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
Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com
## Episode Summary
In this episode, we cover:
- **Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMi6AFBVV95cUxOTTBjRGQzRnlSb25mTTR3MXkzQi1DYmI2LWZHRlZJeVMzVkt3bFJOLTAtQ1o4eHJhaVNxbHpjVzhQeVpudUFaMXBJbWZrb0tWU1AySktScWFCcDZWaXpTWS1EUTFpbm1
Cerebras Unveils CS-4 Chip It Claims Is 30 Times Faster Than Nvidia GPUs - Startup Fortune
## Episode Summary
In this episode, we cover:
- **Cerebras Unveils CS-4 Chip It Claims Is 30 Times Faster Than Nvidia GPUs - Startup Fortune** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxPcFVlQkFGd3dqTmVuekFNd3F6MXRNbEVkcEF0VnQtT0I1azVPR00tNGVoVDJPVm43aHVMa3VFSXduYnlGN3hxZlVtcE1DeDZzZjFYYnNvbldnQXB4el92MXNQbi1GQXBRMkRhUVhOcDc1SWJNbFcxa09kell6OW93MTBXZzcyTkJkakh
Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis
## Episode Summary
In this episode, we cover:
- **Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis** (semianalysis)
- [Read more](https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference)
- **Broadcom vs. AMD vs. Nvidia: Three Different AI Chip Strategies, Three Very Different Valuations. Here's the Metric That Explains the Gap. - AOL.com** (google_gp
Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView
## Episode Summary
In this episode, we cover:
- **Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxNS1QzN0N4QTc0b3B3ZnRub1pqSi0zaTRtOGZrUlRrbTdSVTVKSl9xd0tpUEw2aWZad0g5X0VUZnNFcnFYN0piOXRTN0VadGZjb1FIX3NrSjJ1RVJrOXZNaUtiVFhqM3BIWkkxX2sxUEtEU0dlOHJENTNBV2QwT3BVYU5pbmRpTFNCNEJ
China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD
## Episode Summary
In this episode, we cover:
- **China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-homegrown-ai-accelerators-to-supply-90-percent-
Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOb0syMzYzVGN4dk9yZzRlNzJ4UmhUWVZKckNYX0VHRHo5TGhrWG9VTXNrM3Nuc1pyMER3M05KQVZSVUhuMHIzT3JNRmoza2pTMnV0QVZfT1FTNkRnSGJNNHU1N2phQUNfeF9ZMnRCMjlXTDBIckJtYlRXamxDS0xLQW5NMzkwRTlrY
Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI
## Episode Summary
In this episode, we cover:
- **Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTE1OZjEzc19iT0dnTG4tSlpwTy1mc1VpcmJWeUE2RjFONEVYWDJoaFRJRjhuN0Q1RG5JNzM5TmFUSGlWemE4Y0oyY3E4ajRjVjgxOWYySWNlQmlEZnpmakNiX0JtYU9aZjZlRE9aenM5bEhyaHFXWmVhQXB2TQ?oc=5)
- **NVIDIA Exe
NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance
## Episode Summary
In this episode, we cover:
- **NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/nvidia-blackwell-tops-mlperf-training-6-0-with-industry-leading-scale-and-performance/)
- **Nvidia Stock Earnings August 2026: AI Chip Leader's Q2 Preview & Investment Outlook - Intellectia AI** (goo
TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com
## Episode Summary
In this episode, we cover:
- **TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTE9reG8wSVVSeHBqMDBDUDlKTDMzdmJGQV90OGN3UTBHdXY1c0hnQU1OQXpSaXlVcTJvZ2NoQ1c0RE1ORzJDNnpkY1NZdF9PVTNTMGFkb2FOWQ?oc=5)
- **Nvidia Draws $500 Billion Bet on AI Chips as Wall Street Weighs
TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire
## Episode Summary
In this episode, we cover:
- **TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiiAJBVV95cUxPdkxuRkdWaFNIYlRqaERRMXpnZElPSnp0ajl2c29GZkNyTW9IN1F0blAwN3cxUm9zSjUyYWlHRk00eWk1eG9uSUNjZG9kVmk1QVJqN2sxWXJzRnBBa2ZpQXkxanU5
NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan
## Episode Summary
In this episode, we cover:
- **NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan** (wccftech)
- [Read more](https://wccftech.com/nvidia-a100-defies-deprecation-as-coreweave-rents-it-through-2029/)
- **Fraunhofer Deploys Germany’s First Blackwell AI Cluster for Sovereign Research Data - techtimes.com** (g
JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQ
Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware
## Episode Summary
In this episode, we cover:
- **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyM
AI Chip Startup Taalas Acquired by AMD
## Episode Summary
In this episode, we cover:
- **AI Chip Startup Taalas Acquired by AMD** (eetimes)
- [Read more](https://www.eetimes.com/ai-chip-startup-taalas-acquired-by-amd/)
- **Nvidia Stock: AMD Just Ramped Up the AI Chip Battle - Barron's** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMickFVX3lxTE5LSFA3OUxFTjZXUDZia3Z3ZUxqcW5xbXJDVXRNb1pjdG9SMVdXUnlHdGhiMkQtanl4RC1
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment - Reuters
## Episode Summary
In this episode, we cover:
- **TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment - Reuters** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxNeWtrc3R6QmdYREpuRHNxR3dFNkJkVjdSMTRYcFhmRHJYQ18yaGFfSHcwbmVKSjZvWVo2M0FqdF9VZkJmbG9CVTVObEZTQ2t1amx5MTlJZ201YWR3cE9IMFNxVTNXdlp6SVV5MnZDLXotWS1EQVFNbUFFV2hZUWJJeUVS
Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - NVIDIA Developer
## 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 Developer** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVT
SK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To Resolve AI Inference Bottlenecks, Targeting Up To 3TB/s Bandwidth
## Episode Summary
In this episode, we cover:
- **SK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To Resolve AI Inference Bottlenecks, Targeting Up To 3TB/s Bandwidth** (wccftech)
- [Read more](https://wccftech.com/sk-hynix-sandisk-high-bandwidth-flash-hbf-standard-3tbs/)
- **Etched lands SK Hynix investment after betting on custom AI inferen
NVIDIA Stock Analysis August 2026: AI Chip Leader Market Outlook - Intellectia AI
## Episode Summary
In this episode, we cover:
- **NVIDIA Stock Analysis August 2026: AI Chip Leader Market Outlook - Intellectia AI** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1iZGdIcXM0T055WVhJdkJCb0ZYSDdKRVZVdjRRaXRGNmpJUDlTcnFVS29hYzZyUWZJVzlpQ0xuNlpJaFAyem00bUhKc0MxRThIVjZLRW5nTmF6NWdTd3daMlQyMld3TTZQZnNN?oc=5)
- **Olix Raises $312M for Photonic AI Chip Th
$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
TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dG
Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - Yahoo Finance** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNT094cXUwbEdEZkRsdGF4M25sQktfM1lMRGhSdFltQnZZNFJfX3p3X3ZFb0FaNnNGME9EeWk1SUZVYUU0NmxjVVBOeFpPeEd5emFBNDgwNG9ZQUdmNW5nUF9aakJVUnlMRjR1STVwbjJ1NjdFUlRacnRSNzlqN
TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026
## Episode Summary
In this episode, we cover:
- **TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026** (wccftech)
- [Read more](https://wccftech.com/tsmc-concedes-intels-emib-packaging-is-a-potent-contender-starts-building-quasi-emib-as-cowos-remains-choked-through-2026/)
- **NVIDIA cuts over half of Asian buyers from AI
Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - cnbc.com
## Episode Summary
In this episode, we cover:
- **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - cnbc.com** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1
AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada
## Episode Summary
In this episode, we cover:
- **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxNdDZIQ1lzazlLRmJiRHRHcUh2cHJsTWlwbXoyMkdCWGVLR0s4MWU0N0VQQ0NLTjNxZ21QS05fMTY2em9YaDJvSVhOSmlaLV9hcHlWUjhuUXhfZXlWeGhCSDlGVS1yWkc1U3hTak5Xam43RExnMU9kLUozTmt5aUdmdS1Zak
Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead
## Episode Summary
In this episode, we cover:
- **Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMi1AFBVV95cUxNQ3RXQkdrMjJ3amdxQnZsaktIVWFJM3VIU1o0VTFIVUxiUkJWZzZwRjJYb3ZrVlcxVUxNRFFQYXlvUEF6ZjFHRWl6ekdxRE5LY1F6azJWSVZhNDl0SENBX1NqdUZBNEhmSUoyUTZxamFaMFZNRjVLUGhLT
Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
## Episode Summary
In this episode, we cover:
- **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.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDY
Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool
## Episode Summary
In this episode, we cover:
- **Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxQazBoZjRQeFdoRV9iRlIta3F5Q09jeFIzSVlDQXVrVGw1YTVzRXdBUTZ6OVVvMWRFamgzUThCR04wNVZudzEyeXp6Und0amVXMHV5UFd6NjRwZEpFNzUwMVZEMGxVOVlqV2RjclctdXA4T3ZJdk9HYS03YW1
Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune
## Episode Summary
In this episode, we cover:
- **Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxNUkFOZG5JWlRIblJ6dXk0a3pOZjQyRWdKQ1B3cG92MUdYY1VrMzltZ1BFdnE0bVBsbTI1bGdFd3dXT3hPM1lpYm9uejlqTkxQdmhIeWRnRXZVdU8zX21FMkgyOExmc09pR2tfNFF0cWlYMW
AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt
## Episode Summary
In this episode, we cover:
- **AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt** (wccftech)
- [Read more](https://wccftech.com/amd-fires-back-at-nvidias-groq-bet-fuses-the-cerebras-wafer-scale-engine-with-helios-for-5x-higher-tokens-per-second-per-watt/)
- **Cerebras Systems' AI Chip 58 Times Large
AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet
## Episode Summary
In this episode, we cover:
- **AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet** (wccftech)
- [Read more](https://wccftech.com/amd-lands-anthropic-in-2gw-instinct-mi450-deal-backing-it-with-a-5-billion-equity-bet/)
- **Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramat
Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts
## Episode Summary
In this episode, we cover:
- **Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/policy/intel-layoffs-to-hit-data-center-group-division-focused-on-server-cpus-ai-chips-and-data-center-architecture-to-be
SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech
## Episode Summary
In this episode, we cover:
- **SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMi2gFBVV95cUxNd1JWZW1iYUI0ZGtlUUdfdVoxMFBCNkUtTGRfR3ZjVUotcGJ5Rmw2OFVOdmszZ2NBZ1c3V
Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune
## Episode Summary
In this episode, we cover:
- **Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxQV1pkeWFCRHpCOV9iRUFmTkQwclpwdnN6MVJnMmZnNFlhOElUNXV4eHFPRGpoZ0NOWXNLUTBhWGZCb3QxWElrSHE5eXpGaE51ckJIcmtzajhLYy1XZ2xCa3hoTExVTDZyWUYtZjJsMERlZVlBX1ZGNGZpUHpUcTJNR2Z4YmcyRzN
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_gpu)
- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rn
China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes
## Episode Summary
In this episode, we cover:
- **China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxPYmZndGRCMnFIQWgyd2FvZHIxOUptQXhsMEluVDJiejRQV2xOS1lkVWFNMnY1QjJ0UDNDaXV4ZFM5SXlsWkFKX0VqV0dpb1VLcHNXMGU0UHN3QUlGWjJEUnNuLVhFSGJYVWlTNFBvOUYzOFQ4WVhPRjNQUHNGdllFbUJtM3BLY
Nvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing
## Episode Summary
In this episode, we cover:
- **Nvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFBaMmdUUlUtRWk5WlVkUEkyU0xtQ0VoVUFxN0dUMmhvSWhUbm01NnhqOWFMRmJRdktvUEZWS2lmeEgwNExUazVIdGROSDdhUFI5NmFXYUFtU0Z6RHNvYml5cWozRl9EQ0F4eTNvUFJBYnRGZDFPUEdLeXkxaw?oc=5)
- **TS
TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision
## Episode Summary
In this episode, we cover:
- **TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9VdlpvdnVVSklPalhSeUFEamxOX19aeFJhd3gwM3BIa256RXZnY0lhLTNkWDdGVXV2NzZwam1DSXlEVVRmdWRyZXNtUFdMTnJiLUJTLTdlM0lGNUVCYWpRRUxkUVd2bHRCT0Zqd2hvU1N4dXRZWDRNLXRndS1aWFU?oc=5)
- **China Develops
US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech
## Episode Summary
In this episode, we cover:
- **US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/us-govt-allows-chinese-telecom-giant-zte-to-purchase-nvidia-h200-ai-chips-firm-joins-alibaba-tencent-and
CEO Interview with Dr. Albert Liu of Kneron
## Episode Summary
In this episode, we cover:
- **CEO Interview with Dr. Albert Liu of Kneron** (semiwiki)
- [Read more](https://semiwiki.com/ceo-interviews/369987-ceo-interview-with-dr-albert-liu-of-kneron/)
- **From Rice Fields to AI Chips: How TSMC Is Turning Chiayi into Taiwan’s Next Advanced Packaging Hub - semivision** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/C
5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.
