AI infrastructure, driving Supermicro's stock higher. The research highlights that GPU advances are outpacing CPU resources, with rack-scale systems …
A technical analysis calculates the dollar cost per user for serving large language models at scale using napkin math, breaking down GPU resources, matrix multiplication costs, and attention mechanisms to estimate tokens…
Nvidia Corp has secured AI infrastructure deals in South Korea, expanding its presence in the Asian market. The agreements involve providing AI chips and systems to local partners, boosting Nvidia's revenue and influence…
HPE at Discover 2026 announced a self-driving network, new ProLiant Gen12 servers with NVIDIA, and Juniper networking integration. The company also unveiled the AMD Helios AI rack solution with liquid-cooled switches and…
AI chip startup Tensordyne unveiled its Napier inference engine, which converts matrix multiplication to logarithmic addition to dramatically boost performance and efficiency. The company claims the approach delivers ove…
AMD and Rackspace Technology signed a definitive agreement for a phased 30 MW deployment of AMD-based AI compute across Rackspace's global data centers, starting late 2026 through 2028. The deal positions AMD as a strate…