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

    1 day ago

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

    ## 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*

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

    2 days ago

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

    ## 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*

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

    3 days ago

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

    ## 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*

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

    4 days ago

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

    ## 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*

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

    5 days ago

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

    ## 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.com/rss/articles/CBMiywFBVV95cUxOeVZuYW9XUGViQ3BQOWZudmVMWk02NTBiQ3hoYW9BdXQ4MGp1UWpVSVUtaGFVbXFzVWc1aDExNW9ERjZuTHF0dmhrcXJoZG5WRmo4b3pIemxjTnU1Z0drSlNXYkNiUGVEQnlQbmh3dXZOc1YtME12ZXZfQWZnVktSUnZITTZneW1zTU0tUzgxNU5TTWwzX1N6aGg5MzBxXzI5a01DeE1KbWFjeXhlMnJxQnRZMG9qTXk4a2VSQi1rUkZ4WHFVbGxBa0xWa9IB0AFBVV95cUxQTFkzcHBZVExKWmg0QWk1em92SHBFVkdpMEVTNXZtTWthS1M4RE9rZkE1UTlManFEbFpLZnV4TFF2ZGJNVkItdlhIRGJkU3V2S3B2R0tFTHR2aWZ5RFZaTDZJSmdDbmF0S3ktY0FFMkJNRUFEMmRtTXlFS2hna1ZHbmdGSlE4S045Z1NWaEVfMXRBcmRnR0RLSmFxQ2N5aGZ2eEdSLTdVaFFSX2pia2YyYjdncGcxNllfTmhfMFcxS0FBcWphY0otMWlqQXNMYVhz?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*

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

    6 days ago

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

    ## 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*

  7. $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

    21 Jun

    $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

    ## 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) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE4zZHZJaTE3dTAyTzRPUzdBcjE2WEp4cVlfNFlRUElxVFJqVUdPcmExRE1ZYlZ4T1plNXBwVjZKOWRWQlZtY3E0aXdEaVFpT1VpcUJ2cWlfMWxGbUQtaUtOUHhVRVNKQW1uVE5iX3N2VlYtdTVE?oc=5) - **Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity? - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxPekhfTWFlV2c0UUJ6TlFCVVhKcEhubFVTb2pRU0JHUExkRFdMU3JQNGhFYWk0V1hCaTRueWMtUVJRMC05ZlFwQ2Z6N3BlOGZxVlNEN0tsSWlpSTNXMUZ2QVdRM0ljdWdqZTlyMXh3ZXNSQWcxeWFKTks2bXFxRnFNcW52N0RpTWxhNWFOX2kwTVIxLVRYNU8ycHdtRnROV1ktNWc?oc=5) --- *Sponsored by LimitLess AI*

  8. Amazon has begun negotiations to sell its NVIDIA-competing AI chip 'Trainium' to other companies, moving from AWS-exclusive use to other data centers. - GIGAZINE

    20 Jun

    Amazon has begun negotiations to sell its NVIDIA-competing AI chip 'Trainium' to other companies, moving from AWS-exclusive use to other data centers. - GIGAZINE

    ## Episode Summary In this episode, we cover: - **Amazon has begun negotiations to sell its NVIDIA-competing AI chip 'Trainium' to other companies, moving from AWS-exclusive use to other data centers. - GIGAZINE** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE1UVmFIQmNPclZ4RmhHSjZMTm9rZ2xoVDdrbncyVGlSX2pMczYteHBxRWRXWi1mbDJfMGRHdVRSNlJVMlJHcjdtemEzbC04N0l5NmROSlBFbkg0RDVwTlJFT3pXaFhvWENkbmc?oc=5) - **Nvidia and Intel Rallied Too Much, Broadcom Is the AI Chip Bargain Investors Need - NAI500** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxQMGpvWWFXaEpyNHMwV3BGT2lKMDUyVmVSLWR6Q0NTN2dBNi01ZURlOGVNWVo4d0dTTFZ5eUZ4c0RmelM4eXRXVFNOcmc4elJwcDJ6b2pSZElpWVFXeWZmRVd4OWdiWUktRndLckNvUHVaLXphM24xOGdOSWVkbDFUb1hvOFJoV2c2WXVpVDJEZVdwTkxtc0tXU3ZfaTJZMGpOemJEOHpYTS11QTJNdDQyOTlBaw?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) - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **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/) --- *Sponsored by LimitLess AI*

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About

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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