Afleveringen

  • TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.

    TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.

    · The AI Hardware Show

    ## Episode Summary
    In this episode, we cover:
    - **TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxPN2l0bDJvMkR0MEZ2MVNWSVFEcjFMMXB3ekxLeHRDZlROYmcyVHZkZ2U2SXl6RlBGaW1uZ3N2WWU1bVFtWjZhd20wWEV6aU8wZzlVSlVCQ1BNYjczZTFteVlPT1MtUXVaVXhONjdOUEhMcmt4Vy11RmJWN3ZKNXhidWlPRWY5T1puMkpLVkdyWnFhX2QxUVFTUTRoUnkxS1VVSzNxc2NB?oc=5)
    - **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOb0syMzYzVGN4dk9yZzRlNzJ4UmhUWVZKckNYX0VHRHo5TGhrWG9VTXNrM3Nuc1pyMER3M05KQVZSVUhuMHIzT3JNRmoza2pTMnV0QVZfT1FTNkRnSGJNNHU1N2phQUNfeF9ZMnRCMjlXTDBIckJtYlRXamxDS0xLQW5NMzkwRTlrY2REWjU4ZzdJVHc?oc=5)
    - **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)
    - **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)
    - **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)
    ---
    *Sponsored by LimitLess AI*

  • Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks

    Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks

    · The AI Hardware Show

    ## Episode Summary
    In this episode, we cover:
    - **Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks** (the_register)
    - [Read more](https://www.theregister.com/ai-and-ml/2026/07/08/intel-backed-ai-chip-startup-sambanova-breathes-new-life-into-aging-nvidia-gpus-in-latest-benchmarks/5268721)
    - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5)
    - **Prices of Nvidia’s Restricted AI Chips Surge on China’s Black Market Amid Export Crackdown (NVDA) - Yahoo Finance** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxNNEo1T1pCQ0RJNGRZeG1SQWxkT09Vcndtc244X0E5QVByWGs3RlAtZHEyR3pod25DbFFCdjBrX0M1bVZtM3RQWHV2aUl2aFFHWFhNOHZfdnd6eDFGc3RTZjcxZTNZaGVZb0lGX1AzMU15Nmx1NEVEMkwwTlotejhhNEJMNDlGME45aUtPTzF1T3AyY1NiTkJUQ1RybzdfZw?oc=5)
    - **AI servers will consume more power than all conventional data center hardware combined by 2027 — global data center electricity consumption set to grow by 26% this year, Gartner forecasts** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-servers-will-consume-more-power-than-conventional-data-center-hardware-by-2027-gartner-forecasts)
    - **AI Chip Stocks July 2026: NVDA vs AMD Investment Analysis & Market Outlook - Intellectia AI** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiYkFVX3lxTE1udmFBeGpTR1dXSXphSzN4Y2FQcTJ4dWhWUTM4VW9yTThrWURIQm83YU8wbWlVT1JROUpzbTZDR19nYzVTLUVEVVlLRzgzZ3JPZlltQlRsd3Z5bGFIYkluaVd3?oc=5)
    ---
    *Sponsored by LimitLess AI*

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  • Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz

    Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz

    · The AI Hardware Show

    ## Episode Summary
    In this episode, we cover:
    - **Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBpQUhReTE0OFJ2SkNsdHNvSHlGeURMaGRDLW9vR1dVMjRaSVg1cXVCWTFYaDBiWG96Y0Vua190MWQ2SEF3amdCNE5GamVVaVpWdW9fTnhQVFFJMzhfaV85X3h4bm94d0k4TGhiMUMtMlJoNzNjZHpEMDdR0gGOAUFVX3lxTE5WbzMzdlhFRUNRb1N5SDJnX08xa2hkcXZyVzZuRElRVWNZNTQ3SFFwakhqek9HcUZveFlGMVRFQXdMTDVoU3pJc25yMzg4ZkJDM1hHcWRKV1o1OHprUGdiZnA5aXhSV3lrVUtvN3QyUGgxcEdXdVk0dGpWLWpGYmV1X044N1UzWEZzQ0NtSXc?oc=5)
    - **China Also Facing AI Chip Shortage... "Nvidia H200 Chips Allowed for Companies" - 아시아경제** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiZEFVX3lxTFA2aDVsbzdscUVLM1dpZHFfVldoTFBsR29fZEpEWEp5el9QYUZOV3IxN3Q4NDlnQ29DcTI3emZRMzlJdFRmVE14X2xQaG0wV0NDZFU4a3NnV2ZKMnNrTzE1VzhjTEQ?oc=5)
    - **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/)
    - **Apple, Broadcom Forge $30 Billion Semiconductor Alliance, Expanding into AI Server Chip Collaboration - finance.biggo.com** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFB3Y3hIdG02UjBmWERuMnYwdDBfeE1iNkRNUWQ0RHdCOUp2M241cXFxN3RzeHBXMVhCMlJVQ2tBQllfU3ZmQjFnVlhXWnEtTFpOWjI1ajJyV1FpOFFKSXlFSGFVRTlQbDBGU1FWNm9LbTB3VGpKZnc?oc=5)
    - **AI chip boom puts aluminium supplier AMS on track for semiconductor-led growth - AL Circle** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMitgFBVV95cUxPdjlKUVVfcS1TUHdpeE5icm9qZzJvbnJKWWxXRExDd1NZTWgxVktUUks3dF9hMmo0ZDBoTHYyRTl6VzlBOUtuX2ZVajBEdjNnWmFocFJBVUpyWVhZMEpZdjFoNWhJNXljbTFMZjA5aFdOcDQ2ZjRZb0JZbzZFM1FkUWI2RkNmZ3JRcVY2NWluTEZiaFBtdDBpZmNKekdGR0RJNXpQcktIQzBHanY0ZkJpQjhKS21qZw?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.

    Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.

    · The AI Hardware Show

    ## Episode Summary
    In this episode, we cover:
    - **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)
    - **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/)
    - **Why NVIDIA Blackwell GPUs Need Liquid Cooled Data Centers - Nasscom** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxQcW1pS01RQTlWYTh5VUhaUnVCdDduaUotTGRoQTdnNXg4RzZPZTF0UjZyLWJ2ZVk1YkI1TzBEY0Nja2piWFV2c0s4ak5ENG1uVXVVbHMwenhrcklrYWVLOUFGU18zMFJzTkgwWWZoUzFtc1ZpWEVsQ1RnRDRlWFJsd185bzZmQjBObnJPZmVLZ3c5NndpWDRhWHRCQ2FLenB2ZWNXYmVhZDFSenpZZHN3?oc=5)
    - **AI Chip Stocks Investment 2026: Nvidia vs AMD Analysis & Market Outlook - Intellectia AI** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9sNE0zWnJXZlZHR29PMHBmRmRIeUpacjhjWlZ4N1pVc1hyRnJXRXVJVGluZUdQZWs4NjNHcFM3VzRWZXR2cng2Z0t1a1Y2MEdlTGt0VXRtMkJvTWpOS3hUY1FuR2hHTWZCSzZ3N0NLanZJaC1HX3c?oc=5)
    - **95% of NVIDIA’s Grace Blackwell GPUs Yet to Be Deployed: Report - Analytics India Magazine** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNelVhZkM1MlBQdWR1VGNkZXBqaHVKSGR0NDkwZmZTRm9xN3dUelFRU0prZDQ5NEdPcjhuSU1Ha0lRY1JWZG82NERncmJHTVJweFNxdGxEZ3lZZ0NDWXpTazlmbmZ6NElUbGdkRGRxMDlLVVp4aDlZaWZrT3l5b09SOTBUb1Vqemg5MklaUGpfRGpmX2R3MkI2V3NlSjFuNkE?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering

    China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering

    · The AI Hardware Show

    ## Episode Summary
    In this episode, we cover:
    - **China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxPd3FXLWxZV0JWeVpuamJPYVIwREdaeG10LXRpQnhtWHYzMmJReHNnaWF0MVhMRWloVWdvZ2ZSWEc2VGVFOGRyZlhoVnE2NXYxZEo5dVdTVUpWa0MyeC1yUWVjbzJHcWItX0tRSk51TXo5TzJkeThJNEFzNV8zTmVRTWFabGlRam5taXhIczVRaUF6OWdYbktQM3A5LXp2QmJySGZiczkxdldyRkIyNzZvanhKRlBjWTFEMXJFTVVn?oc=5)
    - **Micron Stock And 2 AI Chip Picks Backed By Data Center Demand - simplywall.st** (google_ai_chip)
    - [Read more](https://news.google.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?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)
    - **Nvidia and Intel tout homegrown American chip supply chain prowess as country bolsters local production, but gaps remain — crucial Blackwell packaging steps remain offshore as projects grow in scope and scale** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/nvidia-and-intel-tout-chips-built-in-america-but-every-arizona-made-blackwell-die-is-still-packaged-in-taiwan)
    - **China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/chinas-huawei-to-enter-south-korean-ai-chip-market-with-new-atlas-superpods-clusters-pack-8-192-ascend-950-accelerators-per-deployment-reportedly-challenges-nvidia-dominance-with-tripled-inference-performance-of-h20-at-one-quarter-the-cost)
    ---
    *Sponsored by LimitLess AI*

  • 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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## Episode Summary
    In this episode, we cover:
    - **AI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxQSVAzR1MwUzZ1NnkxQVlkbzMxdkRrbFYyeU1obk1nQTh6Y01XcmFYNXlJOUxobjdadnRvTWhLc2kzYnRtLThZaTJxd1UzVHJnVl9aN09NRkotZ0xueHNxR2hjZ1Z4QlRpVGdMWkdUVll1akVwOE5GRlRJanAzOWJpajRYb0FGOV9pWldIQTdjeUJBN2ZmVVFHendrQnIxb1JoaEZhVVgxaGoxaWxHaEp4ZENGc3BhZWRQSzRPNXFfa1BsT012SWM4RA?oc=5)
    - **Foundation IP for Intel 18A: Technical Overview and Why It Matters** (semiwiki)
    - [Read more](https://semiwiki.com/semiconductor-manufacturers/intel/370748-foundation-ip-for-intel-18a-technical-overview-and-why-it-matters/)
    - **TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Yahoo Finance** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNZDZUTHVqSmI4QkdIODlCd3Vnd1hqOGNNOTZEd09tT3Nzdm9TU1Njbk51M2NkbUZCRXJ1S0lHTVZ3WjQxU0ZTU0tVMy1Hc05VS1JCNWU5aWVHdktUUWEtRXg4UTVFSzdRTVZsZms1eVVrRU1yQjVMLXRpTGx2SWlKR1VtQTBSTF9QYjA0dUNEeWVDMkU4bVNKMEU0SDdEY0U?oc=5)
    - **AI Chip Stocks Investment July 2026: NVDA vs AMD Analysis & Forecasts - Intellectia AI** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTE5ZMW15U3Z5VVhaZUdqYS1BZ1o1Nzd3NnNEeDFMc1FBTVBtYm5OYkdTTUxtX1pMMExIcU56UnlnVW9FWDVjem0tOFFRTXZjaExOOUlHS3ItMVZ2WUxZRDc2TFM2WFBBdHJ4V3VvQkFrZUY?oc=5)
    - **Chinese AI chip start-up bets on 3D stacking to bypass US controls - South China Morning Post** (google_ai_chip)
    - [Read more](https://news.google.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?oc=5)
    ---
    *Sponsored by LimitLess AI*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

  • 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”

    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”

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

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

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

    · The AI Hardware Show

    ## 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*

  • $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

    $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

    · The AI Hardware Show

    ## 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)
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