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
Intel is revealing specs for its new GPU D-series AI inference chip at industry summit - Quartz
## Episode Summary
In this episode, we cover:
- **Intel is revealing specs for its new GPU D-series AI inference chip at industry summit - Quartz** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE9OYnBGaTRtYWZULVpYdktoTmRxRUZoVVlLWHFMQlNhMmVJWkVCenBWMTNDR1dmdXdhNjlIUlNpVVhUYS1JcFhzVHNIRXZvWkozUjc5TmhNblZGNmFVcndfQW9XUmdZRmlPTHdBS3lmVFBBT0Nta1FLUw?oc=5)
- **How NVIDI
Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights - PR Newswire UK
## Episode Summary
In this episode, we cover:
- **Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights - PR Newswire UK** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiqAJBVV95cUxPMUFPQ2NsbEVPLTEyX2MzYTExWEZjRlZxcWZVdUFIaUtvaUV4VjgwME9MdzVmTkFya1dycHkwZTFMem9EbGNwX1hDRzBybm9GRXJodmlxd
The Modern CUDA Toolbox in Practice: A Step-by-Step Optimization Walkthrough
## Episode Summary
In this episode, we cover:
- **The Modern CUDA Toolbox in Practice: A Step-by-Step Optimization Walkthrough** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/the-modern-cuda-toolbox-in-practice-a-step-by-step-optimization-walkthrough/)
- **How India's Semiconductor Push is Creating Opportunities for AI Chip Startups - Siliconindia** (google_ai_chip)
- [Read more
Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work? - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work? - Yahoo Finance** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxNOHlIeVU0VXE3Q3VpYm1wSktPSjVGcXI2cVNQWENJYi1fSHhnMlpMQnU5Z2pyeUF0cTJJUFRSUnBLWFZGMm95ZFRlSlFncjJmOWswRXZZTXVTNUlwMzNlMElUbVQ1NUtlRTVsNXlkaWw4UTVnVTBrdUV6TUw2aDUwRGFybzF
As AI chip production ramps up, data centers face power shortages: Semiconductor shipment forecasts are under test - 富途牛牛
## Episode Summary
In this episode, we cover:
- **As AI chip production ramps up, data centers face power shortages: Semiconductor shipment forecasts are under test - 富途牛牛** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxQMXBGTm1aODdIdnh5Q3pBRXprc0UwdVNZbG1mY2p4NFNyYTI1UDBTMEFyajU2NmtrV2ZjTlJfWlpuV3o4QWFrVjIwUUdRMkNNLVpnM1FrUzUxM3JGakRMR1diZHZGMHZVMVVCc2xmMUNY
SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware
## Episode Summary
In this episode, we cover:
- **SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/spacex-reportedly-seeking-usd40-billion-debt-package-for-nvidia-ai-hardware-massive-raise-could-fund-roughly-360-000-vera-rubin-gpus-across-5-000-nvl72-racks)
- **Europe Semic
AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in
## Episode Summary
In this episode, we cover:
- **AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9rY2pvT1VpQkJLMHBpempLRWk3ZTRMLTJRYmNkUDRXZmt4SFNRcjZaQ2xSenNqU05WaXBEMmJaTUJiaGd5Vi1tRlBhRE5TZnNPY0p3VzJEcDVZMGI4VzF4R0EtU3VpOG5PVEhMWUpUWlFJTHlKdHc?oc=5)
- **JPMorgan says AI chi
3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool
## Episode Summary
In this episode, we cover:
- **3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxPajJiQ2pmWERxa3paTkl3d25SZVpUV0hDSGtudWU5RFBncy1mUW9yS0pGSHJUSjVFalpFLWd5OTJ3Wmp6OTZ4ZndSQjFHZzJjUGhhV1ZJUGdRX3hxZVdPVnB5QVlSLVM0TWpiZlV6VWlQRmF6dVRtQndDOUJ1YmNQaVpFTEZnVnpOSHp2N
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
TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang
## Episode Summary
In this episode, we cover:
- **TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQOGFLQWxWNmkwamNzNFd3dnpLN29wXzI5ZENIOUUwX2RVQ3l2alk3ZFYySE42XzBRdnVJcV91RVNrcHh5TjVvc1FNamtTaG1KbGVzOTFEclVpRVljakp6b21xdWwyaWhqVDYtaG5Jb0dMbWhKOVktT2ozclpCZW5nS3Q3bmVsSlRuMy0
