The AI Hardware Show

## 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/CBMiyAFBVV95cUxQSVAzR1MwUzZ1NnkxQVlkbzMxdkRrbFYyeU1obk1nQTh6Y01XcmFYNXlJOUxobjdadnRvTWhLc2kzYnRtLThZaTJxd1UzVHJnVl9aN09NRkotZ0xueHNxR2hjZ1Z4QlRpVGdMWkdUVll1akVwOE5GRlRJanAzOWJpajRYb0FGOV9pWldIQTdjeUJBN2ZmVVFHendrQnIxb1JoaEZhVVgxaGoxaWxHaEp4ZENGc3BhZWRQSzRPNXFfa1BsT012SWM4RA?oc=5) - **Foundation IP for Intel 18A: Technical Overview and Why It Matters** (semiwiki) - [Read more](https://semiwiki.com/semiconductor-manufacturers/intel/370748-foundation-ip-for-intel-18a-technical-overview-and-why-it-matters/) - **TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNZDZUTHVqSmI4QkdIODlCd3Vnd1hqOGNNOTZEd09tT3Nzdm9TU1Njbk51M2NkbUZCRXJ1S0lHTVZ3WjQxU0ZTU0tVMy1Hc05VS1JCNWU5aWVHdktUUWEtRXg4UTVFSzdRTVZsZms1eVVrRU1yQjVMLXRpTGx2SWlKR1VtQTBSTF9QYjA0dUNEeWVDMkU4bVNKMEU0SDdEY0U?oc=5) - **AI Chip Stocks Investment July 2026: NVDA vs AMD Analysis & Forecasts - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTE5ZMW15U3Z5VVhaZUdqYS1BZ1o1Nzd3NnNEeDFMc1FBTVBtYm5OYkdTTUxtX1pMMExIcU56UnlnVW9FWDVjem0tOFFRTXZjaExOOUlHS3ItMVZ2WUxZRDc2TFM2WFBBdHJ4V3VvQkFrZUY?oc=5) - **Chinese AI chip start-up bets on 3D stacking to bypass US controls - South China Morning Post** (google_ai_chip) - [Read more](https://news.google.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?oc=5) --- *Sponsored by LimitLess 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) - **The 'Michael Burry Bear Case' for AI Chips Is Back, and This GPU Math Problem Won't Go Away - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQUXhjMzZONDJJOUpmRnFpMC16QWN0ZmM0TE5Wdm5WUURrWEZCQlJtWlQyUjk5NmdDSlZfSGNxeXd2RHFraUI4WlJRQVk3VmFnWTd2S1hYdDNZU096ckhfWk9UUUZXeXRHUFIxbXVjMENWbnFISExvaU1fNTFpX2dnbzVGUi14T3lRWllsNkxlUlZWamtaVndxUnNyS0VsV0VCNXNNMXEzaHg1QkJRVGVNSTh5cUpNTWRfeFFpOFZmSld4UmxfTUd1cVR6Yw?oc=5) - **Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead - AOL.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFBlN3Z0ZlNFYWxTcUpCUXVIQmNMbHlwTFk5YXRMaTF5QmRDd1VsV2FhSFRBSEdsdHl6RFJJQjFGUFNDRmlDN3NoQ0xPWFJKVlUtY29rdC1rWUNDRk5DcEkxZkpfdkNUVUdBRllOVmtiLW1YenVEeFNnallJVQ?oc=5) - **Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNSWUxVmpJajg3cVRIQ21DTWo5MzB5TFRTbUlZVXV6QjAtMFZtZ1hiTkh2OUtGbW5ETzd3aWl4SjJHQWgtdU83aVo3bjY1Q3pndlVZeExSVU01WUJMMjg0YXJFZlNUZU5sQmVsSmZiS1VGZ0h6M1V6M2lKTWpab1J0V0JsWnJLX19seEExX9IBkgFBVV95cUxOYzJacWhqay0wYTVaUEtENFM4bTY2QWpDYkZRVjVqZl9QOFFMTDJkWm5mTnJaYVhvUzl2TWlUSGVQYkg5Q3NLN1BlaWRnSjVPMVBDVExFczkwbUJQVHQzUXBSRDhSdS10c05ram4xNmQ1Mlc0Um80aWd2SzU4N2tLYUtldDgtY0RHbHVIVk1ldkR1QQ?oc=5) - **Nvidia AI chip prices double in China after crackdown - MSN** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi6wFBVV95cUxONkRPVFQ1blRMcXhueGFEWjBhUzZZWUFoLXd4VmpNR3dTOU9kMlRCZ1JJaENYY2ltd0gzY0dROWt4Mnd6c2xJbERqZjNvY29WRkc0NC1EdGdoUngzODRoY3RvV1NfUEhia25VZFg0ZXNFbURjbFRiajFBMnozeVhfcXpIUjBDa1VMUmhCNDhsb0Z0YVlkSEZwU0xFVC0tYVNIX3Bvbzc4Y2Q0TG9HR19KWXlwdHY3THRfYnVLQ2M1TE1HbklRQTJBYXZtdUNkakFFRlUyOUYxUGhuQ1lueG8wb1NBNUpIVEJBcXRn?oc=5) --- *Sponsored by LimitLess AI*

## 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) - [Read more](https://developer.nvidia.com/blog/build-with-deepseek-v4-using-nvidia-blackwell-and-gpu-accelerated-endpoints/) - **Nvidia announces new AI chip for personal computers - BBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiWkFVX3lxTFBGOUR1ZWt4cjBrc2hua05UUThBNFkzRVFyYUZ5NU9uRzFjQjlJWmZBX2ZESk43eUNzSURoN041QUhSWGM4ZXBLRVhKVmV6UXlWcUkyTE9UVUVzdw?oc=5) - **Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dGkycm5UQ1o5eGhCQW8yR0lNdWtv?oc=5) - **US takes step to halt Nvidia AI chip shipments to Chinese firms outside China - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPbURTRGdXd0FJdXdDeHdxbHFpdWdiSUZ4eG0tZ1E1UmVOSHpZbnpiNEhweC1HclNuZkt1bmd2RVowVnRvZnliTjktcGNkb3JENmRXTVJqN3lXTWNnWE5zWjV4R0dqU050Z2p2ZnJxb1N1ZTlhci0tUndRbFNPdVctOVFNM2pWcUtNZExrSFV6cjhhV2VLSGtQWTRLbTNxZjdtNFJjVTQzS0YtOXNFQWllVUJrS2dGSkxpTG4w?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMitAFBVV95cUxQSmRCNHl1MmtFWkhGRktiUFFWNk1CNUswc3dWZHBSMjdkcVprYWswWnlaVW5LVFgyZ2I3bnZBTGo0eGIwOHozNjZ4VUhVZDY0blE3UWN4V2U3Z09TZDFTbDJYQXBDQ1JQNGNURzEyNTNLdzc0Z1RrSmY4RUtIemNNY2VpTmVmMVYtdVY2N29iZUJxRG9OTFFKX1ZDT2U1dF9mQlJGamRNSHpWWEZqME9ndVh0VzQ?oc=5) - **INDI Stock Steadies As New Edge AI Chip Draws Wall Street Scrutiny - StocksToTrade** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNV2xIbDJ2bFdFY2h0M29VbGFnSmU1ZkVMQTdrT0hMVVFhYTdiODhJNkRwTDRoaUcyWTZrQjdMT0gzS0FsVEJhSVRwWDlUYl80X3JxcFBuTWJsNWgtenpMTnNzazZHUW5YUk5WdTNSS0wtaTRGdEt2YjN3SWo1c01zNkFB?oc=5) - **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/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **Scaling AI Inference Across Multiple GPUs Using NVIDIA TensorRT with Multi-Device Inference Support** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/scaling-ai-inference-across-multiple-gpus-using-nvidia-tensorrt-with-multi-device-inference-support/) - **Nvidia says AI cuts 10-month, eight-engineer GPU design task to overnight job — company is still 'a long way' from AI designing chips without human input - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiuwJBVV95cUxQYVZfd1NPM2ppd3Exd1dqZllwanllLWVndjJaakJ2Zk1NT09oYnc3X2t3UEhHd2JkUmxPZWRNTnB6aVlaVWhhcFNkelhubzhaMVMyU2ZuZ3NKNTlQX2tHa3BYV29FVDVNblVLZ3RMVHhYelRCMXgxSV9GQ3l5YXZTcWkyQ1RPNks1WHZzUE1NdjVCeV9Vd19DQXUxM0FoakMxWGRtUE1PU3NGUjgtQmNfR3MzUDRUT1hDVXVfSDFVMV9NZUd2eVFJcVJTTUJ6bUw2Sm5GcVZtYzUtUHRyZk5NRVlfR3cxZDZzUXZ2dE1rN3BTUGwtX08zelJrS3pyMlAtU2ZTOVVjZGtEU2Rya0JWLUlwalk5WE9ZdnBZY1ZlNTJzbk15enhSd2tqb1FtTWxERDBIQjhuQjVYUVk?oc=5) --- *Sponsored by LimitLess AI*

## 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://news.google.com/rss/articles/CBMiVkFVX3lxTE5LN1Q1d2NQU2JoUFAtcW9OQWdibkY1dk1RbGZYUkpaSFU4V1JNa3M3MnRwbjVmaFV6NkE5bXV5NElOY3IzaUttNlBJdGdVSUZVQ0Zmamdn?oc=5) - **INDI Stock Pops As New Edge AI Chip Draws Street Scrutiny - timothysykes.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxQeUc3VEE5S2NpTmxrNzRReXpXSkRaMVBqb3Q5Uk1CS291d2J0b2hiQlJJdnlkM0I4TW14M01tOXhRQ3ZJRDdoTHJ2Mm53SHl3X054S2dybXdMMUl6Nk95RE9EdmlDbDQ5MVlDbS1ndUhRcXNJNFBZN0JsRHQ5UUkzSXlfSWhFZw?oc=5) - **Chip Industry Technical Paper Roundup: June 30** (semiengineering) - [Read more](https://semiengineering.com/chip-industry-technical-paper-roundup-june-30/) - **Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds - TradingView** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxNQ09tczkyZ2xWOE9HYmVjeF9wMVQxRlNhZHB1TU05M2lTcl9VT0VsVUJnajZsdWRlbHpZeXBaaFktUWZROXRPOFU3OENhVXJCemExaEVIYVJuNFhrbV9sZVNtQWoxekpMY01HTG5ad01PXzlLQjFxckxkNmpkcnQ5NS1fdENsc3ZPbHdSQTQzaG1ZRGNSS05uTkhyejM2Slp0SUxmaWZPblNlRl9MVDFfVm5UZlBkMU5VUEdVVXVRS2hMYWc?oc=5) --- *Sponsored by LimitLess AI*

