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.

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

    3일 전

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

    ## Episode Summary In this episode, we cover: - **SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOVkdqVFNZMm43bzRQX0hkdnhSUVVLVlhnLU9oUXhTUkU5R2FHOEVTRmdGM2x2Wk5SXzQ4am9idWZfcTM5bnRSMHgtazFuQVpHdWxWREVzSzN6LUZ2d1RTYnE3Yng1eE9ZY21aX2lKSXk1LXFxVml0cDNXSHNCZjctajRSc29VMGV0cTM4YnZESkUzS1BLeHNmYlVFMEdKZDJOVGR2blBTY2N3WlQ1M3NSWVRVZjBscHRrSUZLTzNSYUh0Y19WMEJ4cA?oc=5) - **TSMC Phoenix plant begins mass production of AI chips in partnership with Nvidia - AZ Family** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPdGJCTnRwekRoQ1lPd3V1ajMzRTh3QVBtWDBQNXBuelNWVkMtUl83SzNLemxTR0hrVm1EbURnbVdaeHNkZjlvdU9zXzdCeEJMbk5ZcXdPZDU0M2FQdXlrdWptdzBKVzFpZUZlNTdfb3ktaWZqeHNncWZscUl4LWpJSm5DWGN6UTBOT0oyY0hieVRCWjFydm9nVEtqQ2FiWkpTbjc1bUxhal9LZU9wNlhCLQ?oc=5) - **Nvidia's H100 GPUs are going to space — Crusoe and Starcloud pioneer space-based solar-powered AI compute cloud data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiigJBVV95cUxQZllrWXhKMTBZWl9GaHJSeVZrMm9Wek00NU83dkxRTjcxazd3eW9YRnlSb0dNSWxxSmd6TWpGU2l5RnMxY3J1a3RSbEZVNDJTdFB2ZTVHUkdHTjhPUFJZZ3RZVmE0cmdnM0J5cXNoc0VoOExVcUVrZW52TW1lX1U0RVJocFFNS3hoVzVCZk9PQ2FGY3pDZVNqYUxLQmlqU3lqYzlKQjhvT09NUWVfNG52UWNGMEVhYTQtSkhuMVZ3Y3JPbXVHYUtaRVZMeS0wMVhGeFdzRS1KbGFqdDJ4U0tIMnozZEpBLW9MY0ptNEQxcGpDWGFYd2EtV2FQaUlGT1ZoTmRrYTZ3RmhRQQ?oc=5) - **Here’s How NVIDIA’s Blackwell Ultra GB300 AI Racks Are Dominating Long-Context DeepSeek Workloads, Delivering Impressive Gains Versus GB200** (wccftech) - [Read more](https://wccftech.com/heres-how-nvidia-blackwell-ultra-is-dominating-long-context-deepseek-workloads/) - **Vertical Semiconductor Raises $11 Million to Deliver the Next Wave of Power for AI Chips and Data Centers - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNVFl0b1FZZ01fS3NSZFpWTUZBaVpIMDVxUmE3QjRjSjBtOU5famNUVm9sRVdJUk9XYnIycnVQRWhOWUprQUNSenRyanJBY2VTcWhfOUs1SGw0UWlESlpweWJMMjlXNE5mYjBsczc5UldKZy1pSXl4dVliOVVsRFdiZk9VN1RyR3JhSWFEVVAxTQ?oc=5) --- *Sponsored by LimitLess AI*

