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The AI Hardware Show

Limit-Less AI, Inc.

Skyler Monroe breaks down the latest in AI hardware - from GPUs and TPUs to custom silicon and data center tech. Get the scoop on chips, accelerators, and the hardware powering the AI revolution, explained in plain English.

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Episodes 33

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  • Yesterday · length unknown

    AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in

    ## Episode Summary In this episode, we cover: - **AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9rY2pvT1VpQkJLMHBpempLRWk3ZTRMLTJRYmNkUDRXZmt4SFNRcjZaQ2xSenNqU05WaXBEMmJaTUJiaGd5Vi1tRlBhRE5TZnNPY0p3VzJEcDVZMGI4VzF4R0EtU3VpOG5PVEhMWUpUWlFJTHlKdHc?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) - **Cerebras vs Nvidia: The AI Inference Fight - NVIDIA (NASDAQ:NVDA), Cerebras Systems (NASDAQ:CBRS) - Benzinga** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxON2xSQnpZeGFVaUxLZjJtWXI2N0FyZ21pb1AyUnp6YWJzeWEyTEZmT3BEWmt0a21PVkV5ZDlHWjZqMWQxN2RRdTlVRndKYVN1ckdZMEhtQlZtNHR3OURhbm9vRzF1NF95T2F6R001dnVRLTRtU3c5akhfSVVYMlpZcEh0Y25XcDFGUkhzMTZHczdMVHY5NkpnMw?oc=5) - **Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom) - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxOWm1rcjBRSks2ODRLM1RGOFo5dXhsUmZtTmRJWW5wUUE0S0toY3dZdDdaemxKaFFhQ3RzTTB6NWl6SjV0TkVrd19oODRDR3Fob0ZORVh0Z3ZFZlJYVGtRT3h0Zl9WaDBGSFgyamoxUnJVSkhXSXExWVVNQmFQcGtUbWJfWWwwVXkzNkg5alJTZkxIXzlZd0hvRDh1SVlrdw?oc=5) - **Gigabyte W775-V10-L01 Hands-on Bringing NVIDIA GB300 Deskside** (servethehome) - [Read more](https://www.servethehome.com/gigabyte-w775-v10-l01-hands-on-bringing-nvidia-gb300-deskside/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • Tuesday · length unknown

    3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool

    ## Episode Summary In this episode, we cover: - **3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxPajJiQ2pmWERxa3paTkl3d25SZVpUV0hDSGtudWU5RFBncy1mUW9yS0pGSHJUSjVFalpFLWd5OTJ3Wmp6OTZ4ZndSQjFHZzJjUGhhV1ZJUGdRX3hxZVdPVnB5QVlSLVM0TWpiZlV6VWlQRmF6dVRtQndDOUJ1YmNQaVpFTEZnVnpOSHp2NmpPc3I?oc=5) - **AI chips explained: why Nvidia, Broadcom and Intel react so differently to the same news - investingLive** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiwAFBVV95cUxNOXk1M2FpUXVZb0xPbnFycHlVU3pIYXlJMzU2dEo4Y1dXUjJsRU5vUEZqRGFjUUlOYlBZQXF4NWU1ZG91T0RQbVZTbmx4YXVnLS16TnhGQzVpQ1dOV1NHY3BMS1FlQWt1cm1ZZ2hJdDZWOTBvUkNWLTFkNWRIVXpHWk5WYk50ZUx2eVdOVlR5Ml9RMUFxTGxKdzh5Ujc1QVUwaXlBS1BhWUdtSjJtdG13eFlXamJLMDRmSVJsZTU2T1Q?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) - **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) - **Built to Deliver the Answer, Not to Train the Model** (semiwiki) - [Read more](https://semiwiki.com/semiconductor-manufacturers/vsora/374232-built-to-deliver-the-answer-not-to-train-the-model/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • Monday · length unknown

    TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance

    ## Episode Summary In this episode, we cover: - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5) - **California tech CEO arrested, faces up to 20 years in prison for smuggling $300 million in Nvidia AI servers to China — federal prosecutors say chips were routed through Malaysia and Singapore using false paperwork - Tom's Hardware** (google_gpu) - [Read more](https://news.google.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?oc=5) - **TPU Inference Externalization Full Steam Ahead - InferenceX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/tpu-inferencex-full-steam) - **The 552B DeepSeek V4.1-Flash Model Offers A Peak Output Of 494 Tokens/Second When Powered By An At-Home Rig Spanning 4x NVIDIA DGX Spark Units** (wccftech) - [Read more](https://wccftech.com/the-552b-deepseek-v4-1-flash-model-offers-a-peak-output-of-494-tokens-second-when-powered-by-an-at-home-rig-spanning-4x-nvidia-dgx-spark-units/) - **Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom) - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi3AFBVV95cUxOQ1dsUlo3Q2FTM0d3bkJSX0lkSmtqbklsOU9QRVQwM1N2d1VfQzkyN0N0ZUlydDBqMlBnU2RlTkxDOFBvQ0lNWnBoZXBibUFabEEweHRyWmFsbkNyMUJDLVBIcnNnd01nNkFncWR0YzlhQU13TEdCVnRTQXlKNzNRQnZHQ0taWmFJNGs1NVRQLWZiS240eGc4U08tc1d3UlpTQ0dDRm1qNWZ4Mm80bVZGV1VSMUtpS3p6WE1rZmtoYTl1MW1aTTMwQkdIdWVhNmRvQjAwZncyRHFCeU5i?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • Sunday · length unknown

    TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang

    ## Episode Summary In this episode, we cover: - **TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQOGFLQWxWNmkwamNzNFd3dnpLN29wXzI5ZENIOUUwX2RVQ3l2alk3ZFYySE42XzBRdnVJcV91RVNrcHh5TjVvc1FNamtTaG1KbGVzOTFEclVpRVljakp6b21xdWwyaWhqVDYtaG5Jb0dMbWhKOVktT2ozclpCZW5nS3Q3bmVsSlRuMy04?oc=5) - **Nvidia AI Chip Prices to Rise About 17%, Server Makers Tell Customers - The Information** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxONmlDcnZreWZ0YUFKbUQwc1FmcUwxVTlyd20tTEM4SU1MUEcwdGNkS0Iyd2hyZC1idC1QaTJUc1l5a0ZQbUx5NklpY3FfdUN2WUFJTWVvcjdUcGsydUYzUUQyUjY0ai1adE5sVG5EbDdCSi1ReXRIamhQTnlZQTBIejBVd0hBOHlxaHFXNGRpUjJpZHVYR2NXbXpjYmpBemM?oc=5) - **OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5VdHlNWkdYQUJBdVV5c1luMDFlQVYyZnNzRFV3X3kweGY0ZG5IMVpfTE5Qd2JIdkMyaDZOOUJHZm0xU2FUcGdDT3Fzd0lITzd3NjRSbTJGYWNXWnVLV08yXzRUNUtSVGI0WFBlMHZMUk9FNFZCOXfSAXtBVV95cUxPREVoZVc1MjZnZzRDZ1diQ19ET2RQRURoYWtNUmNUUE1sSkgwZWJWZFl5M09MeHgyZjVYVTM2ZmdPdnV2NlgzdmJ3U2MzN09GYmQ0aUxtbFFGS0NvanpNbVY2NmxuV1R1ZnM0ZnZLS2dUUXR3XzF0amphbUU?oc=5) - **SEMIFIVE Signs Turnkey Contract with Mobilint to Develop Robotics AI Chip Under 'K-On-Device AI Semiconductor' Program - PR Newswire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiggJBVV95cUxNX2VZUm1GdEdfcG9GV2RJLUJjMWhQWGozeWFaQ2FvWFdBUzNycDBubnJYaGhVVzZad0ZkRklTMGZ5NS1hTXVSLWM1c3Btd1JYRUpfN0N5VXd1NU9PcVZRQjVueFB3a3JlMEQ1bl9Bb25rdTJzbXEyZTVUMEpCY3R1ZnpTdlU2YlVTZWVuY2cxLVpyNFlrc3V3eGw0dm9qbV95cU1mSmhTVDUtLUxkSzFYRmU1WWNpdGZxZ3NUZ2VOTTdaSU9JY2ItTWxWWndHbzAyTWNCamoxNDRhM3oxd1JGaklleDNEVV9OTWJ5cFVEYVpYdEdIcGxILXVjd1BZYXl5Z3c?oc=5) - **Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • Saturday · length unknown

    Alibaba wants to expand data center capacity past 20 GW by 2032, says its new V900 AI chip can scale to 500,000-card clusters, but will 'China's most powerful AI chip' be enough to displace Nvidia GPUs? - techradar.com

    ## Episode Summary In this episode, we cover: - **Alibaba wants to expand data center capacity past 20 GW by 2032, says its new V900 AI chip can scale to 500,000-card clusters, but will 'China's most powerful AI chip' be enough to displace Nvidia GPUs? - techradar.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiygJBVV95cUxPeFBUblo4YUxmbVU0Mmg5MkNxT3JkVGU0bHB5SFpQTDZhQV9KUzdSRl9RdDdDTnJ2dDFGYTUzNDl0WFNsZkNiU3ZLYnN2QVRVQ0dGbHlUY0hJUFlkZlZXckhzaTdCNUJNSl96anV5UFJrb1FTeVFOZDhka0k2VVQtSFRJOUNGY21DSkNKbjVXQXpoRDJsZ3NKYTY5cE0zSTJxaC1HUlo1RWlLX1BNcXdjXzVuRFA4UFJ1Y3FnUW9ITXVFV3dndHZiTmpsTWNlaUtkOFVwcDJyZWVyM3FQZXIzS2hzdVNncnBTdnBXVG5lVWlKVjkxOElqSlU1ampaX294cE5WYTI3Q0lEdXc5QnplOEVlX2xDWHhUVlB0SElvRmNqTDR4ZjE1NzU4WUVKdUd2U2MyYlR4Q2RuZldwbjczWlRFNjY5S3EwakE?oc=5) - **AMD Joins the $1 Trillion Club: What Its AI Chip Surge Says About the Next Semiconductor Race - Spherical Insights** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxNeEE5d1JzVVo5cmpvZ1ppV2ZRMmd1VTZZYzlLUUZsWEZNd2t5dFoxTm01UDM1ZnNFNjdVTjlkc0JrdEVpR2pkOGV2V2lsQ0RfMHRIMEpxOEtiR0NfMi1kOEllaWZab0NnZTh1dUlpeXA5OTF6NnhOcmR2ZmhPVU9udTZOR3h6ZVFsUGNhdG9ZdUw0MVlDOGFBbHFEb0lsMEhFbTdPWHFldmQ3azRMUVZJSmV6M0o1aVZ6WlBfa1ROeGQ0dXVGZkltbmIxMA?oc=5) - **SEMIFIVE Signs Turnkey Contract with Mobilint to Develop Robotics AI Chip Under 'K-On-Device AI Semiconductor' Program - The Malaysian Reserve** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi8gFBVV95cUxQSXZHeHJPb1F1Y1p5cXhzcGFTSy1xNkNhZzg3ZTJMUV9wYnBlemJnSWxZd3dYcEdQVlhWbzU1LTMtY3I0THN5RGdiZlRDaVo0RXRDN0NzNmVoTExZOEowUFF0RExqNWN3RHo4TEJKZU9ScmwwRzhIQ0NoT2c2c1RFczN6NTdNMHZLWkxMS3htc2RJLWNxSGdtbFJOc3dtRnlpZnJENmJSa25VTVFpZF95T0NJSmFDbjBJd29IYkdja25HR0N2UUd0NFBkSkZ5RFZDVzJRbGFNVTVhdV9CbjRPM1RjVjR2V3JsWHhyWXk2NHM3QQ?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) - **How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/how-nvidia-nvlink-6-delivers-multi-layer-resiliency-for-ai-factories/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • Friday · length unknown

    NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance

    ## Episode Summary In this episode, we cover: - **NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQOTFHLU1CVWQxN254QzFqRGpKM2M1UWZpRHlNaDVpb3ljWXo2UmJrZTNnMkd0WkpmTTJxWVpSNlAzbmRSM2k3azJsa0xKSzRhdmRsY0NWdWJyRnI2aFZZWTljUEpQSW9tWVRMc2IwQVJKMUFUZWtDR0sxeTQ1YU1UWlRIOGpIZDBzQWZSZnp6VnMxNzdmYXdMMFV2R05VMU82MUwxcQ?oc=5) - **California tech CEO arrested, faces up to 20 years in prison for smuggling $300 million in Nvidia AI servers to China** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/california-tech-ceo-arrested-faces-up-to-20-years-in-prison-for-smuggling-usd300-million-in-nvidia-ai-servers-to-china-federal-prosecutors-say-chips-were-routed-through-malaysia-and-singapore-using-false-paperwork) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **Meta’s Custom AI Chip Could Redefine the Economics of AI - hpcwire.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=5) - **TSMC Q3 earnings set to rise on booming AI chip demand and strong revenue growth. - Pluang** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxQRlBXUmYyWjJJSkNvZkFkSDdrT0pHcUFkTFhSVE8yZ0w4SHRUUHN2T3hfUHJfWFNhNGFCRFlRQjlYRDE5a3pUR1JBUW1DUTBQUkhJMUlaZ180ejlJY0V6c29HY0F5TzdSVW16STV1ZHdrQkRKQWI2UUVjVWNEU2dWek8xWFpjWWRIOUtJcHltQW5VSE1seXNFNnNUT21McENqMWd6dGVYMlc2WEpsc1ZF?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • October 1 · length unknown

    Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion? - The Motley Fool

    ## Episode Summary In this episode, we cover: - **Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion? - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOM0ZOOTNsSHRPRWdUa2RpamVmaWx4bWVad3pKb20zQmFJeWppa0tjRnplSXBjMmhoanNCNS1yOUJkSWNwNlBncjBUbHJCNE54OHBORC1RUDFLdWdzWVhiSWJmRXFXZGh3RjEtWmIxS0xvWnhhRTdSUldScEtsaTVXd0FvVDFrVTl6cFpsVFRyZjVpYkl0T19WVA?oc=5) - **AMD Joins the $1 Trillion Club: What Its AI Chip Surge Says About the Next Semiconductor Race - sphericalinsights.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxNeEE5d1JzVVo5cmpvZ1ppV2ZRMmd1VTZZYzlLUUZsWEZNd2t5dFoxTm01UDM1ZnNFNjdVTjlkc0JrdEVpR2pkOGV2V2lsQ0RfMHRIMEpxOEtiR0NfMi1kOEllaWZab0NnZTh1dUlpeXA5OTF6NnhOcmR2ZmhPVU9udTZOR3h6ZVFsUGNhdG9ZdUw0MVlDOGFBbHFEb0lsMEhFbTdPWHFldmQ3azRMUVZJSmV6M0o1aVZ6WlBfa1ROeGQ0dXVGZkltbmIxMA?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) - **TSMC Mulls Multibillion-Dollar Texas Campus for More AI Chips - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxQeTdlWFFnNzhXMW9mYWlzRnhkY09VSG80Ty00eW5VTmNmTGJtdnI3SHpIazhpb3dUMGFJNW4zV3N2UzNRYWFWUzVVdG0zUVByS21RY29WdVhTZjRHcWtkSGlFSmhJVnVrSURoSEh4SndFV1lxSGN1bGVveUNWQkR5VHpVbnQ1WEN5amdRbjBWOHZTTkpHY0JVNkFHcmhXTmtaX2c?oc=5) - **TSMC's 2nm Push Could Create a New Winner in the AI Chip Boom - TradingView** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxNMnRkMk9jSlNJZVpJdWNvdDFjV2tjTjlIODVVLTRTV1FwdXJCelc2RVF6WmN1NzRIVlZadURsdGZrNlNjZS00RFlFZlZybS1jSDdvUVRGRjZVSFJ4VVBCcUN2aFprNGEyOU9WY0ZsZ21xbi1PQi1vRWxLc3VDaTNzalVMUTJ2cVJzNFB2TjZuNUVpZjEtY0djc1Jsel96NFVJNWlzMnlNVG5mREl3RGFxN0xvb1NqcmVUbFh0S2ZR?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 30 · length unknown

    Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC

    ## Episode Summary In this episode, we cover: - **Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1ydVhNMHFzRmctZVp2Sjlsd0tXMm5pNTN6UGoyczRpZlBUTjhITy1ybEQ4SDh0MWNZb09ldElzWEZWS3BBTVZwdnlzQXRBM0FFSzEzOXNCVlJneEFydmdXQWc1MVVCZlZRN1lyWG1KM3U0OXd4aUHSAXtBVV95cUxQSWlJd0JfRlNxTVIwNjEyaG5JQWZwYTRic0lfNFVha09oLVF0UGlyemVpOW1USGN5SlpiWXRiVUxSaVllTnZoaXhGZ3dpR0lkUUlIYTVUWkxTaDJYOUYzYXktbnVRNmgzeDJiWFNLWE5icW5UZTRxVzU2UXc?oc=5) - **Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxPTTMtM3Frd2RWZjliTUtDV1dkRndzcF9ud3gxYUJ0aE9oaW93WUpLN01jZnZ4S3BXOEVlUHkzVnctY1NMUklBVkFJYkdPbVhOQTFRbkpybVVMLUQ5M0wyZnpUN1g5SXFqVzNacjVZY0xpcm9HRWxyVF83WUtCTHFNdGpBVUZRY240ZDNkbzdIWV9Eal9qNFNrMEloTkF5NXptV25nak4zRQ?oc=5) - **This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNYW1FVThzbi1nSU5FeEZvODFPbDRiTm1JbVZJMVVCa3NkODI1RVJVYXROVUdQbjZWdk1zdXpJNHc0OUNlNFFBelh0ZGhNYTBPSldGMDBJUzIzaWVMekpvbXlYV0Zsem1wOHNxMlhiYVZTcFB6M08xZE5SY3ZUM3R5TEZxSjZhR1pfWmQ2MnItVi1wNURTN2J2SW5CYWlvWXVXcXdqdW9fb3dPSGR3ckpKcmtueWZCb2F3WG9zZ2hnOEp0dw?oc=5) - **Apple eyes Nvidia NVLink to power its new custom M8 Ultra AI servers — historically bitter rivals reportedly team up for 2029 data center push - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMisAJBVV95cUxPVWtZbGp2ejFFd1pibDJFX2UxUjRyN3R5MW5ick1Lckw4bXZjd04wbVNsSXFES09GRVFFMFlnbFdYNUhfeS1oRmhYODFGT0R6Qnp4QVRTMHdxQ0d5cXh0WnRBLTVSY0E0eW13RE5KQ0FFX0EtR1dWa2lFdzdxXzdxSEM5RUZDS2dRUTRxVGpiQ3dPdUx5V0YtOXZZTDdIdGlYR0FLSWlUdHdxVVdVUDJZLUw2VEdvczlfTGFjQ2ZVV2p3Njc2enQzZ044Y1pxNjVXOEItVld3Xy1rR080dkpkMGl5S0c3Qlh0VGpneXBBTnpTZ1VWVGdzOUlOT29DdGtSWDZWWGxzZkxWSFZxZFVQUlJHQTE2bHVnNEl0T1FMMHpUWExoQzBMMU1FaDZwOTVo?oc=5) - **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - siliconangle.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQdnRzX1dENjdqdFBseDhwQ0ZBa0lmbFJGZ1FWMmhldzNoTDhHTTFnQjBFOGpTUGZaWGtBOXR0ZXdBdTJwRzIzaUZCQVhEanVzNVNXMTEtQXUxTEFFWnl4ODJ5VmpldFBQTnBmSVJkOXdlWkg3aWNCTUt1VklBU3hXcWM0dDdweEZSSDluY0RtcDZTYVlUd0lvbENRbHdBbG45M1pRZUxlRHNJYUx4NVgwRFp5akdTSE9JN3ZfaDl5cldSeVRtWDlENDBB?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 29 · length unknown

    Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE

    ## Episode Summary In this episode, we cover: - **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQdnRzX1dENjdqdFBseDhwQ0ZBa0lmbFJGZ1FWMmhldzNoTDhHTTFnQjBFOGpTUGZaWGtBOXR0ZXdBdTJwRzIzaUZCQVhEanVzNVNXMTEtQXUxTEFFWnl4ODJ5VmpldFBQTnBmSVJkOXdlWkg3aWNCTUt1VklBU3hXcWM0dDdweEZSSDluY0RtcDZTYVlUd0lvbENRbHdBbG45M1pRZUxlRHNJYUx4NVgwRFp5akdTSE9JN3ZfaDl5cldSeVRtWDlENDBB?oc=5) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - tomshardware.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMijwJBVV95cUxPbHVZTFZweUNMbndFR1U4QTNoQW13OWNGRzVRdWFqUHlJZGpvQ05vT2gyMFI0MzN3elNsSjVOS3cyVnI3VEFFRHVLMzB3WVl3dkFYOF9tcDY4cVFHUFhSS2pPdFNxUkEtVGlqYWxPZXpvMlYxZ1BMMXdoY3o3Wlg2X0RZYUFwWE1xVHdSYmt1TUtSUGU1WnZ0eEQ1Y183d1pOa0E4dGYtZXRjYnVucUNfUHFMdEctM290RHFiVkpGU05TSjlwdy1mRnM5bUVkT1VpemNtejg5aHkyWXhIT3VzZUdnNEZ5Y25UOTdfaG80d3p6WkNMaFgwcm1kSVpxdUdkOTZVTWVZRENWckZ1Y2U00gGUAkFVX3lxTFBaUHZ2bnduaVMzd3QtQUx0VUdHNTFfenB6RnE2THJPTVpCbVpfakx2eHZfV24xbG9Nc08xR0lEYndkQjhYQUJxZzlqd3l1bFN5bWs4RXowb1FJWFBGYjhXSjZlOTMwbXd3ODhHWXVMcjYtaGZSOW1TTmJqdXVsRlFGOHh5MV9zVVNSMVgxWEwzRk9kbDhsNF9yYnRGMDFkaTA1MUlURFR5ekhEV2pjM1NwQ2Rwa1JtcWNqeVVwSTdTanRyUWRhT25kQjRoeGtHWnJIeDBCelJqM1ZDTlFqVl9kYm5uTXpMRjFJcUZyUlY4WnE4SnF3RjgzWFR2Y3pIREJGUlBVUFB5TmZZQUJJUlY4YkxCLQ?oc=5) - **Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD -- It's Something That's Hidden in Plain Sight - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQTFNKZFpKOW1YMENScXJlbjJHbmZSS2xNZzdUZnNfVlFoYlN2TlBKempoejlYRnhURmZwcWVZbjFNWjc3NHZoMlVtV3NFaXZvM1hneU5aTEVJV2dob1pnSXhwWnBJbk5lNERaLUhRZnA1aXVzdnZnc1EzanFIdEFqZV9mVGNVU0YxcG1lZVdHRjlZQnNrUkstaDZ4VUE?oc=5) - **TSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM) - Seeking Alpha** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxQRGxobGF4OXF2YnBnR0kxNmN4ZXhmMXhpdHJFNGpobkNqRzhGNEVRdWlGaU56VWY5a014a1pUUGxQVW5kZHNOeEVOTW1QX1RnSVd1S29iaE04dlhxOTZxbUt4ODRLdmkwcFFqR2s5U0tzZV9GdERmeXpacS16d1VMV0JCUHk4ekE4eTZCYnpHQW9FVXdhZUIyR3RYeUtyU0RtWF9fZkMxSE1nT3JrMHE0?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 28 · length unknown

    This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance

    ## Episode Summary In this episode, we cover: - **This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxOM2ZNTWFFTU42N1JFT3pkWFRETVBSUkJrQlJHeGpucUFGcExFNExZUzBOZVRYanNPUW13bGczVmFzOV9Fd1RUTWZUOUhPOHlnVnY5ZXlaYnZVNEJpa25xa3dlVHNXX3JhUHpPTU81SWQxSHpyNXhfVGlTcjJpMDBqTGtaY0dvdWpac2JqcVd2b2lQdWtjUWQ4QTJiZFlNUHM?oc=5) - **Amazon Is Adding 2 Million Nvidia GPUs Even as It Builds Its Own AI Chips - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimgFBVV95cUxOazFZS1lIMDdxam5TbFNyLWNvRlFXLXM1emVrYlVYNVRrVXZuQzZnMlE1TXFEcDhtWk5RazJqUzhxa0RWaUlzdU9ZQmNUb3g3MmV4UXR4a3Q0Sl9ldmdMWXdMd3BTc2FTbS1ralpJLXFJSUxhd3pkTUo1ckN0RzhpY0RzVzR1MjJ2c3FfWFlnZnNVdEx2T2VJYlZB?oc=5) - **South Korea's Mobilint Teams Up with LG, Doosan Robotics, Daedong on On-Device AI Chips - finance.biggo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5nQjV5MVNuQ2FfV3E5TllSVFd6dGw3dlRoc3hvdXU2NVQ3aXk1N1RuSks4U3YydzV3XzJjSElyTDFFREJyWV9CYzJ0cGV2M3VpcWlKVEl3WjMzOGR0NXd2VjhXZEIzRGNRWFExS0c2ajUwNjJuR3c?oc=5) - **How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/how-nvidia-groq-3-lpx-unlocks-ultrafast-interactivity-at-long-context-on-nvidia-vera-rubin/) - **Mobilint to join four on-device AI chip projects for robots and home appliances - 디지털투데이** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxNdmozVkxNYnhpY3hsQ00tX3JfaXdZREdxaXhLS2JvT1BxdEhqM0x1VDg0WXRvb0VrS3NHZFdESF9YOV9UOWZ2cU1PcjMzSFhLMzljQ1BkaXRLbnZnd2FnX0FIazhMeXB1WmFYUWtkSlNBaFhXSTZHeElhNmRMT3FINk9nVEtBUHYzT2pQMnpGWFBQR01HZW8xU2RvTy1DQnRBUEhYSkR0Z2xtcVRZZ2xYTUtVUHpTckIwQ1Zsc0RSUV9fcTg?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 27 · length unknown