## 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) - **Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxPOHBYWjRIMkpMTUFvQ0pYOHdrd1pmc0VGMHdOQWtVX1BMdnlnekY5dDk3UjJxSWJGOUZfUFp1Z1NvMGtUNmZMeVhzY09pa0xhcF90N25ubUREUXdhd2ltQ3hVXzZJb1ltMk90aDFXZ0k1aERESDNRNmUzVjRsZXNoQ0dNTVo2dlRSQmZlT0RJNUpST21XeEtWSjlIWUdWQ2Mya0xUQ0xIajB3TWZRdHE0Y0h2RGNDQU5XcXJ0Q09ZeXRNNHRwVFp5UFZ0Q2U?oc=5) - **U.S. AI Chip Export Clampdown Likely to Pressure Nvidia and AMD Shares at Open - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNM2xRVURmSzZha1FvZEota2MyZVpDVVFDU1hlVmdQSVZnOVNRRThvS1F2ak5lRzQ4OVY1YXNpOGtoQ2NLaVZoVk5YRi1lTmZmN3B3amU4WmU5bG9oWW0wLU81dmJ3QzM3SWVJallCSnZDR1RqWC1PNE53aUdiSExLT0h5RE0tVXNwamQ0MjVHY215aE9QYkE?oc=5) - **Custom AI Chips Outpace Nvidia GPU Growth in 2026: ASIC Shipments Set to Triple GPU Rate - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxOdy15RHdVUE9XRkI0aEUwRWU0bWVUcUtvVHRWLXhRV2dRYzFJakNVd1NfakZvaEFDZmVLMjJmbHBENndSVWRkUWFUeHFvM1BRRktLMEhPTkgtUFRnYkZlelZiandqZVlfem5tVXFrVFQxSDBZRmpYRFo4LWdmRHk3eTJ6bGpXRG14V1BKNWZnWTM2dEtIcktGcVh4Z2docFYwVkRGUmtFMmpieW55b0NYdExYQ0FJWGZROU11S3R6US1CMXJDaEYxTEQ0eWlmTVlCQ0E?oc=5) - **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/CBMiwgFBVV95cUxNNFRxQlM4ZEZpbzdyZzRWS3R6djhfVjBMQTdpWFFBZks0QU5xRnFpNS1xc1c2cjJQdV9DbTdVZ3hIUGU5bEZrTHVOcjhqS19obEZfbkE1R2NZY1ppbE5ka194d3V3QkNWaU9HQXNUZHlfSlVRT1NySUZZYWE0UkdfOVY3YktFTWYyV3VKcHFVc0UxZ2pWUEQ3YlB5Rl80bmtpRGFkSnJLUGE4SVVFWlVaaTBZbndPMU1mSWxXYXYyM29pUQ?oc=5) --- *Sponsored by LimitLess AI*

## 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 on AI Chip Exports to China (TSM) - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNZFlCNEdPNGNBUWw5WFM4ak0tNkJiY3A1ajdiVGU2cm9maXpmbGU1TWNDYVkwckFqRFFwdncxWjlzMUg0cUJidEZNb0NwS2puYWRrSXdRZDRnUXJHZVd4SmZBVHlIVndBRFJ5ZGJUaVh2Mml1T2tsbWt3di1iRm1seHVZRm9OTXR5VXUtYW5BVTM2TE5ISUs4d1RuTnJGWFRXWGV0eg?oc=5) - **Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQX2taR3VYcVZWbmY4LXdjWC1ZVE1MVXlpODFlSHVJcVphZHdxU2JIRXZsVFh6NzVTV19yUUZfMDBYNmxzNUlXVXZwUXp3MjFTaGZlVV9ITy1CNlRBdlQ5b2wtazI1YjA1dzZ0b3REcGdFV3AyMWREY2k5N2ZyaGcxTzNpYUIxdHNSMVJjT0RaTDRiTE5jZDBSbml5dWc?oc=5) - **TSMC CEO says AI chip demand will outpace supply for years - qz.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE9TRnl5Tm5HZnVsUjl6ZmdGMGllbm15UmRvLVc0Sjl0cWFqUTI4QkNmcXM2cXB4ZGhlNU1uU2NSaTc1RTlmbjIwZFQ2aHluT2VuMm03NDZFU0V0aEgtSkh6U3JOZGpETkpqcWlfQVQ3d3kzRzZMTVpoZXRSUm5GQQ?oc=5) - **This Nvidia challenger says its AI chip is 10x faster than a GPU - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOakRKSlVNRUdnVF9RaHE0VjI4NE90ZU9vNHpjNFA2aFhjdW1ZeEt6ZFh1ZnBPb3M2bmRENUFSM3MwNEpOaW5pQWpGNEs1S2l6YThUanNvczZMMURyM2huaDVQdTRmZlM2LTdGNUZEOHZlaDdiYXM5cTNqVjZYSWM3cmF4UjhTeWtZcFdSZnU2ejhrOUc2N2g4d3FQZ0w4a2pObGdqdmNTV1FBSWpWbllKMw?oc=5) --- *Sponsored by LimitLess AI*

## 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) - **NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio? - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPUjRRa05rZDVqN0V1WlE0ZE1HRHBwVlNMZmNzZjV5VUJTTUNzM1BsQnl4QmpKOVNQLUdWa3JfVkR3WFFaNm56c292Rk9WYlMzRUFhRTBubU5Vb0wwak41SjVOeV9SeE5CYkNOSlZkT2RoaHRCYVlRcUJITFd6ai1MSlZZc1IyNW1saXVEbTI1SQ?oc=5) - **TSMC to boost capital spending as demand for AI chips surges - Financial Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOMlhESm14cGR5dlJzTGVwck9YWEtEUVFjVWdOMzluOFlPekxOS3dHZ01vdUpWVFhXQklrRXlpUENVMnRjNkZIRVJ4YzZXZGJRRFNnTC0wNVJMRFRkVEdEUGlJZDJFOTRmUDFwaUk4VVdQcWZ1T01xb0pSVjg2RUU1TVZ0QmY?oc=5) - **TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong - CNBC** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNTXFOajBvclRZZ0Nxem9tYThILUkwVWRHLTRWMTB5aDNySFM3RHlIeUxvdFNUbGtXRnEySUtWQ0M4RmFWR2hLUEFUTjUzaUdNOVlySWFMZHpIUWU1U2ZMdEEtaHJ5WTE5MXgwR19DUFVwREFfSVF4U05TZk5aVmgtanRySW5OMklP0gGOAUFVX3lxTE11Ul9BWEVTUzFWcER2YkE5SUM4Z09ZV2xNRU82Qlh2Y241ZlZrT242R2F5UENuTFBwTXhaeVNzcWxtX0E2VkUyRVMwa2VWU0pnVVZXczhUWk11U2pReVU4XzV5cHRNWU1mY1BhbW5RbEFnZndNR1FCOGlsaUFwSE5MdlBtZXZsRkktaVk0U2c?oc=5) - **Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxQcVN6OFE1bWlhcHFDNHdrYmE4RTFKTXctaGxoTUx0TWtHdDBOSHhpYjh0Rl9FNXlCMHB5dWJ2TEU5SDhRTkxaWldKNTB4Ml9VeTZ5ZkhpWDhfTjJmcjNUcFVWdmdhYTlXVHEzeDdOU1dtMVV4YXRnNVFrTC1NZGNmOWlTeEN0dXlpVjJCQTVYbmVqOVNCZlliMHAxbmhiakttMlJydzBDbUFXdDRoUUc3bzY2REJWQW8za2xLVEttRQ?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMiqwFBVV95cUxOeU9IaWRsTC1Na2lseDByellaekRJV2loNEpQS2RXbEhoSzZ1UGxDZURFMW1SVFZxRjNzaS1aaVp2MG1EYTNRRzBJZDN1TkZSelMwQU9MX0F6TTF0dnEtc3pDTWFGYUpjUUlScTI0UnN3NlBURGNBeHpTWVBYUjhfWUctSkpfWlhyNlRhUEx4Mzh0Z2x6Ml9yNlU3V2p6VzViWEJ2UDljOUxMNDQ?oc=5) - **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/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **Onsemi buying cash-strapped Synaptics in $7 billion all-stock deal — smart power meets edge AI hardware** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/onsemi-buying-cash-strapped-synaptics-in-usd7-billion-all-stock-deal-smart-power-meets-edge-ai-hardware) - **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/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWQ?oc=5) - **The great data center delay: Why your AI chips are stuck in 2026 - Manufacturing Dive** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxOQVpWcE1vRTVLbzZ2TUJUeml6SUF0SGY5aG5wVWVZUlRWdGJwMHA1djBuMm1KejBpZmlUTXlkWGJlN2J1ZVBhQm1CZDlLTW5pZ2ZtSGRJcW12dTBjcks3NFhNUGpJZHE5cXI3VEpZVUIwLW5VVGlGM0pmSkd1b1hTN1hlQlZmYUxsTGZveUFZaUU0eUx1b1E?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMixAFBVV95cUxQQlduUHVRYjRBTHppZDZrN1hRcDdldkYycHp4bFlGY0U5aWRUbVNWRWRnQ05pakVBQldsTTZneDdMVHZnejYzU0pwblJRQURFay1wQWh2a1BOcF80WTZBRF9mTGdRQ19PMW54a1g0SThyWkx1R3pHSjJIcGZyMHRpbTBxVUJScGNiYmtYa2xFYXhFRDQxaTdtb0pUODMyQTJXYU5ZZHdRRkNfWms2LVFwblo0eE9ZbzdxRlRWdmZrMHI3cTVw?oc=5) - **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/) - **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/CBMiygFBVV95cUxQdnRzX1dENjdqdFBseDhwQ0ZBa0lmbFJGZ1FWMmhldzNoTDhHTTFnQjBFOGpTUGZaWGtBOXR0ZXdBdTJwRzIzaUZCQVhEanVzNVNXMTEtQXUxTEFFWnl4ODJ5VmpldFBQTnBmSVJkOXdlWkg3aWNCTUt1VklBU3hXcWM0dDdweEZSSDluY0RtcDZTYVlUd0lvbENRbHdBbG45M1pRZUxlRHNJYUx4NVgwRFp5akdTSE9JN3ZfaDl5cldSeVRtWDlENDBB?oc=5) - **OpenAI unveils first custom AI inference chip, Jalapeño, with Broadcom — and its development was sped-up with OpenAI's own models - VentureBeat** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi9gFBVV95cUxQdUpjVTF1ZXF0ZHd1N2plRXZGb0Rqc2xiU0JocGJrMU9yN3VPc21GVDFaYzVwTDhOcV9hYXJQaFI5eWFyYm1TTDhDT1ppclBGTjMwOFpJY1hXc2tvQkZERXhXMjRfcDh1N2c2X0RlRjlvcXZ6SmV1eWN5aFVlcFF6N1JxUG5aZUItUUtxWF94UlpSeGszUVlaSUJ0clVLc2pJMVNoS2xNalVkQ1p1MDdNMUdrTTFOaWlWWm9VSEVMYnU2czExakc1OVlqQUo3ZGl2ZGMyaWJBWWdFeTktb1dSVXFQMXc5Y21feGdoR3doSEZlWC16YUE?oc=5) - **OpenAI's Jalapeño AI Chip Targets Data Centers - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNMmw2ZktLc0EyZm1wZnRZNUxvWXAwbnBXUFhEcWlEdVNSSXVBOVRtc2hHemJMbzhpeFFyaTlFTE1zZ1BlVkpySTRUV0Viak1pV21mOHZZdWVXb2NOX3pMU2pqR1RBVHhnQm5Kc3Rob0JldTBGRlk2dHB5SkRSWGcwTnZ4RG1ZeWdN?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMikwFBVV95cUxObkJTSE1abHpyNU9ic25LdXVnS2lWWHk3ZEwwS25mMGp0TlNHWXdhTHoySnpNUk5VbEo3ZEpDelpOVExsMW5POFc4Zm1LRGdLcDlnSG5MQ0hsNndLeVl4WlVPOW5kM0VGZmR6c0JkLWlFNTVnT3d3a21vUGY5amtFcTdvRmZNT01RblRCbTNrcFpiY2c?oc=5) - **Qualcomm Investor Day 2026 Data Center Announcements CPUs, AI Accelerators, and More** (servethehome) - [Read more](https://www.servethehome.com/qualcomm-investor-day-2026-data-center-announcements-cpus-ai-accelerators-and-more/) - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5) - **Amazon Trainium AI Chips Could Challenge Nvidia More Directly in 2026 - Memeburn** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxQbXJwbUdkaW8yVnIyazlrLXpxYTAwS0U5cWRsOWgzZjBKU3kwUlRJNndLMDRYVjRPTUFiMklXeU1aNmZvY0w1TUZKWFJMYzlGRlp5anhfb3JDNFluRDFpMjVXUEhuZzdVMlQwbUZwcnZCaWxENUlqY1llV3UyWG5GSlNHY3N1bGFaTW9LMjIteVlISDBlZUE?oc=5) - **China Fails To Stop Tech Firms From Using NVIDIA Chips, As Banned DGX & RTX “Blackwell” GPUs Hit 2x Price on Black Market - Wccftech** (google_gpu) - [Read more](https://news.google.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?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMivAFBVV95cUxOUmVlVXk2am9Xc2FBV25HT3A2ZXRaUHR5MUd0a2ZFMTJGR1QwYm1VaVRYeHJIODBQUVVTRGV6R1AweXdCa0MtdWhOR3ByaFhtTjd1OExBZFdIajlQM3JnSndEZDExZEY1QVpFX0N4NXU3aXJ5RWFaNlRmWWRUWTRMUVRweDNWWVB0UVE2RzNWNGhmc2lrOXg5LU9EVGh1LUNEYktqakpEZTF4bmlDa0paR0txVE1xN0R3VlNNTQ?oc=5) - **How a US crackdown turned Nvidia's AI chips into China's hottest commodity - Moneycontrol.com** (google_gpu) - [Read more](https://news.google.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?oc=5) - **VanEck's semiconductor ETF rallies as investors pile into AI hardware exposure amid strong data center demand - eciks.org** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTFBZTDJmdzlDSDczYkRGekVfTTIzZ3dxRjI0dTBLYm12SmhZbXhPdHRsb0NfYm9Qb184ZVA2RnZwZjdRNkR0ZWxIQmxXbXNlUjU1dExLcFVxMEpmZ2daZTVXUDZRMmJwbDBrY0hJ?oc=5) - **Google Taps MediaTek to Build TPUv9 “Triggerfish,” Fusing CPU and Compute Die in One Package for Agentic AI** (wccftech) - [Read more](https://wccftech.com/google-mediatek-build-tpuv9-triggerfish-cpu-compute-die-one-package-agentic-ai/) - **Amazon’s Newest Gambit: Selling AI Chips** (eetimes) - [Read more](https://www.eetimes.com/amazon-newest-gambit-selling-ai-chips/) --- *Sponsored by LimitLess AI*

