The AI Hardware Show
Skyler Monroe breaks down the latest in AI hardware - from GPUs and TPUs to custom silicon and data center tech. Get the scoop on chips, accelerators, and the hardware powering the AI revolution, explained in plain English.
Episodes
US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com
## Episode Summary
In this episode, we cover:
- **US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNNFRxQlM4ZEZpbzdyZzRWS3R6djhfVjBMQTdpWFFBZks0QU5xRnFpNS1xc1c2cjJQdV9DbTdVZ3hIUGU5bEZrTHVOcjhqS19obEZfbkE1R2NZY1ppbE5ka194d3V3QkNWaU9HQXNUZHlfSlVRT1NySUZZYWE0UkdfOVY3YktFTW
Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials - Yahoo Finance** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxNbmdGalhSQ3RIOWY4OU5GV0M3Mmk1M2RnX0IxQzdXeTNXVFplOC0wLWJUSlAyV2xiU0M3b3ViQXc0Vk1zQkF1Z1kwbzREWlhLVnJ4by01eHNYT1ZRQmo1dmxmUEhqejVYQ28zUE5yVU9OSEhaSkxVVXF6dW5LWkdPdWtyNjc5VXZYMnFTMzAw
Delos Data offers AI chip startups a fast track to rack scale
## Episode Summary
In this episode, we cover:
- **Delos Data offers AI chip startups a fast track to rack scale** (the_register)
- [Read more](https://www.theregister.com/systems/2026/06/12/delos-data-offers-ai-chip-startups-a-fast-track-to-rack-scale/5254600)
- **Agentic AI Is Changing Data Center Architectures** (semiengineering)
- [Read more](https://semiengineering.com/agentic-ai-is-changi
NVIDIA’s Feynman AI Chip Poised to Break the CoWoS Size Barrier as TSMC Rushes CoPoS to 2028 Production – Analyst - Wccftech
## Episode Summary
In this episode, we cover:
- **NVIDIA’s Feynman AI Chip Poised to Break the CoWoS Size Barrier as TSMC Rushes CoPoS to 2028 Production – Analyst - Wccftech** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxNRlFCaW9HY1VBSTlQMmc4d1V2TW0wamVCRmhKZTNaVlZTcXQ2QnhHcTR2bVBOcjgzY0Y0NkNLdzlQd0VNM2pBTjRpOHBmZUVKZXMwbTM0QVZOZXRTZHJSeVdkNVRsNXc0OGd4ZEhMWkwwZ
Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes
## Episode Summary
In this episode, we cover:
- **Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMi4wFBVV95cUxOUVVzTzJYVU9wdURURnYzOFY4VjZWNUJ5V09JT0w4S1ZUMlFyX05jVkZJTkJFWHJUd0dGanlUS1dDOU95N2hqRjlXcW9yRGhZQ2dwZjAtczdwc1FqZ25YcFlyV0lSYmN2UjBkblBHY19ka2FKYU91a2JHakk0elBxeEx0ejQ5cTRmb1I0VkY
Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20
## Episode Summary
In this episode, we cover:
- **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/scaling-the-ai-ready-data-center-with-nvidia-rtx-pro-4500-blackwell-server-edition-and-nvidia-vgpu-20/)
- **Intel gets a second life as Google and Nvidia explore it as a TSMC backup f
Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com
## Episode Summary
In this episode, we cover:
- **Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQX2taR3VYcVZWbmY4LXdjWC1ZVE1MVXlpODFlSHVJcVphZHdxU2JIRXZsVFh6NzVTV19yUUZfMDBYNmxzNUlXVXZwUXp3MjFTaGZlVV9ITy1CNlRBdlQ5b2wtazI1YjA1dzZ0b3REcGdFV3AyMWREY2k5N2ZyaGcxTzNpYUIxdHNSMVJjT0RaTDRiTE5jZ
Nvidia Is Taking On Intel and AMD With AI Chip for Computers - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Nvidia Is Taking On Intel and AMD With AI Chip for Computers - Yahoo Finance** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxOUkRDTVRUQnpwVzRIeWU3MnRaNzBWT24yNFR1RXpqT3F0dE0zbDAtUzlkcnZteGVHVHVRYlNwX2JYc0tJZ3ItWmFfQXRqcUp0cVRGSDF4M1JEMzN6T3diQktmR3VzUUtYZzhTYXFIVTUtaWtJVGs2R2J5M2xIbTRYTjFiN0ZCal94MEVqckdaYjZETmowN
Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge
## Episode Summary
In this episode, we cover:
- **Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNLUNJMFdKRGNRbWlRTUNoemwtRmlaZTlSOWk2WHdxRXYxdlQwSWJYQXpYbHdraDg1ekJQY25aNGFCWHpjWmdQZHkxa2xDVWlSLVAzdlVON1FlWFVFZjRKRE9VWjlRdXkyaGdyZWRDVlFNVE5KY0FlaHBwemZOekh0T194eTVBOXp1Q
Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics
## Episode Summary
In this episode, we cover:
- **Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dG
$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
## Episode Summary
In this episode, we cover:
- **$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** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiiwNBVV95cUxOZW5NZE9rUFRrRF
Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling
## Episode Summary
In this episode, we cover:
- **Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/running-ai-workloads-on-rack-scale-supercomputers-from-hardware-to-topology-aware-scheduling/)
- **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis)
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
## Episode Summary
In this episode, we cover:
- **The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia)
- **Large-scale, SRAM-based LLM Inference Deployment (Groq)** (semiengineering)
- [Read more](https://semiengineer
AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards
## Episode Summary
In this episode, we cover:
- **AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards** (servethehome)
- [Read more](https://www.servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/)
- **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominanc
Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield
## Episode Summary
In this episode, we cover:
- **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis)
- [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor)
- **NVIDIA Dominance Unshaken as Data Centers Hesitate on Google TPUs - 조선일보** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95
AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz
## Episode Summary
In this episode, we cover:
- **AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxNdldyc1ZQRENaNW16WmtGVHNNVGo5cENmM2NEa3g2NEFacnRfWXZLankxNGJOR1JuZmtiQUpHMnRCNy1MNHJYeVdFN0sxbHhidkFhOVhreUxnT2JTVWdMZUtOT1d3VUhieDMwNkFwS05hNWNSZzJrZVYxd01tYUdubWFzM2lZMWdWTU1FVVpkbGM?oc=5)
- **
NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures
## Episode Summary
In this episode, we cover:
- **NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures** (wccftech)
- [Read more](https://wccftech.com/nvidia-feynman-gpus-push-power-semi-content-17-times-higher-vs-blackwell/)
- **Analyst Warns Google’s Intel TPU Bet Hinges on a Brutal Yield Jump From 90% to 98%** (wc
QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS
## Episode Summary
In this episode, we cover:
- **QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS** (wccftech)
- [Read more](https://wccftech.com/qnap-pairs-6-year-old-zen-2-epyc-with-nvidia-96gb-rtx-pro-6000-blackwell-in-new-edge-ai-nas/)
- **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia)
- [Read more](htt
Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform
## Episode Summary
In this episode, we cover:
- **Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/)
- **GPU vs TPU: can Alphabet’s home-grown chips really threaten Nvidia’s AI lead? - Sa
Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes
## Episode Summary
In this episode, we cover:
- **Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQU2hWcF9XZWdZdnZTVFlIZEpUVDAyYlBhLTVkbldPUDRENkxOYnBfSnpFMjJLT2lKMUtDTEdYMlZ4d1pacVRQRkZpVXBvV3Rmd2lySmJEZERuM2xQYXNVVWdXVk9xQ0UwOXFVVF9tUFNOSnZXVktXRzZNbFpEWXRRUzhvVXVvRV
Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028
## Episode Summary
In this episode, we cover:
- **Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028** (wccftech)
- [Read more](https://wccftech.com/intel-emib-hits-90-percent-yield-signaling-foundry-breakthrough-emib-t-scales-12x-reticle-2028/)
- **Semifive Wins 3D IC Turnkey Design Deal for Edge AI Chip - thelec.net** (google_ai_chip)
-
Google to sell its TPUs to some customers, who also fancy big-G GPUs
## Episode Summary
In this episode, we cover:
- **Google to sell its TPUs to some customers, who also fancy big-G GPUs** (the_register)
- [Read more](https://go.theregister.com/feed/www.theregister.com/2026/04/30/alphabet_google_q1_fy26/)
- **Nvidia announces Vera Rubin Space Module — up to 25x the AI compute of H100 for orbital data centers - Tom's Hardware** (google_nvidia)
- [Read more](htt
Top 10 Data Center GPU Market Leaders & Trends to Watch - Kings Research
## Episode Summary
In this episode, we cover:
- **Top 10 Data Center GPU Market Leaders & Trends to Watch - Kings Research** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNTFFtRFRYa0ZUN0xvME9zS0FMbkZnLW9NU3BqMHVVNmFsMHVDRFphR2hnODRzbHFSV1ZjN1A0ZlFQeXFsTUQ4MUp1dTk4dml6ZUp3dUhXeGRSLW5SWDR0d19tUjZZRVJ6RkZLYlZ3Z3QzajBmbFY3N1B6b1gzQ1JJM1pEZHU2UQ?oc=5)
- **Intel and
Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain - digitimes
## Episode Summary
In this episode, we cover:
- **Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain - digitimes** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxQZC1uWTJ2U0VXSXlKWGdFWHRXMHQ4QWtnZDZsaGk5MTZzcHdKNy1Fb0NTT21UNnpZaGRfYm5MazFoellYX3VzNVZfeGtQOTJVM0ZESDdwZkViRGJwR1hzSFRnekZYUXRONWJVdTRQWGdBT3lVajRsZVJMQUZIcXdNZlRxV29
Chip Industry Week In Review
## Episode Summary
In this episode, we cover:
- **Chip Industry Week In Review** (semiengineering)
- [Read more](https://semiengineering.com/chip-industry-week-in-review-135/)
- **NVIDIA Grace CPU Delivers High Bandwidth and Efficiency for Modern Data Centers | NVIDIA Technical Blog - NVIDIA Developer** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxPMmJWdFZ0
Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC
## Episode Summary
In this episode, we cover:
- **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ
Siemens and TSMC Strengthen AI Chip Partnership to Accelerate Next-Gen Semiconductor Design - Bisinfotech
## Episode Summary
In this episode, we cover:
- **Siemens and TSMC Strengthen AI Chip Partnership to Accelerate Next-Gen Semiconductor Design - Bisinfotech** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxPNG1mTVZRbkpUc1IySTVtcU5weDUyZGdWN20ydGFSTlh3cGQwOGRXem4xX0ZzbkdzOUE2MHNkWU0tZnVrZnBNLUhmOTA3V0xoN2JOMlg3OU9JbkJHSDZxUnBaRk5wTUx4ZS1xWTEtREVhMG9JTzFsS0c0bThG
Google reshapes AI chips as TPU-CPU-cloud stack challenges Nvidia - CHOSUNBIZ - Chosunbiz
## Episode Summary
In this episode, we cover:
- **Google reshapes AI chips as TPU-CPU-cloud stack challenges Nvidia - CHOSUNBIZ - Chosunbiz** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBiN2tFNW52aG9jcUtJMXY1UFhSbFlpbmxaX0JTN0twN2lUX182VlZ4SXh0aXFNVEdIZkFfQ2VIaUJUbGxudjliNUtlZWotYndlcmtHeUVoR2ZaSWpMVDJCME8xYXJjakNfYTdpdGYwaTEyTHBNdHRzZXBR0gGOAUFVX3lxTE0tOU1pQUg0
Forget one chip to rule them all: With TPU 8, Google has an AI arms race to win
## Episode Summary
In this episode, we cover:
- **Forget one chip to rule them all: With TPU 8, Google has an AI arms race to win** (the_register)
- [Read more](https://go.theregister.com/feed/www.theregister.com/2026/04/22/google_tpu8_dual_track_training_inference/)
- **NVIDIA vs TSMC vs Broadcom: Which AI Chip Stock Looks Best in 2026? - Gotrade** (google_ai_chip)
- [Read more](https://news.
E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics
## Episode Summary
In this episode, we cover:
- **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1
Cerebras Files for IPO as It Takes on NVIDIA in AI Chip Market - Mugglehead Investment Magazine
## Episode Summary
In this episode, we cover:
- **Cerebras Files for IPO as It Takes on NVIDIA in AI Chip Market - Mugglehead Investment Magazine** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxQWVJQR2c3UkNVYjAwbzBCX0dTOFhrVDJBcUE1blBCMUxzWk1GMnlRVmJvaTl3YmtuQ1Y5d3AwWF9MVlFoRi1WNlJuUHVRaWZUTkUxbHhMb3V3YWpzdElFdjM1SWF6YmtlWG9pUktzVzVDUnVYUHF1VjMtUUtCYjkwLUJ0d2EyZz
Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China — Megaspeed previously alleged to have spent roughly $2 billion on AI processors for illicit distribution - Tom's Hardware
## Episode Summary
In this episode, we cover:
- **Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China — Megaspeed previously alleged to have spent roughly $2 billion on AI processors for illicit distribution - Tom's Hardware** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMihwNBVV95cUxPc3gxcHhIZWlnYnAxNTBsN3dDMDRrUTFZU1hsaHN
Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling
## Episode Summary
In this episode, we cover:
- **Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/running-ai-workloads-on-rack-scale-supercomputers-from-hardware-to-topology-aware-scheduling/)
