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

    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

  2. 2d ago

    NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech

    ## Episode Summary In this episode, we cover: - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech** (google_nvidia) - [Read more](https://news.google.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?oc=5) - **Intel's Crescent Island AI accelerator officially powers new GPU D-Series products** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/intels-crescent-island-ai-accelerator-officially-powers-new-gpu-d-series-products-chip-delivers-1-3-peak-pflops-of-fp8-compute-and-1-5-tb-s-of-memory-bandwidth) - **Grace Hopper Celebration canceled two weeks out as AnitaB.org runs short of funds** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/grace-hopper-celebration-for-women-in-computing-canceled-two-weeks-out-anitab-org-says-registrations-and-sponsorships-fell-short-of-covering-costs) - **Generative AI On A General-Purpose Neural Processor (GPNPU)** (semiengineering) - [Read more](https://semiengineering.com/generative-ai-on-a-general-purpose-neural-processor-gpnpu/) - **Intel’s Crescent Island AI Server GPU Gets a Name and Specs: Meet the Intel GPU D-Series** (servethehome) - [Read more](https://www.servethehome.com/intels-crescent-island-ai-server-gpu-gets-a-name-and-specs-meet-the-intel-gpu-d-series/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech

  3. 3d ago

    Intel is revealing specs for its new GPU D-series AI inference chip at industry summit - Quartz

    ## Episode Summary In this episode, we cover: - **Intel is revealing specs for its new GPU D-series AI inference chip at industry summit - Quartz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE9OYnBGaTRtYWZULVpYdktoTmRxRUZoVVlLWHFMQlNhMmVJWkVCenBWMTNDR1dmdXdhNjlIUlNpVVhUYS1JcFhzVHNIRXZvWkozUjc5TmhNblZGNmFVcndfQW9XUmdZRmlPTHdBS3lmVFBBT0Nta1FLUw?oc=5) - **How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/how-nvidia-groq-3-lpx-unlocks-ultrafast-interactivity-at-long-context-on-nvidia-vera-rubin/) - **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) - **Intel Names Its AI Inference Chip the GPU D270, With 480GB of Memory - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxQWV9JRDcwNktTRVZMNUU4UVdkWkg3NmZwQ3A3OURWanNBZFVXY3hKcUFvR0xJUUNLUnhFbmN1MFZXUmFMeURueG1GdmhUMmZySkdLa0NkT01CNG1UR2NleEFia0w5ckwzMkRGLVNyVXlibm5QQkZRLV9wUmh0MGpDcWpWaU1ZQXJJaXdhbXVCZHNhRFZOdFhNZVdlaw?oc=5) - **[News] AI Chip Memory Strategies Diverge: Microsoft’s Maia 300 Fuels HBM4 Demand as Intel Bets on LPDDR5X - TrendForce** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi7AFBVV95cUxPTzB3ekI0Zm9RZkNTbEF6QUxLeVpSdVZhN1dCYTZHTFliS0xwMERuY1lHakJfX2FhWlFjVzZzMXBtcS1RU0xaWTNzdVJ6d0ZETnBRalVDTG53M1FwWjVBSTFTNS12TTYzZkVRbC1QLTBWLXo5cU90TG1PdHBXTnRITFF3aWtBVTlXaWR0VFRYM25PbDFCZWRZaTNhUnhydG5TVGdRZGtGMGZhaFFJbEJIWkxCMHN1OFFUQ1A5ZE1XT3lJNnNZT1ZfQUpUa2JsdjQ1ak5yUDJhRE1LVHZ6eGJuZEY3dHJWRjlvR0c5LQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Intel is revealing specs for its new GPU D-series AI inference chip at industry summit - Quartz

