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. 1d ago

    Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune

    ## Episode Summary In this episode, we cover: - **Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxNUkFOZG5JWlRIblJ6dXk0a3pOZjQyRWdKQ1B3cG92MUdYY1VrMzltZ1BFdnE0bVBsbTI1bGdFd3dXT3hPM1lpYm9uejlqTkxQdmhIeWRnRXZVdU8zX21FMkgyOExmc09pR2tfNFF0cWlYMWVkeHpNNEI1cjFOa3NYNDBORkV5R0VwOWNFUnYtRFkwQk5Gdm9nV0lVTG9qc0RlaUYwd2RPRXNVa2g5VHl5SmhYVllMQmJBZHUzRm9uT3cyVm1GT2c4OWNYaw?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) - **AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/amd-takes-the-wraps-off-its-instinct-mi455x-ai-accelerator-cdna-5-and-helios-rack-scale-architecture-combine-to-take-the-fight-to-nvidia-in-the-data-center) - **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) - **AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras' Wafer-Scale Engine (WSE) solutions** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-and-cerebras-partner-on-low-latency-high-throughput-ai-inference-epyc-processors-in-helios-rack-scale-infrastructure-paired-with-cerebras-wafer-scale-engine-wse-solutions) --- *Sponsored by LimitLess AI*

    Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune

  2. 2d ago

    AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt

    ## Episode Summary In this episode, we cover: - **AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt** (wccftech) - [Read more](https://wccftech.com/amd-fires-back-at-nvidias-groq-bet-fuses-the-cerebras-wafer-scale-engine-with-helios-for-5x-higher-tokens-per-second-per-watt/) - **Cerebras Systems' AI Chip 58 Times Larger, 15 Times Faster Than NVIDIA GPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNaTVRc1cwcjMyTW1PY1ZOZ1VvMm85a3Jid0JuNk5QWmYtUGVyZEFZdGdqRWdiYmNpWTlqNTA0RkxLYUFDYkRPdjBuTkZwbUFlQVhvSVRaUUR1YS1sWnUxT1RIV0ZudUhuVk8zd0w5QW5ET0QyN3BZY2VDTWpleENHT1hJOTFSOGVo?oc=5) - **AMD and Cerebras join forces against Nvidia’s Groq LPUs** (the_register) - [Read more](https://www.theregister.com/systems/2026/07/23/amd-and-cerebras-join-forces-against-nvidias-groq-lpus/5277817) - **Local AI clustering with Dell's Pro Max GB10 — connecting two Nvidia Grace Blackwell to scale out AI compute at home** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/local-ai-clustering-with-dells-pro-max-gb10-connecting-two-nvidia-grace-blackwell-to-scale-out-ai-compute-at-home) - **Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference) --- *Sponsored by LimitLess AI*

    AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt

  3. 3d ago

    AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet

    ## Episode Summary In this episode, we cover: - **AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet** (wccftech) - [Read more](https://wccftech.com/amd-lands-anthropic-in-2gw-instinct-mi450-deal-backing-it-with-a-5-billion-equity-bet/) - **Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of versatility** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/meta-to-use-custom-amd-instinct-mi400-accelerators-with-144gb-of-hbm4-for-select-workloads-report-claims-could-dramatically-reduce-cost-at-the-expense-of-versatility) - **Cerebras' Wafer-Sized AI Chip 58 Times Larger, 15 Times Faster Than GPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxOVzZ5NlRXcWl0c3hhZlVPajRuZDl1NkJXTFJsN0hZcTNWY1p5RjhiUkw3RHFvdzJ2LV9FV2VfMzVFWXRPY295VC16eUYwOHdyWFpidmxRWlJHWHJZMXVvbjc1QTBndTVJMUxRR0VUeEFBZEgwUk1mNzV0WFcybG1QX1dYeTRMMm5z?oc=5) - **SpaceX’s Orbital AI Compute Can Reach $6.5 Per Watt Per Year By 2031, Which Is Cheaper Than NVIDIA Blackwell-Based Terrestrial Data Centers** (wccftech) - [Read more](https://wccftech.com/spacexs-orbital-ai-compute-can-reach-6-5-per-watt-per-year-by-2031-which-is-cheaper-than-nvidia-blackwell-based-terrestrial-data-centers/) - **Nvidia, AMD Move Beyond AI Chips to Full-Scale 'Data Center' Supply Competition - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE10enh6ODYtUjlCRklyYkp4ZnJqNjRZRlZVX0labGRDaFB0V2E2VS1tOE15YVpybF9nYk5BNGlUek0xYUxHN2FPMVl1c2VpbzY2NUNfUTV1a1B5OEpIOElBUDh3OXFUSVJ1QzBsZmJCdGpGN1o1dEE?oc=5) --- *Sponsored by LimitLess AI*

    AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet

  4. 4d ago

    Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts

    ## Episode Summary In this episode, we cover: - **Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/policy/intel-layoffs-to-hit-data-center-group-division-focused-on-server-cpus-ai-chips-and-data-center-architecture-to-be-hit-by-an-unknown-number-of-cuts) - **TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNZDZUTHVqSmI4QkdIODlCd3Vnd1hqOGNNOTZEd09tT3Nzdm9TU1Njbk51M2NkbUZCRXJ1S0lHTVZ3WjQxU0ZTU0tVMy1Hc05VS1JCNWU5aWVHdktUUWEtRXg4UTVFSzdRTVZsZms1eVVrRU1yQjVMLXRpTGx2SWlKR1VtQTBSTF9QYjA0dUNEeWVDMkU4bVNKMEU0SDdEY0U?oc=5) - **Nvidia and Wistron to build Blackwell AI servers in Texas - Nikkei Asia** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOUG5iRV96WE94THBqaFJDeUdhMXNmcHZ1NVE0dS1rSHZmbElvY05SWG5tZmJJeUJBWWZoVWpwX1dtcmVjbTBiZFZRaEZuVWMwdG4xX090Qm1oRHZUT3hPYkhGbmREN043OHJnWmFWRk1wTUtFa1pPTHMzWFkyZmg2SHVFQlhIaVJjczRNaGJqTFgzcDNpMDJMeUM0bTJoeUg4cGJnUllFaw?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** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/cpus/nvidia-has-shipped-hundreds-of-thousands-of-grace-standalone-servers-gpu-firm-pivots-messaging-as-cpus-take-center-stage-in-agentic-data-centers) - **NVIDIA Blackwell GB300 Continues To Set World Records for MoE Pre-Training While GB200 Sees A 4x Boost In Perf/W Through Continuous AI Software Stack Optimizations** (wccftech) - [Read more](https://wccftech.com/nvidia-blackwell-gb300-continues-to-set-world-records-gb200-gets-4x-ai-boost-optimizations/) --- *Sponsored by LimitLess AI*

    Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts

  5. 5d ago

    SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech

    ## Episode Summary In this episode, we cover: - **SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech** (google_nvidia) - [Read more](https://news.google.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?oc=5) - **Why Cerebras AI chips stand out in the Nvidia-dominated market - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPYzFUUVZDSFhIcHhia19PUHozRElDbGhDeWJhbG5pOWppc0tNZWI3NUtlYjNnbndIV3AyRDYzb2poNjMtRkRlS1FIRmtsZFpCVmw2VFhpUHhpdVRQRWNrbWxLX0t0SUpOVTUwYkFjRE9kWHBoRU1qMkVKZlF4TEx2eElXTGQ4ZnlKOWlFT25qN3Z1UHpfbUJsTS1KVFJlVENaQzVQdTNxOTh5Y0o5?oc=5) - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - NVIDIA Developer** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVThRSC1oeUFUZm42VVVjcE16djhZcGRReVZiRGtIT0VGdXluUVpuSmF5VkdOV1dyREZEVExXalpWMmthcW5KZndEak1CU2toV2hUdkFLT2VtOW5jWGpSRjdEdTkySmVjM1E?oc=5) - **TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment - Reuters** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxNeWtrc3R6QmdYREpuRHNxR3dFNkJkVjdSMTRYcFhmRHJYQ18yaGFfSHcwbmVKSjZvWVo2M0FqdF9VZkJmbG9CVTVObEZTQ2t1amx5MTlJZ201YWR3cE9IMFNxVTNXdlp6SVV5MnZDLXotWS1EQVFNbUFFV2hZUWJJeUVScVNRaUhjci1zUXJoUTBnMFBkSnFzeWgwWkNpd2FqZ2hZQW14cTNCRDcydkp4X2p2QlYyRWlTRWFISmFoSllBY01OWmNlVWNpamk?oc=5) - **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) --- *Sponsored by LimitLess AI*

    SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech

  6. 6d ago

    Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune

    ## Episode Summary In this episode, we cover: - **Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxQV1pkeWFCRHpCOV9iRUFmTkQwclpwdnN6MVJnMmZnNFlhOElUNXV4eHFPRGpoZ0NOWXNLUTBhWGZCb3QxWElrSHE5eXpGaE51ckJIcmtzajhLYy1XZ2xCa3hoTExVTDZyWUYtZjJsMERlZVlBX1ZGNGZpUHpUcTJNR2Z4YmcyRzNzMEJpMjRKQzRVQVprN3NiLUN4RkNOSkVDMVBoaTdn?oc=5) - **NVIDIA RTX Spark Gets First Developer Drivers as Native Windows on Arm Support Arrives Ahead of Fall Launch** (wccftech) - [Read more](https://wccftech.com/nvidia-rtx-spark-first-driver-ahead-of-launch-native-windows-on-arm-support/) - **Intel teases Crescent Island AI data center GPU, supports up to 480GB of LPDDR5X - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiwAFBVV95cUxQMGdpRzhsZ0k3UV9BaExWLUFIaG5Ld2JURUlBeEVyNU5xdkcxYllWamh5Z2NHLWE2d2c3OVBHV1A4NXQyRWlJNG4tcFNfc1dqekRsSzRham54djJrZ3lveEotbEswRjBiUmxOZnEzWEFIN2RWY2hDVnlzTG1tTGlpZ1lLQldoR1hqdC1rSEtVV3N3UDdMa1IxcVF1R0hpanN5eVYxUGhlY1BXenNmRkJyS241NUxjLWFvNlFtUWhCMmY?oc=5) - **TSMC's record $40.2B quarter signals the AI chip boom is far from over, and crypto miners should pay attention - Crypto Briefing** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1ydl92TXNkVGtlbVQ5Vk56b0JrR2xRaE9LYkdCY3RUeG1CUmEyM0trdXR0VHNzeF9abVNLMUZtbDZBX2pTV2RqdXd6QURKdDJfcl9qd0cwWUVuWkVZS05jUHFTLWZ1SjJSak5QRXJxUkxoSUlxRGc?oc=5) - **TSMC expects ‘strong, multi-year’ demand for AI chips as it ramps up Arizona investment - The Business Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi2wFBVV95cUxOcVVLb0pEOWRjUU1sRVFsWmRvR1hyRDVKcXJDZTRlVzN4YXlDRGpGOVFWS1R6VmZmcmpqSFl1bTBUdlpsUzg2VmRxeU1PRERGSVpqTTRiaEFIWmpydTJkbm1jbmgtVWIyS1U4YTZhbm1sVGJ2aXJha0pRb1BZbmticDRCNm9ybC0tRTEwcl9JLXJ0VFNQaTcwVmdBVWZzWF9RODdfbEtuSzdSYVgzbmxnTURrQy12Ri12M193ekFXYnk5TkUwcjVEYmFzN3ktU3pXM2Q0Um9tczQzN3c?oc=5) --- *Sponsored by LimitLess AI*

    Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune

  7. Jul 18

    Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC

    ## Episode Summary In this episode, we cover: - **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) - **TSMC's AI Chip Demand Fuels Record Profit - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPUFdVbVN1MWxQdVFsWlZ5eTVzLTUxS1hSS1VQSTZnT0NCU0gtUzZoZTNETlpxcVhzY2w4QW1vb1ZoenFXUE54WHJHaVNBZlAwSnMxbmNqOXpqOVMwcm1paC05VTBlZ2RDUGdObkRleTU5RFpZcUltZ0NzZjlqQTBIZURWM1Bzdkty?oc=5) - **TSMC Stock Leads 3 AI Chip Shares Facing New Pressure - simplywall.st** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **TSMC profit surges 77% in Q2 as AI chip demand stays robust - eciks.org** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiaEFVX3lxTE9mLXVwbE1QNGU1TVBOemh2TVVLY25LNXk2a2NLOHNoOXNDRkRuRWxFQUJRWmNuNGNVTDBxRl8xcGRlUThVXzZyWElNbHMzd1cyV0x5Y1l2QlJTRWkxRjhDRl9tYVNhd2Nw?oc=5) - **General Compute: Inference Chips Replace Nvidia GPUs as Loan Collateral in Landmark $400M Deal - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxPS1Q5Qk01SXdMNHp3NndCaE11bWYyY3RwQVZtLWt4YWlvZXFKb0Qza252ODdlTUsxNVF0aDFCczd1MDVIYm1WTUxLOVMyaXgyZ2VRWDRuYm9udFdiUG9mYTZnZUxWVkZycUxBR09XdUNIV1ZLbHh6c0xfVGc2aDNIcUxuUXQ0aTJiN09JaVphaURXUHVydnZjOVZwZmhqQUszUzBGSWs2Y3c0WHFENGR4Ylcyd3lZb1JPZTdSNnYydlFQQU5XczhrUTVlNnFORzY2dTJPeVJ5TUI?oc=5) --- *Sponsored by LimitLess AI*

    Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC

  8. Jul 17

    China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes

    ## Episode Summary In this episode, we cover: - **China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxPYmZndGRCMnFIQWgyd2FvZHIxOUptQXhsMEluVDJiejRQV2xOS1lkVWFNMnY1QjJ0UDNDaXV4ZFM5SXlsWkFKX0VqV0dpb1VLcHNXMGU0UHN3QUlGWjJEUnNuLVhFSGJYVWlTNFBvOUYzOFQ4WVhPRjNQUHNGdllFbUJtM3BLYV90ZS1obU04dkFVRTliSzJV?oc=5) - **TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident - MarketBeat** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxQTElzNkppSHY2M0RpUkFDeGRCbDJiQlpHRkl2LXVSay16dzc0NEpyYUtBNjRhdFBzOXhYZWxfVWNSa1RQaW9jQmlTN0JWbE03LTBFX2RMWk04R2hlRXphQUtRVjNKMGFhUzlvS29qaFZQOFRHWExJTDkwb0RkQ3ZpbzhDWjVoaG05RVVsYTdZdlg1a2ZvWW5KN21iQVlUemM?oc=5) - **Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dGkycm5UQ1o5eGhCQW8yR0lNdWtv?oc=5) - **The AMD Instinct MI350P is a HBM PCIe AI Accelerator That Has Been All Over** (servethehome) - [Read more](https://www.servethehome.com/the-amd-instinct-mi350p-is-a-hbm-pcie-accelerator-that-has-been-all-over/) - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5) --- *Sponsored by LimitLess AI*

    China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes
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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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