## 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/CBMipwFBVV95cUxOc1YwRHZ4M1paN2NKSm9ESUxuSW1Hb2R6M1BfZU9oREhpaEZuX3VjMktzdkE3Q1RGNUdnUEtoUlJ6NGY0V2sxcXFISlVZcWJQLXlLbkFmaERpWjZnaXU1ZUpteGRFYU5HSXYtNmp3NjI4UWc1dVJxcC1JRE9XYTlPaXRPa19zWXlhZGRPemZ6YVlMRWJWaFI2WG1vaVdwazdTaTFiQWpnYw?oc=5) - **Google backs $3.2 billion data center project to challenge Nvidia in AI chip market - Technobezz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxQWkNBZG1TZGZkYms0NDRkTmtWOFlMZXJzeGlnN1lERzhBWXUyQlF1bnFEakFQZW1Qejdpc2Y4eWRBd3U5UFZMTUNIeTNfY0lqbDVXTmZVSENSb1RzMkxIRDFfWnVwc0ZqOEpmUUFaQjB2VFJUZzh4TjNkdmNqNHdMd3VWRWd3RDJlQURPUzV3SWg5WnRDWFNrWGVYZkFkUHFtdFE0d2tEeW1rRU81b1lINUF2TQ?oc=5) - **Europe Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNTXBILVhEUjVRb3pHZ0NtUFdpUDdDSzF2NUQxM1M0NnFBYVN5dG5DZWVKMXBfM0V6TGRjeXZ6UTRUNXdjaFJSZjZWQ0xaOFBFbGFfMkdTVUJucWduQUFwNzVJdjlIWUNPNVRCYU5faU9GcVBHVHhrdFllTDF0VVZSbHJnYUFWQQ?oc=5) - **NVIDIA Floods Europe With 35 Supercomputers Spanning 23 Countries, Stacking Up To 800 Exaflops Of AI Compute** (wccftech) - [Read more](https://wccftech.com/nvidia-floods-europe-with-35-supercomputers-23-countries-800-exaflops-ai-compute/) - **Edge AI Chips Market Set to Surpass USD 291.8 Billion by 2033, Creating Major Opportunities Across the AI Semiconductor Industry - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxPXzZfZHhtaHhESWVmMlpPUFRNdVZKUnd3ajNURE1rQkRvQWxuTURGUUhJUmlFaXd0aXRkcEFLLTNGZGk2NUt0dEN4b2ZCWWtXXy1vMDVySC1jQW9hLWNPOGM0N2ZISFE4eldtYWVLRnFlNEdRd1lXdFYxUDd4aG5WVFB0anJ2dWFwdFZ0ZmpaSi1xZw?oc=5) --- *Sponsored by LimitLess AI*

## 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.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?oc=5) - **US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales - Bloomberg.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxPUnJ0TG94MWlQU1RNTFNObUQzMkN3ekFVMkExRUhidlNyZ2xBNmZxc2VwZHF3aG5MR1lyWTlJQ09MbzRMQUNNcjdJTm5UUURYMUJhN1RJRDc3aTU5a0RRcDZBcTJVaF95c2lHeF8xVW95TG9jWmoxT0Y0RlNjTVpDZ3p6WWpMcnRManE1QmNMWE1ZVmhTUTQwQnJONWpBRXQ5MFhKVWVXc1V1dkwyVFlQX2J3?oc=5) - **Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNLUNJMFdKRGNRbWlRTUNoemwtRmlaZTlSOWk2WHdxRXYxdlQwSWJYQXpYbHdraDg1ekJQY25aNGFCWHpjWmdQZHkxa2xDVWlSLVAzdlVON1FlWFVFZjRKRE9VWjlRdXkyaGdyZWRDVlFNVE5KY0FlaHBwemZOekh0T194eTVBOXp1Qk5zeFM5YWRNMzNfY1cyZl90V01OUWwxSk5kYjVycFNydTAtTndmYXBjZzQ?oc=5) - **Semiconductor Stocks Selloff June 2026: $1.3T Wiped Out in AI Chip Crash - Intellectia AI** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE4zZHZJaTE3dTAyTzRPUzdBcjE2WEp4cVlfNFlRUElxVFJqVUdPcmExRE1ZYlZ4T1plNXBwVjZKOWRWQlZtY3E0aXdEaVFpT1VpcUJ2cWlfMWxGbUQtaUtOUHhVRVNKQW1uVE5iX3N2VlYtdTVE?oc=5) - **Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity? - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxPekhfTWFlV2c0UUJ6TlFCVVhKcEhubFVTb2pRU0JHUExkRFdMU3JQNGhFYWk0V1hCaTRueWMtUVJRMC05ZlFwQ2Z6N3BlOGZxVlNEN0tsSWlpSTNXMUZ2QVdRM0ljdWdqZTlyMXh3ZXNSQWcxeWFKTks2bXFxRnFNcW52N0RpTWxhNWFOX2kwTVIxLVRYNU8ycHdtRnROV1ktNWc?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMiakFVX3lxTE1UVmFIQmNPclZ4RmhHSjZMTm9rZ2xoVDdrbncyVGlSX2pMczYteHBxRWRXWi1mbDJfMGRHdVRSNlJVMlJHcjdtemEzbC04N0l5NmROSlBFbkg0RDVwTlJFT3pXaFhvWENkbmc?oc=5) - **Nvidia and Intel Rallied Too Much, Broadcom Is the AI Chip Bargain Investors Need - NAI500** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxQMGpvWWFXaEpyNHMwV3BGT2lKMDUyVmVSLWR6Q0NTN2dBNi01ZURlOGVNWVo4d0dTTFZ5eUZ4c0RmelM4eXRXVFNOcmc4elJwcDJ6b2pSZElpWVFXeWZmRVd4OWdiWUktRndLckNvUHVaLXphM24xOGdOSWVkbDFUb1hvOFJoV2c2WXVpVDJEZVdwTkxtc0tXU3ZfaTJZMGpOemJEOHpYTS11QTJNdDQyOTlBaw?oc=5) - **Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals - CNBC** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE9YMXd4N2x1NTJ6NHVNYVBrMGU2M3pMUTR0OWxSTGpMcVBhWkh4WmZWRHFycVlXYUtYeDhMNHRDZXFzMGFlQVJ2ODFwY1BFVUQ3TUlxTVpMZUV1N3E5N3NnZWk5cEpBTnNVX200cTNBdm1sOHk50gF6QVVfeXFMTXFaeTZVb05qUGtpX2oxTmlUdWRVUTFlei04RXFSWXJ1aFpXUjY5bGg4azF6eUZaSUNMS29kcXZZWDZxVDFNc3FWdmZ0bENhRDZ4SV9nbzVfNUE3TUcta19lRDNYUGp3RE00MFIzSW1QX0E0cnlHbzBFR0E?oc=5) - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **Achieving Peak System and Workload Efficiency on NVIDIA GB200 NVL72 with Slurm Block Scheduling** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/achieving-peak-system-and-workload-efficiency-on-nvidia-gb200-nvl72-with-slurm-block-scheduling/) --- *Sponsored by LimitLess AI*

## 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/CBMirAFBVV95cUxQYXFfR3pmX3d2Z1JmWURYMjF5WTItU09Lb2pYWnFGYU1PVm5pb2xPSzM0LUUtaTFhbGg3ZUhhWTdZeDVMam9ybGZlTzVUcXNvSVp4TlpxYUlzVlUzVGdjd2lmX2pJM05sTFpMaWQycnpSMnJoVGQ3bzdLUHBreUVxREpuQXpXUUhLQm9FM2pQa1NJZ0pSS2EySUdCckpIS2c0M1FLWERiYkFJRWVR?oc=5) - **Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand** (the_register) - [Read more](https://www.theregister.com/networks/2026/06/17/nvidia-backed-optics-vendor-to-boost-wafer-output-by-4x-to-meet-ai-interconnect-demand/5257909) - **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.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?oc=5) - **TSMC executive drops blunt message on AI chip’s next frontier - thestreet.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQOTd4d241LXpkTzdyeG5neWVjRHkyY0xHVkIzSk1MSVJxZVhZVWJ3RjdKaW0xVFlVNmRTdVNnbTk1NVpkVFkwb0RxRXA2eWMwYUkzZXRqQjlITk5zSnVHUGhhZGNBWTZDVWpLbzQ0YjBzckt1bTNLeHY5czFXd0k4VHB6Vzl1dHpqWjBCeXVuUUF5TENSSHoxZ2ZRb1U?oc=5) - **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/CBMisgFBVV95cUxQMUhjUWJSOTk4cklXejBWQnJQWmU3NnAyOGtheVNhbFdmM3FEV3Zhc2NCcy1UbDk3aEJSRmMyX3pxLVBZVWo0bkpoSHFtbTNFOXJ2Umdha3hqY1N3ZGNMUlUtZEV0M052ZTZva1RNdWlpejI4RV9LMXRtcG5PaEJoNlJQX1puSDlDaXJkNlJoOHpGeVVVVVF0dG5ZV2l3MkdjT2lWMGZzVTZkWElhV3RBX2RR?oc=5) --- *Sponsored by LimitLess AI*

