SemiPulse — Semiconductor Intelligence

Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.

AI storage boom gives Kioxia a rare opening against Samsung, SK Hynix

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digitimes.com 2026-05-18

Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash and solid-state drives.

Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain

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digitimes.com 2026-05-15

Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according to the company's financial disclosures and PitchBook data. Executives framed the activity as targeted moves across model providers, compute and cloud firms, and hardware and optical interconnect suppliers aimed at secur

Fractile Raises $220M To Advance AI Inference Chip Development - Ventureburn

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ventureburn.com 2026-05-14 Ventureburn

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TSMC SVP: better AI days lie ahead, remember the keyword 'COUPE'

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digitimes.com 2026-05-14

Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far faster than anticipated and is reshaping the industry from generative AI and AI agents to inference computing.

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

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digitimes.com 2026-05-13

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

MinIO adds petabyte-scale MemKV cache for Nvidia GPU inference - Blocks & Files

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www.blocksandfiles.com 2026-05-12 Blocks & Files

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Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP - digitimes

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www.digitimes.com 2026-05-11 digitimes

Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now

Semiconductor Memory Technology AI Inference Data Center GPU Efficiency Storage Memory Chip Design Artificial Intelligence

AI inference boom fuels memory race, with Samsung in pursuit - digitimes

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www.digitimes.com 2026-05-11 digitimes

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and...The article requires paid subscription.Subscribe Now

AI inference Memory market Semiconductor competition Storage memory DDR5 Supply chain Production capacity Technology upgrade

Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP

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digitimes.com 2026-05-11

Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically multiply the compute extracted from GPUs. The remarks underscore how storage and memory design could limit AI deployment.

AI inference boom fuels memory race, with Samsung in pursuit

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digitimes.com 2026-05-11

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and next-generation HBM will be a focal point of contention through 2027 and beyond.

$200 'socketed' Nvidia AI GPU for servers hacked into a PCIe card with custom PCB and 3D-printed cooling — modded Tesla V100 SMX data center GPU runs AI LLMs and is more efficient than many modern midrange offerings in AI inference - Tom's Hardware

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www.tomshardware.com 2026-05-10 Tom's Hardware

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Not Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era. - AOL.com

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www.aol.com 2026-05-07 AOL.com

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Not Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era. - The Motley Fool

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www.fool.com 2026-05-07 The Motley Fool

A shift is happening in the artificial intelligence (AI) computing space. Hyperscalers and AI companies are transitioning from training large language models to putting those models to work on real-world data to unlock the productivity gains that this technology promises.A lot ofmoney has been spenton data center infrastructure that's optimized to train models using large datasets. Inference, on t

AI Inference AI Chips Intel NVIDIA Broadcom Data Centers CPU ASIC

AI Inference Chip Market Accelerates Alongside the Broader AI - openPR.com

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www.openpr.com 2026-05-07 openPR.com

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AI chip inference chip artificial intelligence semiconductor industry chip design AI computing data center GPU