The AI Hardware Show

Limit-Less AI, Inc.
  • 4.0 (1)
  • Technology
  • Updated Daily

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. 1d ago

    Everspin Expands MRAM Push into AI Servers, Data Centers, Satellite Systems

    ## Episode Summary In this episode, we cover: - **Everspin Expands MRAM Push into AI Servers, Data Centers, Satellite Systems** (eetimes) - [Read more](https://www.eetimes.com/everspin-expands-mram-push-into-ai-servers-data-centers-satellite-systems/) - **NVIDIA's H100 GPU Takes Data Centers to Space - IEEE Spectrum** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiVkFVX3lxTE5LN1Q1d2NQU2JoUFAtcW9OQWdibkY1dk1RbGZYUkpaSFU4V1JNa3M3MnRwbjVmaFV6NkE5bXV5NElOY3IzaUttNlBJdGdVSUZVQ0Zmamdn?oc=5) - **Analysts Estimate Nvidia Owns 98% of the Data Center GPU Market - ExtremeTech** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxQb3Vncl9pYml2RmdRUFlJcDMtZkNEbVNaY0E1OG1JN00yUm1aQmQyV05Gd2RwRUxPNFNCalc2dDlQRERBMjd5ODFjRUw5bFh1UkVscDlLWkpLS0hPVVVDNkhobGNwNHlWazY3aXlhZ1RlWTFCdWRxa29jSHRNVnlLeHZsVEczNHlKc25pQkRDVXoxODc1TFQ1ZUhucUdGYlB3cEE?oc=5) - **South Korea Dominates HBM for AI Chips - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPbFZtbXRuNk9oeHV2emFRZlI0TC01QjdMYWk2STdSVno4Rjdock5LOFhuYUJUV0xqNUJOYS0zYUlsYnRhbXlEX3RzUDVvOWhMQWQ5Rl9pQTJQeGdfejB4aWthOXVzNEJqNl8xME53VFlfMU8tV2p3d0dWN2Rpdm8wcXlvR1dYTWUt?oc=5) - **Revolutionizing Data Center Efficiency with the NVIDIA Grace Family - NVIDIA Developer** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNOEtOLTV6OHUyem11ZFA0M19NOXV3cXZhcFp5anhoQjNXN0UzbC1rZ3hTYWdzbWhTb2I0R0JrRXUxTGdCaEpsOXM0VkNJNC1DaG1LNlRpYXBGQXREZVBXeS1EdTBoWGxqcEJrSUxrVDRHekt5Q0Jha2pZQWpXdVZUZ0JqVzRnd2RKVTNIeFI5UGtGdUFQT1ZKX2ozMmFOU3A0M1ZEOA?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Everspin Expands MRAM Push into AI Servers, Data Centers, Satellite Systems

  2. 2d ago

    Chinese Technology Giants Reject Huawei’s Inferior AI Accelerators As They Show Affinity Towards RTX PRO 5500, Despite NVIDIA’s Uncertainty In Fulfilling Orders