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

    4일 전

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

    ## Episode Summary In this episode, we cover: - **Better AI Chip Stock: Nvidia vs. Navitas Semiconductor - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOcVhsbl9zSlA5R0dob3E5andLX2FUV3lZRHFUUFhaSVdDYUF6Y3pnYXo0a0xDQ0l1ZllSNlJPUVZBbGNWTmF3eEs2TnFZLXRQT1BDOGhxdXd4WndONExuM3FNeW9BdG1YUWpxNnR6OGRCWGRHS3dqQjNEbUg0ZWl1b2JRMEt5VHhDZTlicTkzWHRzbVNaYXptVw?oc=5) - **New Software and Model Optimizations Supercharge NVIDIA DGX Spark** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/new-software-and-model-optimizations-supercharge-nvidia-dgx-spark/) - **Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs - South China Morning Post** (google_gpu) - [Read more](https://news.google.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?oc=5) - **US semiconductor reshoring efforts collide with the AI chip boom - Sourceability** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNdXFUOW5WUXNPN0pXYXcwYjc1LVItMlREbGdieThvZmFYamlkZ1VuT1RuOFhfYUJsS0pyalRFanRsNmdjbEViS0N5eTlyY1VSdHVwOWRYejFkZ0toWFlYbmpldmJSV3JqZGhTclFfdVFHNDVDV0t3M2ZaMmZ5MTJadno1N2JnaUFRZXdZVzBlWU5yRkh1?oc=5) - **Yotta Data Services to invest $2bn in 20,000 Nvidia Blackwell deployment in Noida, India - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxQMEJVU2FMTVgwSXVURHpyQ1BEb005R0ZhV0FoNlBUXzl4WHMtUmpLcVhrQlRlQjh5bXNZaEI0aHViMTNKNG9NdUZZWjFEaWc0UWl4TjBJNHNTWEh6UWpVRkNNbXZyX0hIRzRuRGw5dlNhbG9jaHJMYXo3NF82QUVPUDAxeE9pSHBBdll6aEw4UUJydmRYOUYwcEJ3c25QVWZPYzc5ZGF5d1RpTWN1ZlptSThhaldab1R4d0FOUVpDY0htVHlJbnF6RA?oc=5) --- *Sponsored by LimitLess AI*

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

    5일 전

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

    ## Episode Summary In this episode, we cover: - **Real-Time Decoding, Algorithmic GPU Decoders, and AI Inference Enhancements in NVIDIA CUDA-Q QEC** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/real-time-decoding-algorithmic-gpu-decoders-and-ai-inference-enhancements-in-nvidia-cuda-q-qec/) - **Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 11% - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigwFBVV95cUxNN2U3bkkwSEVJdXJxZ3IySWRZQlZKcHl4TklYS0tMQjhvSUlNd1pELXc2Q1BaQ1Jfc3ZRX1RYRExXUjUxaDhHNXdXLUtLaTdCS01KNENsU2hkWkJiQWhJUjV5YXFWWTdha1ZaVWRnN1hYUnZHcUNlZlpRNVZ1eEx4Z2phMNIBiAFBVV95cUxNbjBaOWpHSkpIYzAycW5lZGU0UjBzbTNyTDhsdnQ1ejVKRzFpcjYwQjJVc2pFNGpkUDhqM0VoVmZWMEotOC1Jb1kwWEMzd09nUHFJRzZWR3UtWWpUTkx6MEZ6SDRwZzBnZTUweEhSdjk5bmZidFhPWGJBLWVZN24xcmpaRGxZcWh6?oc=5) - **Nvidia vs. AMD vs. Broadcom: What's the Best AI Chip Stock to Own for 2026 - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxPSzhXZHcxY0ZVQVdIQ0lnM2xPNjJpa01aMVBNdDlaTk5NNVB1ckR3TGhNZTl4S1pETjVYUjB4UUR5S2h3NkZlakd0b1NNZEUxWmpGVzAyMDJXVzFvU3ZZeWphUkFTZWFpdXFORGFhMHlaVUdCZ0JveE40bDBGRmRsMjVteTBBZGw1cU9KbzB6blp1a3FvMnVrSQ?oc=5) - **MIT spinoff Vertical Semiconductor gets $11M to build more power-efficient AI chips - SiliconANGLE** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPWlAyT0duYVRhSFdna0diQjhTalpPbXhOTzJJY0ZtZWpqX2UtY0ZnNXNzMURLWmpKXzNwN1RPS0FJUHRuV2I2MGZDS0pwdW4wNTN4eGZINkh0NmdIanh4YUdJSDdZZU5BWUNSbF9ILUVLMmF1VXRJQTd6cnVhR0pieUpVWmk2eG40N2VPQml1dDBOMDZ2UVFTRTRlOGtBRmhJOHFXaDlJcHVsMDd4WlNOag?oc=5) - **This Light-Powered AI Chip Is 100x Faster Than a Top Nvidia GPU - SingularityHub** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQTm9hQlN3ZGVJemZ1RVBQNUNtM3RJdUQ0cFJ6LU1xNDYxLTBXdnVCM1VvMUViMGlyTlNmcDVnd3kzakRNZV8yWXhpcFhVZzJqRWhveG5yR0RSdmh6TGRGRU54MTBwQnh1LUpkUzcyLXQ0NUhXeWVSZEc2dGxoUDhJZmNUa0FRQS1JNW1FcTFfUjFaZThsM1BUZjc5eEFaelM4UGhQWg?oc=5) --- *Sponsored by LimitLess AI*

