The AI Hardware Show

Limit-Less AI, Inc.
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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.

  1. 1d ago

    Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView

    ## Episode Summary In this episode, we cover: - **Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxNS1QzN0N4QTc0b3B3ZnRub1pqSi0zaTRtOGZrUlRrbTdSVTVKSl9xd0tpUEw2aWZad0g5X0VUZnNFcnFYN0piOXRTN0VadGZjb1FIX3NrSjJ1RVJrOXZNaUtiVFhqM3BIWkkxX2sxUEtEU0dlOHJENTNBV2QwT3BVYU5pbmRpTFNCNEJQeXl6MEQ1UkNhYTUzd0RtR3B2dDYyc2tnZkluczRwV01VZTV1dzNYczJCeWo1MEN0OHJoX0w4bXJsS2c?oc=5) - **Groq raises $350M to fuel its pivot from AI chips to neocloud - TechCrunch** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxNdmdpUGFPRGhSSVhhdHFzYzVnSEFXcHdqRU9ELVJBWXczMlg0S01QamI4UGJ1dERVcTRxb3dkOFA3TEFnWVhrWEthbDVsQ2JncXAxUy0tV0d3eDhtcXc5RjkxeWd2cjNmWjZBYk83MkJtQWZoZFo2LXdhcEFWTm1EcW81NFMzSmdRVUlXZGdxSnNEbFdNazlBOUNrMA?oc=5) - **TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9VdlpvdnVVSklPalhSeUFEamxOX19aeFJhd3gwM3BIa256RXZnY0lhLTNkWDdGVXV2NzZwam1DSXlEVVRmdWRyZXNtUFdMTnJiLUJTLTdlM0lGNUVCYWpRRUxkUVd2bHRCT0Zqd2hvU1N4dXRZWDRNLXRndS1aWFU?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) - **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 Ada, Ago Consulting, and Zen Semiconductor*

    Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView

  2. 3d ago

    Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance

    ## Episode Summary In this episode, we cover: - **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOb0syMzYzVGN4dk9yZzRlNzJ4UmhUWVZKckNYX0VHRHo5TGhrWG9VTXNrM3Nuc1pyMER3M05KQVZSVUhuMHIzT3JNRmoza2pTMnV0QVZfT1FTNkRnSGJNNHU1N2phQUNfeF9ZMnRCMjlXTDBIckJtYlRXamxDS0xLQW5NMzkwRTlrY2REWjU4ZzdJVHc?oc=5) - **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) - **Groq Raises $350M, Pivots From AI Chips to Neocloud - The Tech Buzz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNNEJzSWJBc284eUtxTzlKc3NadGpyNF85aUNHZDJkWUFVWFlDcTFwYWw1R0FCcTNkVzRpUlBNLThaU1VwSU83aDJxeEpnQTMyRDZZZktqZ0VpMkFVNTBsX2I2ZGcyZXlBSTQ4RW1PbFNyTDVIM2lmSmVKekJadUYxM3RhYVB0REZhYUE?oc=5) - **Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=5) - **Ray Dalio Bets Big on Nvidia as AI Chip Rivals AMD and Broadcom Battle for Share - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFBFZE1vcHhSdDA5WmdpbDUyS0JhcldWMG1OX3AyY21xMlJNenVMeUNlMm9zVld3dGNSX1NicXNLTWF3Z3ZtOEFZQWI2cTVtNWlEOWJKbTVZdGJtMUdTYllTNE1Mc1pEWkgwOGVpaXYyV2xEenVwX3c?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance

  3. 4d ago

    Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI

    ## Episode Summary In this episode, we cover: - **Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTE1OZjEzc19iT0dnTG4tSlpwTy1mc1VpcmJWeUE2RjFONEVYWDJoaFRJRjhuN0Q1RG5JNzM5TmFUSGlWemE4Y0oyY3E4ajRjVjgxOWYySWNlQmlEZnpmakNiX0JtYU9aZjZlRE9aenM5bEhyaHFXWmVhQXB2TQ?oc=5) - **NVIDIA Exemplar Cloud: Lessons for Unlocking Full Performance on AI Infrastructure** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/nvidia-exemplar-cloud-lessons-for-unlocking-full-performance-on-ai-infrastructure/) - **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) - **Dell CEO unveils new 'Dude, you’re getting a Dell (AI server rack)' video — PC maker recycles famous PC ad campaign to tout its new AI data center products** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/dude-youre-getting-a-dell-ai-server-rack-dell-recycles-famous-ad-campaign-to-appeal-to-its-new-ai-overlords) - **Nvidia Earnings Preview August 2026: AI Chip Leader's Next Catalyst - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9IRGJNNkNFV21XNVN1YzZvdFZWSnNIdGJqajVRYlVobHI1WTNfejN3TWkzSy1JMk1Udmt5Z3gxZEdjbGtOXzgtbllmcnd2dGI3LW1yVGo1SThPT2V2dU5TMDYxbVNPOEdkXzJtUGdDX1o5NEJRVkFoYXdkdXhPbzA?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI

  4. 5d ago

    NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance

    ## Episode Summary In this episode, we cover: - **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/) - **Nvidia Stock Earnings August 2026: AI Chip Leader's Q2 Preview & Investment Outlook - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1ZelNmOVRacVh2WDNfTXBQMmxJNFRyWDdWU1hWUzdrY2RPMDhGd3hkVzZySjdEOWtGM1plZ09zTEJGSzNPbzlfbE9EWnkyUjVqYW1teHc1b3dMa25ObGJIbXdPOHotaFZta3Nn?oc=5) - **AMD Instinct MI455X Deep Dive: CDNA 5 Marks The Next Era of Instinct** (servethehome) - [Read more](https://www.servethehome.com/amd-instinct-mi455x-deep-dive-cdna-5-marks-the-next-era-of-instinct/) - **Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/ultra-high-interactivity-on-nvidia) - **AI chip boom shifts bottleneck to advanced packaging, says AT&S CEO - Nikkei Asia** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxOZjhVV3dMWU1TWjlETXVKZE53cFp6V29nODB5X2t3cVdXZXBjcmp1UWd4cTZyRXBSUG1wZWVJRS1XcVgwR0g5UXRpNXo1dzc2N0ZTdVpmemo4Q2laY1h6RXFZUEZuQ2hoM1VONThRQi1sQjQ5LXluMU9VUVBkWmx6b3pZZkE5WnVIYmV3c0VlbUZwa0gtYmk4SGpfTk9fOFZwNDdXbExQUVFvWHpXU0p5alV4ZndoTlpVUnZz?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance

  5. 6d ago

    TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com

    ## Episode Summary In this episode, we cover: - **TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTE9reG8wSVVSeHBqMDBDUDlKTDMzdmJGQV90OGN3UTBHdXY1c0hnQU1OQXpSaXlVcTJvZ2NoQ1c0RE1ORzJDNnpkY1NZdF9PVTNTMGFkb2FOWQ?oc=5) - **Nvidia Draws $500 Billion Bet on AI Chips as Wall Street Weighs GPU Value Over a Decade - bloomingbit** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiVEFVX3lxTE1rOTRjNlBtSWpRS3M2c01DUER0SHBwWjR3NFBwMjdsd2Eta2dXcGhtQk5JM0VZNGZMNEh3OVpTS1BMUTNXTmlfOWloR0JUQmJDM1lZXw?oc=5) - **Russian missile uses Nvidia AI chip to help target Ukraine** (the_register) - [Read more](https://www.theregister.com/offbeat/2026/08/14/russian-missile-uses-nvidia-ai-chip-to-help-target-ukraine/5287976) - **China’s AI Chip Boom Threatens GPU Collateral in Nvidia’s $500B Wall Street Deal - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxNS28zOTYwU0I2cU83V2p3RTkxMHZ4cTBJNXJuMThCSzc1dXlhdzRJeEhRU1dWbzRxX0QtT01wQUpEOUQwSjFZZ3VsSE50dnZvYzZyaHBkQ0ZBT1JnY3VpUzRFaTFXYkxlWDNPamplOVVzQ1pPLTBsS29NNHJ0a1ZRbFdxSUQ3TkRGRWhSYVpFOFBBZnlpUGlTcHl2aW1lYzJHdV95cktVRGtGSnhFY1VFNnM2SnpCUFZQSFd6dDN0TEQ5b0pzWkhWMw?oc=5) - **AI Chip Stocks August 2026: Nvidia vs AMD Investment Analysis - intellectia.ai** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiZEFVX3lxTE9hNjg3V1lHY296SVZIMmVNRDE2X3FDQXdNS1dabXhFcFR5X3hNQWhiVm9KSkM0QjN0dW9USmZkaGwzOUp0RnBEYjV2T3l0TnB5SG81QXpNeE9RR1VIenBKSHNEN0g?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com

  6. Aug 13

    TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire

    ## Episode Summary In this episode, we cover: - **TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAJBVV95cUxPdkxuRkdWaFNIYlRqaERRMXpnZElPSnp0ajl2c29GZkNyTW9IN1F0blAwN3cxUm9zSjUyYWlHRk00eWk1eG9uSUNjZG9kVmk1QVJqN2sxWXJzRnBBa2ZpQXkxanU5X3Z5cG1ZNTE1dkk2TEJiQTBXSDQ3RmdVejZ2VFZJSTlsakZWMk1xSlJnRzByQ3U4UDRqZzZVTFNkVUxfSWNmVktqUFRCYmRiZU1xMnJ3am1TejR1ZVJJdDFlYUx5clBaeGIyRGdsU3RkM3N1Q3FBbG5PNnBpNFd2Ym5YeEo2TjIwdW1jZW4yNEVNMWJnVmI3VWs2MFpKb3gybDExeTZsNndnaVI?oc=5) - **AI Chip Stocks August 2026: Nvidia vs AMD Investment Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiZEFVX3lxTE9hNjg3V1lHY296SVZIMmVNRDE2X3FDQXdNS1dabXhFcFR5X3hNQWhiVm9KSkM0QjN0dW9USmZkaGwzOUp0RnBEYjV2T3l0TnB5SG81QXpNeE9RR1VIenBKSHNEN0g?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) - **TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - Memeburn** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTE9reG8wSVVSeHBqMDBDUDlKTDMzdmJGQV90OGN3UTBHdXY1c0hnQU1OQXpSaXlVcTJvZ2NoQ1c0RE1ORzJDNnpkY1NZdF9PVTNTMGFkb2FOWQ?oc=5) - **Nvidia doubles RTX PRO 6000 Blackwell's MSRP to a staggering $16,000 — 96GB card started pre-orders below $8,000 last year** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/nvidia-doubles-rtx-pro-6000-blackwells-msrp-to-a-staggering-usd16-000-96gb-card-started-pre-orders-below-usd8-000-last-year) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire

  7. Aug 12

    NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan

    ## Episode Summary In this episode, we cover: - **NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan** (wccftech) - [Read more](https://wccftech.com/nvidia-a100-defies-deprecation-as-coreweave-rents-it-through-2029/) - **Fraunhofer Deploys Germany’s First Blackwell AI Cluster for Sovereign Research Data - techtimes.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMizgFBVV95cUxOaTJiZEM1SkZKNFlNbWc5QVhKa3pyYWNlOGFKdUNUVWJjOUpKM3NOYUpxbUVBeERuck95aUZDRURkNnFNTU10RUZ2LVMtRGdyQVM3Y2xUaU5zSExvd2lSdGJLRHJNV2tyMWExYlhVY0V5RjlsbzA1cHc0ZmtPOGF6ZUxJT2FYNV9GYnpXUjJfT1ZOR1ZWSktZOHFoU3BINVQ0UlpKTVhZdURHUlZZVzhaVnhqdHJlZHNDNXRTaTdPNVdtRmFTUFZUYS1MWFNGZw?oc=5) - **Microsoft Expands Maia AI Chip Output at TSMC - Briefs Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxOQ01wYXNTWU00UnlzR2RFem9kQ0F4bEtnMGhEMV9fQkMxMExXTF9tT3N1RTVDdm9qbWhXX3F5SlJFbkRVaVE3ZmxEei1FdF9aRHRjckJOR0liYy1Yb2s2SGJSUjZlRGRtYTRyNmdWeUt3VUJaWk50dUhvbDRzYVN4eV9KV1hheHA3Z3JybHJnRkpzQQ?oc=5) - **TSMC Exec Makes Big Announcement & Confirms 98% Yield For CoWoS Packaged AI Chips** (wccftech) - [Read more](https://wccftech.com/tsmc-exec-makes-big-announcement-confirms-98-yield-for-cowos-packaged-ai-chips/) - **CME to Launch World's First GPU Futures on Oct. 5, Tracking Nvidia H100 and B200 Rental Costs - finance.biggo.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5lM1dTLWdTNDI1ZnR2X0dTemYzWDhkamJfTzcyamJKTjNOR3BiRW5CdWIyWmZOQXZ5N1Z6b1d1ZjE3RG56SFF5cGNtVElXbkFEWW14Y2tHa0RfaW5VSVhiN0IxekVobzJzWVJuTC1STDBJMjZXRWc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan

  8. Aug 9

    JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance

    ## Episode Summary In this episode, we cover: - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) - **Samsung Unveils zHBM Memory Stacked Directly on AI Chips to Ease Shortage - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxQZ1JhUjByU0x0Zlp6TTJHZnJjWG5FZUZyUjA4RTZvZG5JclVNeURUZUFmVGI3bmVldGdKODRaeVRPWnBwd1VRS3ZyY3dQSjQ4YmlSaTd3YVQwcVJYRUwya0FqVHJrazY1b3lDbm50V0FpM3FJb1psUU5oYUpuVlVwR1VnNE82REdGR1czbGFqWS1oREFLcnRqa0pRX19TUE9TRFI0?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) - **China’s Big Fund Phase III pivot: From fab-building to advanced packaging, equipment, and AI chips - dqindia.com** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **[News] China’s Big Fund Phase III Pivot: From Fab-Building to Advanced Packaging, Equipment, and AI Chips - trendforce.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi2wFBVV95cUxQU1ZKVGdyV0ZmMDhlNzJXbGt1UmpxajUwUTZIMjZPN3J3VTlvc292S3VEX1dHT3U4aHpDNXBqRjBONVc2MWN4OVVNbGVSSFdaaHd6T3NnZnFSclcxSDRSdkUwelhiODgzbWJYX3Q2dGpoc1NzRXMydmJrUWV3dHhFQkg1dTBBcmd4T2twTFNleWFrVXFydlhmanJzTmgzb2pYdTFYci1jYjFJTmFLN290M05IdlVMQTRFakZoRFBXRlg0cE9LUUQ0SkNTX3ZCNU1SYzhRd1ZZaURnb1k?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance
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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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