AI Chips news and analysis on Web Pulse: 6961 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Cerebras Systems, an AI chipmaker founded in 2015 by Andrew Feldman, is betting on its Wafer-Scale Engine 3 (WSE-3) chip to revive its stock after a post-IPO selloff. The company went public on May 13, 2026, at $185 per …
Cerebras Systems unveiled its CS-4 rack-scale AI inference system, claiming it delivers 30x the tokens per second per user compared with GPUs, as it competes with Nvidia. The CS-4 packs three wafer-scale WSE-3 Turbo proc…
Cerebras Systems unveiled its next-generation Wafer Scale Engine WSE-3T and Nexus rack systems on Tuesday, claiming twice the compute, memory fabric, and I/O bandwidth of the two-year-old WSE-3 by pushing the same TSMC 5…
Alibaba has brought day-zero support for its Qwen-3.8 27B AI model to its RISC-V-based XuanTie C950 chip, achieving 30 tokens per second decode speed and a 1.9-second time to first token. The chip, reportedly fabricated …
Cadence Design Systems CEO Anirudh Devgan argues the company is undervalued, with shares trading around $338.61 against a GuruFocus GF Value estimate of $382.09, implying about 11.4% upside. The company reported Q2 2026 …
Wall Street's main indexes closed lower on Tuesday, Aug 18, with the S&P 500 losing 0.69% to 7,691.76 and the Nasdaq Composite shedding 1.33% to 26,289.71, as rising bond yields and Middle East uncertainty triggered a te…
Custom AI chips from Google, Amazon, Microsoft and Meta are set to grow shipments 44.6% this year, nearly triple the 16.1% growth rate for Nvidia's GPUs, according to TrendForce. TrendForce expects ASIC-based servers to …
Etched Inc., an AI inference chip startup, raised $700 million in funding at a $21 billion valuation, more than doubling its previous valuation, in a round led by Jane Street and joined by Kleiner Perkins, Sequoia, Andre…
Etched Inc., an inference chip startup, announced it raised an additional $700 million in funding, bringing its valuation to $21 billion. The round was led by Jane Street and included Kleiner Perkins, Sequoia, Andreessen…
Mythic's analog compute-in-memory architecture delivers 100x greater energy efficiency for AI by storing model weights in flash memory and computing in analog, eliminating data movement waste. The APU (Analog Processing …
Retail DDR5 prices in the U.S. have surged, with a 128GB DDR5-6400 kit listed at $3,399.99 on Newegg and a 64GB DDR5-6000 Corsair kit at $849.99 at Walmart, while Tom's Hardware's PCPartPicker-based averages show 32GB DD…
Etched, a San Jose AI chip startup founded by three Harvard dropouts, has seen its valuation double to $21 billion in under a month after raising $700 million in a new round led by Jane Street, which also became the firs…
NVIDIA has delayed mass shipments of its Blackwell NVL72 rack system to Q1 2025 due to overheating issues in the 72-GPU configuration, which exceeds conventional air cooling limits. The company confirmed a major redesign…
Sandisk taped out its first High Bandwidth Flash (HBF) memory die, a milestone announced at its 2026 Investor Day on August 13, with first HBF inference product samples targeted for 2027. The first-generation HBF targets…
The Nasdaq Composite fell 1.2% on Tuesday as Micron Technology dropped 7.6% and other AI-linked stocks retreated, while the S&P 500 declined 0.6% and the Dow Jones Industrial Average was down about 89 points. The pullbac…
Google is reportedly partnering with AMD to design a next-generation Tensor Processing Unit (TPU) that integrates CPU cores into the processor package, targeting reinforcement learning and agentic AI workloads. The hybri…
AMD reported a 4x improvement in AI energy efficiency from 2024 to mid-2026, exceeding its projected 3x target, and remains on track for its 20x rack-scale goal by 2030. The company's 20x30 initiative focuses on full-sta…
Etched shipped its first Sohu rack to Jane Street, which led a $700 million Series D at a $21 billion valuation, doubling the company's valuation in a month. The transformer-only chip, built on TSMC's N4P process with 14…
Fabrinet's stock fell between 9% and 20% in after-hours trading despite record fiscal Q4 2026 revenue of $1.316 billion, up 45% year-over-year, and non-GAAP EPS of $4.10 beating the $3.81 consensus, as investors focused …
Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news rattled investor confi…