    US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters

    ## Episode Summary In this episode, we cover: - **US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZlJFWDdJT3Y3NVRleW5iZFZzM2hwUQ?oc=5) - **Nvidia and AMD Can't Make AI Chips Without This Growth Stock. Here's Why It Could Soar. - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOVWxzaEIzbzM4SlBhUmNhUnhna2pXZ3ctcGRqU05TY0JnQ0ttcURleE1wWWVNUEtYekNmWk5PRTl4NUJ6ejBpY3NhbWRzVi1SSVNoc1dJOFNnR1RudnNQZzlPTnFpMlNUbHg0NFBjcHNyUUVGNnp2UlhEYUt6UUNuaXJxN3hiWkpkSDdlSnM4bWtPek1jbWVOcA?oc=5) - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - NVIDIA Developer** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVThRSC1oeUFUZm42VVVjcE16djhZcGRReVZiRGtIT0VGdXluUVpuSmF5VkdOV1dyREZEVExXalpWMmthcW5KZndEak1CU2toV2hUdkFLT2VtOW5jWGpSRjdEdTkySmVjM1E?oc=5) - **Data Center AI Chip Market to Hit $860 Billion by 2030 — Inference Is the Battleground - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1sRG5WdDBjZF9vZnBraTNzQVlTWkhkRHNFb3NiRnE1clg0eEdSazVmejF1SWt2clBoa2pNRFA0VmF5b1VpUnR3ZmphNUg2UVZmUE9WaGVSdVNuX3Q5cEFHOXR6Wk1oT1dwRF9XeGQtekozQzVvS1E?oc=5) - **Alibaba wants to expand data center capacity past 20 GW by 2032, says its new V900 AI chip can scale to 500,000-card clusters, but will 'China's most powerful AI chip' be enough to displace Nvidia GPUs? - TechRadar** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiygJBVV95cUxPeFBUblo4YUxmbVU0Mmg5MkNxT3JkVGU0bHB5SFpQTDZhQV9KUzdSRl9RdDdDTnJ2dDFGYTUzNDl0WFNsZkNiU3ZLYnN2QVRVQ0dGbHlUY0hJUFlkZlZXckhzaTdCNUJNSl96anV5UFJrb1FTeVFOZDhka0k2VVQtSFRJOUNGY21DSkNKbjVXQXpoRDJsZ3NKYTY5cE0zSTJxaC1HUlo1RWlLX1BNcXdjXzVuRFA4UFJ1Y3FnUW9ITXVFV3dndHZiTmpsTWNlaUtkOFVwcDJyZWVyM3FQZXIzS2hzdVNncnBTdnBXVG5lVWlKVjkxOElqSlU1ampaX294cE5WYTI3Q0lEdXc5QnplOEVlX2xDWHhUVlB0SElvRmNqTDR4ZjE1NzU4WUVKdUd2U2MyYlR4Q2RuZldwbjczWlRFNjY5S3EwakE?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 26 · length unknown

    Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC

    ## Episode Summary In this episode, we cover: - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **China's ByteDance gained access to over 2,000 Nvidia B200 chips through Norway data center - Tom's Hardware** (google_gpu) - [Read more](https://news.google.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?oc=5) - **TSMC leads AI chip boom with 33.7% revenue grow... - Pluang** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxOeFdIdGpyLVo0UDNsQzl5bG51R1A3WGpsemFJVUJkQUkwMlg0cTZKZlZyTDVuNGxhTExDOXpZTG4yblRpakxEd1M1eWRLY0FCMzBYdVlCeEl6Sk4zQ0F2ZHA5TFExTlR6cHlTYS1ZMnRoQi1JWmxCeG42S1pEZEJ4SDUtUXltZm9sanBQYWU4em85MkoyU1BKOWtGcXFLZ3BacFJ1Zg?oc=5) - **Nvidia and AMD Can't Make AI Chips Without This Growth Stock. Here's Why It Could Soar. - fool.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOVWxzaEIzbzM4SlBhUmNhUnhna2pXZ3ctcGRqU05TY0JnQ0ttcURleE1wWWVNUEtYekNmWk5PRTl4NUJ6ejBpY3NhbWRzVi1SSVNoc1dJOFNnR1RudnNQZzlPTnFpMlNUbHg0NFBjcHNyUUVGNnp2UlhEYUt6UUNuaXJxN3hiWkpkSDdlSnM4bWtPek1jbWVOcA?oc=5) - **NVIDIA Exemplar Cloud: Lessons for Unlocking Full Performance on AI Infrastructure** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/nvidia-exemplar-cloud-lessons-for-unlocking-full-performance-on-ai-infrastructure/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 25 · length unknown