    ## Episode Summary In this episode, we cover: - **Chinese Technology Giants Reject Huawei’s Inferior AI Accelerators As They Show Affinity Towards RTX PRO 5500, Despite NVIDIA’s Uncertainty In Fulfilling Orders** (wccftech) - [Read more](https://wccftech.com/chinese-tech-giants-reject-huawei-ai-accelerators-favor-nvidia-rtx-pro-5500/) - **NVIDIA-Acquired Groq Is Moving Its Next-Gen LPUs From SRAM To 3D Stacked DRAM, Betting On Capacity Over Speed As Models Keep Growing** (wccftech) - [Read more](https://wccftech.com/nvidia-groq-moving-next-gen-lpus-from-sram-to-3d-stacked-dram/) - **Tenstorrent Hits $6.2B Valuation in $1.5B AI Chip Round - The Tech Buzz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxQMkpBejgxRWtPbGc0UEVpNHBpOWZrSUhSNzR6VUN2NUJ5dV9hUm1WLXhCbnNvazJEVWVvdjByYUdCNFRkQ3NzekQzUlN4UWZCZ0l0V2dla2dMLUw1VFE4blRfX2xkZWdFTmRDSGV3V0JOVTJvM0VPVktlNHhHOE5QYjdvOHhXVkNnQXk2WXJYSQ?oc=5) - **Amazon hiking AI chip rental prices, exploring Nvidia leaseback - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxPU3p6cTdLbEkwS1dOWDZMZnk5RURsTDlZVWhRZWQ5S29NSkI0OEI2YjBxSl9vdHAya3FleVRudWtnY21TZEZNMlhod3N4S1NIbjV6bE1fSTNiemU2RHEyLWpVZEMyVE0xa29WRHR6Z0ZNY1Q4cktOQ2RfLWRvNl9MYWk4X1J5eHljeGZXNjhRel9aUi1fZ0NV?oc=5) - **Intel’s 480GB AI Chip Takes Aim at Nvidia, AMD [2026] - shattered.io** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE5sQVRNWUJWcVR1SFRwOEpmMVktR0VXSWt3dGNLQTZsQVJhVXU0NFhHM09VZ1dYVk9IRzh3cDQ5U2dXU0Q3MEx3M2tOUXMtZ0FKWHBqS1QtWERVMEhaVTVPTkwtQnB6UmYzejJETHBHNUh3c2M?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Chinese Technology Giants Reject Huawei’s Inferior AI Accelerators As They Show Affinity Towards RTX PRO 5500, Despite NVIDIA’s Uncertainty In Fulfilling Orders

  3. 3d ago

    AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus - 24/7 Wall St.

    ## Episode Summary In this episode, we cover: - **AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMixAFBVV95cUxPVDBqcUlXdU5sa0R5OWFJdnJNSmUzOW9ONWIxejVfTnJZTkxPbjlsV3l1TER0Ti1neGwwT2x1V2VyQnF2RDlaUkQyOU4zUkxXNXBjUWhvcU9LOXFHUnJUSnVJOHBNd2VtcUxIWjdZd3c0RlUwdE03QVFRZl9JVjBWT25NN2xzV0tvTldtc3dkdk04VXZ4MzFrMERULS1PY1g0ZWJEZ05WQ0tNRy0xTk5zVVJaSE1KeWVzeEcwWlVVb3R1LXBo?oc=5) - **NVIDIA Groq 3 LPX: Interactive AI Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5) - **Google Teases Synaptics Edge AI Chip, Cuts Power 40% [2026] - shattered.io** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE5vd0FvRkhoZC1hc1JuWUNybGhPdEhGYTlpQWZiVTZNRG85UDhHVjdQeXJ1U3YyRVVXcGgyV3BpV3BsRVFSZ1lKVV8tbW54Z0xETEgyekNQbFF5YXpZSlFEaE9lT3F2REc4eXlNODNuVG92TEtsZ1lMRWl1bElwUQ?oc=5) - **AI chip stocks rebound as hyperscaler earnings and Meta's funding plans draw investor focus - Pluang** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxQTWtJbmt0ZVpZeVdEN3J1QURJcXZzVzBrN2EwcUNjbGh1UVp4Qm5WemQ5WTZNOWcxVU5hVXFFdG1qd2JENHVQLW5qemJadU9EVjU3OXFXQmYxVWhTdTFDaVVicGpvc2YwSmp5Sks2MkhHMDJmekd3TjlVUG5hSUNQaThaRnJ5cDdJR0k0dGlHMWVNUWZsVTRZWUhDT3ZLU0I5eGlOYlZsZjc?oc=5) - **TSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM) - Seeking Alpha** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxQRGxobGF4OXF2YnBnR0kxNmN4ZXhmMXhpdHJFNGpobkNqRzhGNEVRdWlGaU56VWY5a014a1pUUGxQVW5kZHNOeEVOTW1QX1RnSVd1S29iaE04dlhxOTZxbUt4ODRLdmkwcFFqR2s5U0tzZV9GdERmeXpacS16d1VMV0JCUHk4ekE4eTZCYnpHQW9FVXdhZUIyR3RYeUtyU0RtWF9fZkMxSE1nT3JrMHE0?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus - 24/7 Wall St.

