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. China seeks to triple output of AI chips in race with the US - Financial Times

    1 DAG GELEDEN

    China seeks to triple output of AI chips in race with the US - Financial Times

    ## Episode Summary In this episode, we cover: - **China seeks to triple output of AI chips in race with the US - Financial Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBUYm1YQzlabDNjS0t0VEdiUVBVMTY4SkREM2J4V1pBNXhrdmpaeG1XMjc3UmFQa0Q2T3JWUVNyVnZmSl9BaWpyeTFhUExvam9SSVozTHRoaWZ3a2ZTTS04VW45OVVsdFlkQjRtQk5GZVI?oc=5) - **Nvidia can sell the more advanced H200 AI chip to China — but will Beijing want them? - CNBC** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxNalV5WHFUMkdubERzT3Z5UjBSVEVnY3V5eVpjbHM4dllQWUJOaEtpbV9xRl9CTnQ4SGgzTC0wdXNhb0NfbnEwZ3FaM1pJLUtlUHotaU9jRzBNaWstemUzbk13U3lmSjlpc29POU5vVUxiZXNOTjFvNV9idHV5ZFdtX3pqb1NkWWNnMGpJWVJHWGJ5aXpVc2Z3NVYzU0NkUmV2RXpr0gGoAUFVX3lxTE5TUWwzbzAyTTlvSWZVUl90RUdMVHNMbG1vSTAxdlNEWnB6TFBvWlUtY2lhd3ZtWW1uMUxlejQ3QUpDbmpYM3d5Tl9LUWIxd3RtTDZEbGh3OFZYMHItZm9JNFpZdlp2UmwyMHdEWHFvNDFDSWhWVFE1UzhCY3BnVHFSUm00YWx0RUc0VDBhX3h6MmNyNVczNHBCMFlCcnpwdWxIUzlQbk5QYg?oc=5) - **Nvidia Stock Pops. Trump, TSMC Earnings Are Boosting the AI Chip Maker's Shares. - Barron's** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **China's hybrid-bonded AI accelerators could rival Nvidia's Blackwell GPUs — top semiconductor expert hints at 'fully controllable domestic solution' - Tom's Hardware** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiswJBVV95cUxOcXlOeDRoTlFNYzhJSnVGWDRhak52QndMejM4LUZYUk02aE84eG1TTGNCenNHazg4THl1N2lKTkV0cndfQ1Zub25kcGhtVmFOeERJMG1temlrZVQ2dWdTM1RIWGlycnVmM0V5OXFid0hQekpHamhvbVRadHFmTTRYS2llWE9FcUlBVlJ5SzM4VWVLczliOXN0THBsS1dPaXlIQmhKd242XzJaWW1DOW5nQlp6QmhsazQ2WENqQ3FTLVpCdjNTblRWOVpxWm4ySE9Nc3QyVng5THdjb1VrS0hDTjg0cmtiMllHbWRqV0hyWUw1Nk1kR1IwTlY3UllmOVJMcU5INy1ZMlc4WWNxbDcxT0k3dHQyMTh2UTZaUTZma3pwaDFzb0JPWV9JblVzYlQ0cnVn?oc=5) - **OpenAI Is Set to Be the Biggest Customer for the Upcoming NVIDIA-Groq AI Chip, Allocating 3GW of Dedicated ‘Inference Capacity’** (wccftech) - [Read more](https://wccftech.com/openai-is-set-to-be-the-biggest-customer-for-the-upcoming-nvidia-groq-ai-chip/) --- *Sponsored by LimitLess AI*