    Nvidia Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily

    ## Episode Summary In this episode, we cover: - **Nvidia Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPeHR1ZXFrZ2F0eHE3V0xVXzVzZy1PY3dRVmNPMDRaVkV1T013Y0QtQ2tiRDdDR2RoR3hHM2VOOS1XM3RLVmw1eTNPWGpxWTMwREtHaUN2TWFoa08wb2MyX2c1akRwRnFjU2F6OVZXV0czUlFrS3B3a1VqZUJlQS1hUElzczI1YlNLeUtNdjFGaGpLYk83dk01VE9EeklwdXhnNGM4ZG91ZFhYWXdN?oc=5) - **Google's orbital AI data center test packs four TPUs and 1,000W of solar power** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/data-centers/google-is-blasting-an-experimental-ai-data-center-into-orbit-first-satellite-will-feature-just-four-tensor-processing-units) - **US official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZlJFWDdJT3Y3NVRleW5iZFZzM2hwUQ?oc=5) - **Semiconductor Manufacturing Equipment Market Growth is Driven by AI Chips, Fab Expansion and Advanced Packaging Globally - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxNQ1NWU0RKWFZnR2x2NjdDbjJ1cnlCbk4zTVdlbGNEODBzQUEwRXdnQ1A3UUhybTZQVW9BRi1wYXAxbTU0dk5fOXd1YkR4LXhpZy1xS1dwak1kMVoxN2p1Vk80WEJieVp2WXN2ZmY0VFJDbXBaN3J1RHpMV29MU1BaMnFUT2s2WFlZYjZVZzl0MWpwQXV2SW9CdVJ3SGFhUnkwelB3WWl0S2IwUGVvZUlEUWxB?oc=5) - **Hanmi Semiconductor Ships First 'FC Bonder 75' AI Chip Packaging Equipment, Expanding Beyond HBM into GPU and ASIC Markets - finance.biggo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1tQ3BJaXlwNzd6RFNIZFJZNURFMzRzUmczUGY3bHlQX1ZKWVZUZVJzVnA3VHBXNlNfVUlUcloydmUzOXRjak9WZWtwWDBtRkFoem9lTHcwRnNVMEJCM2dERDktbTBaUDVnUGtLc00wTENNWThSeXc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 18 · length unknown

    This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com

    ## Episode Summary In this episode, we cover: - **This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxQYUxIOHRwSFhTNUR4Mk9iQzNBbFBWOTg5OG5sYlo3ckp4NnZlbnRxSDRKVFBRenJoZTRzNlZmcE9tTVZvWFY5QkRMMHcyN2R5SWpNSWVfcnB4T2VCZlYxcm84ZHpaRmVVc05iVUx3cC16TnZJWk81TzFNbzdTT2s5Z3I0emhaaTFpUUF6endSZTdzYUU?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - finance.yahoo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) - **Apple Eyes AI Servers With M8 Ultra, Nvidia Chips - tech-insider.org** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE43b29LMGNhZ08wazdQZEV5UmlGc2FQR2c5ZVZsRm4tS2xBVS05ZWdpci1uUzlidmRZUzJEVnprMzBZdHh1TkM2RHZQWE5relI3MC10blduZGx1RXBlaG9WWHVyX3lMdHVjSGJfVm9EdFBsSmVkNkVhRE5n?oc=5) - **Investigative report details how export-restricted Nvidia AI chips reach China — public records reveal how Chinese entities skirt US sanctions** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/billions-worth-of-export-restricted-ai-accelerators-sold-to-china-report-details-how-chinese-firms-skirt-trumps-regulations) - **OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5VdHlNWkdYQUJBdVV5c1luMDFlQVYyZnNzRFV3X3kweGY0ZG5IMVpfTE5Qd2JIdkMyaDZOOUJHZm0xU2FUcGdDT3Fzd0lITzd3NjRSbTJGYWNXWnVLV08yXzRUNUtSVGI0WFBlMHZMUk9FNFZCOXfSAXtBVV95cUxPREVoZVc1MjZnZzRDZ1diQ19ET2RQRURoYWtNUmNUUE1sSkgwZWJWZFl5M09MeHgyZjVYVTM2ZmdPdnV2NlgzdmJ3U2MzN09GYmQ0aUxtbFFGS0NvanpNbVY2NmxuV1R1ZnM0ZnZLS2dUUXR3XzF0amphbUU?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 17 · length unknown

    Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

    ## Episode Summary In this episode, we cover: - **Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/piecemakers-bets-edge-ai-devices-will-diverge-from-reliance-on-hbm-custom-designed-memory-fuses-dram-stack-directly-to-the-processor-using-hybrid-bonding) - **Nvidia's DSX Technology Boosts AI Data Center Output 24% on Same Power Budget - finance.biggo.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9lbzNMQ1h3VzVWbHRZN253N0RMXzdBN3BhZjF1c2p2TVhHVHo0R0hzLUJZLU44VHhRMkw1Smx3VEtnZXljc2tkbTNTT0RaTHdtRVpnWXdDVmtOZW9ySGttOG1yQ3FIZXZaYy1RRmFWTlotdW9GY3c?oc=5) - **How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/how-nvidia-nvlink-6-delivers-multi-layer-resiliency-for-ai-factories/) - **Investigation details how billions' worth of export-restricted Nvidia AI chips are sold to China — report details how Chinese firms skirt Trump's regulations** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/billions-worth-of-export-restricted-ai-accelerators-sold-to-china-report-details-how-chinese-firms-skirt-trumps-regulations) - **d-Matrix, the AI Inference Chip Startup Backed Early by Samsung and SK, Joins Nvidia's Ecosystem - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFBzWkEwQ1JQNmdGRElSRXBQYTJGYXE5YnVzMG9lRkVkOXNhWnI2REV6YlJxc2REZHBXYm1XN1EyenJoZ0tGY2M1dmtfWFBPaHNtY1Z3N1MzUF94ZVRXTDNRRkJNMVREQkNub2s2LXR0Nml0WDlLWlE?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 16 · length unknown

    Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit

    ## Episode Summary In this episode, we cover: - **Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit** (wccftech) - [Read more](https://wccftech.com/apple-eyes-nvidias-nvlink-fusion-for-its-m8-based-baltra-servers-signaling-a-return-to-enterprise-hardware-after-2011-exit/) - **Rethinking AI Chips: How VSORA Redesigned the Hardware That Runs AI** (semiwiki) - [Read more](https://semiwiki.com/semiconductor-manufacturers/vsora/373568-rethinking-ai-chips-how-vsora-redesigned-the-hardware-that-runs-ai/) - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - developer.nvidia.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVThRSC1oeUFUZm42VVVjcE16djhZcGRReVZiRGtIT0VGdXluUVpuSmF5VkdOV1dyREZEVExXalpWMmthcW5KZndEak1CU2toV2hUdkFLT2VtOW5jWGpSRjdEdTkySmVjM1E?oc=5) - **Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=5) - **This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxQYUxIOHRwSFhTNUR4Mk9iQzNBbFBWOTg5OG5sYlo3ckp4NnZlbnRxSDRKVFBRenJoZTRzNlZmcE9tTVZvWFY5QkRMMHcyN2R5SWpNSWVfcnB4T2VCZlYxcm84ZHpaRmVVc05iVUx3cC16TnZJWk81TzFNbzdTT2s5Z3I0emhaaTFpUUF6endSZTdzYUU?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 15 · length unknown

    NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports

    ## Episode Summary In this episode, we cover: - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi9AFBVV95cUxQSzlWS2dBY05mZmlVbWs3eEZTTHF0dVkyeVBocUQxaTVtT2dpekFNTUlxQUgzbVdQZlZwQTZMU0JWQTIyRkJDNEgxZWY1bnFMSFNqeWZudzNSQ05Ca1lBQjBKUXMxczBYZWQ2Uk1yNC10SVFiSHYyZy1nQjc2UWxOZjh3RlBUVGF1eDNWRVN2REhpTF8tTWUxM0JtX1lLbWVvZVJQMEgzUm1rVzNibFZNekMzQkwzR2ZLaVpwNVhxemFZMjRxX2RWQmFmblc5MDY5UVUzbm5pSENNVWMxQ185WHlqR1FtSzVwNGo0N3cyQ3hIMnow?oc=5) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/ultra-high-interactivity-on-nvidia) - **TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAJBVV95cUxPdkxuRkdWaFNIYlRqaERRMXpnZElPSnp0ajl2c29GZkNyTW9IN1F0blAwN3cxUm9zSjUyYWlHRk00eWk1eG9uSUNjZG9kVmk1QVJqN2sxWXJzRnBBa2ZpQXkxanU5X3Z5cG1ZNTE1dkk2TEJiQTBXSDQ3RmdVejZ2VFZJSTlsakZWMk1xSlJnRzByQ3U4UDRqZzZVTFNkVUxfSWNmVktqUFRCYmRiZU1xMnJ3am1TejR1ZVJJdDFlYUx5clBaeGIyRGdsU3RkM3N1Q3FBbG5PNnBpNFd2Ym5YeEo2TjIwdW1jZW4yNEVNMWJnVmI3VWs2MFpKb3gybDExeTZsNndnaVI?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 14 · length unknown

    Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com

    ## Episode Summary In this episode, we cover: - **Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE80eHl3SFd0V2ZjQUF5SzlhcFlUb19SZ0s4SWxJcnVFbmUydURMV29QOHI4bDNZRGRQSFBEdEdMREY3SEhQVENDWjd0cjdUOVNKaGpCV3hWUXRiUzI1ZWtPcEJhX19NZkNXWXUyeElLQ2dpdm5mR0E?oc=5) - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - muddyriversports.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi9AFBVV95cUxQSzlWS2dBY05mZmlVbWs3eEZTTHF0dVkyeVBocUQxaTVtT2dpekFNTUlxQUgzbVdQZlZwQTZMU0JWQTIyRkJDNEgxZWY1bnFMSFNqeWZudzNSQ05Ca1lBQjBKUXMxczBYZWQ2Uk1yNC10SVFiSHYyZy1nQjc2UWxOZjh3RlBUVGF1eDNWRVN2REhpTF8tTWUxM0JtX1lLbWVvZVJQMEgzUm1rVzNibFZNekMzQkwzR2ZLaVpwNVhxemFZMjRxX2RWQmFmblc5MDY5UVUzbm5pSENNVWMxQ185WHlqR1FtSzVwNGo0N3cyQ3hIMnow?oc=5) - **Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1ydVhNMHFzRmctZVp2Sjlsd0tXMm5pNTN6UGoyczRpZlBUTjhITy1ybEQ4SDh0MWNZb09ldElzWEZWS3BBTVZwdnlzQXRBM0FFSzEzOXNCVlJneEFydmdXQWc1MVVCZlZRN1lyWG1KM3U0OXd4aUHSAXtBVV95cUxQSWlJd0JfRlNxTVIwNjEyaG5JQWZwYTRic0lfNFVha09oLVF0UGlyemVpOW1USGN5SlpiWXRiVUxSaVllTnZoaXhGZ3dpR0lkUUlIYTVUWkxTaDJYOUYzYXktbnVRNmgzeDJiWFNLWE5icW5UZTRxVzU2UXc?oc=5) - **Chip Industry Technical Paper Roundup: Sept. 14** (semiengineering) - [Read more](https://semiengineering.com/chip-industry-technical-paper-roundup-sept-14/) - **Meta to Deploy In-House AI Chips Next Year, Taking Aim at Nvidia's Data Center Dominance - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE4wMzBqTWpQTEpJM2dBMTQwUHA0cU9VeEFmRXpOb2lqLWlzOFlqWmw0R2JvTWxscVlydUE1RXBnMHdsRW9pcXVzWFVDX09SYmFHbW9qazJtaTlYM1FKVWNLY29nQ0Q3a2duclU1ZFN3UnJZRkZhNWc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 12 · length unknown