  4. TPUv7: Google Takes a Swing at the King

    6일 전

    TPUv7: Google Takes a Swing at the King

    ## Episode Summary In this episode, we cover: - **TPUv7: Google Takes a Swing at the King** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the) - **Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware - SiliconANGLE** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxQQ3ZKYkdZbnl6MmdvQV9BXzNZYndsN0hRRkNOOHVJcmktZmozOF9mX195WEl6V3kzNnlkUVNkU2M4ZTRDOHBfUk5vNUJkVEpYeWZ2eGFuVjNtVk1sdE1md0Y0R0ZFWklILTdlV3RBU0VMWWJsX2ZhUHhHUkRMMVI4Z3Y2cDdTT0E3Rl9fR0hkcW1BdHZ3TVVHNHF3RHI5LWVWcTVhU2hLU0NRaE0?oc=5) - **Making GPU Clusters More Efficient with NVIDIA Data Center Monitoring Tools** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/making-gpu-clusters-more-efficient-with-nvidia-data-center-monitoring/) - **TSMC profit surges 61% to record high fueled by AI chip demand - CNBC** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxNNGFmc25zSDNJSVBPVFM3R0ZUVmg4YkdhMTBzWjhpYU4tZHpuUlBJaG9ZWHNSeVYxRy0ybVAzOXFTcUw4OXJ6bUpoZnBEakZ6QzAtUW5Nb0h4UGtCWjlrT2xXNE9CUnBKV0Jua2JSN0lnX0hsZGpGazRxeUZQOUVlUW92aEctRU9lY1QxTk1DMG1MM0tzZlFVUFBGbDRnWU5KMVcwSjJGS2ZoQWxBVWZJZHpvaldGNEk0dG5N0gHAAUFVX3lxTE5JcGVZRnpCUXdmWDlYdW9JSmhEYmljWXF6bGJUakJieUhGVllpdDJBMTdJWlNockZBSkdFZU1IZVhJX3JPWGdnZ0hGQzBJMmE3TFFCLTlhR0pjUnd1aV92SzM5eUpsQjFJMER1VVBfRXotRWtOTWs0QWZYYXRMcEpiNkZpdUpTQWNTM3FqdThMYThhTDFJX1E1Mmt1emx3QUwyU2dsU0V1MGtTVjREeW1KdVBSdjZLR1BtcU10Uk9mQQ?oc=5) - **Nvidia reiterating AI chip demand, OpenAI's funding among Wedbush's top 10 things to stop tech slide - Seeking Alpha** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxPRVl3TUZpUExndlRRb0tabGZCdFhaN1BfMjc3SmRRWE52VE1mUW9vSmpjOU9qbnZob0hTdVc1MVV6ZUtObjBnemVKcXo4eFRmM0lGam1haWJWclN1dWcwS0M3WlBNZXR0Qk9kMlFUUnViWWt4WmxSckFSQVoxSjk1X0JHREJPMWhMaGxHNS1QdzNKRkVKM2pkYnprbjktcnMteUp1UGl3X0RMekdjRGViZVk1cDIyZDdWbmczSEVLNVlWckk5MGN0bXR3QmEycnNV?oc=5) --- *Sponsored by LimitLess AI*