## 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 company at between $8 billion and $10 billion** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/qualcomm-mulls-taking-over-jim-kellers-tenstorrent-report-claims-deal-for-ai-chipmaker-would-value-the-company-at-between-usd8-billion-and-usd10-billion) - **Tensordyne Napier AI Processor Announced with Logarithmic Math** (servethehome) - [Read more](https://www.servethehome.com/tensordyne-napier-ai-processor-announced-with-logarithmic-math/) - **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/) - **Google Turns to Samsung for Future AI Chips as TSMC Capacity Crunch Deepens in 2026 - Memeburn** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxOblpSekM5MnBpODZub1VMOXVBUFA1MkxlS2FRX2paNzNESzNOZDZ5ZXdtZDlqaWlXb25UTUpfWXI1NENBU1F1LXFaMy1qMWRmMk8wNjRnU1gwUG9KWUs2cW1BYlAydDJfLUFQOEE5WTl2d1pjb2sxbjI3VWdNLVcySkhZRXpvSnNwX3I2UVlhOG1vVWNiY2xjaGJya0FWYU5icGI5X2NjMVE?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMif0FVX3lxTE5KaGJVenE5QVk3U0xvZUgtSTJoTDFrWUJJV2I4c0NLeXBrMUM5WERXMGpBbGZUNTNNMmNabWc4SmxhLU9mR0M1bVlTNzF2b3FtWmRnMHVYZWluNkdnRnlCb3RQY2lXYVAzcC1xa1BRdWN3NURxcFZQemRpVWwzM1nSAZMBQVVfeXFMT0M2ZXdsMFdTVV9wdV85eHNKSGRIYmpneXNQSzRNZk9qUnR0MzlBOGlxOUxuSU9lR0tvWUtrSHV2ZzduRVBCX01JUDNqaVdaUDJTRmlnZk1sVXM4bG12YnB4WDhnZklldk0tY0hmTHlQcXdBa0JfaXF1NWZPeEZTX3BsTU0za1lMYkhXOVNXTGdjSl93?oc=5) - **Challenging NVIDIA's (NVDA.US) dominance! Amazon (AMZN.US) plans to sell its self-developed AI chips to external data centers, driving its share price up by over 2%. - Moomoo** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPTHVWWmhyRHVnc1JQaDU1OEFWaUJ4OFh2blRzdUVpczZJQkpkc3hDbUlPNWZhR0s5TjVnNVBCRTFqVkQ4WjFJTTViMWhxWTEtN01Ld3Nxa3ZZU24tQ3QwdWdBaU1TbHJRTzcyZmItQjJVSklPeHFjUXNZTjRZQmM4TlZkWHRiUVFkVHJvWlUwd3RQaDZlelFEWTFzLTE2OTZ0WEdFS0pHeGlvMlk?oc=5) - **Edge AI Chips Market Set to Surpass USD 291.8 Billion by 2033, Creating Major Opportunities Across the AI Semiconductor Industry - PR Newswire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikgJBVV95cUxNRnpPMnRIdlJoNmhpZGZzR1FkLWVaV1pyUkpJenhHVUxDUWViMmVxdnhlYUg4V1ZTVm5BbFYzQkg5ZFlKNGpPMFlQTjAzQ21TQWpRX1E4VTlhdk92ZjRzWndCN2lkZTBkeVV1aFdvZUc5blNza192S1YzeVdxUGdmam5neV9QZFU5VzhZeEdlTzZzVk02VUY4dUJkTE1hR2NDNkc2dDBrSnV0b3Bjbm02LVREdVgtXzRpNXZKV3p5Q3V6ZWNuS3hyb0ZUYkZaN1g1VDE4TFJjTVpRYkdHc3JOaEhSaTNQU0ZfeURpVVlsWFJYdjR0NlVKbVhqWkppb2tFYlBXcGJfdXVTZ0tRUlVwbER3?oc=5) - **Nvidia's AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector - Crypto Briefing** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxOWmdLakxlUWg3WVMzT2VqX0VrdTVzM0R6bUZDcTZ5M0hydjBSYWhQclg5d01NTUZnMURnc2U1ejMxQ0VuQ3BmSnFGdGQxbVdCNGJxamZLRVd6UmlfeEZVZHNHMHZSc2t2WXlmMzZiWnVabmwzWURrVVpYdTk1NGhpWEtn?oc=5) - **Tensordyne’s 3nm Napier AI Chip Promises 13x Higher Token Throughput Than Blackwell & Blazes Past Rubin With 1000 Tokens/s In Multi-Trillion Parameter Models - Wccftech** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPSktvM0FsM2hnTDZxMjlQQS1HNGFKZ1E4Y2pNb1FJcTgzdmNmS2hBQ0xteE00a012VkhGMnlaMkNoMkN0cTBxZ0FCSzdnOFFEYTN3TzBVZUVPNUJHX094MC1BZlBUTkstdkdDWkVQR2lhN1R4UzBSU3VYOWFHUWxZWEtBV0U2Z29QeVEwZEllSWloekVXMkxqY01PMVk0WHFSZXZLMGppMjhBb1nSAbABQVVfeXFMT3F3dldnbnRLczA5RjYtQ2ZTaW5rMFYzbV9EM1FXcUpJZ0JDbF9RdjVhdTVyUzZqZ1A4RUFRTEtMS0tKQUVyWGNWT3FOZFlmbV9wS3Rtb0pWNlJYakJWNmlJYjhPX1pNUlg5c3FDeHJlZzB4Sm5icndydGxKOGc0TUQ1Z0t1ZkUwSGZac2xyQ096bDZsM0dMWElyZVlpdHNlXzlseXd3MGphcU0tZFV1MXA?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMiwgFBVV95cUxNNFRxQlM4ZEZpbzdyZzRWS3R6djhfVjBMQTdpWFFBZks0QU5xRnFpNS1xc1c2cjJQdV9DbTdVZ3hIUGU5bEZrTHVOcjhqS19obEZfbkE1R2NZY1ppbE5ka194d3V3QkNWaU9HQXNUZHlfSlVRT1NySUZZYWE0UkdfOVY3YktFTWYyV3VKcHFVc0UxZ2pWUEQ3YlB5Rl80bmtpRGFkSnJLUGE4SVVFWlVaaTBZbndPMU1mSWxXYXYyM29pUQ?oc=5) - **NVIDIA's H100 GPU Takes Data Centers to Space - IEEE Spectrum** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiVkFVX3lxTE5LN1Q1d2NQU2JoUFAtcW9OQWdibkY1dk1RbGZYUkpaSFU4V1JNa3M3MnRwbjVmaFV6NkE5bXV5NElOY3IzaUttNlBJdGdVSUZVQ0Zmamdn?oc=5) - **Nvidia says AI cuts 10-month, eight-engineer GPU design task to overnight job — company is still 'a long way' from AI designing chips without human input - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiuwJBVV95cUxQYVZfd1NPM2ppd3Exd1dqZllwanllLWVndjJaakJ2Zk1NT09oYnc3X2t3UEhHd2JkUmxPZWRNTnB6aVlaVWhhcFNkelhubzhaMVMyU2ZuZ3NKNTlQX2tHa3BYV29FVDVNblVLZ3RMVHhYelRCMXgxSV9GQ3l5YXZTcWkyQ1RPNks1WHZzUE1NdjVCeV9Vd19DQXUxM0FoakMxWGRtUE1PU3NGUjgtQmNfR3MzUDRUT1hDVXVfSDFVMV9NZUd2eVFJcVJTTUJ6bUw2Sm5GcVZtYzUtUHRyZk5NRVlfR3cxZDZzUXZ2dE1rN3BTUGwtX08zelJrS3pyMlAtU2ZTOVVjZGtEU2Rya0JWLUlwalk5WE9ZdnBZY1ZlNTJzbk15enhSd2tqb1FtTWxERDBIQjhuQjVYUVk?oc=5) - **TSMC’s AI chip empire has a hidden weakness, and it isn’t water - TradingView** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPQ1lhUlFYYzQwQkRZbHYxbkJFN3l5WEZBYnZoQlF5UXFoOEExWGVndnRpRXFIX2M0aWttSlk3NmIxU2pURmVBTEFXNnhvOU9LRVQxa21oSkg3Zml3b1FRVjlrYTZGdjdMbzNEcmRvWlI2ODF1bUxnU2NYYndCZW1CZ0tELUMwTlM5ZkVCVzRfRFRzTEc0MFZIdThNQTd5VlNjdTRYczgxMkNKTElsOHZZRDU5Z3JJVFZMWHM4?oc=5) - **NVIDIA GB300 Dominates Agentic AI Workloads With 20x Performance Leap Over Hopper As Rubin Nears Launch** (wccftech) - [Read more](https://wccftech.com/nvidia-gb300-dominates-agentic-ai-workloads-20x-performance-leap-over-hopper/) --- *Sponsored by LimitLess AI*

## 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/CBMikwFBVV95cUxNbmdGalhSQ3RIOWY4OU5GV0M3Mmk1M2RnX0IxQzdXeTNXVFplOC0wLWJUSlAyV2xiU0M3b3ViQXc0Vk1zQkF1Z1kwbzREWlhLVnJ4by01eHNYT1ZRQmo1dmxmUEhqejVYQ28zUE5yVU9OSEhaSkxVVXF6dW5LWkdPdWtyNjc5VXZYMnFTMzAwTHZrV28?oc=5) - **The Memory Sector Is Becoming One of the Main Beneficiaries of the AI Boom** (semiwiki) - [Read more](https://semiwiki.com/semiconductor-manufacturers/369676-the-memory-sector-is-becoming-one-of-the-main-beneficiaries-of-the-ai-boom/) - **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/CBMiuAFBVV95cUxNaEc1R3NCLTZRdDgwVWd6UDR5ZXB5SXd4Q0c2dlBUbVpnT1ZzRU8xMnh5bWNEa1BuS25zRHg3Qk45OW1QaVk3MlE1MEhta25icVhvYkw5UXd0MjU2U2gtVmljdFBrMzM1X1FKQzRPNG9uVllMb0lRSXFvQWx3TWFmaDAyaTNIMFhabl9maFdRek1jcVpBOEJaeFMzbUgxbF82dXRKTjVCZzRqZm9iNkUwbjNyQmZ6WkYw?oc=5) - **This Nvidia challenger says its AI chip is 10x faster than a GPU - MSN** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxOdDBrSjdVVFZvOGZlY0FIN0ViVkN2NG02MFA4b1NHWnplMzBNdHZ4WVAyRmNoOVVqeFdWWDhXaS16aE11Vjk1cE83ZWhwU2ZMV3VaMDVKT1JaZzdjWTdJVUQyVTFOd1d6M0dGNlRQLUg3LUJUd1ctdV9RQ2RyMWJIVm1Na3hDVGpXTzgxSHBLaUVjWC1rYVJpcDlYelh3Nl92ZlZGdjE1c3dIdDhuTXBtVmVsMjU?oc=5) - **Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi5AFBVV95cUxNX2NSMEUzd1VpbnpJeUNJNFR0RUsxRkctQVo4OVVpbWdjNllQUkVKdVpjN0dSTXZzMklzbGJUZFFFdjc3VExDeFRCc3A3U25IY3M1bHM5TmVzS1FfbE0zTHVSZXJ6ei12X3NFd0JPVW8wV0ZJLXNWdGxIYkNrSlNuSlVaX2RiS0k1VXdaaHVMc0lSUUEzbTFGeERrajVCNHFybXpOMlVMU08wWlJ0ckIycXVmc0RfWVk5UXBmXzNpUDVCS18xeFJWQzBES013eXJnQTJ1NFRZVWdtSHpRRnJmcTMtUU8?oc=5) --- *Sponsored by LimitLess AI*

## 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-changing-data-center-architectures/) - **Google TPU v8 vs Nvidia: How Inference Is Rewriting the AI Market - IO Fund** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNNWc5ZGdmakM4eHc2ZnUyRkdPVXdKNTgxYVV4WHpqZXh3TzRrLTUtYTM5bE53M2YxVDJYb1VTcTVFMDNFU3p6dWFzdmlmVDgxYVh2SEtXTHZ5RFVxTGZNaDNDSEFIdXZGZkN0bGJNVDh5ZXJrS3lTTTJPOUltV0hiV1dYaHBIMi11Mmc?oc=5) - **Google Explores Samsung Foundry for Advanced AI Chip Production - Electronics For You BUSINESS** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxQbkdUTUF4Z3JndnlOal9xZ3gxMG50TVBYVnB0b3lhMkh3SE1QVHdvWWhwb3pmbklNV0NXREw4dVUwcjFEUWhtWk5HZ0hOdDIxbWlBZUVsS2NocXo0cDVkcTYzZ2JHYV82VnpBcWpybmgtM0c5VmUyY0d5RUFZbmFVbzBXWnRsdWNhQkliU2MwRjU4dXFsYkhOQlVpQ0dKdG1WWXBVM0pxTEY4cDZzX0hYOUxn?oc=5) - **AI is set to consume up to 600 billion gallons of water by 2030 — rising energy consumption primarily to blame as data center power demands rise** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/ai-is-set-to-consume-up-to-600-billion-gallons-of-water-by-2030-rising-energy-consumption-primarily-to-blame-as-data-center-power-demands-rise) --- *Sponsored by LimitLess AI*

