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.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?oc=5) - **How China's AI chips stack up against Nvidia's H200 - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOVzYybktZbWExUXk3M1ZaUnVUTDVJQ0hnRUc4SWNSaGlFUVE0aHhueEZLSU9ET1NiX0R3WmVnaXRwVnJsZV95OG5iSTdZV1dLRGRnQjYxOEFocUVYLUdudzE3UUhsdFdfR1JvSHRSZHk1QXBYLWtrSTNIb0dpcmw2TlJVVEVqcXU5Zi1uRU51Y3BqU0tLZy1pSEJkb1d4T09mcG1iMTdGUQ?oc=5) - **Akamai to deploy thousands of Nvidia Blackwell GPUs - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxNR3huUDNLNFg3RXRNVFNIRGxBd1ZLQ1IwSDV5a3Z5d0RfLTZkYlZ3d1VYRkdHYnVNLWZBU25ETWlVeFEzS1VFVGdvMHJyaWoxQ09hdjE0SDc5NS1BQkloMGNDd3oxM1RmaTk1WW9xUE9hZlBKY1ZmWGZQRU82UmhKRUFhY0EtOTZsSHp0dHZ5ZnVjUmdSc0tkYW5ldw?oc=5) - **AMD Ryzen AI 400 chips will bring newer CPUs, GPUs, and NPUs to AM5 desktops - Ars Technica** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxPMnR1azdWUjlTa0FfTlZNQUtraXU5aDRoYUVwT0VtRzNHUUpVWVNSeVVIQTFxR0p5LUdzT0lRLWhoOUhuNFkzVWdUMTB4Y0x0Ui1NcXd4a256Q0txNXVKVGFOWGM4dzE0MXRJbDcyU3JuM3I4WWlsMmFfMmlkUk45Mkx2WFJ1b1NBQnh0aEotNHhhNmpsM3UyRkVvWWgzV3FrSXg3UU1YeHE2azNwOW1jbjZfdDg?oc=5) - **Aggressive investments in AI chips and HBM! Asian semiconductor giants' spending this year is expected to reach $136 billion, a 25% increase year-on-year. - 富途牛牛** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxNQ0Z4bFZmd0pnd0stcEktTTEtajNHWG5lNjlfcDFmb2ZUWTZxOVlseGpwTXBNRm5wbThnN3FiQUhqX0lYSG1ETWdHb2plWVI5TE56MThKOHFfbm1zLVVBNExHODZwRWVYTThRcncwRXBXRFdRYzVMWm1PV0Q3bEJENkFYZm1xYkFsMGVOd0FMUnJ0UnZfNjRGcmNMZUcwd1pYLXlmalQ3S2pQMG9YakVR?oc=5) --- *Sponsored by LimitLess AI*