  2. SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes

    2 DGN GELEDEN

    SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes

    ## Episode Summary In this episode, we cover: - **SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVGlQakluQXc5MklGcTVYam1faG9hSnRnWDdRN3FjMFhsWXk2OVhFVi1Ga3V4WmJSZzZac2FERFNYRVBGN3dtQzZiSkZCY0x2SGhkM3VsWWhiZm00bDAwdVRJaFhJY3FKaUg1WlRsSTlnSUNXR09kMWRFNVRKeGg0Z2FFUng0V1RsZG5lbkNrUGhCaWdsUm00RURyOGU?oc=5) - **Analysis: Can Nvidia sustain the high price of its data center GPU - TechInsights** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxQMzFyeVNHdkhRY1E1S29lZThMREFpaXI5elpaLXRmczJhWUlYeU1tNng4aVFtQzFjZjNEQ2VRVnBkTlctaVhGaHdvZXQyWXItaHE0VDhqUnR4UWNXd1NzdEFWSE5qR1ZjWnpDdzk3X1I4Z3o0UlRpbFRocWRCbmRISkhNNWdpdkhRUzZfejBFT0dFMGZ1UU0w?oc=5) - **Vertical Semiconductor Raises $11 Million to Deliver the Next Wave of Power for AI Chips and Data Centers - Business Wire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi9wFBVV95cUxOZFUtckpfUGtIVTUxanNJSTRBbF9MLTdMdDJvWjBkLTZEb2k3TzJiRlg0cXlWZlVVZ1lyQVU1akxxMFVWU1dkcG1pTm5JeFc1WE52cEhnUnQyQzF6RllUVzdBY1RnaWdiZUFOQUxjSGRMdnd4TjZxWGxnZktQLTVXTmR2RDlpRFBIRTdVbW9Td1ZkYktWY2hnQzdWMmJJeEhVQVc5cVBsZDJ3SEJZRHlqSTZ0NmNBa242eFJHeWFuYWNQeTRXUTlPM1ZCWXh0X3ZqUEphckxRZXQwSzhQMDBCeERfRlNQYWg1WmVaU2wyUmlka3NRX0pz?oc=5) - **TSMC Expects AI Chip Revenue to Grow at a 60% CAGR Through 2029. Is the Stock a Buy for 2026? - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNREpNaGFBVnk0dldkczZNMEgyRVVlVmhVX3U3QkpaRFV3T25nV3otLWJnV0NaS3NuTG9ySTFJdEk1cko5QUhUSWhyQ0ZLbFdwczdHOXFzQkVJQVJBNzkzUjIyMmE2d2Zlazg4OHBjYUZxQ3Rkd2x6eU9tUnJuYU93Y0RaVWlzaVpXT3FOSjRsNA?oc=5) - **Meta signs multi-billion dollar deal to rent Google's TPUs in a direct challenge to Nvidia's AI chip dominance - the-decoder.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMizgFBVV95cUxQdm44bmdtQ20zSmg2bDRFdmdENENPQ3RuZ3FxN0ZTSGZTQk5DcFE0cGlKLVFKRHQ1TzRzSFZpeEhwTmFFNDE2NmNTc005LXZZZnFka3d0SWszVVpQZkdWTkxtcElDdWJVNjc0b1hidnp1d2lWb3BUZDlnUS03NXBXRE5yRU9HcmpBMHNBdkJQRWt4YWVmUE5lblJPMGRKUnNlVDZtbXoxdDZ0NHlUbjM3LVh1MWpYc3RoMTkzS2VDcHlfVXdzTERhSjRCYTg0UQ?oc=5) --- *Sponsored by LimitLess AI*

  3. Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC

    3 DGN GELEDEN

    Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC

    ## Episode Summary In this episode, we cover: - **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) - **SambaNova bags $350M, unveils 5x-faster AI chip to challenge Nvidia - Tech Funding News** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTE9aRjA2V0FYNENkRFNvNzNPd3FlUDdqR3hOb2tNN2FrQzdhR2pNbzgxZzdWZm16SHBpVUZ4S2dzOWkzak5PSUZhUUlrbHhhUjhmcmFZUmlKQWR6cm8zSHVaY1paOU1BNXhqUVBDSngteFFNSkxrbFBpLVlmRQ?oc=5) - **ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower compute unit count — 'We are actually matching the performance of the more expensive and complex GB200'** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/inside-the-instinct-mi355x) - **AI chip startup SambaNova raises $350 million in Vista-led round, signs Intel partnership - Reuters** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxQTlM1c1daSDBYSHo4VFV0V3lFNW03Wi0zaDIzaFNtQ19uelpLLXlNcEx2ZXVTMF9Td29NSmNBLXdzOGpJWGxfUlFyZV9WS3FRcmQ3Qk1tVGRWc0s5aFo4RVBLNWxlTS1Ta1FwNWJLbjRNdGRFN3JUM2IzZW15Uy1pZFJtQkhETEFkeTNBNl80NWNDUTRXYXhyRThXLVoxZU5VTGltclI2TEZycjJxM3BDRDAxdTRveHVqQkF5SVAzT3BzeW9nSUs3Ukg0Yw?oc=5) - **Intel, SambaNova Planning Multi-Year Collaboration for Xeon-Based AI Inference** (intel_news) - [Read more](https://newsroom.intel.com/data-center/intel-and-sambanova-planning-multi-year-collaboration-for-xeon-based-ai-inference) --- *Sponsored by LimitLess AI*

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

    21 FEB

    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*

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

    20 FEB

    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*

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

    19 FEB

    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*

  7. TPUv7: Google Takes a Swing at the King

    18 FEB

    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.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?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*

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

    17 FEB

    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*

Info

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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