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. AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards

    1 DAY AGO

    AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards

    ## Episode Summary In this episode, we cover: - **AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards** (servethehome) - [Read more](https://www.servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/) - **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi_AJBVV95cUxNRFJBVkJvNlFGbmR1T3RJdlVGYzNGZ0I5R2pqX3VYaHQ3SF9CVjZnbTZnR29sWGd3RE53SkhKTkxzVnJIZjJqdDlxQTlXZzQ2U0ZLLVVoOWdfaUJMcEx2Ym5pOVF2R2pZaEQ4cXRpS2NEdEk5UEhPUl9IQzFDeHg5REc1WDFUbUIyRlZyVGwwbkNtbkJScXk5RkdJYUJ6YXhjZDFzd05yQ18yTnVjMEZVVjdRdUZMMEJRWFlaRXBySFZ0U2VsQlJqZUctaFc1MVEwS1ZFWksyNi1KZzU0UEZKeDVsTldkcTlWb0paMktEV09qWUtyeE0xeE1ETmRHSEEyTDlWRTU1cDR0RzM5ZHVSTTlFalJ3TzhxUmFCWjlreEl3UlJ1eU5mTjk5eUNKdkxuT3EzaVpjcmFqN3V4eW5aX1RDMmVvRV9fVWl0dG5ueUt4bmU0VmdsYkNpYTRVZFIwYmxISGxUeWdweDk2Ym55MzBKZVlfTkpqSFV0MQ?oc=5) - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQUU9vT2lsNmEyRTdfdnBFSkVJWFlzVnlFbmY4MEdTZ2VtR3RweU5KakQzczkwOENWWlZfaVp1NEdENzFSSXJuRU1Fa0drcmVJa3JBVms3SU1iZzNDeEFrLWROTEFVUnQyTFk4blNvVlBxbzJVM0dodnl4WTRaUGhFYXdfaUJlM1JDeWhOSi1GQ2VHaUdQVmllYkR2cElkZF84cFFKc25pVlNLUQ?oc=5) - **AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/amd-announces-mi350p-pcie-ai-accelerator-card-with-144gb-of-hbm3e-roughly-40-percent-faster-in-fp16-and-fp8-theoretical-compute-compared-to-nvidias-h200-nvl-competitor) --- *Sponsored by LimitLess AI*

  2. Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield

    2 DAYS AGO

    Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield

    ## Episode Summary In this episode, we cover: - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **NVIDIA Dominance Unshaken as Data Centers Hesitate on Google TPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxOR3VEMkZzSVFaNUlvaWc0czJzUkVDYlRuSGd2bzJvTlFoa3VuVmZscFNzYjRERzZpVVJTY1lrT0hYYWdJQ2RocHNuYXdSZ2xfNHp1Wi1qa3M1WWptU2Zqdk1ST3ZBYk5SNE84ZFJwY1BOZFdtQl95NXg0Z1ZvQlFESjZwWTVHTFg5?oc=5) - **Google Expands TPU Sales Amid Nvidia's AI Chip Dominance - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPQjNPTFZCRFFsQm9jcVJYaFVkb1I0TGdmU3FaYjNJX1JTOVNONGhTb1J0VFNrdHc3N0F5emR4MUt2T1pNREFyRDgxZHdDTEdMTFMtQ3pJdUlvSGJXVHF6TzFfSXNWM28zR1FYLUstVFNNOE5MTDlUMndIWERNUDVVc004LUNiakxj?oc=5) - **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) - **OpenAI Got The Whole AI Squad To Accelerate Large-Scale AI Training – AMD, NVIDIA, Intel, Microsoft & Broadcom All-In On MRC** (wccftech) - [Read more](https://wccftech.com/openai-accelerates-large-scale-ai-training-amd-nvidia-intel-microsoft-broadcom-mrc/) --- *Sponsored by LimitLess AI*