- **Cerebras Files for IPO as Demand Surges for More Efficient AI Chips - WSJ** (google_ai_chip)
Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform
## Episode Summary
In this episode, we cover:
- **Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/)
- **AI Chip Dark Horse Challenges Nvidia. Cerebras Refiles IPO Application Could Affec
Supermicro Advances Enterprises' Adoption of Accelerated Computing Across AI Factory, Data Center, and Edge with Expanded Portfolio Featuring NVIDIA RTX PRO Blackwell Server Edition GPUs - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Supermicro Advances Enterprises' Adoption of Accelerated Computing Across AI Factory, Data Center, and Edge with Expanded Portfolio Featuring NVIDIA RTX PRO Blackwell Server Edition GPUs - Yahoo Finance** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxPYjRjTGJ3SjJGWHlNRDFFUUtyeG1aVFN3Wm41azBGS0ZORWU1LXdsQUZtYXRL
Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - finance.yahoo.com
## Episode Summary
In this episode, we cover:
- **Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - finance.yahoo.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxOcUZJSWMwR2VRS2JPYWo2c3kyS2J3V1l6OFN1NkJvbGhaWG1GekJWbk5nUV9YbGdLZ0dxMFZjT0pRd3FPQllmOUVjbnJmMkVhemQxTzhpdEQwY2JKX05wYzQwLWlGM0F1SGVuWEVWd1R3VFlobXdnOW4xRzdoVGJBTUdONlVJX
Nvidia and Meta expand GPU team up with millions of additional AI chips - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Nvidia and Meta expand GPU team up with millions of additional AI chips - Yahoo Finance** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiuAFBVV95cUxNaEc1R3NCLTZRdDgwVWd6UDR5ZXB5SXd4Q0c2dlBUbVpnT1ZzRU8xMnh5bWNEa1BuS25zRHg3Qk45OW1QaVk3MlE1MEhta25icVhvYkw5UXd0MjU2U2gtVmljdFBrMzM1X1FKQzRPNG9uVllMb0lRSXFvQWx3TWFmaDAyaTNIMFhabl9maF
NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE45TU1qajRialRGMU1qZTlGMWVQSFlsUk1STlFiZ0o5ZnBiT1hMdWZwZGNhR190RWxBREx2bXZGUXNONVMwQUxlMTZuaHZtZUZLT3lkYlhhMGN2U2V3ZzJnTGhuaGR1Xzd6MWJtSTRyU2p1a1QwYVZMb1FDWEszZVE?oc=5)
- **America
Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC
## Episode Summary
In this episode, we cover:
- **Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOVG8zU3NmR0xkeDlaMmhNQThNZnN6MFZtV2VfbnNMT0ZYcVJFLUJiaENlTlRGNE9KMXZSdDhMZVdyT24wcE9JdWxJTWNVSFJpOEU1Vm03aXZwT2ZONnh5S1ZBeXFOOERIWVBBNlg5WnBPTVBfM2VSX29maU5UN2h2amlRVFIwN3BXdnNrVDItWHZaSDlLX2w2
Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom - 24/7 Wall St.
## Episode Summary
In this episode, we cover:
- **Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom - 24/7 Wall St.** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxORVQ4aElvSEVkc3Q5QUNjVmkwSUVZcXg2RWNPdVpEZjBISWZxTUxubjdZam43bmNnb1NFbzd4Wlo4RGxVbkp3SG1tQjdneTRWdjBRWjlaUnFWbmxaaVVtT29ZM2dXbERFTUdnc3dXUmRZNzBWMlBYN0dBb0ZQbzNoTldwemQwNTZQRVVteWNMd
NVIDIA's AI Dominance: Blackwell Chip Momentum Drives Data Center Growth for North American Investor - AD HOC NEWS
## Episode Summary
In this episode, we cover:
- **NVIDIA's AI Dominance: Blackwell Chip Momentum Drives Data Center Growth for North American Investor - AD HOC NEWS** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQb2NsTzlLSEtqSzNFbDVoM0FYanlGdkZYYU5zZnk3U0FfLTF0eXFaQjBxYXpJbkFqOFZFSE9ob1psQlVMWHFQM2h2Y1YwdktPeWtDVDd2ZFl5SFJvaG5leTFEb09pNjI3RGRKZWxzSUdHRjFoQkVQaXV
OpenAI and Oracle to deploy 450,000 GB200 GPUs at Stargate data center in Abilene, Texas - Data Center Dynamics
## Episode Summary
In this episode, we cover:
- **OpenAI and Oracle to deploy 450,000 GB200 GPUs at Stargate data center in Abilene, Texas - Data Center Dynamics** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxOdGw2dERHOWpPTVllWTRJbkhxOExCNEtyOHBUQldBMXhzQ2ljN0NqTlJNM2pfQkhLMUN5czR1V3dXZ3BVbVRScVJZd3RSWWd6cjBqNk1WRnluR0w3alFLRXF3U2FHblRrYWNJeGhVczNyLXNodUw4VGF
Data Center GPU Market Size, Share | Industry Report [2034] - Fortune Business Insights
## Episode Summary
In this episode, we cover:
- **Data Center GPU Market Size, Share | Industry Report [2034] - Fortune Business Insights** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE9ZOEhOLVRsLThWdkhVZ3hfaG1xV1ptekhLVFI4ajB6X0VWcWI2cllzLUFZa3FhbGlDSEtDY0kyNHpwb25uMWdUSkp3ZUN5N2VrelBORkFBTXRvYjNrWE9ZM3Q2TVNZdExZN2haTm40MnNTNFhGd0ZOUw?oc=5)
- **SEMICON China
Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks - crn.com
## Episode Summary
In this episode, we cover:
- **Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks - crn.com** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxQN1FtelBYMXpmb3pDcVpwQmRjNGVXNTgxcVZaQUxhRVpvdUxaNmJRVWRvbWlycTRVMFJyUW9pd2V1b0VJZEcyZmJBT3hvY1ZjZ2VKcnZOT1ZBSTNFZTduT25pYVJCdkM2WEtIcksxZkpLWmdrYWhoQm8wWkpCWnRuaWZYTDJPcWoyV0h
New Nvidia AI chip design raises questions over HBM demand - The Korea Herald
## Episode Summary
In this episode, we cover:
- **New Nvidia AI chip design raises questions over HBM demand - The Korea Herald** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTFBnT083VzFyaEE0UTFGeDJKckVQLTFwalpWLTBkNmVwVEFWZkd1YjBLS2RmaGk2MjNrR1I0YmRRa0xhT0hCMmw4Nm5QbkY4WlY4NHA2YTBrWQ?oc=5)
- **TSMC Has a Monopoly on Making AI Chips. Here's Why This Stock Could Be
Intel sets sights on data center GPUs amid AI-driven infrastructure shifts - Network World
## Episode Summary
In this episode, we cover:
- **Intel sets sights on data center GPUs amid AI-driven infrastructure shifts - Network World** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxPZDAtWno4TzVVSjNsRlRveldub3ZxWE9MWDZtR3QtSmNQQW1wWGxYbDJvWHBSdEFKMTY2aWRHVmlEMjUwbGpKMVdicFJuWnFhajJJZ2EyZ0dkMDRBVkdwWHBuMVRuZVVzNGpKSzVDdUpFNlBUc0NLZXdKN19JTDJKY2dyWTZSUHZz
Accelerate AI Inference for Edge and Robotics with NVIDIA Jetson T4000 and NVIDIA JetPack 7.1
## Episode Summary
In this episode, we cover:
- **Accelerate AI Inference for Edge and Robotics with NVIDIA Jetson T4000 and NVIDIA JetPack 7.1** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/accelerate-ai-inference-for-edge-and-robotics-with-nvidia-jetson-t4000-and-nvidia-jetpack-7-1/)
- **Nvidia to supply more than 260,000 Blackwell AI chips to South Korea - Reuters** (google_gp
E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics
## Episode Summary
In this episode, we cover:
- **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1
Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform
## Episode Summary
In this episode, we cover:
- **Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/)
- **Musk's TerraFab Aims 50x AI Chip Output - 조선일보** (google_ai_chip)
- [Read more](
Supermicro Advances Enterprises' Adoption of Accelerated Computing Across AI Factory, Data Center, and Edge with Expanded Portfolio Featuring NVIDIA RTX PRO Blackwell Server Edition GPUs - PR Newswire
## Episode Summary
In this episode, we cover:
- **Supermicro Advances Enterprises' Adoption of Accelerated Computing Across AI Factory, Data Center, and Edge with Expanded Portfolio Featuring NVIDIA RTX PRO Blackwell Server Edition GPUs - PR Newswire** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMi2wJBVV95cUxObEx3MWhFd3lmUHZFNzlnRnlJbjEyN1ZzdjZGMGZJOTBTd3ZHUENBb0xGVFZ2Wl
AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership
## Episode Summary
In this episode, we cover:
- **AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/semiconductors/amd-and-samsung-ink-memory-supply-memorandum-for-epyc-and-instinct-products-unprecedented-deal-also-includes-scope-fo
Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated]
## Episode Summary
In this episode, we cover:
- **Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated]** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/with-h200s-set-to-flow-into-china-groq-is-reportedly-set-to-follow-nvidia-is-allegedly-preparing-a-custom-version-of-inferencing-chip-to-penetrate-region)
- **Decoding
China approves Nvidia H200 AI chip sales as licences granted to multiple firms - investingLive
## Episode Summary
In this episode, we cover:
- **China approves Nvidia H200 AI chip sales as licences granted to multiple firms - investingLive** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxQRkhfRzZwTUhFQ3ZScGV0ZlZaYkxUR1NhOHBLT2RVTDBWci1JLTdiQnZCNHZZRkJHN3U4dUtOeEFOXzVwUzNPSFVaenZSM29obnpPNlFweU9tNWFyUkpmRFBuUW9Memcwd0VsTXc0eDFyUlZ2cUV6SG5wblhrbVlTOE9hVEw