  4. 4d ago

    How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories

    ## Episode Summary In this episode, we cover: - **How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/how-nvidia-nvlink-6-delivers-multi-layer-resiliency-for-ai-factories/) - **Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - TradingView** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi6gFBVV95cUxQME4xRFV6RTIxcklKMXNGaXhUYkNoa0xjWG55Skk1azJsd2FYTTN6QmNwTlBjTW1DS3lPWUlpa1BBUDRXRWVVeW9BMlRMUnRtSDdLVWxDMG5FbHV3OE9ncmxNZ2VOWGNtNUNOR1hwVFdiREdCV1F1NGhRYzczLTVmVmh5ZE8wS2M5RnV1U0NSdGlYRVhEbS1aSHR4NUpSTXVBWGRXNzlwQ0JJSURrMzZMWkh5OTNDSU5rVzJGQS12TzBiaU5QakF2d1dENHlheE4tOU5iaE8wY2cyVHpvQzYzN0Q5Z1NJTkY0VEE?oc=5) - **Siemens and NVIDIA Accelerate Lithography for Next-Generation AI Chips** (semiwiki) - [Read more](https://semiwiki.com/eda/siemens-eda/374917-siemens-and-nvidia-accelerate-lithography-for-next-generation-ai-chips/) - **AI Chip Market to Grow at 22% CAGR Through 2032 as Hyperscaler Custom Silicon Reshapes Semiconductor Demand - EIN Presswire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi6AFBVV95cUxNZkE5T2tFMGs4LS12V0pUOTRWN2dyX1ppNmxVR25KZXZicUI2Tmg4N0hzblItTDJtRFBhM3FqRndfaGtZcGVjelRuTWNsZGV0X0pvVlI0YWo2WTF5QTVGb0o4RWFVbzlaYWtwQWZ6b19lckRacUpDSjU2MW90eEdsamszRXJpRGRSUVZzWVhfTXNRV3VXM0xkYkE5blB6ZWxodTJPMzNjdkVicXFDcnhLX2VmcllQSVBIVlJBRDlNQmpIckRfeWltNmNPZmItUWhPR3ZDT3RZMWRpOGhCLVd5ZHVmUWtzRndo?oc=5) - **TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock. - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxPT2JhQVVYRlR0dWIxZjBLVVI1eEM5bWF0UWU2LUNtdXVZN19vVTJlTG50Rk9YX3hNSzdMTUxKNTBCYjFXR1FRT1pBSFBlVlBBQ3dwNmJIcTRiSGQ2QXZWRGdfUWh6YnF5RjFOcjJkMWZseVpZeDltTEdJVUJTSE9xMm1wVGQyNXdTQU9UUGpBdC1qZw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories

  5. 5d ago

    Europe Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast

    ## Episode Summary In this episode, we cover: - **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) - **Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1ydVhNMHFzRmctZVp2Sjlsd0tXMm5pNTN6UGoyczRpZlBUTjhITy1ybEQ4SDh0MWNZb09ldElzWEZWS3BBTVZwdnlzQXRBM0FFSzEzOXNCVlJneEFydmdXQWc1MVVCZlZRN1lyWG1KM3U0OXd4aUHSAXtBVV95cUxQSWlJd0JfRlNxTVIwNjEyaG5JQWZwYTRic0lfNFVha09oLVF0UGlyemVpOW1USGN5SlpiWXRiVUxSaVllTnZoaXhGZ3dpR0lkUUlIYTVUWkxTaDJYOUYzYXktbnVRNmgzeDJiWFNLWE5icW5UZTRxVzU2UXc?oc=5) - **Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production. - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxNcUx0aVowcldxZUptbXVWRC1QbWxSWEJJc2VDOFk3eV9HQWlSemRwcVBlVUFSUUluZDNodEY2RGVwS3VHeWxkdHZuSF96eTRkNFRNaVlNUXE1UUJxdDVWem5jNVVMeW5MbnoxYUdKSk43MkpqUmVPWlpDNkFlUW56cmprU0JfdWk3NGRCWVI1N3VTeVNTZGVkSw?oc=5) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **TSMC’s profit jumps 69% on AI chips while cheaper phones feel the squeeze - Martin Cid Magazine** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxONmNiUG1MUEUxYjRtM1VwWDdVUWdJM21jczBtUzd5UEV2Q1NfLUIzX19FNURZTmYxSERBVjFfMnV6NnpWOHFCNHZvdm9QTTVLUmxuS3dtaUV2eUtKamVVc0RocXQ2c2E2VjlqakN3d0xNVE1FNnIyVUQzbEdVRW4zbjlVZkExckxPUmpqMGYyLXJYeTBDbDVXX252V3E?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Europe Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast

  6. 6d ago

    GlobalFoundries Reaches Supply Agreement with TSMC for AI Chip Co... - Industrial Info Resources

    ## Episode Summary In this episode, we cover: - **GlobalFoundries Reaches Supply Agreement with TSMC for AI Chip Co... - Industrial Info Resources** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNdG04by1aOFBVTkpHTFpjdmpMYWljVDJKRTVhM0kxQ1p4QndLenk0bDhMQmloQk5jRk4taGNpOWFXa0ZjQ0htX0ZnU2FtM2gyNjQ4OUtCSWdfTXJ0TXpnZHgyOUVCaEI1T3BVVHFjb1VhbkI0U0RDbXpnX0t3R091ckUyQ0lXMS04N1A4M1NmYXJLeFMzNUhRaEZkT252ZnZOT1d5MXhaRk80UW1XbUdqSVdncmhfVUpaSy1GWFB3d2x0QQ?oc=5) - **TSMC explores Texas expansion as AI chip demand outpaces production - The American Bazaar** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPMlVjSEJIaVVBbFBJZGlUSlV2TWQzY3VBTVNoZ2h2aE9LM2J1VEhVaGFhdm8xT25TeGF2czhVeTBFRWxST2R0UjNnWFRFX1pRY2hJS1NiUGloQjdwT3kyOWtFb2tqUjkxcTFmeXdWVlZDSFdMODJuMWtCbWw1T3V0bUtlMXJXS3M2cExFbmRjNlFpdDl6UlNNRDJCQ3NIdVJ6b0FfRjVMMlI0ckp5Q2t5Uk5POFltSHQyelg0?oc=5) - **TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock. - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi0wFBVV95cUxNNUo1TjQxakNiT2tFaUFidFJPM3JpTG44QV9XZS1kR1NoRmgwb3N1UFJzLXdPVUlFSzd0T2dvdlFKX1M5SEh2bk5wb3N4YThYM2t3RElBUUVYRDVWbHo0QlR2NDZXQjZtc1NpZGhVWFpBdzB1RkZlTnNTaUJfd0lqNTc5WkpKb1BTZ2cxVTA4Y2poUDl4a29HR2U5V0NLSFp4cHppc3JQaHJiU2RhcG8zU2ZPVE1GcW45Tkx6LTNjQXJzOEVIZTVJaTd3TEU3RkVoMEhN?oc=5) - **Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUs - The Verge** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxQMFNMVlVUZmNza0NDelpIV21DellOcjRTcXFTUjQ5ZElIVUYxQ0I3SmJDa29wdldwUk1vYzZFUHE5aldoaXV6Y0dwb05WZ3RoV3VKUWxzaU1NY3dCSkMwRl92T1dBeTlUcklTUEJIYlpaQzJ4OW1kbU00VG5yc1pCaUQ2Q3RxekVsd0E?oc=5) - **AI Chip Earnings Soared—Why Micron, TSMC And ASML Shares May Fall - Forbes** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxPd2FzM29rXzRDWVIwTTRKdUN5Y0o5c1hqbTFpeVBQcjBqWkZsTjBNOFVleVVVZzczTlk5WE15dE84RGY4Nno5TjB0dGszbkMzY1RPSzUwaFhJNlNOV2R6NGNpaTQ0dEhfM0VNWjBRNjl4aU9oX2xaTFpwd05PT1BrTktVcmpiUXNHM1dWTV9YTUphY1NVbFRYYW5YZGJ4Wk43NVhIYjYtQUNRbkJMYmQ4RWZKZlA?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    GlobalFoundries Reaches Supply Agreement with TSMC for AI Chip Co... - Industrial Info Resources