## 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.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?oc=5) - **Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus - simplywall.st** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM) - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNZFlCNEdPNGNBUWw5WFM4ak0tNkJiY3A1ajdiVGU2cm9maXpmbGU1TWNDYVkwckFqRFFwdncxWjlzMUg0cUJidEZNb0NwS2puYWRrSXdRZDRnUXJHZVd4SmZBVHlIVndBRFJ5ZGJUaVh2Mml1T2tsbWt3di1iRm1seHVZRm9OTXR5VXUtYW5BVTM2TE5ISUs4d1RuTnJGWFRXWGV0eg?oc=5) - **Nvidia to launch AI chip for data centers in space - Yahoo Finance** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVl94UVFMaFhJUmM5aWM1QlRRajRVTHU0SG9ZNG1vMU8xVk55LTRtdDFFZFlXREd3akRwYThWVVk1WFdwTmNnRzd2RWNXR3JJRUVhck1BOHk5b19jSXZnSEVsYlF2RmZhdHdReEotZ1ItWkkteDRENUI5Sy1TNTZocWJsLWlVNUFJZ1B5dnYzYkh5YmJESTR1S2U2dkw?oc=5) - **SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxOV0o4T0ZUQUtCMlhrREFiYnRaTmk3ekpJVUlaZVZJZjFra2lRUDJTV3JTY2dXNVJEclM5RXRUcWd5VUwwQXl5alpHM0psckZlVDMzOUtHWE5rekZMT0czY2VEZ2RZZ01iTjdzYUdCcnpBU3VBLUg1Uy1Jc1U2NnpqcVV3MmRZYkh2enhmMEVGNUw0SjlyMU9mRDRTUmM5bjA?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMi4wFBVV95cUxOUVVzTzJYVU9wdURURnYzOFY4VjZWNUJ5V09JT0w4S1ZUMlFyX05jVkZJTkJFWHJUd0dGanlUS1dDOU95N2hqRjlXcW9yRGhZQ2dwZjAtczdwc1FqZ25YcFlyV0lSYmN2UjBkblBHY19ka2FKYU91a2JHakk0elBxeEx0ejQ5cTRmb1I0VkYza0k3WjhKdnVDdWU4cnBSbFgwOTlZWDhEcFZLTW5KZ2RLVVN2bjlPNy1sZUFESXVZUjRjREJ1ak95LVh6dTNxZ08zWmpJT3pwTGpvZXRyVkl3dkdCUQ?oc=5) - **Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/analyzing-tsmcs-fab-expansion-roadmap-multi-fab-n2-ramp-cowos-soic-and-uncorking-bottlenecks) - **Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/google-reportedly-books-intel-for-more-than-3-million-tpus-in-2028) - **SoftBank to Launch "AI Data Center GPU Cloud" Powered by "Infrinia AI Cloud OS" as Part of its Neocloud Business in October 2026 | About Us | SoftBank - ソフトバンク** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE1zZ1F0MlR4YTA2d0ZvSzYyM0NrN1BqZmR1UkdyVVVJalplQTdSWkY5eFZXM05ta0hBMUtmWUh2Z2JUa1dac0xWbXh4bERkS2ZsRDRES2NlNS1mV0ZKSFNLSFRFYThNSlF4T1EyUXRwWi0zNlE?oc=5) - **Intel Foundry Wins Google AI Chip Order, Challenging TSMC - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPMmVFTVVnYjdHVUk1MTI1dFlNX3NLTm4zdktPSS1FdHd2cF83elluaFBPaFBmbHM4NFNBQ3lMN3dQVEpuU3c2ZFN0Wld5bDJUQUFtTFpvaUk2cEsxU3NCSU5wcHpJTzlJcXZlRDVZRDNKOW5mZE45TkhTZmZNRzNjNjE4MjJ5Z3hZ?oc=5) --- *Sponsored by LimitLess AI*

## 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 for AI chips - the-decoder.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOM01qNFhZVmpWZG4zZEFLNHhFajNkRktTN2RjMVZOMjMzYkZpSW5TS0JBMy1acVZsTnFZblFxTWdicHFvcmdMVGEzV2ZUZ2lDZzZvRXRaU3FibHJCZDYtT2dkUmdtbVR5emxzd1ZJU3BDbmk5aDh1WWM4RWNDNlNUQ05oVHdQOFpScnBTLTJ5cGR4VzBoYjZ3YndJcVRsa19xRGY5WjJTSVhjOWxpdzdDcw?oc=5) - **Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order - HotHardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxPQkJKR1UtbVFtRm5uYzJsTlMzb1QxVUE5MUFHVm5IbDgzRWZfZ05fN09PN1RnOFlhMHBILXNIZFJoSi1MeFdyWHBiMWh4Y1MyTFoyMEtfNTdwZzViNlhWdDlCM2dwMzdvMllockJCUWMxOW9hSnBkemlBa29fTmZhWA?oc=5) - **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/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **Intel Foundry to Produce Google AI Chips as TSMC Alternative - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxQRnBocEJTcHpiR3ZYWDdDY1k5b0VVc2ZyWG1vQ1pZRDRyOC1jUGxKQklpNE1kRnBEd21QcE1oVDZ4Q1VDMjVabFprMUdGLVppRDV4U2NsWkExem9VbGpOX0pXcENvaUlmR0dvZjN5ZzZ4c05scVNzd1ZSUXY4R2ptc1ZBWjctU2Jf?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMinAFBVV95cUxQX2taR3VYcVZWbmY4LXdjWC1ZVE1MVXlpODFlSHVJcVphZHdxU2JIRXZsVFh6NzVTV19yUUZfMDBYNmxzNUlXVXZwUXp3MjFTaGZlVV9ITy1CNlRBdlQ5b2wtazI1YjA1dzZ0b3REcGdFV3AyMWREY2k5N2ZyaGcxTzNpYUIxdHNSMVJjT0RaTDRiTE5jZDBSbml5dWc?oc=5) - **SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxQamZBUXFhMUhCLTBSdUZYa01sd0xVTzhCODNIdFZadkxVVXpoUGZIVVZzZllRX3U0SkRzZk8yZmJSSTBwd3hnRVZIZUgwdE5wbW44Um55Q3RPakV5QjZObGdHQmRvc093WVM5WEltZnh6cmoxZ0gtTXJlUzh1TDVSTHdjalFQOTVkTVlQX21KVWUzdk1kLVlheGMtcW1IU3BLbUJoeTZTZThITEplTzBPSG9lNVdmM3VPUmpZOXFWYw?oc=5) - **Google Orders 3 Million AI Chips From Intel for 2028, Nvidia Tests Foundry for Feynman - MLQ.ai** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQbnVmZ01WWWQtSGNvYkdMODE5S05RTlN1ZXN0WUhmSWZMb0Z1UDcxaG5yZnZERTdHUDNOYjlIQWE2cjQxbW5BZG92c1RVX2NLNDY5VndQdEplZDJIS1dNWUpIUUhBRFNKNGNxWl9DUldEQnByV1RnU3IzaDVYUWswU2lfZXhnMWUtVlNhYWxGRUxUSFVaMzE5cWJQM2xLYmctR014Ulk2OHM2dw?oc=5) - **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/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy? - TradingView** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxPNWhXUFFaelI0YVE1bzNEZENPQmNSWWc0YmhSVHhQeXBkanRQb0RRWW9CWW1oZy1mN3JUYV9WbWRLc2hiNGJuaG92X3JwX2hkOVByaG14aXFlSnBzSTYweWhLaVkxYzJqZTFWRTZwY3N2NG1iMFUwb19PZzZYaVlpX0g3WmNHcDdnVnVYRjhOYTN3N3JTbURBQTJNZXE2OWM0NVlxTXZueE1PZWJSa2gtR3AxV1B0cEZwb2c3ZVBvWQ?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMiqAFBVV95cUxOUkRDTVRUQnpwVzRIeWU3MnRaNzBWT24yNFR1RXpqT3F0dE0zbDAtUzlkcnZteGVHVHVRYlNwX2JYc0tJZ3ItWmFfQXRqcUp0cVRGSDF4M1JEMzN6T3diQktmR3VzUUtYZzhTYXFIVTUtaWtJVGs2R2J5M2xIbTRYTjFiN0ZCal94MEVqckdaYjZETmowNGNCM212N2dPdDdLbjREa05KU1Y?oc=5) - **NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio? - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPUjRRa05rZDVqN0V1WlE0ZE1HRHBwVlNMZmNzZjV5VUJTTUNzM1BsQnl4QmpKOVNQLUdWa3JfVkR3WFFaNm56c292Rk9WYlMzRUFhRTBubU5Vb0wwak41SjVOeV9SeE5CYkNOSlZkT2RoaHRCYVlRcUJITFd6ai1MSlZZc1IyNW1saXVEbTI1SQ?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/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFU?oc=5) - **Chip Industry Week In Review** (semiengineering) - [Read more](https://semiengineering.com/chip-industry-week-in-review-141/) - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMitAFBVV95cUxNLUNJMFdKRGNRbWlRTUNoemwtRmlaZTlSOWk2WHdxRXYxdlQwSWJYQXpYbHdraDg1ekJQY25aNGFCWHpjWmdQZHkxa2xDVWlSLVAzdlVON1FlWFVFZjRKRE9VWjlRdXkyaGdyZWRDVlFNVE5KY0FlaHBwemZOekh0T194eTVBOXp1Qk5zeFM5YWRNMzNfY1cyZl90V01OUWwxSk5kYjVycFNydTAtTndmYXBjZzQ?oc=5) - **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) - **AI chip stocks lose $1.3 trillion as Nvidia, AMD and Micron lead semiconductor selloff - BusinessLine** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **South Korea finalizes US$520 million on-device AI chip budget amid industry doubts - digitimes** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxOM2lxbnNiLVVHZXRFal9WSHJocUw5ZFRCZ19heThTUkZFaXJuRV9DbjhGU0dHMlhsZU51Yjd1bVl0cDFCTmlPZTcwdEpuNHo5a0V3UU5kRldwcU1FYVdMSkhVV1ljU1Fnd3FLQnpnT2lmdkZUOGtVWWRPVTlMOGZDLWpLMnRFV25lTXhjeVFYaUNMQXJkNDhOQkJacndQVUhY?oc=5) - **Korea Finalizes 800 Billion Won Budget for On-Device AI Chip Program - thelec.net** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiZ0FVX3lxTFBvWkdZVENjMEw5NE1MRWpEX0s0NFVDMjdvd1BQM2FZT29aU1hOazVMbDNnc0doZW1mQXA1ZHY4czNtcjhxZU0tWTVmOU5UWF9QcjVjNU5sUzFzTzkyUnZxRGJmRlE2cms?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dGkycm5UQ1o5eGhCQW8yR0lNdWtv?oc=5) - **Nvidia Debuts an AI Chip for Space-Based Data Centers - PCMag** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOTF9LcVA4dlU4NFVLejV5UDhwU05iZzlZTGdXMEtZdzVueUFCNzkzcFFhZzVQWmFlbHhRZllUZ1ZMNklaRFF2ZUx6U0ttY0hRcklYLXloaG1rd1Q0dFI2RHphQ1lmTmdFQTZoanY3MngzNFJUNU9NeVUxUHFYWmZfX1VVam82S2c0R2pydmpSNlVCYkU?oc=5) - **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.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?oc=5) - **Frore shows off LiquidJet Nexus coldplate for Nvidia Vera Rubin, other AI accelerators — offers up claimed 10% token generation boost over rival liquid-cooling solutions** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/liquid-cooling/frore-shows-off-liquidjet-nexus-coldplate-for-nvidia-vera-rubin-other-ai-accelerators-offers-up-claimed-10-percent-token-generation-boost-over-rival-liquid-cooling-solutions) - **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/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) --- *Sponsored by LimitLess AI*