  4. 4d ago

    Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights - PR Newswire UK

    ## Episode Summary In this episode, we cover: - **Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights - PR Newswire UK** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAJBVV95cUxPMUFPQ2NsbEVPLTEyX2MzYTExWEZjRlZxcWZVdUFIaUtvaUV4VjgwME9MdzVmTkFya1dycHkwZTFMem9EbGNwX1hDRzBybm9GRXJodmlxdlZneFhldnA0NmxsekoyNzBRWVFYOFZHS3lJM3dnbEI2VjVGSXZBTGlzcXB4cU1rQmdGaU1wSXIwUl9veUk4ckpyaFhpUDRtS2pKT3E3QUNFcHJVUG9hd0NKNDdiUm9JYWZkSWNzQlhkSmMyRkduR1E5Q2xPajBoSE9PTFJvenBHNGhRWFRrOEZtOElUYW15ZnpoY01mTEJtMDQ0NFVraVlSdHVtUU5SaXpGR2hYanVqdjV6LXFiSk5lQXM3RVY4ZW9VcXpzNERRc2JYa0UtNWl3bQ?oc=5) - **Why Are Nvidia, AMD and Intel Stocks Falling Today? AI Chip Selloff Deepens - Stocks Down Under** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBwQjkyMXh0YndVRlJhS3FBSll4dVB4akV2TWoyclpKWEE3RXEzODUwYWxtczdwdV9PUFFLUnVfenNtSWpZWnlGRUMzbGJiVHpaOVA0WEVmQ3RzSHFOalAzWENZWFVJeW1QMWtPRDh2YnRKNkdGYzFfN2hR?oc=5) - **Microsoft Plans to Deploy In-House AI Chip Maia 300 Next Year: Expected to Boost Token Output per Megawatt by 40% and Reduce Reliance on Nvidia GPUs - TradingKey** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi1AFBVV95cUxOZ0hzZUtoMHhDQ1hVd2RIS3p4azlVMnVOVG1QaUFmRDZvQWV4Y1hkdEliaV9jNHZhUTNyOVBoUXpXb3hZQ2VqN1NHenZ5a1V5b1NpVFdNLW00VC01NE5SZFRtdXhDTFNNX2NDLW1PWWZpTmtsT3k3dnpjZm41R0wzdWhMN216bm82cnVoaXBpT3RHeGtvNjczanVIVnJ1N0w1Q1dhWVJYTGxxQmpfVWNBckFYczZyU29rYWxPTU5HQ05kTEpDR0pFaHFMRUI0djBqY3Jjcw?oc=5) - **TSMC taps U.S. interposers to speed AI chip packaging shift, pressure Korea - CHOSUNBIZ - Chosunbiz** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE1mVWI3MXB5aElUdEhFRTJEUEp3c0UzVUZJQkcyakgzN0haSTdlSE16YWpEZHRrSzJXZElqN3FGM243blY4NDJiN2x5eS1jNERyX1d6S1hQWmlwMWIwWHFzMS1iY1Q0OGN4b2RZVFhYM0F1M1JWUnFNTXB30gGOAUFVX3lxTE85QjYzRVBONWM3ZTZkTUM1WjkzZzBsbEZHeWZFdWg4dXBWN21nWm5XbE9zU2dzV05vTHhUQnJRVHh6UFBwY2NqSjJ1SnJJZXdTV1RhMEJQUFc4ZWFwdHd4NFNQREc0QzJISHNXUXJ3NTRmOElYMTBNclEwSFF5RExGOFVrNmotNm40Z2lTMHc?oc=5) - **AMD debuts Helion reference design for agentic AI servers with up to 32,768 Zen 6 ‘Venice’ cores** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/cpus/amd-debuts-helion-reference-design-for-agentic-ai-servers-with-up-to-32-768-zen-6-venice-cores-rack-design-ships-next-year-in-cpu-only-and-all-in-one-configurations) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights - PR Newswire UK