  7. Oct 16

    Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - Benzinga

    ## Episode Summary In this episode, we cover: - **Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - Benzinga** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi4wFBVV95cUxNQkJwR1ozRmlGcXpxTVBrWGlFdzJ2bmlKQ0FnUWRtbTZVaHdLM3JCVVlJem1tRG1zX3hSZ2dHQTV0NGxuRktnRjBFX2pPd1NrMkRPQUU3SEJ0Tk1rcWpkNEtRUmpRc3BkVnRiMmotN09ZNTFmWVU3NWx4ajRDaGJSNDZsODNvQ1p1TTlsX183SDBXdHU0cW5xZWhRTXIwZnZxMDFLQUtnc0tPQnZoV2RrRFExRGNkeDhvNXlIY0dNMHVaSXJzV1V4aXA1bVBkaTIwbmVwZ1EwVXNOZHpIN2V2R2ZjNA?oc=5) - **TSMC stock drops despite record profit amid 'extremely robust demand' for AI chips - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi3AFBVV95cUxPY3JaUnZwbnJYUWtTbG9yY1FpM3NGSGlWN1QxeVM3eHotc3dqQ0xNdE5yaS03U1N6dV9BUWxLTnNXbklacXdtLU1aS2tZdlVlUmkwb1h4MThrTHFtcFBBTG82TFlsTTFqZVY2bnQ0QVgyZE9aYnpNa3M1QnRNTlJEZmoyb0ZoVGFjeTM0RTk5UjFycV9oUmRqVWd0V2FzTE90QnNoQzZOQ1JRTk1hZmRrTDJ2YWFrRVZRLVpiZEg4OGNVSUEwYnN0ZlhIMjVkd0tZdUgwV2FoYXdlSFF1?oc=5) - **TSMC Eyes Texas Expansion As AI Chip Demand Surges, Terafab Talks Confirmed - Dallas Express** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxPeUR0VnJLODRmbnltc1ZtaUsycmdhS0ljbjVoeDB4NEtSamc5NnRxWjZ6a1hrV056VkZhS3lzV1hjR09TSEJtS2NrczZqaU5XazBnNnRyZVZSQ1g1a0o2SzhIMmtFNEQ0VVlRTFFZOWZ5Nk1NdW4ycU82eXY2eTR2SWY4WGNxSFlXdEpCMG9RWm1SNmVwRWUzbE11aU1ITk5MaDFpbHhERkJTbkI3UXhmR1BiOUdFdmpqU0E?oc=5) - **TSMC posts record profit as AI chip demand defies market debt fears - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxPZlNqRS1EV3BTMmJ3YWRqc2JpOXJYX1FmeGJaTG5Qd3VxaWdyUjdHVVhTM05XRFBocHlBZ3JsQXY3amNMTEVFcmFtQ0R0WEJvNjQxVHJTeEV0RVQwT2xNaV9pLVByWlZyUkdCbEI5VnZpRmNfTEJQR09sNml1Nk9LbjBwUUtLeE1Mb2xHRkgxd19IU0d0NlFaNmJkTQ?oc=5) - **Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxPTTMtM3Frd2RWZjliTUtDV1dkRndzcF9ud3gxYUJ0aE9oaW93WUpLN01jZnZ4S3BXOEVlUHkzVnctY1NMUklBVkFJYkdPbVhOQTFRbkpybVVMLUQ5M0wyZnpUN1g5SXFqVzNacjVZY0xpcm9HRWxyVF83WUtCTHFNdGpBVUZRY240ZDNkbzdIWV9Eal9qNFNrMEloTkF5NXptV25nak4zRQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - Benzinga