## Episode Summary
In this episode, we cover:
- **5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPU2RjTTA4R3N0ZlRkNDFZYjJ3QTROZ0FBR0VQV3NrVC1hdWdMRUpDZVBfSFZ2WmxqNlpqRkw0X1RnUWFwaUttZWdlZmZPaGdhWHVsbXpscHBMRmFCYXpkRzRHYktwdXBiN196Nm9uekNzOTFoSGVSNVpwX0RFSjR3ejFHNThBNHQ0Y0dqdzNxXzJ5TkJ
Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
## Episode Summary
In this episode, we cover:
- **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.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDY
TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.
## Episode Summary
In this episode, we cover:
- **TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxPN2l0bDJvMkR0MEZ2MVNWSVFEcjFMMXB3ekxLeHRDZlROYmcyVHZkZ2U2SXl6RlBGaW1uZ3N2WWU1bVFtWjZhd20wWEV6aU8wZzlVSlVCQ1BNYjczZTFteVlPT1MtUXVaVXhONjdOUEhMcmt4Vy11RmJWN3ZKNXhidWlPRWY5T1puMkpLVkdyWnFhX
Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks
## Episode Summary
In this episode, we cover:
- **Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks** (the_register)
- [Read more](https://www.theregister.com/ai-and-ml/2026/07/08/intel-backed-ai-chip-startup-sambanova-breathes-new-life-into-aging-nvidia-gpus-in-latest-benchmarks/5268721)
- **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic
Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz
## Episode Summary
In this episode, we cover:
- **Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBpQUhReTE0OFJ2SkNsdHNvSHlGeURMaGRDLW9vR1dVMjRaSVg1cXVCWTFYaDBiWG96Y0Vua190MWQ2SEF3amdCNE5GamVVaVpWdW9fTnhQVFFJMzhfaV85X3h4bm94d0k4TGhiMUMtMlJoNzNjZHpEMDdR0gGOAUFVX3l
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.
## Episode Summary
In this episode, we cover:
- **Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxQMUhjUWJSOTk4cklXejBWQnJQWmU3NnAyOGtheVNhbFdmM3FEV3Zhc2NCcy1UbDk3aEJSRmMyX3pxLVBZVWo0bkpoSHFtbTNFOXJ2Umdha3hqY1N3ZGNMUlUtZEV0M052ZTZva1RNdWlpejI4RV9LMXRtcG5PaEJoNlJQX1puSDlDaXJkNlJo
China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering
## Episode Summary
In this episode, we cover:
- **China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxPd3FXLWxZV0JWeVpuamJPYVIwREdaeG10LXRpQnhtWHYzMmJReHNnaWF0MVhMRWloVWdvZ2ZSWEc2VGVFOGRyZlhoVnE2NXYxZEo5dVdTVUpWa0MyeC1yUWVjbzJHcWItX0tRSk51TXo5TzJkeThJNEFzNV8zTmVRTWFab
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
AI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider
## Episode Summary
In this episode, we cover:
- **AI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxQSVAzR1MwUzZ1NnkxQVlkbzMxdkRrbFYyeU1obk1nQTh6Y01XcmFYNXlJOUxobjdadnRvTWhLc2kzYnRtLThZaTJxd1UzVHJnVl9aN09NRkotZ0xueHNxR2hjZ1Z4QlRpVGdMWkdUVll1akVwOE5GRlRJanAzOWJpajRYb0FGOV9p
AI Chip Stocks Plunge: Valuation Concerns Shake Semiconductor Sector in July 2026 - Intellectia AI
## Episode Summary
In this episode, we cover:
- **AI Chip Stocks Plunge: Valuation Concerns Shake Semiconductor Sector in July 2026 - Intellectia AI** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFB2MVpLdTV0SFNlbHZZNV9kOVpDRHp3TkRrLUlwS2FJY0NWeENTYjBMLVJFbEcyVnJrZWx1WUdlcGZxNnFsa0J6QkE3SDEyZ25aN21aVVVIVGw5MW1YZnZsWHdlSUhrVGNHX2VtMF9FcnBnQ2hYelNsUDNJRQ?oc=5)
-
SoftBank enters the rent-a-GPU race as America looks for support for AI training