  5. 5d ago

    The Modern CUDA Toolbox in Practice: A Step-by-Step Optimization Walkthrough

    ## Episode Summary In this episode, we cover: - **The Modern CUDA Toolbox in Practice: A Step-by-Step Optimization Walkthrough** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/the-modern-cuda-toolbox-in-practice-a-step-by-step-optimization-walkthrough/) - **How India's Semiconductor Push is Creating Opportunities for AI Chip Startups - Siliconindia** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi0wFBVV95cUxPcFZOZmJXVzc5dl9DWTIxOE5HTTRlUG1hNWw3N3NNRFFJa3pvdGkyNFgtSkpGZ2I2bmxIdTRPYTlrRFloMzhFQXlCWWdtMnc1c1ZPRGVFV1A4Wk8xR05Wb1BUbUxodzI2TGkzSllxdFlxYUpTTjVjaVc5YWUtS09ya3N1dm1IaWhDTER4TnhmVzdIUnZmNEduZ1dDWnFid2ZiQndwdGRkTHRjbzBQT1Ryc1pfQ3o3YzlZLUZBZjZXSnlUS05VQl9ZeDJSYmJ2UFVrLW5j?oc=5) - **3 AI Chip Stocks To Watch As Samsung And TSMC Signal Demand - Simply Wall Street** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **Wall Street is inventing an entirely new financial system around Nvidia's AI chips - Business Insider** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxPMEpqbXIyV2NmNG9fQUpudG13WWZUbUJMdlQxRU51Qy12cTVEUlNYZlp4d3J5dkUweDhhUURFUDVPYlFWLU9pNlJfd0FkOEFkb2JWQ1FOcUJTYWJZeDJFQzJEdHpxVkk0bkNRVDJYdUI4YXRSVlFfNjZyUUxUQm9zRU9uY3dNa2ZkcDBfWHhNQlIxRkZ1Y2JF?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/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    The Modern CUDA Toolbox in Practice: A Step-by-Step Optimization Walkthrough

  6. 6d ago

    Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work? - Yahoo Finance

    ## Episode Summary In this episode, we cover: - **Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work? - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxNOHlIeVU0VXE3Q3VpYm1wSktPSjVGcXI2cVNQWENJYi1fSHhnMlpMQnU5Z2pyeUF0cTJJUFRSUnBLWFZGMm95ZFRlSlFncjJmOWswRXZZTXVTNUlwMzNlMElUbVQ1NUtlRTVsNXlkaWw4UTVnVTBrdUV6TUw2aDUwRGFybzFNTjNDUUhZTmlTT1hrU1l0WmtTWGxOYmpLS2hvcHZoMEFjVU1lZw?oc=5) - **NVIDIA-Backed Upscale AI Wants to Make Rival AI Chips Work Together - HPCwire** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxQTkxvdWtiYWhIMEstUFRfMWNhSXBnVFUwbWF5Sm92RlZKMHQ5LXJYS1NXcVBTNk1EUThqbXhnTGRWX3RTMV9nYVNYY0hyeDVRY1BiWWc4UkpGRmFCcXhNLXR2UVpwdnlKOERWV3pZMGpyUl9UUUpDZ1VRUTg3X3MxTFEzSjFTLXo0WXduNkVfMGxNMi1oWUlIZzZfTFA3c3Ezc3lKMXBlanlUTFJJMTNtUFVB?oc=5) - **Nvidia vs. AMD: Which AI Chip Leader Is the Better Long-Term Investment? - TradingKey** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxNVWZ3X2N0OXJzU3hwVEVRWE85clpSU25MX3N6N09OZk4wWTFlc2R5NXpKQ2MxV1dfamRXU3FSN29ManQtYVBsT0QyTWlQcUpaOUxGVUkzS0RfQTdVbXgxZ283OU1BUnZQYm8xQzBnZ0tDVV9XU2ZrQVFEQzYwYUtYNGh4WloxUm9xT3I0cENBUkhrZ2g5RzUyWXFBb2ZiYWhfT2lreUk3N1B5R0JkQnI2aTlFTQ?oc=5) - **3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxPX2NvOE5oeFNKV09fbFBKQm0zcDdySTgzblNBWGRzelJfTGJ3Vl8xemtRODFrWmZocUFZT1hSal96RTlmZW1lRFAzZWwwbGh0YlFWNWFnakhaYnRfVW5qWEZZaE5jTUpRX3MzcTgxV2YzMnNURG03emEydmt1YjRZNmZTZzctUmI4RW9sbzFvY1FwWEtPaUoyZno5ak1zVjBM?oc=5) - **Super Micro smuggling co-conspirator pleads guilty to sending AI chips to China** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/super-micro-smuggling-co-conspirator-pleads-guilty-to-sending-ai-chips-to-china-broker-admits-breaking-export-control-rules-as-company-co-founder-denies-charges) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work? - Yahoo Finance

