AI Chips news and analysis on Web Pulse: 6148 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
NVIDIA is in talks to provide a financing guarantee of up to $250 billion to help OpenAI lease capacity at a massive AI data center campus in southern Ohio developed by SoftBank subsidiary SB Energy, which is designed to…
ASRock Rack's 4U16X-GNR2 server, powered by two Intel Xeon 6 'Granite Rapids' processors and eight NVIDIA Blackwell Ultra GPUs with NVLink, targets high-end AI training and inference workloads. The system offers 12x 2.5"…
Nvidia's $750 billion in deals reignite concerns about a circular AI market, where the company's chips are used to train AI models that then demand more Nvidia chips, raising questions about sustainable demand.
A state-backed Shanghai company broke ASML's lithography monopoly by producing advanced chip-making machines, spooking AI stocks and dragging the S&P 500 lower on Monday. Bitcoin slipped below $64,600 while Ethereum post…
ASUS announced a new server portfolio based on 6th Gen AMD EPYC 9006 processors built around the efficiency-optimized SP8 socket, including dual-socket RS700A/720A systems for high-density compute and single-socket RS500…
Bloomberg published an interactive guide revealing circular financing in the AI industry, where chip makers, cloud providers, and AI developers engage in deals that see investors fund companies contractually obligated to…
The cost of insuring Nvidia's debt against default surged to a record high, with its 5-year credit default swap spreads widening to 57.25 basis points from roughly 42 basis points in late June, driven by reports that hyp…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year-over-year, and non-GAAP EPS of $0.42, beating Wall Street estimates of $14.43 billion and $0.21, but shares fell 7.9% to $92.32 after the company raised its 20…
VAST Data and AMD announced a collaboration claiming 9x faster time-to-first-token for AI inference by offloading KV cache to AMD Instinct GPUs, combining the VAST AI Operating System with 6th Gen AMD EPYC processors, AM…
Nvidia has made a substantial investment in Safe Superintelligence (SSI), the AI lab founded by Ilya Sutskever after he left OpenAI, which has no product, no revenue, and no plans to sell anything soon. The investment, d…
Safe Superintelligence (SSI), the AI lab founded by former OpenAI co-founder Ilya Sutskever, announced a long-term partnership with Nvidia that includes a multi-billion-dollar investment and access to Nvidia's Vera Rubin…
Nvidia is accelerating financing deals, partnerships, and equity stakes that could collectively exceed $750 billion, including over $500 billion tied to SK Hynix's parent and up to $250 billion in guarantees for OpenAI's…
Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of a massive data center project in southern Ohio, the Wall Street Journal reported. The project, expected to cost over $500 b…
Micron's new low-power DRAM consumes approximately one-third the power of DDR5 in AI data center workloads, according to the company. However, the article questions whether this is good news, suggesting potential trade-o…
Elon Musk lost a record $334 billion in a single week as SpaceX stock fell 15% from its issue price and Tesla shed 17.8% of its value, according to market data. The broader tech sell-off hit Alphabet and Amazon (both dow…
ChangXin Memory Technologies (CXMT) surged 466% on its first day of trading on the Shanghai stock exchange, giving the Chinese memory chipmaker a $484 billion valuation and making it the most valuable Chinese company lis…
Cadence's AI-driven digital and custom reference flows, tools, and solutions are now certified on Intel 18A-P and Intel 14A technologies, based on the latest Intel Foundry process design kits. The certification provides …
Nvidia has made a substantial investment in Safe Superintelligence (SSI), the AI research lab founded by Ilya Sutskever, and will provide SSI with access to its Vera Rubin systems, increasing SSI's compute by an order of…
China is pursuing a full-stack AI strategy integrating domestic chips, infrastructure, models, and applications, aiming to lead the AI race without Western dependency, according to an analysis citing Alibaba CEO Joe Tsai…
Nvidia and Safe Superintelligence (SSI) signed a long-term partnership on July 27, 2026, giving SSI access to Nvidia's Vera Rubin systems and an order-of-magnitude compute expansion, while Nvidia gained an equity stake a…