  3. AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz

    3 DAYS AGO

    AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz

    ## Episode Summary In this episode, we cover: - **AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxNdldyc1ZQRENaNW16WmtGVHNNVGo5cENmM2NEa3g2NEFacnRfWXZLankxNGJOR1JuZmtiQUpHMnRCNy1MNHJYeVdFN0sxbHhidkFhOVhreUxnT2JTVWdMZUtOT1d3VUhieDMwNkFwS05hNWNSZzJrZVYxd01tYUdubWFzM2lZMWdWTU1FVVpkbGM?oc=5) - **Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-ceo-jensen-huang-says-china-should-not-have-blackwell-or-rubin-ai-gpus-firmly-states-us-should-have-the-first-the-most-and-the-best-when-it-comes-to-ai-hardware) - **NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE45TU1qajRialRGMU1qZTlGMWVQSFlsUk1STlFiZ0o5ZnBiT1hMdWZwZGNhR190RWxBREx2bXZGUXNONVMwQUxlMTZuaHZtZUZLT3lkYlhhMGN2U2V3ZzJnTGhuaGR1Xzd6MWJtSTRyU2p1a1QwYVZMb1FDWEszZVE?oc=5) - **Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOeVd0dldRVlZSSTJoOWNzbURvcXFnbjRiVGVIV3p2dTZwYjMwcU9sWGU1azJmbzR0dTVKaDVWd3dfNy1Va0o3YU9SRnlNTmFaOHVTU0p4T2FJdXFzWWhVMHdzZGlDUDF1dWlETzJTQS1uLWlHMWQ1dVlUTVRTYVE2RnpFcmV1TmtjMnF3NlZOSV9ibE54am9lOA?oc=5) - **NVIDIA’s CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets** (wccftech) - [Read more](https://wccftech.com/nvidia-ceo-jensen-huang-draws-a-hard-line-on-china-no-blackwell-no-rubin/) --- *Sponsored by LimitLess AI*

  4. NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures

    4 DAYS AGO

    NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures

    ## Episode Summary In this episode, we cover: - **NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures** (wccftech) - [Read more](https://wccftech.com/nvidia-feynman-gpus-push-power-semi-content-17-times-higher-vs-blackwell/) - **Analyst Warns Google’s Intel TPU Bet Hinges on a Brutal Yield Jump From 90% to 98%** (wccftech) - [Read more](https://wccftech.com/analyst-warns-googles-intel-tpu-bet-hinges-on-a-brutal-yield-jump-from-90-to-98/) - **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.com/rss/articles/CBMihwNBVV95cUxPc3gxcHhIZWlnYnAxNTBsN3dDMDRrUTFZU1hsaHN3Ynp2QWdNOE1Nd3plRTRfQ3NXQ19UWHpzVnlmcHk2czYwR2kwaVhYeE1WTEFkbTFHRXNwdExOYXctZWVwTFp3ZW8xdTZRRDl0YjdpMGEzd1c0MWFiMkhDcnpPcDUxMWdUWFFVXzZ6M1lVRzlCUE1feTVRM0hLN1JPa0JvOURSOHFiTWxzY3Z1eU1zTzJfYWl4M0xmVTlGMG9jSVpGcDBDa3ExejloUHJIRU5NMm50RExrU2NqaXFyRVpQUnhXNm9BSW1SY0JfaUZOSm1SNHdiWkt3bGZuTmU4WFpsaW4wNnV3OXRrdFBQVEluQW5JdWhVWS1ObFF4bjhUdW53WnhGMEtiQVhXQTEzcndHdi1UcU5KVmtiWHJnT0JFN2wxM19fXzNjaEdJclhTYnVqczMwT096eWJ4LWhTanFyWlRyMzB4X1dKbXJyemREX0dQLUVDQkRKZGNIblB0a253bmVCWGVZ?oc=5) - **AI chipmaker Cerebras targets up to $4 billion in IPO - ET Telecom** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) --- *Sponsored by LimitLess AI*

  5. QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS

    5 DAYS AGO

    QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS

    ## Episode Summary In this episode, we cover: - **QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS** (wccftech) - [Read more](https://wccftech.com/qnap-pairs-6-year-old-zen-2-epyc-with-nvidia-96gb-rtx-pro-6000-blackwell-in-new-edge-ai-nas/) - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5) - **Anthropic Eyes UK Startup’s Fusion Tech Promising 100x Faster AI Inference at One-Tenth the Cost of NVIDIA’s Groq** (wccftech) - [Read more](https://wccftech.com/anthropic-sets-eyes-on-uk-startup-tech-speeds-up-ai-inference-100x-reduces-costs-10x/) - **Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiwAFBVV95cUxQaUtfRWVQMmFwVHhkRVByUGEtbUZuZkRJSHZOUnBXY2VsNzhNeG1PRTJRV2xlejdMQnRMZU50ZnlUNm96MThsMktlMDlSSTVPcm9MNUNOd3FzanNZQmhHR3dSTnNTYjdOMHFTOFBFMXB1OWFUVGpxQ29xQnhucFNJVk9iNUF5Y2YwSnRrLVBVV3YtT3ZMTXhOcXFvNHJlaTJfc1dFMGRqM3o5X0dNU3JNLU5qMF8xNUthYzZUS3RXSkE?oc=5) - **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/) --- *Sponsored by LimitLess AI*