## Episode Summary
In this episode, we cover:
- **SoftBank enters the rent-a-GPU race as America looks for support for AI training** (the_register)
- [Read more](https://www.theregister.com/ai-and-ml/2026/07/02/softbank-enters-the-rent-a-gpu-race-as-america-looks-for-support-for-ai-training/5265998)
- **Build with DeepSeek V4 Using NVIDIA Blackwell and GPU-Accelerated Endpoints** (nvidia_dev)
AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors - Bloomberg.com
## Episode Summary
In this episode, we cover:
- **AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors - Bloomberg.com** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQSmRCNHl1MmtFWkhGRktiUFFWNk1CNUswc3dWZHBSMjdkcVprYWswWnlaVW5LVFgyZ2I3bnZBTGo0eGIwOHozNjZ4VUhVZDY0blE3UWN4V2U3Z09TZDFTbDJYQXBDQ1JQNGNURzEyNTNLdzc0Z1RrSmY4RUtIemNNY2VpTmVmMVYtdVY2
NVIDIA Slashes DeepSeek v4 Token Costs By Up To 5x Just One Month After Launch, Through Pure Blackwell Software Tuning
## Episode Summary
In this episode, we cover:
- **NVIDIA Slashes DeepSeek v4 Token Costs By Up To 5x Just One Month After Launch, Through Pure Blackwell Software Tuning** (wccftech)
- [Read more](https://wccftech.com/nvidia-slashes-deepseek-v4-token-costs-by-up-to-5x-one-month-after-launch/)
- **NVIDIA's H100 GPU Takes Data Centers to Space - IEEE Spectrum** (google_nvidia)
- [Read more](https
Nvidia vs. AMD: The Better AI Chip Stock for 2026 - The Motley Fool
## Episode Summary
In this episode, we cover:
- **Nvidia vs. AMD: The Better AI Chip Stock for 2026 - The Motley Fool** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNNXFyd09uWndHajFjZmRvZXBGdzRwRlFHWTBaM2hQZG5QalN6WmRhZGNhVVh1TUhVcFUxeXRoNE5NODFnUXV4eVZNVVlUMHB2YlJuSDJHYl9yOU1zcFVEM3BDX2pUS2QxZVFOTlZDUTlVaU9OM1o4VlZLR04wd2N4OXZJMHJNUnpVT2hFaWZWT2x4NTRl?oc=5)
- *
Jim Keller Says Cerebras IPO Was Helpful As Tenstorrent Set To “Beat Them on Everything”, Confirms Meeting With Intel & Qualcomm CEOs “Hoping To Get A Big Deal”
## Episode Summary
In this episode, we cover:
- **Jim Keller Says Cerebras IPO Was Helpful As Tenstorrent Set To “Beat Them on Everything”, Confirms Meeting With Intel & Qualcomm CEOs “Hoping To Get A Big Deal”** (wccftech)
- [Read more](https://wccftech.com/jim-keller-cerebras-ipo-was-helpful-tenstorrent-to-beat-them-on-everything/)
- **TSMC Shares Slip as Taiwan Considers Tougher Restrictions
China boosts AI chip output by upgrading older ASML machines - Financial Times
## Episode Summary
In this episode, we cover:
- **China boosts AI chip output by upgrading older ASML machines - Financial Times** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQb2JBbWl6MXhLdGlXMXBzWjZ4MHNRSXRrZmRFejh6cU1pS3UxNWRsNWttNWZ4Z2gxOWF1UWpIeWMxYWU2WENZdkVUdlBqb2JWdWRlX0k0WFQ1Y2d1TkRfLTIybklyVUUxLU5KZ2ttMmJwMk9LUGxweW1EeXYxT3A0T3U1OVU?oc=5)
- **NVIDI
Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo Finance** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxOeU9IaWRsTC1Na2lseDByellaekRJV2loNEpQS2RXbEhoSzZ1UGxDZURFMW1SVFZxRjNzaS1aaVp2MG1EYTNRRzBJZDN1TkZSelMwQU9MX0F6TTF0dnEtc3pDTWFGYUpjUUlScTI0UnN3NlBURGN
How Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom
## Episode Summary
In this episode, we cover:
- **How Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMixAFBVV95cUxQQlduUHVRYjRBTHppZDZrN1hRcDdldkYycHp4bFlGY0U5aWRUbVNWRWRnQ05pakVBQldsTTZneDdMVHZnejYzU0pwblJRQURFay1wQWh2a1BOcF80WTZBRF9mTGdRQ19PMW54a1g0SThyWkx1R3pHSjJIcGZ
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxObkJTSE1abHpyNU9ic25LdXVnS2lWWHk3ZEwwS25mMGp0TlNHWXdhTHoySnpNUk5VbEo3ZEpDelpOVExsMW5POFc4Zm1LRGdLcDlnSG5MQ0hsNndLeVl4WlVPOW5kM0VGZmR6c0JkLWlFNTVnT3d3a21v
AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch
## Episode Summary
In this episode, we cover:
- **AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxOUmVlVXk2am9Xc2FBV25HT3A2ZXRaUHR5MUd0a2ZFMTJGR1QwYm1VaVRYeHJIODBQUVVTRGV6R1AweXdCa0MtdWhOR3ByaFhtTjd1OExBZFdIajlQM3JnSndEZDExZEY1QVpFX0N4NXU3aXJ5RWFaNlRmWWRUWTRMUVR
Dell launches AI server based on Nvidia Vera Rubin GPUs - Network World
## Episode Summary
In this episode, we cover:
- **Dell launches AI server based on Nvidia Vera Rubin GPUs - Network World** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc1YwRHZ4M1paN2NKSm9ESUxuSW1Hb2R6M1BfZU9oREhpaEZuX3VjMktzdkE3Q1RGNUdnUEtoUlJ6NGY0V2sxcXFISlVZcWJQLXlLbkFmaERpWjZnaXU1ZUpteGRFYU5HSXYtNmp3NjI4UWc1dVJxcC1JRE9XYTlPaXRPa19zWXlhZGRPemZ6YVlMRWJWaFI2WG
$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
Amazon has begun negotiations to sell its NVIDIA-competing AI chip 'Trainium' to other companies, moving from AWS-exclusive use to other data centers. - GIGAZINE
## Episode Summary
In this episode, we cover:
- **Amazon has begun negotiations to sell its NVIDIA-competing AI chip 'Trainium' to other companies, moving from AWS-exclusive use to other data centers. - GIGAZINE** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE1UVmFIQmNPclZ4RmhHSjZMTm9rZ2xoVDdrbncyVGlSX2pMczYteHBxRWRXWi1mbDJfMGRHdVRSNlJVMlJHcjdtemEzbC04N0l5NmROSlBF
AWS Weighs Selling Trainium AI Chips in Challenge to Nvidia - Electronics For You BUSINESS
## Episode Summary
In this episode, we cover:
- **AWS Weighs Selling Trainium AI Chips in Challenge to Nvidia - Electronics For You BUSINESS** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxQYXFfR3pmX3d2Z1JmWURYMjF5WTItU09Lb2pYWnFGYU1PVm5pb2xPSzM0LUUtaTFhbGg3ZUhhWTdZeDVMam9ybGZlTzVUcXNvSVp4TlpxYUlzVlUzVGdjd2lmX2pJM05sTFpMaWQycnpSMnJoVGQ3bzdLUHBreUVxREpuQXpXUUhLQm9
NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance
## Episode Summary
In this episode, we cover:
- **NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/nvidia-blackwell-tops-mlperf-training-6-0-with-industry-leading-scale-and-performance/)
- **Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the
South Korea launches 800.2b-won K-on-device AI chip drive across industries - CHOSUNBIZ - Chosunbiz
## Episode Summary
In this episode, we cover:
- **South Korea launches 800.2b-won K-on-device AI chip drive across industries - CHOSUNBIZ - Chosunbiz** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE5KaGJVenE5QVk3U0xvZUgtSTJoTDFrWUJJV2I4c0NLeXBrMUM5WERXMGpBbGZUNTNNMmNabWc4SmxhLU9mR0M1bVlTNzF2b3FtWmRnMHVYZWluNkdnRnlCb3RQY2lXYVAzcC1xa1BRdWN3NURxcFZQemRpVWwzM1nSAZ
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
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