## 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.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?oc=5) - **The AI chip packaging battle intensifies! Taiwan Semiconductor's CoWoS capacity faces strain, prompting Intel's EMIB-T to step in and support Google's TPU supply chain. - 富途牛牛** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxOd0E1Y3JaUFA5NkhWTEhnRXMwREkwaGowSUl4VnBHYlhmdkQ0RVhMVG1fZmlva21rMTRlUXhQekRyQXhKaUN3TWJ4RVNDS1huQmI2WWtRTEFMc1JJS2Jzd3FsZHhTZmJZUHNOVzJkekU1QldIR2c5WXZidmhNTVU1XzN3ZnhRazJSRkVscEh3UzdGcU9PMS1rOTMxTWRfTl9WRkNzRmpxOWpOY084OEkxbWxYRQ?oc=5) - **Achieving Peak System and Workload Efficiency on NVIDIA GB200 NVL72 with Slurm Block Scheduling** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/achieving-peak-system-and-workload-efficiency-on-nvidia-gb200-nvl72-with-slurm-block-scheduling/) - **Apple reportedly plans to power Siri With Google Gemini on Nvidia's Blackwell B200 GPUs - Notebookcheck** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxObVFqLTZMV01TTjNsbWRVNmFFeW9OZV82YW44Qjl2TlhjMVd0TnlYbXIxdjVuMXd4aGpVd1BFNjFyMHdxWlRENkRncmZKR2FwN25aYnNfR0RRZWlZVlNyZVFsdWV5QmJoLTE2ZXpDZTgxdEtMODE3NWl3OWh0bFMtcXhFZnB3Sm5yQjlhYUhhZGxETjhlS1UzcXh5QWRnSzRCa2Y3aE1wZ2c4cS0zdGRPTklsZnJNT0MtUHhSNWUwM2I4OEZRb1hXR1UwQzc?oc=5) - **Cerebras is turning Nvidia exclusion into an AI chip strategy - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxNY2hQUklscE5MZEdQQXBXdWtqQzRfeTRCRHA0cTNvWnhoc1VLR0lXMGxiWng2UkhKdnJ1NFFFVXJIdDhtdTJfd1BwUExGVEZSOE1TLWtOZjZpTXhqX0xVUDJia1VQdFl1c09IYVJGN0R2YkpGOFN3ejNROTBBZjR5bkhnZ2hXUG1UXzB6MFJ6ZURBaG8?oc=5) --- *Sponsored by LimitLess AI*

## 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) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) - **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/) - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **Marvell Scores Another Win After NVIDIA CEO’s Trillion-Dollar Praise, As Google Hands It A Custom Networking Chip For The TPUv8e On Intel’s 18A/18AP Process** (wccftech) - [Read more](https://wccftech.com/marvell-scores-another-win-after-nvidia-ceos-trillion-dollar-praise-as-google-hands-it-a-custom-networking-chip-for-the-tpuv8e-on-intels-18a-18ap-process/) --- *Sponsored by LimitLess AI*

## 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://semiengineering.com/large-scale-sram-based-llm-inference-deployment-groq/) - **Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case** (toms_hardware) - [Read more](https://www.tomshardware.com/desktops/servers/taiwan-raids-12-locations-in-its-first-formal-crackdown-on-nvidia-ai-chip-smuggling-hunts-three-fugitives-for-document-forgery-fraudulent-declarations-in-super-micro-smuggling-case) - **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/) - **Nvidia to launch AI chip for data centers in space - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVl94UVFMaFhJUmM5aWM1QlRRajRVTHU0SG9ZNG1vMU8xVk55LTRtdDFFZFlXREd3akRwYThWVVk1WFdwTmNnRzd2RWNXR3JJRUVhck1BOHk5b19jSXZnSEVsYlF2RmZhdHdReEotZ1ItWkkteDRENUI5Sy1TNTZocWJsLWlVNUFJZ1B5dnYzYkh5YmJESTR1S2U2dkw?oc=5) --- *Sponsored by LimitLess AI*

## 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 dominance in a market projected to hit $67 billion by 2030 - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi_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?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) - **Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQUU9vT2lsNmEyRTdfdnBFSkVJWFlzVnlFbmY4MEdTZ2VtR3RweU5KakQzczkwOENWWlZfaVp1NEdENzFSSXJuRU1Fa0drcmVJa3JBVms3SU1iZzNDeEFrLWROTEFVUnQyTFk4blNvVlBxbzJVM0dodnl4WTRaUGhFYXdfaUJlM1JDeWhOSi1GQ2VHaUdQVmllYkR2cElkZF84cFFKc25pVlNLUQ?oc=5) - **AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/amd-announces-mi350p-pcie-ai-accelerator-card-with-144gb-of-hbm3e-roughly-40-percent-faster-in-fp16-and-fp8-theoretical-compute-compared-to-nvidias-h200-nvl-competitor) --- *Sponsored by LimitLess AI*

## 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/CBMiiAFBVV95cUxOR3VEMkZzSVFaNUlvaWc0czJzUkVDYlRuSGd2bzJvTlFoa3VuVmZscFNzYjRERzZpVVJTY1lrT0hYYWdJQ2RocHNuYXdSZ2xfNHp1Wi1qa3M1WWptU2Zqdk1ST3ZBYk5SNE84ZFJwY1BOZFdtQl95NXg0Z1ZvQlFESjZwWTVHTFg5?oc=5) - **Google Expands TPU Sales Amid Nvidia's AI Chip Dominance - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPQjNPTFZCRFFsQm9jcVJYaFVkb1I0TGdmU3FaYjNJX1JTOVNONGhTb1J0VFNrdHc3N0F5emR4MUt2T1pNREFyRDgxZHdDTEdMTFMtQ3pJdUlvSGJXVHF6TzFfSXNWM28zR1FYLUstVFNNOE5MTDlUMndIWERNUDVVc004LUNiakxj?oc=5) - **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/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) - **OpenAI Got The Whole AI Squad To Accelerate Large-Scale AI Training – AMD, NVIDIA, Intel, Microsoft & Broadcom All-In On MRC** (wccftech) - [Read more](https://wccftech.com/openai-accelerates-large-scale-ai-training-amd-nvidia-intel-microsoft-broadcom-mrc/) --- *Sponsored by LimitLess AI*

## 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 CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-ceo-jensen-huang-says-china-should-not-have-blackwell-or-rubin-ai-gpus-firmly-states-us-should-have-the-first-the-most-and-the-best-when-it-comes-to-ai-hardware) - **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) - **Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOeVd0dldRVlZSSTJoOWNzbURvcXFnbjRiVGVIV3p2dTZwYjMwcU9sWGU1azJmbzR0dTVKaDVWd3dfNy1Va0o3YU9SRnlNTmFaOHVTU0p4T2FJdXFzWWhVMHdzZGlDUDF1dWlETzJTQS1uLWlHMWQ1dVlUTVRTYVE2RnpFcmV1TmtjMnF3NlZOSV9ibE54am9lOA?oc=5) - **NVIDIA’s CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets** (wccftech) - [Read more](https://wccftech.com/nvidia-ceo-jensen-huang-draws-a-hard-line-on-china-no-blackwell-no-rubin/) --- *Sponsored by LimitLess AI*

## 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%** (wccftech) - [Read more](https://wccftech.com/analyst-warns-googles-intel-tpu-bet-hinges-on-a-brutal-yield-jump-from-90-to-98/) - **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.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?oc=5) - **AI chipmaker Cerebras targets up to $4 billion in IPO - ET Telecom** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) --- *Sponsored by LimitLess AI*

## 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](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5) - **Anthropic Eyes UK Startup’s Fusion Tech Promising 100x Faster AI Inference at One-Tenth the Cost of NVIDIA’s Groq** (wccftech) - [Read more](https://wccftech.com/anthropic-sets-eyes-on-uk-startup-tech-speeds-up-ai-inference-100x-reduces-costs-10x/) - **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/CBMiwAFBVV95cUxQaUtfRWVQMmFwVHhkRVByUGEtbUZuZkRJSHZOUnBXY2VsNzhNeG1PRTJRV2xlejdMQnRMZU50ZnlUNm96MThsMktlMDlSSTVPcm9MNUNOd3FzanNZQmhHR3dSTnNTYjdOMHFTOFBFMXB1OWFUVGpxQ29xQnhucFNJVk9iNUF5Y2YwSnRrLVBVV3YtT3ZMTXhOcXFvNHJlaTJfc1dFMGRqM3o5X0dNU3JNLU5qMF8xNUthYzZUS3RXSkE?oc=5) - **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/) --- *Sponsored by LimitLess AI*

## 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? - Saxo** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTFBpQkoyLUFpSVkzZjJVcW5iM3dPYkFITXl3czNIUmlwMWtucjZTWEE2UGJBTC1DNGRhT19QbXhIM2hvM1RVYnB6REtrZmNOZS1KQkFKTThKd01FZ244aW56T3B0b2lpeUU0MUdvNHJ2aXd1Ym1Jd0FWcg?oc=5) - **Accelerating Data Processing with NVIDIA Multi-Instance GPU and Locality Domains** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/accelerating-data-processing-with-nvidia-multi-instance-gpu-and-numa-node-localization/) - **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/huawei-could-seize-chinas-ai-chip-crown-in-2026-as-nvidias-h200-shipments-stall-in-regulatory-limbo-beijing-pushes-homegrown-ai-hardware-dominance-in-a-market-projected-to-hit-usd67-billion-by-2030) - **Approvals for Nvidia and AMD AI chip exports to China stall under government bottleneck — 20% staff turnover hobbles Bureau of Industry and Security - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQWUhrX0RMMmtwQnFPRlR4eEFibXhsOThXNExBQm40cWRjN1Q5am9BN3FfOTdjX1ctRFpyOEl3c0Rjc1c4emd2aEFfdjZ3THhCUnlmOTM2dXpqUDFlT3J3aHVGSHNEaTRLU1ZIVS1zZjdNUWczUW9YV3UzdXBEa2V1VUZTTjF2UUR5U3pGZFBZZTB2ZHlwblhseW82UWdEVU40eHhqNTBpTDJTcUV5VUhsWkJQR1A?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMiiwFBVV95cUxQU2hWcF9XZWdZdnZTVFlIZEpUVDAyYlBhLTVkbldPUDRENkxOYnBfSnpFMjJLT2lKMUtDTEdYMlZ4d1pacVRQRkZpVXBvV3Rmd2lySmJEZERuM2xQYXNVVWdXVk9xQ0UwOXFVVF9tUFNOSnZXVktXRzZNbFpEWXRRUzhvVXVvRVdFY2VR?oc=5) - **Nvidia says AI cuts 10-month, eight-engineer GPU design task to overnight job — company is still 'a long way' from AI designing chips without human input - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiuwJBVV95cUxQYVZfd1NPM2ppd3Exd1dqZllwanllLWVndjJaakJ2Zk1NT09oYnc3X2t3UEhHd2JkUmxPZWRNTnB6aVlaVWhhcFNkelhubzhaMVMyU2ZuZ3NKNTlQX2tHa3BYV29FVDVNblVLZ3RMVHhYelRCMXgxSV9GQ3l5YXZTcWkyQ1RPNks1WHZzUE1NdjVCeV9Vd19DQXUxM0FoakMxWGRtUE1PU3NGUjgtQmNfR3MzUDRUT1hDVXVfSDFVMV9NZUd2eVFJcVJTTUJ6bUw2Sm5GcVZtYzUtUHRyZk5NRVlfR3cxZDZzUXZ2dE1rN3BTUGwtX08zelJrS3pyMlAtU2ZTOVVjZGtEU2Rya0JWLUlwalk5WE9ZdnBZY1ZlNTJzbk15enhSd2tqb1FtTWxERDBIQjhuQjVYUVk?oc=5) - **This Light-Powered AI Chip Is 100x Faster Than a Top Nvidia GPU - SingularityHub** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQTm9hQlN3ZGVJemZ1RVBQNUNtM3RJdUQ0cFJ6LU1xNDYxLTBXdnVCM1VvMUViMGlyTlNmcDVnd3kzakRNZV8yWXhpcFhVZzJqRWhveG5yR0RSdmh6TGRGRU54MTBwQnh1LUpkUzcyLXQ0NUhXeWVSZEc2dGxoUDhJZmNUa0FRQS1JNW1FcTFfUjFaZThsM1BUZjc5eEFaelM4UGhQWg?oc=5) - **Nvidia Eyes Bigger AI Chip Output After China Orders Flood In - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE5waE5yNlhnQlFJWlR4dVNBOTZ2RjFuelJjVUItbFpLWUNRSEotREFjN1RVVXhvdkY2RE13QWJPajR2SlQzaE5nSWo4a3EyaHRFSHVBZnI0Z3NyQkdXeWhiYjUxRDNGQ3FNOWxkZnZEb09IcmxkQWFnRG5acHA?oc=5) - **Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOVG8zU3NmR0xkeDlaMmhNQThNZnN6MFZtV2VfbnNMT0ZYcVJFLUJiaENlTlRGNE9KMXZSdDhMZVdyT24wcE9JdWxJTWNVSFJpOEU1Vm03aXZwT2ZONnh5S1ZBeXFOOERIWVBBNlg5WnBPTVBfM2VSX29maU5UN2h2amlRVFIwN3BXdnNrVDItWHZaSDlLX2w2UF9TQzVUYVd5QUHSAacBQVVfeXFMTm9EMGExa2dMN1pKMWQ2MjZUc1hST2ZCNnFsYTFENlItc3plcm9rdjd1Y3RjLXFQZ2t2V0ZKWW1tLUNwRTRUZW1LbkpkR05JcnNteFk2MUNfcWFWZmJnQWp1RnVISzJMS3UwUk1SQTF0cU5welZqVVdvTElyS3dvS0tpVUlYOXNUOXRuREFnNG4xbzNORXRLaEtpSW1qSWtJLUx6bVJzeUE?oc=5) --- *Sponsored by LimitLess AI*