  6. Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform

    6 DAYS AGO

    Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform

    ## Episode Summary In this episode, we cover: - **Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/) - **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) - **Accelerating Data Processing with NVIDIA Multi-Instance GPU and Locality Domains** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/accelerating-data-processing-with-nvidia-multi-instance-gpu-and-numa-node-localization/) - **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/huawei-could-seize-chinas-ai-chip-crown-in-2026-as-nvidias-h200-shipments-stall-in-regulatory-limbo-beijing-pushes-homegrown-ai-hardware-dominance-in-a-market-projected-to-hit-usd67-billion-by-2030) - **Approvals for Nvidia and AMD AI chip exports to China stall under government bottleneck — 20% staff turnover hobbles Bureau of Industry and Security - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQWUhrX0RMMmtwQnFPRlR4eEFibXhsOThXNExBQm40cWRjN1Q5am9BN3FfOTdjX1ctRFpyOEl3c0Rjc1c4emd2aEFfdjZ3THhCUnlmOTM2dXpqUDFlT3J3aHVGSHNEaTRLU1ZIVS1zZjdNUWczUW9YV3UzdXBEa2V1VUZTTjF2UUR5U3pGZFBZZTB2ZHlwblhseW82UWdEVU40eHhqNTBpTDJTcUV5VUhsWkJQR1A?oc=5) --- *Sponsored by LimitLess AI*

  7. Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes

    1 MAY

    Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes

    ## Episode Summary In this episode, we cover: - **Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQU2hWcF9XZWdZdnZTVFlIZEpUVDAyYlBhLTVkbldPUDRENkxOYnBfSnpFMjJLT2lKMUtDTEdYMlZ4d1pacVRQRkZpVXBvV3Rmd2lySmJEZERuM2xQYXNVVWdXVk9xQ0UwOXFVVF9tUFNOSnZXVktXRzZNbFpEWXRRUzhvVXVvRVdFY2VR?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) - **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) - **Nvidia Eyes Bigger AI Chip Output After China Orders Flood In - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE5waE5yNlhnQlFJWlR4dVNBOTZ2RjFuelJjVUItbFpLWUNRSEotREFjN1RVVXhvdkY2RE13QWJPajR2SlQzaE5nSWo4a3EyaHRFSHVBZnI0Z3NyQkdXeWhiYjUxRDNGQ3FNOWxkZnZEb09IcmxkQWFnRG5acHA?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) --- *Sponsored by LimitLess AI*

  8. Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028

    30 APR

    Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028

    ## Episode Summary In this episode, we cover: - **Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028** (wccftech) - [Read more](https://wccftech.com/intel-emib-hits-90-percent-yield-signaling-foundry-breakthrough-emib-t-scales-12x-reticle-2028/) - **Semifive Wins 3D IC Turnkey Design Deal for Edge AI Chip - thelec.net** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiZ0FVX3lxTE4xczBFV1NldEswY2x6V0NjQVVQOFZhVDFmckp2Q0Nid0pXbjRBSzB1UUVsNV9uUENQWXZPVmoyQ1QtZFI4Sld4bnlPRzV4YUozZjhmYXlDWnBvYnNyT3FwaGl0MC1aSWM?oc=5) - **Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNQXMxYUZVNHdiZ3VncThEUEczZkszVFBWY3dleEtJT3lqTzE1c3FtVjNOYlNMVmlybXBZYktqZDNlVlNUMmVraWlpbEhYTFFXdEtDNzFqenIwcm5jbkdiVDRRWEFSTFZtTTZOdVdrbWVzT3FzbTlobV9LQWhIdGxoZDNiU1RwclJCY194akhYMA?oc=5) - **Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/cambricons-q1-revenue-hits-423-million-as-chinas-domestic-ai-chip-market-accelerates) - **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) --- *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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