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

    2월 17일

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

    ## Episode Summary In this episode, we cover: - **Nvidia and Meta stocks move on massive AI chip deal - thestreet.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxPN192N201NU9vWEhTTmlzNi1ieE5rSzY0VzRFb2ZoVkFDNGJBSHdoblZ1b1FLQnlaOXpRTFQwYU0yQ25TOUpBS2lYQXdoYmRzaE5aamFFT1FpeThCbWN0TmtHLThkYi1DR3FPVWNRR3Y1T3p6QUgwbTVMbDBTNFJaTDdDc2N6dU5xX2dBVExtYnM?oc=5) - **Taalas Raises $169M to Develop AI Chips Challenging Nvidia - MLQ.ai** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxNb21IemxXS3E2U0k4MEtRTU9qbDJrbWhSS1UzRk1fc1B6VjBUWDZ1dkdMNm1WMHl1cnBkaDZQMi1DdEMwZDdtemJZdEZXcU5jbGRNNjdlbmhQaHR1R1dFdzdhU2ZwdnZTQU5SbmJreXgwWmVscU1HbWNDS3M0S21ib0l0VVhXZGt2ZXpha1BKMVk?oc=5) - **Advancing GPU Programming with the CUDA Tile IR Backend for OpenAI Triton** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/advancing-gpu-programming-with-the-cuda-tile-ir-backend-for-openai-triton/) - **Nvidia and Meta expand GPU team with millions of additional AI chips - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNN3NVRzF3eEtIRXh5YzJzaU5TdldkbFExWFA4bi1zUGw5TEYweXd0QlluUk44cU5vSUJ1dUxNa1dEY2djdHFlS1ROMkw4RjNXa2Uza1EwRVlzLTAzSjNvbngtaEtYQUxqZkJXMVE1N0dQdTU2OFhmSWdLREJSeGNSV2RNcG5xYjdJbDZLWU9zcDlvYzVlQzFZa3IyZ0FqX2xwY0pQWU1HdkVuMWlJZmlXU0NRT18?oc=5) - **Nvidia (NVDA) and Meta Stock Expand GPU Partnership With Millions of AI Chips - CoinCentral** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOdk9kX1FVQXJTY3lOam12cjRqLW5WdnI3NkRlWFJVaHY5MmJJQ3VRWk85bXNvUEpieGhNbVh3OHV4cUZ1VHNPbWpOWkZ2THgzYV85d1RWZ1ZfVEFzNU5LWUZuS0l4UmZCVHZuR3lLWldUNkp3elZmWjhmUGp1OTRnNVJUYlNnRkxnODB2Wi1LNkVST24zaG1oMGZuOVEzWmRscEE?oc=5) --- *Sponsored by LimitLess AI*

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

    2월 16일

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

    ## Episode Summary In this episode, we cover: - **This Week In AI Chips - NVIDIA Partnership Signals Growth in AI Infrastructure Investment - simplywall.st** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQcVJ2bXFYYXJIcUlBSGNxeGRoVHhNVmZUcnI2NEE0UjYtYkRla3JXSWhYeWNHY2ZzWnYyZXkyWVVjQ2FsVGhJQ24xME5zbXVWUjFzTUplc2lMYUVLbkJxVkF2WkUzZm9aMWFHd3RGc0tJOE5tU2lkTmtJamF4djBpVHdaNlpBWkdyQnY4amVRN1EyZGE5VmhLYkxhOUw0WDYxWWN6cWJkeUZ1RVVOOHlaRnhlRzBnazFaLVRGVDVSNjlfU3k1U1oyNjRxRQ?oc=5) - **Taalas Raises $169 Million to Build Custom AI Chips Challenging Nvidia - CXO Digitalpulse** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxPZ0tyNDVFYjVqWjV0ZXVQY2dEQUZLR3J4Ty1WZE5xZ2I0SWdGbmlVOHFQVHVHNFdwSzh0ZGxnZDIwb2V1Z1JKMlNVWklkWWNJaUJPSEVEVHpRd1pBUVhaaklDVENNOFhlRFM3Xy02MFBOSVFFdzFxVTNRNEN1czJRZDQ5dnFTWXR6QUd3T2hDNy0wTE9rZHh4U1pycWlnUTRLQWFxbw?oc=5) - **US AI chip startup Taalas raises $169m to rival Nvidia - Tech in Asia** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxPM193eUJoS185MmdwdDZ5dnFrbjNtRkFFVmJzT01xd0dvbDNzM190dm1zbTNmY0c4bUl2aXB0cjMwUXN0N1VaeXBTM1YxUF9vNFp1SXlvQlI5V0pHM1N5VUNSa0RIZUNRcHA2SzBrcGNiSkFudzBaYVk2ckdjRFVSdHVMLW5kUQ?oc=5) - **Nvidia’s new software could help trace where its AI chips end up - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxNMTlCOWt1b3JaTzVuY09GWFRfSUtCaWd5SVZobVRYQ1F6YklwWkJNWjI3UkozRkFjSWtsRFI2WUVhZ21YeHlLWS0tLWZZWU5GWXBHdnNURGhQeUVZUlFEOTNWdEplU0I1NGlObUxjN2paS0dkTFo5UWpWWExaOXFELWJWd0JuVUQ4dDJqSmpjN0kxbUJhS0VqSkZyTEtHUUpwUlHSAacBQVVfeXFMT2lfWGM0RmdjQ3c4R0Vxa1o3RkZqSEl3NXp1YlFWc3Q4RFdVd0pQbU9Jdmg5bG5mNEZDcTRPcFdpRFNlNXpqQVdDWThzX0ZocGhsOV9vZ3VBSDNaQjQ0S3l3QzU1N29QUnl3cDFPdkY1dy1GbmRSTTIzSzdDSjh3Tjl3VkFUNDVjUC15VzJiQlNPV2tkaWJaeFEtX2RLRWZoazFucFJpMTA?oc=5) - **AMD's AI chips to be used as debt collateral in $300 million loan, report says — Cloud startup to use chips in Ohio datacenter** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/big-tech/amds-ai-chips-to-be-used-as-debt-collateral-in-usd300-million-loan-report-says-cloud-startup-to-use-chips-in-ohio-datacenter) --- *Sponsored by LimitLess AI*