    China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market

    ## Episode Summary In this episode, we cover: - **China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-ai-accelerator-supplier-biren-posts-2-000-percent-year-over-year-revenue-growth-export-controls-benefit-homegrown-chips-as-nvidia-and-amd-exit-market) - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMijwJBVV95cUxPbHVZTFZweUNMbndFR1U4QTNoQW13OWNGRzVRdWFqUHlJZGpvQ05vT2gyMFI0MzN3elNsSjVOS3cyVnI3VEFFRHVLMzB3WVl3dkFYOF9tcDY4cVFHUFhSS2pPdFNxUkEtVGlqYWxPZXpvMlYxZ1BMMXdoY3o3Wlg2X0RZYUFwWE1xVHdSYmt1TUtSUGU1WnZ0eEQ1Y183d1pOa0E4dGYtZXRjYnVucUNfUHFMdEctM290RHFiVkpGU05TSjlwdy1mRnM5bUVkT1VpemNtejg5aHkyWXhIT3VzZUdnNEZ5Y25UOTdfaG80d3p6WkNMaFgwcm1kSVpxdUdkOTZVTWVZRENWckZ1Y2U00gGUAkFVX3lxTFBaUHZ2bnduaVMzd3QtQUx0VUdHNTFfenB6RnE2THJPTVpCbVpfakx2eHZfV24xbG9Nc08xR0lEYndkQjhYQUJxZzlqd3l1bFN5bWs4RXowb1FJWFBGYjhXSjZlOTMwbXd3ODhHWXVMcjYtaGZSOW1TTmJqdXVsRlFGOHh5MV9zVVNSMVgxWEwzRk9kbDhsNF9yYnRGMDFkaTA1MUlURFR5ekhEV2pjM1NwQ2Rwa1JtcWNqeVVwSTdTanRyUWRhT25kQjRoeGtHWnJIeDBCelJqM1ZDTlFqVl9kYm5uTXpMRjFJcUZyUlY4WnE4SnF3RjgzWFR2Y3pIREJGUlBVUFB5TmZZQUJJUlY4YkxCLQ?oc=5) - **Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxPQkRNUnVZc0JGMVdRZVUtWW5aX3FIbGFUa2F4SlE5LUFyc0ttQ2E3WktDMktsY01mNWl6d2dTbC1RQWhlVXF2QU1GN0s4Zk1iRGo5MXZMTDBmRWtRc0lvRUVYMjJoS2R2RXo2SUlxdWg3Y2NpZkRnd0R2bFFiSW1haTNMcldaSTh5cGRPU3hGQVcwMXpQbjRHZw?oc=5) - **Fujitsu to export AI chips built on supercomputer tech to US, Asia - Nikkei Asia** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxQOHUyWDd0V0xRN0RRdjk4N1dsUWFlQ05pT1o1TV84R2xzQ1BhNzMwUTVNVlVTeHU0dzNrOEd5Z19BSC0tVEVWbWpRVXRVRzF1TC1vVjNVSGJPTTdvUlZBSWRpbWJwVHVWaUNjVkNZU3YtS1RvVnRhMWN3WENDaGc4MEpEU2ZQMEhncTZrcmZNVmlnLUdZYVFjT1J1VEdqQngyX2R0NVJabFJqTzVfZkxBY3d3SUdVam9NVWc?oc=5) - **Report: TSMC to Double CoWoS Capacity by 2028 as AI Chip Shortage Spills Over to Rivals** (wccftech) - [Read more](https://wccftech.com/report-tsmc-to-double-cowos-capacity-by-2028-as-ai-chip-shortage-spills-over-to-rivals/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

  • September 11 · length unknown

    AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st

    ## Episode Summary In this episode, we cover: - **AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi9wFBVV95cUxQNGJxd3VvSnZMbFUwQzIxUTYyRU5CbWVNd0FzMjNEM2dreXc5R3pFd3NGa1NReUU1MDhVSGlnRUt5eGxpakVlUVFsUEgzc2VOckJoVENLc19oX2R2RDR0YWYzaVNqZWNZYUZyWTlDdG9qS01VMjVXc1k2MmlYLVpqandQS2Y3RUEtQVREZ0hndXZ4bGx0aGdxSzJ2ZG0tMkJOZW9WU2diZEozRlY3bnFGUGYwcGUzU3FEQWhvM251MHBLd2EyaV8zellBUWxsR3ZzTHFSVEs1QXR5amZhTzRjSDZBWEhoa0FSTjllTWFGMVhHS01hZERZ0gH8AUFVX3lxTE9rV2VCbzl6LTEwS2VvQ1RpTVlnSDZpcmROVkVkUl8yTVE0SGJBSFlNalFvRnc0cWg2NkNfT05iZVh1NHktYjVwRGxLem1aM0UyeEZWVktDY21tcWFZZHJrTVNEdW15TW43Y3VCLTdMUHdpM2tTU1oxNGUxVGREWk8xOGpTNnNsY2lqMWJfeVc0ZFMwd2ZsV1ZhbEViUWxHWjVnQXdzOU5uY2JEQk41MXF5WXpWaXFoekFBN2JtTWxPWmwyNHJwM3FGcGNyVW1LdWdTaWhBOHFITEw3WnBBRlc1VmduLXNJdHlJOXk3SVBxQS15dnB4Zk8xd3c2cw?oc=5) - **Chinese AI Chip Prices Surge on HBM Shortages - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPY1VyWU9YUm94Snd4MVh6SzRQMklrVWRwdXhUVVN5SUdWcHE2MVNITjlPMTc5Tkg5T1BFVE1XTE9YOHN6a0RMdWJ0ZVNsaXZfMGcyM0YyWXVJRk5YZFJCNG92d3lrbzl0NVpYb1VDUHd0b2pMU3M1SEl2NnVMNWpsNk50NGJYNkF6?oc=5) - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi8gFBVV95cUxPOHBjTElVa2JPem8wRDIweHBkMlJ3YnRDeHRuR0dfemgwa0I4QkRaUGk2MTJqX28wODJ2SzF4djAxcE1KaEE0NzZXY2lRVDFVUXFzMmc4SmEydzNzS0YzN0txU0poRmZpNFU0UTRUV0pBWUFoaEVaOVNMOUdUREt3MlRwRE12aTI3RVlhazJnSnJyWkk5WGFwWVVDTTdMcVVmdGhmc2hsVVZJTnFldmVURjM2R19GQzB3d0I0OEdreHlxQ1VsWVZzNlJQYWxBaXpEakNRdURSS2V2N0pKV3pQYk5LM18yeHJvUExrZEM0azd2QQ?oc=5) - **Reducing HBM ECC Controller Overhead For AI Inference (RPI, IBM)** (semiengineering) - [Read more](https://semiengineering.com/reducing-hbm-ecc-controller-overhead-for-ai-inference-rpi-ibm/) - **H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi5gFBVV95cUxPREhUb0VhOWZmTVlubG05enlDc1Nsdm1uUER3NVE1VzNTV3JuTW10X3VUMDR6Qjc4QTN0dFhpdFFYMzJhZ2Jnck1zb2ZRWHF3MkhHaE9rejRPX3I0VEtGWGw5cjlZaGItUlB6Zk52eXEyS01kOW1IeDFacTE0djJoY2tkQV8ydUtDYVdpdmh6SzF6UUlmLUtsamgtMzQ3ekk3ZjVkQ0NyLWNMMWdBXzVDd3ctVVJQT0dTalQ0dUFVb1owWmFTU1FvUC1GaW5LR05QVS1KWWpXZWVLZjZUa2pZMWdVMFVsdw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

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