Alibaba wants to expand data center capacity past 20 GW by 2032, says its new V900 AI chip can scale to 500,000-card clusters, but will 'China's most powerful AI chip' be enough to displace Nvidia GPUs? - techradar.com
## Episode Summary
In this episode, we cover:
- **Alibaba wants to expand data center capacity past 20 GW by 2032, says its new V900 AI chip can scale to 500,000-card clusters, but will 'China's most powerful AI chip' be enough to displace Nvidia GPUs? - techradar.com** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiygJBVV95cUxPeFBUblo4YUxmbVU0Mmg5MkNxT3JkVGU0bHB5SFpQTDZh
NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQOTFHLU1CVWQxN254QzFqRGpKM2M1UWZpRHlNaDVpb3ljWXo2UmJrZTNnMkd0WkpmTTJxWVpSNlAzbmRSM2k3azJsa0xKSzRhdmRsY0NWdWJyRnI2aFZZWTljU
Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion? - The Motley Fool
## Episode Summary
In this episode, we cover:
- **Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion? - The Motley Fool** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOM0ZOOTNsSHRPRWdUa2RpamVmaWx4bWVad3pKb20zQmFJeWppa0tjRnplSXBjMmhoanNCNS1yOUJkSWNwNlBncjBUbHJCNE54OHBORC1RUDFLdWdzWVhiSWJmRXFXZGh3RjEtWmIxS0xvWnhhRTdSUldScEt
Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC
## Episode Summary
In this episode, we cover:
- **Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1ydVhNMHFzRmctZVp2Sjlsd0tXMm5pNTN6UGoyczRpZlBUTjhITy1ybEQ4SDh0MWNZb09ldElzWEZWS3BBTVZwdnlzQXRBM0FFSzEzOXNCVlJneEFydmdXQWc1MVVCZlZRN1lyWG1KM3U0OXd4aUHSAXtBVV95cUxQSWlJd0JfR
Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE
## Episode Summary
In this episode, we cover:
- **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQdnRzX1dENjdqdFBseDhwQ0ZBa0lmbFJGZ1FWMmhldzNoTDhHTTFnQjBFOGpTUGZaWGtBOXR0ZXdBdTJwRzIzaUZCQVhEanVzNVNXMTEtQXUxTEFFWnl4ODJ5VmpldFBQTnBmSVJkOXdlWkg3aWNCT
This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance
## Episode Summary
In this episode, we cover:
- **This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxOM2ZNTWFFTU42N1JFT3pkWFRETVBSUkJrQlJHeGpucUFGcExFNExZUzBOZVRYanNPUW13bGczVmFzOV9Fd1RUTWZUOUhPOHlnVnY5ZXlaYnZVNEJpa25xa3dlVHNXX3JhUHpPTU81SWQxSHpyNXhfVGlTcjJpMDBqTGtaY0
US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters
## Episode Summary
In this episode, we cover:
- **US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZ
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 Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily
## Episode Summary
In this episode, we cover:
- **Nvidia Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPeHR1ZXFrZ2F0eHE3V0xVXzVzZy1PY3dRVmNPMDRaVkV1T013Y0QtQ2tiRDdDR2RoR3hHM2VOOS1XM3RLVmw1eTNPWGpxWTMwREtHaUN2TWFoa08wb2MyX2c1akRwRnFjU2F6OVZXV0czUlFrS3B3a1VqZUJlQS1hUElzczI1YlNLeUtNdjFGaG
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com
## Episode Summary
In this episode, we cover:
- **This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxQYUxIOHRwSFhTNUR4Mk9iQzNBbFBWOTg5OG5sYlo3ckp4NnZlbnRxSDRKVFBRenJoZTRzNlZmcE9tTVZvWFY5QkRMMHcyN2R5SWpNSW
Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding
## Episode Summary
In this episode, we cover:
- **Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/semiconductors/piecemakers-bets-edge-ai-devices-will-diverge-from-reliance-on-hbm-custom-designed-memory-fuses-dram-s
Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit
## Episode Summary
In this episode, we cover:
- **Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit** (wccftech)
- [Read more](https://wccftech.com/apple-eyes-nvidias-nvlink-fusion-for-its-m8-based-baltra-servers-signaling-a-return-to-enterprise-hardware-after-2011-exit/)
- **Rethinking AI Chips: How VSORA Redesigned the
NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports
## Episode Summary
In this episode, we cover:
- **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMi9AFBVV95cUxQSzlWS2dBY05mZmlVbWs3eEZTTHF0dVkyeVBocUQxaTVtT2dpekFNTUlxQUgzbVdQZlZwQTZMU0JWQTIyRkJDNEgxZWY1bnFMSFNqeWZudzNSQ05Ca1lBQjBKUXMxczBYZWQ2Uk1yNC10SV
Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com
## Episode Summary
In this episode, we cover:
- **Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE80eHl3SFd0V2ZjQUF5SzlhcFlUb19SZ0s4SWxJcnVFbmUydURMV29QOHI4bDNZRGRQSFBEdEdMREY3SEhQVENDWjd0cjdUOVNKaGpCV3hWUXRiUzI1ZWtPcEJhX19NZkNXWXUyeElLQ2dpdm5mR0E
China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market
## Episode Summary
In this episode, we cover:
- **China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market** (toms_hardware)
- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-ai-accelerator-supplier-biren-posts-2-000-percent-year-over-year-revenue-growth-export
AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st
## Episode Summary
In this episode, we cover:
- **AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMi9wFBVV95cUxQNGJxd3VvSnZMbFUwQzIxUTYyRU5CbWVNd0FzMjNEM2dreXc5R3pFd3NGa1NReUU1MDhVSGlnRUt5eGxpakVlUVFsUEgzc2VOckJoVENLc19oX2R2RDR0YWYzaVNqZWNZYUZyWTlDdG9qS01VMjVXc1k2MmlYLVpqandQS2Y3RUEtQVREZ0hn
AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com
## Episode Summary
In this episode, we cover:
- **AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFBhd1BWVEs3UGdMUktQWUlYdmM5bFlvN0NOa3JpeHFpNTNTV3BqbEd3c09XM1J3SWpERHN1amtJZDBsVDlwS28wZk80bENUWVlZeDR5RkRTdjdTT0xqNW5MTzJuMFRVR2lkWVQ3Z09HbUYzUTJkOXc?oc
Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE
## Episode Summary
In this episode, we cover:
- **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQdnRzX1dENjdqdFBseDhwQ0ZBa0lmbFJGZ1FWMmhldzNoTDhHTTFnQjBFOGpTUGZaWGtBOXR0ZXdBdTJwRzIzaUZCQVhEanVzNVNXMTEtQXUxTEFFWnl4ODJ5VmpldFBQTnBmSVJkOXdlWkg3aWNCT
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)
- **China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling - digitimes.com** (google_gpu)
- [Read more](https://news.google.com
NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - wccftech.com
## Episode Summary
In this episode, we cover:
- **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - wccftech.com** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMijwJBVV95cUxPbHVZTFZweUNMbndFR1U4QTNoQW13OWNGRzVRdWFqUHlJZGpvQ05vT2gyMFI0MzN3elNsSjVOS3cyVnI3VEFFR
Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry
## Episode Summary
In this episode, we cover:
- **Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry** (semiwiki)
- [Read more](https://semiwiki.com/3dic/372087-comparing-advanced-packaging-from-tsmc-intel-foundry-and-samsung-foundry/)
- **NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yah
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
Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times
## Episode Summary
In this episode, we cover:
- **Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxPTTMtM3Frd2RWZjliTUtDV1dkRndzcF9ud3gxYUJ0aE9oaW93WUpLN01jZnZ4S3BXOEVlUHkzVnctY1NMUklBVkFJYkdPbVhOQTFRbkpybVVMLUQ5M0wyZnpUN1g5SXFqVzNacjVZY0xpcm9HRWxyVF83WUtCTHFNdGpBVUZRY240ZDNkbzdIWV9Eal9qNFNrME
US official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com
## Episode Summary
In this episode, we cover:
- **US official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sO
Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Zacks Investment Research
## Episode Summary
In this episode, we cover:
- **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Zacks Investment Research** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxNLWRsVWxYMWVmMWdaelkwV0JmSFV2N0lsdlRiZzhwOUl0X3NlNEQyOEwzbi1tRnBmeXQ0cC1xZG5LNTR0MVlKMTFVMU5KTm5ReXVLajlQSkJRRnhBcDZMVDczdWU2ZkV1QTdrR1ZLaEkybE9WWmZmNUZZLWxlMi1qc
Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire
## Episode Summary
In this episode, we cover:
- **Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=
Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI
## Episode Summary
In this episode, we cover:
- **Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxOVXJFcFRQRnhCNXphVkJlejRkcjBmM3plUVhVTllxV0V5dDFNeDRVX256dS1YM3ByRzNTd0I5QjdtZVJ0dXpUdEZkX3ZQak51OHZmWE04WDFNRkw2WThEZF9OdXpITU5TRi1xSE5kUC1KYmFhMXN0aUZxaGxuVzg5Qg?oc=5)
-
Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI
## Episode Summary
In this episode, we cover:
- **Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFAxVEQtWURtQ05relNLRzVYY1daTXk2NzhmclZpR1VIWnBQZ2plekd4cU9QdXMtMUJOdExSTGR3NkI4Um5oT3U0ZDhBY2l6aXJFZVUyZUVtcHRZQlJHNk1pLVQzdE80S3VXSzNMSXZ1VWdzT3dOVVE?oc=5)
- **AI Chip Stocks Investment 2
Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV
## Episode Summary
In this episode, we cover:
- **Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNYTQzaGlnN1JSUFM0WUV4eGhOWDhXenJLaGdtVHg5Q0JHdVlmLVBycmo3bmo4Rm9KWDVYLWlRazIxcThzeDlnVEZ4OW5fVm5LZkJQMmhBY2t5aEFIXzRuSVJ4bHI5Q1Q5WGJkSjN3OEpXX0Y2VjZva05KbDNlQ2ZYdkZnTW43ck5hQmNjbzdNTHJjaER
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
NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech
## Episode Summary
In this episode, we cover:
- **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMijwJBVV95cUxPbHVZTFZweUNMbndFR1U4QTNoQW13OWNGRzVRdWFqUHlJZGpvQ05vT2gyMFI0MzN3elNsSjVOS3cyVnI3VEFFRHVLM
![[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce](https://limitless-ai-podcasts.s3.us-east-2.amazonaws.com/the-ai-hardware-show/2026-08-26/show-art-3k.jpg)
[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce
## Episode Summary
In this episode, we cover:
- **[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxOdG9KSmRHQXNscjVYR3lEd1lIMHVHTnRlWjE1U1pkVFBWaHh1VG5ucXZkOWoxYkhwbnRsaTNuOXVXajl5WHZ0ZVVoU05MT1l5TzcwOXNVM3FGdktKakZ6UVZCRmN5Z0lwZUYxQi05QUthemhNUHZ5cUpnWHN5X2VnQmJiR
How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin
## Episode Summary
In this episode, we cover:
- **How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/how-nvidia-groq-3-lpx-unlocks-ultrafast-interactivity-at-long-context-on-nvidia-vera-rubin/)
- **NVIDIA Enters Full Production of Groq 3 LPX AI Inference Accelerator Chips, Supercharging Vera Ru
Cerebras CS-4: what 30x faster AI inference means - TechHQ
## Episode Summary
In this episode, we cover:
- **Cerebras CS-4: what 30x faster AI inference means - TechHQ** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiaEFVX3lxTE84V25XWURodDh3dVg2MGtaelJ1b2ZtZ2lpWF9qY2VjWnhlWWpqaDJpZzNhdnZodXRCWDhBcnFEVUtTb3A5Mm9oS1hqUDVDUDM1TTJvZHVONzlXeC1rNWczS29uekZPN0Vr?oc=5)
- **NVIDIA Groq 3 LPX enters full production, targeting agentic AI infer
NVIDIA AI Servers 15% Price Hike: Triggering $5 Billion Cost Surge for 1GW Data Center - 36Kr
## Episode Summary
In this episode, we cover:
- **NVIDIA AI Servers 15% Price Hike: Triggering $5 Billion Cost Surge for 1GW Data Center - 36Kr** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiU0FVX3lxTE4xdWd0Z1hSOVpBZkZDME12WU9NOXRxYWdwNnp0SHAxbFUxdzdHM1cwZlNCR0JVUmVfWUo0T1hfeC1UMVdBQzM5Z3RMeXVZalhmbkc4?oc=5)
- **Taiwan Semiconductor and ASML lead AI chip boom with strong m
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
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