## 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) - [Read more](https://news.google.com/rss/articles/CBMiZ0FVX3lxTE4xczBFV1NldEswY2x6V0NjQVVQOFZhVDFmckp2Q0Nid0pXbjRBSzB1UUVsNV9uUENQWXZPVmoyQ1QtZFI4Sld4bnlPRzV4YUozZjhmYXlDWnBvYnNyT3FwaGl0MC1aSWM?oc=5) - **Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNQXMxYUZVNHdiZ3VncThEUEczZkszVFBWY3dleEtJT3lqTzE1c3FtVjNOYlNMVmlybXBZYktqZDNlVlNUMmVraWlpbEhYTFFXdEtDNzFqenIwcm5jbkdiVDRRWEFSTFZtTTZOdVdrbWVzT3FzbTlobV9LQWhIdGxoZDNiU1RwclJCY194akhYMA?oc=5) - **Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/cambricons-q1-revenue-hits-423-million-as-chinas-domestic-ai-chip-market-accelerates) - **TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong - CNBC** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNTXFOajBvclRZZ0Nxem9tYThILUkwVWRHLTRWMTB5aDNySFM3RHlIeUxvdFNUbGtXRnEySUtWQ0M4RmFWR2hLUEFUTjUzaUdNOVlySWFMZHpIUWU1U2ZMdEEtaHJ5WTE5MXgwR19DUFVwREFfSVF4U05TZk5aVmgtanRySW5OMklP0gGOAUFVX3lxTE11Ul9BWEVTUzFWcER2YkE5SUM4Z09ZV2xNRU82Qlh2Y241ZlZrT242R2F5UENuTFBwTXhaeVNzcWxtX0E2VkUyRVMwa2VWU0pnVVZXczhUWk11U2pReVU4XzV5cHRNWU1mY1BhbW5RbEFnZndNR1FCOGlsaUFwSE5MdlBtZXZsRkktaVk0U2c?oc=5) --- *Sponsored by LimitLess AI*

## 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](https://news.google.com/rss/articles/CBMikgFBVV95cUxPNW9yQnZ2eFJnR0VsNUFjY2xSd20xNGFxTkVNVkpxc1BrdXhoSFBUdkZqeVZ4bnJxR3NlVU5qd21PNVk1LVRqNldkcDdRdzUwR1JpVDdGemlxZWN0S3RYV1ZxV0NnTThEcGQ0MWo5WElhZW5YdExOY3YyaG1pMTRLUHdKSUZNMXc1dVpBYzRwdXBqQQ?oc=5) - **WAVE-N Specialized Video Processing NPU for Edge AI Systems** (semiwiki) - [Read more](https://semiwiki.com/ip/chipsmedia/367442-wave-n-specialized-video-processing-npu-for-edge-ai-systems/) - **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) - **Report: Samsung Hits 80% Yield on 4nm Process as NVIDIA-Backed Groq, IBM, and Baidu Pile Onto Its Foundry** (wccftech) - [Read more](https://wccftech.com/report-samsung-hits-80-yield-on-4nm-process-as-nvidia-backed-groq-ibm-and-baidu-pile-onto-its-foundry/) --- *Sponsored by LimitLess AI*

## 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 SambaNova Advance Agentic AI with Xeon 6** (intel_news) - [Read more](https://newsroom.intel.com/artificial-intelligence/intel-and-sambanova-advance-agentic-ai-with-xeon-6) - **Inside Google's TPU V8 strategy, delivering two chips for two crucial tasks at incredible scale — network scales up to 1 million TPUs per cluster, an advantage over Nvidia AI accelerators** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/google-splits-its-tpu-into-two-chips-for-the-first-time-with-training-and-inference-variants) - **NVIDIA Hits $5 Trillion Market Cap on Soaring AI Chip Demand | 2026 Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNOVdqY1ItWjYxRTJnMVU4X3luSWJGUXlZRkVybHRHbXZ5YkJXNGhzYzdZb2JIZnM0YWdkZkVZVUtHbXNiRkRDOEZqX2ZVRzhQWmpxSjFLMmY2Z3NhZzdINHk0ZV9LUmFsUTN6Y0ZPcUItYjlySTVJYjB3OHN4YmsyZHhB?oc=5) - **TSMC to boost capital spending as demand for AI chips surges - Financial Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOMlhESm14cGR5dlJzTGVwck9YWEtEUVFjVWdOMzluOFlPekxOS3dHZ01vdUpWVFhXQklrRXlpUENVMnRjNkZIRVJ4YzZXZGJRRFNnTC0wNVJMRFRkVEdEUGlJZDJFOTRmUDFwaUk4VVdQcWZ1T01xb0pSVjg2RUU1TVZ0QmY?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMijwFBVV95cUxQZC1uWTJ2U0VXSXlKWGdFWHRXMHQ4QWtnZDZsaGk5MTZzcHdKNy1Fb0NTT21UNnpZaGRfYm5MazFoellYX3VzNVZfeGtQOTJVM0ZESDdwZkViRGJwR1hzSFRnekZYUXRONWJVdTRQWGdBT3lVajRsZVJMQUZIcXdNZlRxV29Xelg2RlQ0NzNoYw?oc=5) - **TSMC and the Battle to Cope with Surging AI Chip Demand - Technology Magazine** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTE1sVzQ4UDNLc0lybGlqQTVnV1lFby0yVElIQ1N0Z2FBY2IzS09QeG42Z3ZCNHIwS3hfTm13WU9xaFB2NVJRT3lKcVNxSGx0eEZ3bkJPWVp1T1pVc1pVNVEzNGhpU2FETXhBQmM3Ukd5UlY?oc=5) - **TSMC Stock Surges As AI Chip Demand Breaks Records - Evrim Ağacı** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxPaVY3QWJpWjIzRktKQXpuWlBUNHZoRVp4Z2tTU0ZEcGN0V05SdXBHSUlhdFgtblp4a25Dd3dYdVRWS184M0FGd294RUwyU1hpRzFCV3B0M1MxUFNKSWNNZ01fanFLOUVMLUhwR1lJOU96RkdjbVVWQzJ5WHlJZHRSNi1rLUFpeVo1VnVDeg?oc=5) - **TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/tsmcs-details-next-gen-cowos-roadmap-over-14-reticle-packages-and-48x-leap-in-compute-power-expected-by-2029-massive-size-enables-24-hbm5e-stacks-and-additional-memory-bandwidth-jump) - **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/CBMivwFBVV95cUxOcUZJSWMwR2VRS2JPYWo2c3kyS2J3V1l6OFN1NkJvbGhaWG1GekJWbk5nUV9YbGdLZ0dxMFZjT0pRd3FPQllmOUVjbnJmMkVhemQxTzhpdEQwY2JKX05wYzQwLWlGM0F1SGVuWEVWd1R3VFlobXdnOW4xRzdoVGJBTUdONlVJX0pocnJ3VlJyZnhXSWlfNV9pSlphUG81OVJ4dXpjNW15ZlhxLWFpVFA2NURYcDF4clJUa1c4ck5FWQ?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMitAFBVV95cUxPMmJWdFZ0T1QxNWUyWDc5NVduNklwV0JKWTlsTGNJeWV6S2NlQ25vbDRuZ2lLMmhKSmJVaVdJeXdRSzhGLVd4WTlkM2lRdVBEUXdXS2laejNzemNiUks1OEo3LVZ6SjFpbkMxMEtjWWxyZnJ1QUlfc2owNEtBeEM2VGpXMkJrekZHOU5QU0x6MllUY0Nfb18xOHNIWnFDT0Z0aHJhd0h1QzlxZDRTTHd1S05RNGk?oc=5) - **Cerebras Systems Files IPO, Pressures Nvidia's AI Chip Lead - Let's Data Science** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxOZldYUFlTcjh6VHI5aVlWUlI1NkdjUjFDZVA4a2tPci1iako0c1ZvR1lyd0M4V3NtVENrUU9oM1dQZjhiSThMbEpxZlVVWFFhRlBSU3h3MkRjTnhMeXRobVBXdWo3Yy1iajhIdDBpNUZpNm9GZ2ZEY0NOb1hEQjBOM0pxc1Y0dlRRV3F1ek5hMU9EQk1Td1ozWFdGb2VmRGZu?oc=5) - **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - datacenterdynamics.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) - **NVIDIA Supplier Taiwan Semiconductor Is Winning The AI Chip War — And The CEO Just Told Intel, Tesla Why - Benzinga** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi7wFBVV95cUxOcnRubUZVTFFWQ0w3UGhuMzhkaDhBRU1lS3dmNXRGTTNYV0dBRDBRQXo4bnlzbi11Y01JMlNjVFBnUDNHVWJjZXdlVkFrRWZCdlB3dmYwQWNPQlI4RVFNNGxGMVBKTnJBQ2tqSmVyS0xUMkZ5Ym0wTW5ZZVVjeGtJaWpSQ3lUSjNRUHdBRVF5QXYyRFctcmpSU2ZpdUp1OXB5a2NBNmR5bDdWRGxjRWtmU2tQZ0VHSkJhVENPaHhsTnZTU2txU0lJd2lyZWMyVUlacDBPZU12dUs3ZmtmVEl3MTJLbmhlMnFHMWg5OW9Ocw?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **The great data center delay: Why your AI chips are stuck in 2026 - Manufacturing Dive** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxOQVpWcE1vRTVLbzZ2TUJUeml6SUF0SGY5aG5wVWVZUlRWdGJwMHA1djBuMm1KejBpZmlUTXlkWGJlN2J1ZVBhQm1CZDlLTW5pZ2ZtSGRJcW12dTBjcks3NFhNUGpJZHE5cXI3VEpZVUIwLW5VVGlGM0pmSkd1b1hTN1hlQlZmYUxsTGZveUFZaUU0eUx1b1E?oc=5) - **Nvidia Brings Blackwell GPUs to Enterprise Data Centers - Data Center Knowledge** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMirgFBVV95cUxPV0NWRV9oRDl0YzB6UDJxV1ZaUjk0WmlFTFVoNExMMjJNTEFobjdqdzR1M2tobUw5QWNWNEhJdlp0QnB1alJyZUFOTks4YkF4STNUUGZxY19KZHU3RklJSjhNMHdwYjdwSmVMdTFUNmxPTGZna2Z3aFB5N2FuOURScEZZMUZJWVVBWFVQbDExT1pRcmI3MGdYMlFZVXdFU0h0R21hNzBwLU1IMXZoZXc?oc=5) - **NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/neo-semiconductors-revolutionary-3d-x-dram-for-ai-processors-has-passed-proof-of-concept-validation-company-secures-funding-to-develop-next-gen-memory-hbm-alternative) - **Meet the Biggest Threat to Nvidia in AI Chips. It's Not AMD, Intel, or Broadcom. - AOL.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE9lWW4wejk1QldjNkVNN2tzUDR6VDBITlhxT0RXb2lsUmxRTWRmNnBESnI3Z1JsQlJlU0R0WUFDazE4Q2h2VEdqUEpISEwzcmdlcWZFckRDQjI1ZWQzSTVUQkpNekQySzVtMWhQbVNTc0IwY1JLdnlsT0c3N1A?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMivAFBVV95cUxPNG1mTVZRbkpUc1IySTVtcU5weDUyZGdWN20ydGFSTlh3cGQwOGRXem4xX0ZzbkdzOUE2MHNkWU0tZnVrZnBNLUhmOTA3V0xoN2JOMlg3OU9JbkJHSDZxUnBaRk5wTUx4ZS1xWTEtREVhMG9JTzFsS0c0bThGakJIVVpWa1ZFZ2ZzMFo5YnFXV1RRYVpob0lVY1Q5OGcwcjZyOFlGeG1uVExBdDRUVlJJRmxOOEp1MHJrLVZMaA?oc=5) - **US semiconductor reshoring efforts collide with the AI chip boom - Sourceability** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNdXFUOW5WUXNPN0pXYXcwYjc1LVItMlREbGdieThvZmFYamlkZ1VuT1RuOFhfYUJsS0pyalRFanRsNmdjbEViS0N5eTlyY1VSdHVwOWRYejFkZ0toWFlYbmpldmJSV3JqZGhTclFfdVFHNDVDV0t3M2ZaMmZ5MTJadno1N2JnaUFRZXdZVzBlWU5yRkh1?oc=5) - **DeepSeek's new models are so efficient they'll run on a toaster ... by which we mean Huawei's NPUs** (the_register) - [Read more](https://go.theregister.com/feed/www.theregister.com/2026/04/24/deepseek_v4/) - **Groq’s Inference Chips Are Beating NVIDIA’s Blackwell by 5x on Cost – And Doing It Twice as Fast - Wccftech** (google_gpu) - [Read more](https://news.google.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?oc=5) - **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) --- *Sponsored by LimitLess AI*

