AI Chips news and analysis on Web Pulse: 3049 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Hewlett Packard Enterprise unveiled networking products purpose-built for AI data centers, including the QFX5250 switch and MX301 edge router, during HPE Discover Barcelona on December 3, 2025. The launch marks HPE's fir…
Google launched Brazos, a rack-mounted liquid cooling system designed for AI chips drawing over 1,000 watts, capable of handling 60kW per rack. The closed-loop solution can be deployed in existing air-cooled data centers…
Silicon Motion reported that the retail SSD market has nearly disappeared as NAND flash supply shifts toward AI servers and OEMs, leaving fewer drives for gaming PCs.
On June 16, 2026, the Israeli government approved a broad series of AI policies, including the establishment of a National Artificial Intelligence Directorate led by AI Chief Erez Askal, aiming to position Israel as a wo…
A developer implemented a full Transformer with KV cache on an FPGA, achieving over 56,000 tokens per second at only 80 MHz, without using a GPU or CPU. The design was created gate by gate as a custom digital integrated …
Microsoft Azure achieved the fastest training time at the largest reported scale for a leading AI benchmark, leveraging full-stack innovation across silicon, systems, networking, and software in partnership with NVIDIA. …
NVIDIA released a guide showing how to optimize transformer-based models for low-precision training using Hopper and Blackwell GPUs, focusing on FP8 and NVFP4 formats. The method translates model configurations into GEMM…
Google introduced Brazos, a rack-mounted liquid-to-air cooling system for data centers, enabling high-density liquid cooling in existing air-cooled environments without facility retrofits. The modular system supports nex…
A Seeking Alpha contributor upgraded Sandisk (NASDAQ:SNDK) to Buy, reversing a previous bearish stance, citing rising edge AI deployments driving stronger-than-expected demand for higher-capacity NAND storage. Sandisk re…
VAST Data has emerged as the dominant storage supplier to neoclouds, with a 600 PB capacity win at Australia's Sharon AI. Neoclouds, which specialize in GPU-compute-heavy AI services, saw collective revenues of $23-25 bi…
NVIDIA swept MLPerf Training v6.0 benchmarks, achieving the fastest training times at scale and highest per-accelerator performance across all tests, including new DeepSeek-V3 and GPT-OSS-20B workloads. The company's Bla…
NVIDIA's Blackwell platform swept MLPerf Training 6.0, achieving the fastest training times across all seven benchmarks, scaling to 8,192 GPUs on DeepSeek-V3 671B, and delivering up to 1.6x performance gains with GB300 N…
MWC Barcelona 2026 focused on AI infrastructure, with companies like Supermicro, NVIDIA, and telecom giants showcasing AI-RAN and sovereign AI solutions. CME Group launched the first compute futures contracts for GPU ren…
Seeking Alpha reports Aehr Test Systems holds a leading position in burn-in testing for AI chips with record bookings, but the stock trades at 35x FY2027 revenue estimates, well above peers, amid revenue declines and gro…
Silicon Motion is preparing a PCIe 6.0 consumer SSD controller for release next year, according to Senior VP Nelson Duann. The company and rival Phison posted record Q1 results driven by hyperscaler demand, while Duann w…
Texas Instruments (TXN) reported a boost in Q1 earnings driven by increased demand for AI applications. The company's analog and embedded processing chips are used in AI systems, contributing to revenue growth.
HIVE Digital Technologies announced plans for a CAD $3.5 billion, 320 MW AI gigafactory in the Greater Toronto Area, targeting over 100,000 GPUs by late 2027. The former crypto miner reported fiscal year 2026 revenue of …
AMD acquired predictive memory technology startup MEXT to address the memory wall bottleneck in AI deployments. MEXT's AI-driven software optimizes memory by combining DRAM and flash, aiming to reduce server memory costs…
Western Digital, Micron Technology, and Sandisk hit all-time highs as AI infrastructure demand shifts focus to data storage, with shares surging over 200% in 2026. Ondo Finance launched tokenized versions of these stocks…
The combined market capitalization of the ten largest US-listed companies has reached approximately $25.3 trillion, surpassing China's nominal GDP of $20.85 trillion. Led by Nvidia, Apple, and Alphabet, these stocks now …