  7. Oct 9

    As AI chip production ramps up, data centers face power shortages: Semiconductor shipment forecasts are under test - 富途牛牛

    ## Episode Summary In this episode, we cover: - **As AI chip production ramps up, data centers face power shortages: Semiconductor shipment forecasts are under test - 富途牛牛** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxQMXBGTm1aODdIdnh5Q3pBRXprc0UwdVNZbG1mY2p4NFNyYTI1UDBTMEFyajU2NmtrV2ZjTlJfWlpuV3o4QWFrVjIwUUdRMkNNLVpnM1FrUzUxM3JGakRMR1diZHZGMHZVMVVCc2xmMUNYMkFNMTdmSDF5U0dLMjloOU94SnJ1OEpHTGEzNE9wcTlXM215X29pMURkYjlMQQ?oc=5) - **Nvidia-Backed Upscale AI Launches Token Fabric to Link Rival AI Chips - Technology Org** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxPSE5RUmV4dnlwVWZHd0czeU90VWlqMTlpZGU5S09iOUMwVnlDcG43elhPRGRNUk5zOXJOYzRjSEl3aGJHVGpnTmtVMklsV0VvSGRJTHF1VlllaGxER3NtbEMtMENWZnVtcmdwckNKOUlKVFQwcE1yWU5oVWtpcGdlLV95dFFHN0NtemxFVA?oc=5) - **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) - **Chip Industry Week In Review** (semiengineering) - [Read more](https://semiengineering.com/chip-industry-week-in-review-159/) - **3 AI Chip Stocks To Watch As Samsung And TSMC Signal Demand - Simply Wall Street** (google_ai_chip) - [Read more](https://news.google.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?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    As AI chip production ramps up, data centers face power shortages: Semiconductor shipment forecasts are under test - 富途牛牛

  8. Oct 8

    SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware

    ## Episode Summary In this episode, we cover: - **SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/spacex-reportedly-seeking-usd40-billion-debt-package-for-nvidia-ai-hardware-massive-raise-could-fund-roughly-360-000-vera-rubin-gpus-across-5-000-nvl72-racks) - **Europe Semiconductor Metrology and Inspection Equipment Market Size and Forecast, 2026-2033 | AI Chips and Advanced Packaging Fuel 7.4% CAGR - Supply Chain Digital** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiYkFVX3lxTFBqT1FqemtKU1Y1YTg5RGxod2xjbEZBOFVZZUJGaW4walpfQWw3OXQycXZwa2MyTXdUQ0Z3NnhqdHV1aFFtamR1TVo3M3BQVU5DUmk1NFJMSUlIeTQ2a0VfUGd3?oc=5) - **Ukrainian drones hit Russia's Yandex data centers housing two top supercomputers** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/data-centers/ukrainian-drones-hit-russias-yandex-data-centers-housing-two-top-supercomputers-major-outage-follows-retaliatory-strike) - **GlobalFoundries to make key AI chip component for TSMC in $2 billion deal - Reuters** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQNWtrQ0tHODFtaXl1NlEybzVfUzhkVUxXWWl0V1pSYTZ2VENWX2ZYc3pZZWVrc0thclRQbkNmaUxJOEpIZzlvZ19CbEJIdkM1c21HemxmMXdhdXZzNWE0NEFwdUdpbnM1cWRWR3hPZ1BBVFRPNlBmTkV4RWlCUDhiZnNXSnhlTFFFXzdnaDZYSURhV1pKVWdsNERRbHRJSWowOHVRMg?oc=5) - **TSMC September Sales Surge 50%+ as AI Chip Demand Explodes - The Tech Buzz** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOU2doVXhfM2pMVmZOc2dLS2UzWklPZnhOUTd5SHBBN19LNWsycHdoZ1VoUHlRR0xqaHFSV1hRbUVfczZTZnRRdjUwNkItTUVWSG9OdzZQeGdMMzBWWUw5MXJqZF9la2ozN3NhbEFPc21tZzZWclhUbmV0akhYMGtLQmZWVDcyOEJaWVY4Q2xxVmY3Qmc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware
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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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