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 the Safest Bet in the $700 Billion Capex Boom. - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOZl9DOFZOWW1mSE1wSklRTko0NDNVczg5bkZ6VTJwU0dqMVpJVjRyOFh2WDgxQXVMM0JEZXpRUTV6TXhESE44dkQzS0ZOMERqWTdOQTFvQmRITDdwM2w0bUNhV2I0MnZ5N0IyYVNPVGhpMWRYY0FnOXJRbEs0WWZ4b1NFTjNWSk5fUndVTU8tN20tTkJmeW1DVA?oc=5) - **Musk’s Terafab Plan Puts TSMC’s AI Chip Role In Focus - simplywall.st** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **Nvidia's H100 GPUs are going to space — Crusoe and Starcloud pioneer space-based solar-powered AI compute cloud data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiigJBVV95cUxQZllrWXhKMTBZWl9GaHJSeVZrMm9Wek00NU83dkxRTjcxazd3eW9YRnlSb0dNSWxxSmd6TWpGU2l5RnMxY3J1a3RSbEZVNDJTdFB2ZTVHUkdHTjhPUFJZZ3RZVmE0cmdnM0J5cXNoc0VoOExVcUVrZW52TW1lX1U0RVJocFFNS3hoVzVCZk9PQ2FGY3pDZVNqYUxLQmlqU3lqYzlKQjhvT09NUWVfNG52UWNGMEVhYTQtSkhuMVZ3Y3JPbXVHYUtaRVZMeS0wMVhGeFdzRS1KbGFqdDJ4U0tIMnozZEpBLW9MY0ptNEQxcGpDWGFYd2EtV2FQaUlGT1ZoTmRrYTZ3RmhRQQ?oc=5) - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) --- *Sponsored by LimitLess AI*