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

    2월 15일

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

    ## Episode Summary In this episode, we cover: - **Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxPd1d6V1RlTjV6MUpFeHNQREhKMlpiU2hqcHBORkdJcFBUSWZrMXg3Q01ZczhtcHcwQUdxZHZfZEYtTk1SLUV3cmwweE9fbUpycy1fdDg0OS1xcGJickdEbGxZVHlreW52ZWhWbGtNRXlHd1V5dlg1QlQwYmhaNzl2eDNtNnd1SWxBOG95TEVCR3RGa1hyMmtlS3BhOW1QOU5BU1AtSFQ0aDZuVy1kOWpQYU9KT3NhaVFzVnVvRA?oc=5) - **Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOVG8zU3NmR0xkeDlaMmhNQThNZnN6MFZtV2VfbnNMT0ZYcVJFLUJiaENlTlRGNE9KMXZSdDhMZVdyT24wcE9JdWxJTWNVSFJpOEU1Vm03aXZwT2ZONnh5S1ZBeXFOOERIWVBBNlg5WnBPTVBfM2VSX29maU5UN2h2amlRVFIwN3BXdnNrVDItWHZaSDlLX2w2UF9TQzVUYVd5QUHSAacBQVVfeXFMTm9EMGExa2dMN1pKMWQ2MjZUc1hST2ZCNnFsYTFENlItc3plcm9rdjd1Y3RjLXFQZ2t2V0ZKWW1tLUNwRTRUZW1LbkpkR05JcnNteFk2MUNfcWFWZmJnQWp1RnVISzJMS3UwUk1SQTF0cU5welZqVVdvTElyS3dvS0tpVUlYOXNUOXRuREFnNG4xbzNORXRLaEtpSW1qSWtJLUx6bVJzeUE?oc=5) - **Nvidia Signs Multiyear Agreement to Supply Meta with Millions of AI Chips - MLQ.ai** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimgFBVV95cUxNWXlzQmthOVhVcW9ySGo4akI2VDRYQTdmenM4ODRaTlpnYWdyTEE3WHE2OV9ybXpkSGQyWGNtVkhTWlZtSXEzSE5UazJxUzVDQnFQdzk4dUdVX2ZndzdubktTTE45T1hTcHREUmRheUlEeDkxRG5hV1Uybi13ZDRRc3RfMHZ0c2U2bk8zcTVlVkVpNUpCVFIwNXRR?oc=5) - **Inside NVIDIA Blackwell Ultra: The Chip Powering the AI Factory Era | NVIDIA Technical Blog - NVIDIA Developer** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxNOEpoMUV1eV9tT0pwUnJMYmsxcHBvTkFCLVZ2MURxWmwxTTN0ZjhEQlZaMF9oaEtpaTJVaWhtMHJqRzZtOWd2LUFiUmZEVWo1ZjRIUldvWUJObWtKMVZnYVZTeUF6dlhGRjQ5YXdxdGx1NDc5eGVNc0RGSVZqUlZhUEZDVlE0cmhHcWU3cjM1VWJ3NDJ3UGFRa1oxWEhBNDIxck13?oc=5) - **GPU vs TPU: can Alphabet’s home-grown chips really threaten Nvidia’s AI lead? - Saxo** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTFBpQkoyLUFpSVkzZjJVcW5iM3dPYkFITXl3czNIUmlwMWtucjZTWEE2UGJBTC1DNGRhT19QbXhIM2hvM1RVYnB6REtrZmNOZS1KQkFKTThKd01FZ244aW56T3B0b2lpeUU0MUdvNHJ2aXd1Ym1Jd0FWcg?oc=5) --- *Sponsored by LimitLess AI*

