Afleveringen
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## 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 competitor Etched hits $5B valuation, $1B in sales for AI chip - TechCrunch** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOc3hSWElqZnFjZUdYS1VaUVBJdjA0X2hNeGc2TndkaXJUVktaZWdPeXdiX0Y1eHFBOFZ0akZTZEZTcEZqaTlTR3pVRERvNHhET1N4U2hISGRIU3VaLWxBS0VXYmhjckZwVUFqNm5ZRHhKYXdPZkxhX2N6Ujh6T2dGOHBPX2ZzVXU4TV9aWUJ0VWZ4eVFFalRXVVdmYjgzSmI2cXNj?oc=5)
- **Google Is Using Nvidia’s Playbook to Build a Rival AI Chip Business - WSJ** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxQUmFaN3pTeVAxSml4aXpYZlZMdi1tTGtkU3JncjZUR2h2a196eklrVWt1cklqTkh2bWh2VmNMZlgtTTlmZFFqS05rMlF1WG1mYnA4eVg3SGJDQWlDNVdnRDhQZ3dtd3FCMlZPckExSUVKRS1XU1JoQ1Awc3lxYkJkYkZodmJwM1NlcTJONnRHWjF3NmpBM2RFRUs5UkVROGdpd1hac2VR?oc=5)
- **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)
- **Architecting the Silicon Renaissance: AI Chips and India’s Semiconductor Future - Bisinfotech** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxQaHVRNmJ5NXJacVl1b0ZBQWNNeGRLeHJPZHlyd0UzbTRIcDRkVEJjakxRTG1ObVVEWXZyYXhkNHE4TUJBblJQMTZJOTBwdTNzSWxrMWkxSEx6VkExVTVUYmpaRmtpUDZGcUJBVi1MVXdmZW94YmtLU3k1NjF2dlBaOGhCZnRWUmFlNlE?oc=5)
---
*Sponsored by LimitLess AI* -
## 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* -
Zijn er afleveringen die ontbreken?
-
## 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* - Laat meer zien
