All Episodes

AI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider

AI Chip Stocks Plunge: Valuation Concerns Shake Semiconductor Sector in July 2026 - Intellectia AI

SoftBank enters the rent-a-GPU race as America looks for support for AI training

AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors - Bloomberg.com

NVIDIA Slashes DeepSeek v4 Token Costs By Up To 5x Just One Month After Launch, Through Pure Blackwell Software Tuning

Nvidia vs. AMD: The Better AI Chip Stock for 2026 - The Motley Fool

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”

China boosts AI chip output by upgrading older ASML machines - Financial Times

Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo Finance

How Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom

Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance

AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch

Dell launches AI server based on Nvidia Vera Rubin GPUs - Network World

$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

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

AWS Weighs Selling Trainium AI Chips in Challenge to Nvidia - Electronics For You BUSINESS

NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance

South Korea launches 800.2b-won K-on-device AI chip drive across industries - CHOSUNBIZ - Chosunbiz

US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com

Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials - Yahoo Finance

Delos Data offers AI chip startups a fast track to rack scale

NVIDIA’s Feynman AI Chip Poised to Break the CoWoS Size Barrier as TSMC Rushes CoPoS to 2028 Production – Analyst - Wccftech

Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes

Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20

Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com

Nvidia Is Taking On Intel and AMD With AI Chip for Computers - Yahoo Finance

Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge

Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics

$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

Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling

The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond

AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards

Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield

AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz

NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures

QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS

Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform

Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes

Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028

Google to sell its TPUs to some customers, who also fancy big-G GPUs

Top 10 Data Center GPU Market Leaders & Trends to Watch - Kings Research

Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain - digitimes

Chip Industry Week In Review

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC

Siemens and TSMC Strengthen AI Chip Partnership to Accelerate Next-Gen Semiconductor Design - Bisinfotech

Google reshapes AI chips as TPU-CPU-cloud stack challenges Nvidia - CHOSUNBIZ - Chosunbiz

Forget one chip to rule them all: With TPU 8, Google has an AI arms race to win

E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics

Cerebras Files for IPO as It Takes on NVIDIA in AI Chip Market - Mugglehead Investment Magazine

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

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

Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling

Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform

Supermicro Advances Enterprises' Adoption of Accelerated Computing Across AI Factory, Data Center, and Edge with Expanded Portfolio Featuring NVIDIA RTX PRO Blackwell Server Edition GPUs - Yahoo Finance

Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - finance.yahoo.com

Nvidia and Meta expand GPU team up with millions of additional AI chips - Yahoo Finance

NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance

Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC

Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom - 24/7 Wall St.

NVIDIA's AI Dominance: Blackwell Chip Momentum Drives Data Center Growth for North American Investor - AD HOC NEWS

OpenAI and Oracle to deploy 450,000 GB200 GPUs at Stargate data center in Abilene, Texas - Data Center Dynamics

Data Center GPU Market Size, Share | Industry Report [2034] - Fortune Business Insights

Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks - crn.com

New Nvidia AI chip design raises questions over HBM demand - The Korea Herald

Intel sets sights on data center GPUs amid AI-driven infrastructure shifts - Network World

Accelerate AI Inference for Edge and Robotics with NVIDIA Jetson T4000 and NVIDIA JetPack 7.1

E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics

Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform

Supermicro Advances Enterprises' Adoption of Accelerated Computing Across AI Factory, Data Center, and Edge with Expanded Portfolio Featuring NVIDIA RTX PRO Blackwell Server Edition GPUs - PR Newswire

AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership

Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated]

China approves Nvidia H200 AI chip sales as licences granted to multiple firms - investingLive

Nvidia preparing Groq AI chips it can sell to China- Reuters - Investing.com

Intel, SambaNova Planning Multi-Year Collaboration for Xeon-Based AI Inference

Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - Yahoo Finance

Nvidia's $20B Groq Bet Powers Next-Gen AI Chip Reveal - The Tech Buzz

Nvidia details new software that enables location tracking for AI GPUs — opt-in remote data center GPU fleet management includes power usage and thermal monitoring - Tom's Hardware

Nvidia-Groq Deal Validates Non-GPU AI Chip Market for Low-Latency Inference - News and Statistics - IndexBox - Market Intelligence Platform

Fallout From Nvidia-Groq Deal Validates AI Chip Startup Landscape

Groq AI Chips Samsung Foundry 4nm Orders Growth for NVIDIA Inference Hardware Chips - Technetbook

Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit - Data Center Dynamics

Accelerating Data Processing with NVIDIA Multi-Instance GPU and NUMA Node Localization

Nvidia Suspends H200 AI Chip Production for China Market - Mexico Business News

The U.S. Could Soon Turn NVIDIA and AMD’s AI Chips Into a Foreign Policy Tool, With Not a Single Country Being Left Out

TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia. - Barron's

TSMC Expands AI Chip Production to Japan - 24/7 Wall St.

Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon

China seeks to triple output of AI chips in race with the US - Financial Times

SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes

Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC

SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St.

Better AI Chip Stock: Nvidia vs. Navitas Semiconductor - The Motley Fool

Real-Time Decoding, Algorithmic GPU Decoders, and AI Inference Enhancements in NVIDIA CUDA-Q QEC

TPUv7: Google Takes a Swing at the King

Nvidia and Meta stocks move on massive AI chip deal - thestreet.com

This Week In AI Chips - NVIDIA Partnership Signals Growth in AI Infrastructure Investment - simplywall.st

Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software - Reuters

TSMC will produce cutting-edge AI chips in Japan, strengthening its aspirations in semiconductor manufacturing. - Bitget

China finally approves the first batch of NVIDIA H200 AI GPU imports - Engadget

Nvidia Vs. Broadcom: Which AI Chip Stock Is the Better Buy Now? - Investing.com

NVIDIA RTX PRO Servers With Blackwell Coming to World’s Most Popular Enterprise Systems - NVIDIA Investor Relations

Nvidia Unveils Faster AI Chips Sooner Than Expected - The Wall Street Journal

NxtGen Plans 4,000 NVIDIA Blackwell GPU AI Factory with Vertiv Infrastructure - Analytics India Magazine