## 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/CBMiekFVX3lxTFBiN2tFNW52aG9jcUtJMXY1UFhSbFlpbmxaX0JTN0twN2lUX182VlZ4SXh0aXFNVEdIZkFfQ2VIaUJUbGxudjliNUtlZWotYndlcmtHeUVoR2ZaSWpMVDJCME8xYXJjakNfYTdpdGYwaTEyTHBNdHRzZXBR0gGOAUFVX3lxTE0tOU1pQUg0MW9NTEhNeUpsbzUwc3RibURXZFhJaGp0NVp4OGtCa1lnVWlYMFJaTjh5UXpDR3BDLURhcFhaZFB3M0lkYnBMMDI2bjBPV3JicTFVdzB2UlhOMWpVQXQzN1VMRlF0dUFKSUFBUmtfU05yaHJ0NTJpb3ZSUHZOTDFRSVAteDQwc0E?oc=5) - **NVIDIA RTX PRO 4500 Blackwell Server Edition and vGPU 20 Redefine Data Center Virtualization - Technetbook** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOa3lsaXdPeWluMVZmb0RQT3hKNUdJWmtZdUlnUXJGUG9HWS02ci1rMXVjOWNkdE9GbHA4ZWJ1QnlMVmtrbmlYd04tdXNYZ0xfMk9DMEVfR1pFYzNRdk1kbXhHZnNXa0RySzBUZ2hzN3FOZTNEbmhaQzREVjlMQ01OSUtRZjI?oc=5) - **Google Unveils TPU 8t and TPU 8i: Direct Shot at Nvidia AI Chip Monopoly - techi.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiZEFVX3lxTE5VSVl1YnAwV2czRWlVWVdwS1VucExiUWxmRzhNSloxeVAxcG5uUEFOLTRoS3BrVXdTbzlTLVhjQXRmclFuNFhBVFVabDZTMVVQNlJPU3l0OHZsZk1YSVQzb0dQMEY?oc=5) - **Will Google TPU accelerate 'AI Market Chapter 2' again? From NVIDIA GPU to 'optoelectronic fusion'—the battle for inference supremacy and the benefiting stocks - Moomoo** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirgFBVV95cUxQSzFFM014ZTRKeTlReDZRQTFsdTVLcjJDLWVDMGpLOWRhNzdrTUJHR3duSjA0bUtPblI2ZDN4OU5sbVI1N3hacks3UFBIYVRtZUlVWGJmV0V4RE16aXRBZmx3Vk10Y3NvN0kzUEkycXFPS3ZZYWliRVlFTGx6RUxxSGhZVUdMRUJJME5BOWFLT0xJUXN5NjcyUksxSmJMVGNfa1pXcUx2SUtCX1ZWTFE?oc=5) - **SK hynix PT7 Advanced Packaging Mega Plant: $12.85B Bet on HBM Memory, AI Chip Supply Chain, and the Real Reason GPUs Stay Backordered - Intelligent Living** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFBjZDRKcFRIQU0xTVYySFd1dXVjbWRKZ01aWjg1SkI2dUFmNnFDS002Uk5LYnlobjhZQUJwYjF4MnRmMXlVazdWaFQ0ZnowSWE0TzI0SFJKclJ4cG9tVnZKXy1LQlI4cWZWa2JzZDl3UU1adWRDWlRxVVdlTQ?oc=5) --- *Sponsored by LimitLess AI*

## 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.google.com/rss/articles/CBMijgFBVV95cUxOaE9Rb1B0UXpDeGxlRlVYLTNxX2RINmo0NGRCTE11XzBqQTJwMHRhbFRwWmIyT0Y4YlI2TWlaZG5haGZlMDdDc2g4cHl5RTU0aUJtZjc5eHV1dnZBb21lU3d6RWIwckxmX1V4Tl9LZ05RTHBWaUU0cHBiT2RCSXZhNlhJeTNtYUhxazBIMmFR?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) - **Google TPU 8i for Inference and TPU 8t for Training Announced** (servethehome) - [Read more](https://www.servethehome.com/google-tpu-8i-for-inference-and-tpu-8t-for-training-announced/) - **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/) --- *Sponsored by LimitLess AI*

## 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/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) - **Nvidia gets Beijing's nod for H200 chip sales, adapts Groq chip for China, sources say - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxPNEVlQjZrU1hSX09aM1FEZndmSzR5RVFkejlDaVpUNGd2QkJRMG1fVkNKaGFrMHRFR2doTXhPUUQxdFVZeW5felVvOGR2bDhKbjMxTXh0ZHU1aHpQdEJ6ekFmc19ldHMzWUxkUW4wNFRLNlhYZTVHTUM5NnBNVFlMU3VrUjBjWjROUzdkazI5eXBYWUc3TlIweUlQV28tdldQdm1GMnRuZEtFbFRjLTNGTHRjajM?oc=5) - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **Nvidia Debuts an AI Chip for Space-Based Data Centers - PCMag** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOTF9LcVA4dlU4NFVLejV5UDhwU05iZzlZTGdXMEtZdzVueUFCNzkzcFFhZzVQWmFlbHhRZllUZ1ZMNklaRFF2ZUx6U0ttY0hRcklYLXloaG1rd1Q0dFI2RHphQ1lmTmdFQTZoanY3MngzNFJUNU9NeVUxUHFYWmZfX1VVam82S2c0R2pydmpSNlVCYkU?oc=5) - **Nvidia to launch AI chip for data centers in space - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVl94UVFMaFhJUmM5aWM1QlRRajRVTHU0SG9ZNG1vMU8xVk55LTRtdDFFZFlXREd3akRwYThWVVk1WFdwTmNnRzd2RWNXR3JJRUVhck1BOHk5b19jSXZnSEVsYlF2RmZhdHdReEotZ1ItWkkteDRENUI5Sy1TNTZocWJsLWlVNUFJZ1B5dnYzYkh5YmJESTR1S2U2dkw?oc=5) --- *Sponsored by LimitLess AI*

## 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/CBMijwFBVV95cUxQWVJQR2c3UkNVYjAwbzBCX0dTOFhrVDJBcUE1blBCMUxzWk1GMnlRVmJvaTl3YmtuQ1Y5d3AwWF9MVlFoRi1WNlJuUHVRaWZUTkUxbHhMb3V3YWpzdElFdjM1SWF6YmtlWG9pUktzVzVDUnVYUHF1VjMtUUtCYjkwLUJ0d2EyZzcwa0xsbk1taw?oc=5) - **Google Taps Nvidia Partner Marvell to Develop AI Inference Chips - Seoul Economic Daily** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxOUlZ2eEkzXzc1OGNHa2tGdlhiRUppWHVqczRQMGllQzhXbzdkWGh5RjVQTDY0MjVibExQZnJDeWZleXZ4UHFOTDJsYmpPTlhnSGswa1FwaUR1RGUxZjJNMkFWLVpUUkE1Qnd3aW1xaHdacTBxcTBpZGh3b29teG9mb0szdG02bmlnS0lvYW9DWkdjcGxvUGRRUFlXd0xpdDBNMTh6aUVTWHZSQQ?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) - **Cerebras Files for IPO Again. Its AI Chip Has Big Backers—and Big Risks. - Barron's** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNdmpUeUt5a1laMlE2Wk5RdUp0WTNFSUwtRHpzMkdpWGhNd196Zmd6NUtGQjVSZ0k5aVFuWXAzQnJkM2JJUzNHS3A2eWUtRVNVQ0tvSUprWFY3U3plZWQ3QXBkaTh0Nlh5NVBvazdQMGZ2WjBNZDBhM3Frci1VVE92ZUpn?oc=5) - **AWS Trainium3 Deep Dive | A Potential Challenger Approaching** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/aws-trainium3-deep-dive-a-potential) --- *Sponsored by LimitLess AI*

## 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.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?oc=5) - **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) - **Scaling NVFP4 Inference for FLUX.2 on NVIDIA Blackwell Data Center GPUs** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/scaling-nvfp4-inference-for-flux-2-on-nvidia-blackwell-data-center-gpus/) - **Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5aS194WTh1V3I5MlNzUkthMTl0cDJMdzV3UkxxX3JPX2p2SlFsLXJZanNaUXZfc05OTHVJalI1aEt2TXZRR1J1RGNrWmVJYm9Jd1FGOFJveENudlNHVjFNX0p3S0kzR0UtRkRyTGZXRy1QVWVJ0gF6QVVfeXFMT1NmclpBWFFJaThZWUFJd0t5bkZ2SzBTeTRHbGhtbzVJLU5TVlJCaXBlbGJYU2xtM0lqbXRRcVlPUzlveEE4VXFTT182RFZPVXhxSExPWU8xZ2pyNzNEVnQ0cXpVXzlBQ0lnRzdLU2hralFfSllCZTJGZ2c?oc=5) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) --- *Sponsored by LimitLess AI*