Nvidia preparing Groq AI chips it can sell to China- Reuters - Investing.com
## Episode Summary
In this episode, we cover:
- **Nvidia preparing Groq AI chips it can sell to China- Reuters - Investing.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMitwFBVV95cUxPdGVaQ1B1MEVHLW9CUGgtZzV0RS12aFM0MDR5dXdmdTQ3X3B5VXVISVhLZjQtOVM2eTJOWFhFN081ZzFXTFNfTjFTcENLX21IYk9WM005NzdyajF0bGRFMmlJTWtYLUNXZzctaWZRWjdqc2F4eFhpb1VEeWdOSlc3Z1gzUEVWWVN4MDJLdm5GMjA4ZUV3V
Intel, SambaNova Planning Multi-Year Collaboration for Xeon-Based AI Inference
## Episode Summary
In this episode, we cover:
- **Intel, SambaNova Planning Multi-Year Collaboration for Xeon-Based AI Inference** (intel_news)
- [Read more](https://newsroom.intel.com/data-center/intel-and-sambanova-planning-multi-year-collaboration-for-xeon-based-ai-inference)
- **Nvidia preparing Groq AI chips it can sell to China- Reuters - Investing.com** (google_gpu)
- [Read more](https:
Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - Yahoo Finance** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxOcUZJSWMwR2VRS2JPYWo2c3kyS2J3V1l6OFN1NkJvbGhaWG1GekJWbk5nUV9YbGdLZ0dxMFZjT0pRd3FPQllmOUVjbnJmMkVhemQxTzhpdEQwY2JKX05wYzQwLWlGM0F1SGVuWEVWd1R3VFlobXdnOW4xRzdoVGJBTUdONlVJX0poc
Nvidia's $20B Groq Bet Powers Next-Gen AI Chip Reveal - The Tech Buzz
## Episode Summary
In this episode, we cover:
- **Nvidia's $20B Groq Bet Powers Next-Gen AI Chip Reveal - The Tech Buzz** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxNYTZER1pleFVnZV9YOU16WTNHdW0zWXdwdjNpTV9QOEZIZFBuMjJ0R2otWFpZTlkwQUdzaUxlV1U0VWZOakd6VjljdV91bGZmaXFIRldpa0tjQXU4Yko4SXdQWWlTb1I4Smc2VVFzdk5DNmR6aXhzVEFpSE9PX1JCTDhmWGVpbHhadzJSYjJn?oc=5)
- **Tesla
Nvidia details new software that enables location tracking for AI GPUs — opt-in remote data center GPU fleet management includes power usage and thermal monitoring - Tom's Hardware
## Episode Summary
In this episode, we cover:
- **Nvidia details new software that enables location tracking for AI GPUs — opt-in remote data center GPU fleet management includes power usage and thermal monitoring - Tom's Hardware** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiswJBVV95cUxPaWlTLVdXWXQ2a1BUZmRBSmh6MFg2dThkN3F0Y2Faa2M3Y0swTGt6ZlQyU012bm1iSXd5MTk0SHFkWnNEcW
Nvidia-Groq Deal Validates Non-GPU AI Chip Market for Low-Latency Inference - News and Statistics - IndexBox - Market Intelligence Platform
## Episode Summary
In this episode, we cover:
- **Nvidia-Groq Deal Validates Non-GPU AI Chip Market for Low-Latency Inference - News and Statistics - IndexBox - Market Intelligence Platform** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxOXzhtRFRUX01vUEF2NEJRbGU1dGI0ZS02NzhGVTFnd2pqdmg5VmttY2staUMxeEd6VzduUkNMWXU0akdvU0xtdHB4Ym44VFRueHhBbDhsdmVUZjhTZUUwNmtzeFZFYl
Fallout From Nvidia-Groq Deal Validates AI Chip Startup Landscape
## Episode Summary
In this episode, we cover:
- **Fallout From Nvidia-Groq Deal Validates AI Chip Startup Landscape** (eetimes)
- [Read more](https://www.eetimes.com/fallout-from-nvidia-groq-deal-validates-ai-chip-startup-landscape/)
- **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_nvidia)
- [Read more](https://news.g
Groq AI Chips Samsung Foundry 4nm Orders Growth for NVIDIA Inference Hardware Chips - Technetbook
## Episode Summary
In this episode, we cover:
- **Groq AI Chips Samsung Foundry 4nm Orders Growth for NVIDIA Inference Hardware Chips - Technetbook** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxPWEFSUERELXZZd3VxV2Z5VDdqTWRlNEVxMHAteWtpNDFxd2FzelNYOFpSX3JSVWo1T1dBQkdZbzFDeVUyZDBPazFNcnA5dU1UTktab2JOSGIxOXpLSC1CRG1jYlY1cnVCWk5tRFpHeXNWZVhDWWlyM2JvdHJKdW5UeQ?oc=5)
Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit - Data Center Dynamics
## Episode Summary
In this episode, we cover:
- **Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit - Data Center Dynamics** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiwAFBVV95cUxQaUtfRWVQMmFwVHhkRVByUGEtbUZuZkRJSHZOUnBXY2VsNzhNeG1PRTJRV2xlejdMQnRMZU50ZnlUNm96MThsMktlMDlSSTVPcm9MNUNOd3FzanNZQmhHR3dSTnNTYjdOMHFTOFBFMXB1OWFUVGpxQ29xQnhucFN
Accelerating Data Processing with NVIDIA Multi-Instance GPU and NUMA Node Localization
## Episode Summary
In this episode, we cover:
- **Accelerating Data Processing with NVIDIA Multi-Instance GPU and NUMA Node Localization** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/accelerating-data-processing-with-nvidia-multi-instance-gpu-and-numa-node-localization/)
- **Scaling NVFP4 Inference for FLUX.2 on NVIDIA Blackwell Data Center GPUs** (nvidia_dev)
- [Read more](ht
Nvidia Suspends H200 AI Chip Production for China Market - Mexico Business News
## Episode Summary
In this episode, we cover:
- **Nvidia Suspends H200 AI Chip Production for China Market - Mexico Business News** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxOSDdWclY4VEtLZUprSU9SaDVuanVzOGw1OC1KM0NleWhIOGxIVTktbFpnenp6RHBvSjM1TWhoREk2NGFhbDNYZHBEb3lDWTJicmp1SlBPTUgxRHVvclFUOEdsNXQ3SVAzYkpsLU1JX3NmQ1ZQUjFHQzVVWmZ6OTJVMU11NUxvZHhQRjczZWx4dGUzbz
The U.S. Could Soon Turn NVIDIA and AMD’s AI Chips Into a Foreign Policy Tool, With Not a Single Country Being Left Out
## Episode Summary
In this episode, we cover:
- **The U.S. Could Soon Turn NVIDIA and AMD’s AI Chips Into a Foreign Policy Tool, With Not a Single Country Being Left Out** (wccftech)
- [Read more](https://wccftech.com/the-us-could-soon-turn-nvidia-and-amds-ai-chips-into-a-foreign-policy-tool/)
- **Data Center GPU Market Is Going to Boom |• NVIDIA • AMD - openPR.com** (google_nvidia)
- [Read mo
TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia. - Barron's
## Episode Summary
In this episode, we cover:
- **TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia. - Barron's** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMilgNBVV95cUxNUjRWR0djSHRlUFp3SEN0QW9xQnBTUFJjZFZKa2txWTFveVJoRjRmdXZDYmZaZ3dTbmJCR0hEZks4bUNXY2RFbVBTMURKM00tOHJCc05zNzRVakN5aHZwLXY1QldROUFTVTlCSWVFMHJvSVlYd2hYcHhsZUthaUh0VUF6OWFkVjhkU3o0UE
TSMC Expands AI Chip Production to Japan - 24/7 Wall St.
## Episode Summary
In this episode, we cover:
- **TSMC Expands AI Chip Production to Japan - 24/7 Wall St.** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNaVpZVV9hS0hYTjNrMkt1MkcwZmUyWUY5aXp2Q1NjcF9UUjdKR29RdUI1a0wwX2lwTVpKX0ZKV2VNMzRZZExTaTVLaE8yOUdBbnJtZ3FmVF9CSkVTdldXQTBPUFZQaVh5OW5Db2EzbzQxc0xJd0sxRU9kVnNReDNEZTkyQU5RSnE0T21qNw?oc=5)
- **Google's rolling
Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon
## Episode Summary
In this episode, we cover:
- **Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon** (semianalysis)
- [Read more](https://newsletter.semianalysis.com/p/vera-rubin-extreme-co-design-an-evolution)
- **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_gpu)
- [Read more](https://news.google.com/rss/ar
China seeks to triple output of AI chips in race with the US - Financial Times
## Episode Summary
In this episode, we cover:
- **China seeks to triple output of AI chips in race with the US - Financial Times** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBUYm1YQzlabDNjS0t0VEdiUVBVMTY4SkREM2J4V1pBNXhrdmpaeG1XMjc3UmFQa0Q2T3JWUVNyVnZmSl9BaWpyeTFhUExvam9SSVozTHRoaWZ3a2ZTTS04VW45OVVsdFlkQjRtQk5GZVI?oc=5)
- **Nvidia can sell the more advanced
SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes
## Episode Summary
In this episode, we cover:
- **SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVGlQakluQXc5MklGcTVYam1faG9hSnRnWDdRN3FjMFhsWXk2OVhFVi1Ga3V4WmJSZzZac2FERFNYRVBGN3dtQzZiSkZCY0x2SGhkM3VsWWhiZm00bDAwdVRJaFhJY3FKaUg1WlRsSTlnSUNXR09kMWRFNVRKeGg0Z2FFUng0V1Rs
Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC
## Episode Summary
In this episode, we cover:
- **Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQUU9vT2lsNmEyRTdfdnBFSkVJWFlzVnlFbmY4MEdTZ2VtR3RweU5KakQzczkwOENWWlZfaVp1NEdENzFSSXJuRU1Fa0drcmVJa3JBVms3SU1iZzNDeEFrLWROTEFVUnQyTFk4blNvVlBxbzJVM0dodnl4WTRaUGhFYXdfaUJlM1JDeWhOSi1GQ2VHaUdQVmllYkR2cElk
SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St.
