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

    1 day ago

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

    ## 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*

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

    2 days ago

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

    ## 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*

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

    3 days ago

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

    ## 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*

  4. 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

    4 days ago

    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

    ## 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*

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

    5 days ago

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

    ## 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*

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

    6 days ago

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

    ## 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*

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

    2 Jul

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

    ## 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*

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

    1 Jul

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

    ## 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*

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

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