  8. Oct 15

    Intel Reveals GPU D-Series AI Inference Chip With 480GB Memory and 350W Power Design - Konsulteer

    ## Episode Summary In this episode, we cover: - **Intel Reveals GPU D-Series AI Inference Chip With 480GB Memory and 350W Power Design - Konsulteer** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxQYW9Ea0p2aU0wQmloSnROTXVpejNBY2xIMm1aUC1renRPa3QzaUFfc1BvR3BMU1hrSlY2XzRiLXNJekFhUDhwMVgwSjVuNWZSM19weWFFSy1OY2JrV2FZeU5vUWt6NmNLclpQdExDZnBvUHdoVlBqTnBTNS04YkZzRWRyYmIwUUgtVTVEaUtmTlNPc2FVTHpjd2REWlIwZlJ1UGpMck5rM3MybFZuYmhaWnd2ZXQ5dllBLTNv?oc=5) - **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) - **Axera Claims AX8860 AI Chip Can Beat the DGX Spark in AI LLMs by 25%, Offering 273 GB/s Bandwidth, 128 GB LP5X Memory, All at 40W While A 4-Module PCIe Card Pumps Out Over 1000 TOPs - Wccftech** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOcDNkc3p2clN2RmtFV1hoMlpDalF4YThfZjhyUWlYVXpEck5KQloya2ZSZmR5QXVibVd4UzNRR0lQdHdLNWlqdHJ0NjZPeGNNNWZxX2c3VUNTR0lkbDAtbXNNbHJsbWZjdTFsWVY2OFh2a2pOU3JEbjZ3WEFlRXFveHBpYVlueHpabFNpOXd6MmNoSm9DT2ZkZ9IBngFBVV95cUxNR1FxM0JQejFCb3NsWUhRV2NiZHR3bFF3dVVJZlR0eTBJWjNlMU9OdXFUdUl0ekdEcGR6WVZoVnQ5TzVnWFlkS3UzNkFFUkJzM0M2RmY0OE1ydG1wUlVBbDdNYXpCSWtPSTRLbHQ4QlJRUkFBbV8tcUhqLXBqVXZlNWduWnYyaE9DZjJTRU8xTmcyb1ZteEc3S3JkYUtTUQ?oc=5) - **TSMC Revenue Growth Accelerated Faster Than Expected Last Quarter. Here's Why It's My Top AI Chip Stock to Buy. - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxQTkdQNi0ybFQ3Njl5NFFHSXZ5Y3FPeVVrRXVOSkZSajlQakYwbnpOOU1CVHpPZFFqcmlnUHhBUjBiUUVuMm1TRDU5aHRYQ2prdmlOcWhqbU1Ib194X2I3SFB6QVVPU2dsVTNmb0oxZHhVRW84UWpoNzNJaEJoanRyR3FhVE1BUlZ5bng4TlY5SzJhNzBGTHYwRA?oc=5) - **Semiconductor Manufacturing Equipment Market Growth is Driven by AI Chips, Fab Expansion and Advanced Packaging Globally - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxNQ1NWU0RKWFZnR2x2NjdDbjJ1cnlCbk4zTVdlbGNEODBzQUEwRXdnQ1A3UUhybTZQVW9BRi1wYXAxbTU0dk5fOXd1YkR4LXhpZy1xS1dwak1kMVoxN2p1Vk80WEJieVp2WXN2ZmY0VFJDbXBaN3J1RHpMV29MU1BaMnFUT2s2WFlZYjZVZzl0MWpwQXV2SW9CdVJ3SGFhUnkwelB3WWl0S2IwUGVvZUlEUWxB?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Intel Reveals GPU D-Series AI Inference Chip With 480GB Memory and 350W Power Design - Konsulteer
See All (203)

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.

Information

You Might Also Like