## Episode Summary
In this episode, we cover:
- **SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St.** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOVkdqVFNZMm43bzRQX0hkdnhSUVVLVlhnLU9oUXhTUkU5R2FHOEVTRmdGM2x2Wk5SXzQ4am9idWZfcTM5bnRSMHgtazFuQVpHdWxWREVzSzN6LUZ2d1RTYnE3Yng1eE9ZY21aX2lKSXk1LXFxVml0cDNXSHNCZjc
Better AI Chip Stock: Nvidia vs. Navitas Semiconductor - The Motley Fool
## Episode Summary
In this episode, we cover:
- **Better AI Chip Stock: Nvidia vs. Navitas Semiconductor - The Motley Fool** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOcVhsbl9zSlA5R0dob3E5andLX2FUV3lZRHFUUFhaSVdDYUF6Y3pnYXo0a0xDQ0l1ZllSNlJPUVZBbGNWTmF3eEs2TnFZLXRQT1BDOGhxdXd4WndONExuM3FNeW9BdG1YUWpxNnR6OGRCWGRHS3dqQjNEbUg0ZWl1b2JRMEt5VHhDZTlicTkzWHRzbVNaYXptV
Real-Time Decoding, Algorithmic GPU Decoders, and AI Inference Enhancements in NVIDIA CUDA-Q QEC
## Episode Summary
In this episode, we cover:
- **Real-Time Decoding, Algorithmic GPU Decoders, and AI Inference Enhancements in NVIDIA CUDA-Q QEC** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/real-time-decoding-algorithmic-gpu-decoders-and-ai-inference-enhancements-in-nvidia-cuda-q-qec/)
- **Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 11% - CNBC** (
TPUv7: Google Takes a Swing at the King
## Episode Summary
In this episode, we cover:
- **TPUv7: Google Takes a Swing at the King** (semianalysis)
- [Read more](https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the)
- **Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware - SiliconANGLE** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxQQ3ZK
Nvidia and Meta stocks move on massive AI chip deal - thestreet.com
## Episode Summary
In this episode, we cover:
- **Nvidia and Meta stocks move on massive AI chip deal - thestreet.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxPN192N201NU9vWEhTTmlzNi1ieE5rSzY0VzRFb2ZoVkFDNGJBSHdoblZ1b1FLQnlaOXpRTFQwYU0yQ25TOUpBS2lYQXdoYmRzaE5aamFFT1FpeThCbWN0TmtHLThkYi1DR3FPVWNRR3Y1T3p6QUgwbTVMbDBTNFJaTDdDc2N6dU5xX2dBVExtYnM?oc=5)
- **Taal
This Week In AI Chips - NVIDIA Partnership Signals Growth in AI Infrastructure Investment - simplywall.st
## Episode Summary
In this episode, we cover:
- **This Week In AI Chips - NVIDIA Partnership Signals Growth in AI Infrastructure Investment - simplywall.st** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQcVJ2bXFYYXJIcUlBSGNxeGRoVHhNVmZUcnI2NEE0UjYtYkRla3JXSWhYeWNHY2ZzWnYyZXkyWVVjQ2FsVGhJQ24xME5zbXVWUjFzTUplc2lMYUVLbkJxVkF2WkUzZm9aMWFHd3RGc0tJOE5tU2lkTmtJamF4djBp
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software - Reuters
## Episode Summary
In this episode, we cover:
- **Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software - Reuters** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxPd1d6V1RlTjV6MUpFeHNQREhKMlpiU2hqcHBORkdJcFBUSWZrMXg3Q01ZczhtcHcwQUdxZHZfZEYtTk1SLUV3cmwweE9fbUpycy1fdDg0OS1xcGJickdEbGxZVHlreW52ZWhWbGtNRXlHd1V5dlg1QlQwYmhaNzl2eDNtNnd1SWxB
TSMC will produce cutting-edge AI chips in Japan, strengthening its aspirations in semiconductor manufacturing. - Bitget
## Episode Summary
In this episode, we cover:
- **TSMC will produce cutting-edge AI chips in Japan, strengthening its aspirations in semiconductor manufacturing. - Bitget** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiXkFVX3lxTE9rR2hGU0RDSnZaSFVwaVlQWnVJb1I5REZmSm53MlFsazR6WlRnUnVKS1JRN1QyVGUtZ2NwX2ZLVzdtY0lhQ2FYR05GV2RoblNXaXVRcUduZmpRTGh5R1HSAWNBVV95cUxOMFJqYXVPU0pVa
China finally approves the first batch of NVIDIA H200 AI GPU imports - Engadget
## Episode Summary
In this episode, we cover:
- **China finally approves the first batch of NVIDIA H200 AI GPU imports - Engadget** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxORnEyRFROLWxDUnZpT3pCbnBSZlFHR1VXQlJvQVNHNGxsTHZ2bWlRbVNLdk1FbnBDRm5NYl9Kc1o0S1QzRUg5eEctcXpQSVVCNU0zRUhqcWNOczVrYzFYa3Y1aThJdGU3WWhWOUZoUFlsMnRpVW5mejgxNEpzZVUweUVJV0ZhSHBOUlh4NjYwYUFfUm
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