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

    2월 14일

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

    ## Episode Summary In this episode, we cover: - **TSMC will produce cutting-edge AI chips in Japan, strengthening its aspirations in semiconductor manufacturing. - Bitget** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiXkFVX3lxTE9rR2hGU0RDSnZaSFVwaVlQWnVJb1I5REZmSm53MlFsazR6WlRnUnVKS1JRN1QyVGUtZ2NwX2ZLVzdtY0lhQ2FYR05GV2RoblNXaXVRcUduZmpRTGh5R1HSAWNBVV95cUxOMFJqYXVPU0pVa1plMmJGRFhEVGJwbzZac0MydklLOElTWkMzUXoyYUpod2xvRjBPQUM4eklRbHZDbkVWSmV3dkNic3ZQaUZvSVEwTnMtOGlUbHFaZE5vR2ZaaVU?oc=5) - **Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOTW01VGRQN0xUaFo3SXAzeFVBZUF2VEw2S3M5Y05mcXp2SDdjclE3MGJYNzhhTmRMVWZad0VQSGR1VEJvOXZUclhWLUtvUDJqN0dwOXRZMzBEbXM0Mi1sZ29XR2ctVE1GcTBEcmY0R3J3emdCSXhDbG8ySzVmZnlkUV9BNWtzRC1McDVKSU50MmlmelBkVHJxS3BBRkNlTDJmUkHSAacBQVVfeXFMT1ZXWDJ0dmMtdDZGaEJPYWFFS09ScDc0ZFFyWWJ3Tnh4MGEzT1RiSElsZUFSWGx3enhHWDd5X0RNWFo0VVE2NmYzMVM4eHBvVmhsN3ZrQU5OeGRvRE94NloxUk9RV1ppNkRHdmRMQjR6X2RmWmU5Ql81WW1UWDlqNk5LYVNuWklLWXFFSnE3Yjl2bzF5c2lqNGRKS3RxbXNobEk1a1J3b3c?oc=5) - **Microsoft Releases Powerful New AI Chip to Take on Nvidia - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxPeGVwX0h3US0xWndhQk5NSmhrZnJLYVlqQXJLTlMtd2M5R3kxVmkwZV9wdkduNWFYcjZqak1iRDNnMC1aNWlwMUN5RFpQLTRwT1pBTXZ4WWN0MHF2aUJYU3JNYUpSZk5HTG9oRFZTQVcwZU12UW82VmhWbV9tdFV5MW82cW1DajFqcTgtWEJLMlJtMjBEVEE?oc=5) - **Why Is Nvidia Moving Higher in Premarket? New Multi-Year Meta AI Chip Deal - Tokenist** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxQcGxua1hMOXpwbnlLeEJIRm9EZWlKSEpsT0pQTUdIU0didzlWTmUzdUcxYi1rbUY0SC0wZloyVmc0dTN1WE05eGVqMjROeUNCNTM5SVhnakpoclFkck9UU21TbTg0cDFaUV81NG5IOVUyR0pRa0QwQmJvYjlQNlhsbUZtZ1pITjN1N3dkYmw3S2N4MTg4T1FIZi1fVQ?oc=5) - **This AI Chip Stock Could Be the Real Winner as Data Center Demand Explodes in 2026 - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxONlA5SlNFVDc4OU9DSTZnS0RkZERadmZFcndpYVZDZGpiM1RsSVZLczBzcnVlSG9tQlRkOWQ0aFczM2JlREJVUHRUWDZ1N0I1eXR6QzNJMVNFQ3ZBX2xkQl9NTk9JSDZtZVRrYVdoZnctTUtZcnBRRkRsT0tYT2RLRm5FMDdfSWVNREZMdUZZd1h0VFVT?oc=5) --- *Sponsored by LimitLess AI*

소개

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.