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

    Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire

    ## Episode Summary In this episode, we cover: - **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) - **NVIDIA Invests $3.5 Billion in MediaTek – NVLink Fusion to Bring Custom AI Chips into the NVIDIA Ecosystem - igor´sLAB** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxNX09mUE9vUEMtS2ZDWjFJNXZBSWdDcm5mMUh0bU9ubWZ2TS1GTVpEVTk2RUl4cVZYOVg2WmEtTHdVLWh0QnU2Z2RrMk9KVnFUUWRScFdqR0s2bzN2Z0JGZE9ZUUZ0X3hrVjBCVW5KMGF1Qms0Z0N2Z1U0S0RpUXZtMHFSVXFZY2lCdExTNUZmSUc0bHhGZnFPa25mSFRaWG9lTmR5TTNwWE9GZTFRWnIzbTE1d1ltODRPVzhtLWtB?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) - **Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/ultra-high-interactivity-on-nvidia) - **Nvidia's NVHBM Push Puts Custom AI Chip Market in Crosshairs, Pressuring Broadcom - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5LbFpYRzltd0F1UXB1bV9Qc2lqZ2RBQ2hxY2s1ejNLNWM0QUREbXozVmZfdHlEbEZOY293Z1pCaDR3bHZHOTd4cm96MzF5SjdmUEhDclNCc3pxOVg2VmhhNURyenpHWXZKSmVGTkRja0N5U0RkcGc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire

  2. 2d ago

    Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI

    ## Episode Summary In this episode, we cover: - **Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxOVXJFcFRQRnhCNXphVkJlejRkcjBmM3plUVhVTllxV0V5dDFNeDRVX256dS1YM3ByRzNTd0I5QjdtZVJ0dXpUdEZkX3ZQak51OHZmWE04WDFNRkw2WThEZF9OdXpITU5TRi1xSE5kUC1KYmFhMXN0aUZxaGxuVzg5Qg?oc=5) - **Nvidia invests $3.5B in MediaTek as part of expanded AI chip partnership - SiliconANGLE** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPVWhJbXlUZ19sdXNsLTdoSGJYaGZPeXkxaG52QmlYUWVrS2QxOEZQa3B2R3NiSVJuSlFwNGNHR0JZb0NKUXdTTDROc2pmQ0FxQ2JoUFBUa0FEZ25lWlFFdjJhN08zanB1N2NYaGtYSWdmNVByajhORGhsTlpneHJuNjhRVEhJaTRsQ0xfNUtYNnVSSlV6dk9uUGRtYVdQby1RVmIxYzRoS1hUNkQ3?oc=5) - **Nvidia Q2 2026 Earnings Analysis: Record Revenue & AI Chip Dominance - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTFB0YlRCdGhqeFlfV1E1OFBNRTVGSExYVzRkUG9DSkRoM2pmalNpQktEVjVkNmpDSVNmVmdIaHRRUTh6UXd0VG1sS1ZONXRRSGtiaTJsUnVQbndQck1vOC1ZdkUxbFJubWE2UjFmakU2RmZDX2hTTDdKcUd0ZTVuQQ?oc=5) - **Nvidia Q2 Earnings 2026: Record $96.2B Revenue & AI Chip Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMibEFVX3lxTE1QUVVkVmdwd0E5UDhYQXFjdkljaGlzTHl3dDJlUXpDR0Utbm56OERiNTVGWGhLMU1fckpBQ2JRcmJkLTMxS2tsMFZYTGx6Wm8yZC11czdzN2N1ak5CZ1RCd2Z1ZUVKMF9LLWt3ZQ?oc=5) - **Weekly news roundup: US pressures Korea chip investment, MediaTek wins Google TPU, Apple debuts 2nm M6 - digitimes** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxNVHBnZkhmRTJoX1g0VjhkeTZjVENaRHYwR09VWFhKWDZKa3hqYUJxcENsSm51WGxtaGxyekhOVzJhVWFGR1laWUR3MGpycDhVX1ZtRFk0clJQblNsS1F0elpOa0RMWEIyVmdYT0xGalJBb1RjWEdBbmhLNk55R25IREU1WXY5UEJKZ0FmOUxSRDltODNmbURNell4aHFkaEpvNldHUWNLdW5pLWlGaGsyRQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI

  3. 3d ago

    Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI

    ## Episode Summary In this episode, we cover: - **Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFAxVEQtWURtQ05relNLRzVYY1daTXk2NzhmclZpR1VIWnBQZ2plekd4cU9QdXMtMUJOdExSTGR3NkI4Um5oT3U0ZDhBY2l6aXJFZVUyZUVtcHRZQlJHNk1pLVQzdE80S3VXSzNMSXZ1VWdzT3dOVVE?oc=5) - **AI Chip Stocks Investment 2026: Nvidia vs AMD vs Broadcom Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTE1MOVhuVlhIVERKZEZTZXVCTlhlakhyYWljampFa0g0VnVvRWRfWF9BY0ZYeTZldjUxUTNGNXFTakNJY09RM0xSdTJCaDJDc3J6bTB2cGlIQ0dOTmlvWTBrVEkxQkt2NllnbThMVlFCOXZjbjh6dVln?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) - **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) - **NVIDIA Unveils NVHBM Memory To Turbocharge AI Chip Speeds By 30% - HotHardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE96bW5JQ3ZlWDJPbWVMaXhxSzh6UHM5ZUFCam8xME9vT1NlY2ZIMW5jZDRoelExQ3dyRUJRNWJ3andwY1ZzbV9EV3F4TGJrcmtfaV9fM2lqeEZhS194SFZuQy0zWXByemN1MWNleWxjOW5nS2JXeXNYTkhB?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI

  4. 4d ago

    Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV

    ## Episode Summary In this episode, we cover: - **Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNYTQzaGlnN1JSUFM0WUV4eGhOWDhXenJLaGdtVHg5Q0JHdVlmLVBycmo3bmo4Rm9KWDVYLWlRazIxcThzeDlnVEZ4OW5fVm5LZkJQMmhBY2t5aEFIXzRuSVJ4bHI5Q1Q5WGJkSjN3OEpXX0Y2VjZva05KbDNlQ2ZYdkZnTW43ck5hQmNjbzdNTHJjaER5bWQ3YmdULVVUY3p5MXZ5OHdVWE5EeVZuUVJXSzZaUk_SAbwBQVVfeXFMTllweU4xWi1haGs3dHpQcFNacU1CbVlJQ1lVQ3pkZThlOHZtbngtU0NpZjFaRWNzbW5sVHhlRHo1dUlIdEQ3OGZTckYycm5HRjJseWNrMFA4U3RZNGEtNEsyWXNtSkFtMDlSVWdmTTZXdHQyZk02ZjZ3ajltWmFMVDlVYm16R3Ftd1BsM3c5dmFXekI1TGpJajUxQnpKNjA4ZWRHTHVZcVpZTmp3MTY5bVRGLUFvdTFEU2d6OU4?oc=5) - **Nvidia Q2 2026 Earnings: AI Chip Leader's Record Results Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTE1aMnl3eVMxR0pUTWt4X3pmNng5cUpnZko2b0tTZGR1c0x6ek82elBBUVVMbDQwTXZTT05UUmx2UElZbHgwYktuMjJkbU1GYVc4RXlIZTdUVHdIVW01aC04eFFxNUI5V3ZqNXNvNjZEYkRmWWtVZjY0?oc=5) - **TSMC Stock Price Prediction: As AI Chip Demand Heats Up, Can TSM Hit New Highs in 2026? - TradingKey** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxPM3FHbEVkSTAwUDVGNVJFM1NsblpXa1R6NllybnJsRm9XX2JyZWJGWFR6T2puZHVDNWtFRjVmVkFsWXY0aUVUZFpFZFN2S0xPWnQ1Y2NQSl9tdkl0VXNIY0pveTlUWXZRdVNsZGNVYUxlYlFvODREUVlXOXcwZWxGeHZIZEN6VDZQaXJ6WjBERDdJalZZb1Vjc0ZrdFFEdnZIUF9hMWtqY04?oc=5) - **Nvidia Earnings August 2026: AI Chip Demand Analysis & Stock Forecast - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTE83VEdzc2l6d2xWeDR5cDVacU1xVkxtbFVROG0wak90S3M4UExOOGppUE9XZ1hNejNPZmJPRU9MTTNITW1mUUZsZVFJWXVBMjdmYVBTeHNzSmsybjZkLXFhLVhKY1ItNkEydTR4cFVwaW1pUTc1N3hremQzYw?oc=5) - **Google’s TPUv8s for Training and Inference at Hot Chips 2026** (servethehome) - [Read more](https://www.servethehome.com/googles-tpuv8s-for-training-and-inference-at-hot-chips-2026/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV

  5. 5d ago

    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

    ## Episode Summary In this episode, we cover: - **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) - **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) - **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) - **Nvidia Q2 Earnings 2026: AI Chip Demand Drives Record $96.2B Revenue - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxOeVp1NW4tRktteFVDMXNycEhpS19KZUl1TEZoLXRyNTZrQW9xNXVhWGZrWG5MdVptZURDSmtxUkV6RDIwa1FFalZMSTZxS2RaWW1TZWVrNGFQVkY0UjFwc2g1TENINVlOM3NLS2I3ajhQM0Npei1Namdzc01MX1JORA?oc=5) - **Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRAM** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/hot-chips-2026-cerebras-lays-out-the-future-of-wafer-scale-ai-nexus-system-architecture-triples-rack-scale-performance-cs-6-wafer-to-incorporate-stacked-dram) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    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

  6. 6d 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) - **SK Hynix to start AI chip output in Indiana in 2029, sees memory shortage through 2030 - Reuters** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxPbGFaaDN4azFXVkpsOXY3T3VNbk9KOEdHQ2xqN1R4aGxVMWtnUERCWE0yN0pDRWhVNDUwTG1aekxQTEk0X2taY09ZN1JGTXNHNUMyR1Q2SmY5TEhOYVBHVzVSTTltVnRoeDhoem9vXzNZTjI5Q0NHWjBZU3Z3MDF3YTNnZ0pvOS1vRHUyQ1gxQ3NXdXhyeENEeXFlUWU3X0lCWG9UakIyUVVqaEs5NkRsemxJUnNDVHJwV21fZ2N3VUpuTUhTMnA3Rw?oc=5) - **SambaNova’s SN50 RDU for AI at Hot Chips 2026** (servethehome) - [Read more](https://www.servethehome.com/sambanovas-sn50-rdu-for-ai-at-hot-chips-2026/) - **NVIDIA’s CoWoS AI Chip Packaging Demand To Be Foreshadowed In 2027 By AMD Due To Agentic AI CPU Ramp, Says Morgan Stanley - Wccftech** (google_gpu) - [Read more](https://news.google.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?oc=5) - **Cathie Wood Loads Up on Cerebras Systems Stock as AI Chip Race With Nvidia Heats Up — Ark Keeps on Dumping AMD Shares - TradingView** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihAJBVV95cUxNMk1HSzhXNXlWTm5lZzM1UFE4ZkxtZEp3Rm5OQTNfRWU4SUZyQWQ0WjUteEFMZmJhbjNlVGJtdTh0UXNCN3dXUExxdUlQSGs5ODI5aEVlY1pYeGhndDJmWFR4ajAwZEN4UC1RNmxjM01tVzhkSWN2RzMwWERTYmluQm5NZDU1MDRDblhhZ0g2bTJFYVREVUVOMDRhcGNRbzRkT1RueUg1NDgxQS1zY1ZGaXA2RmFlQWktQ0s4dGUzanFMRTFPRm01WEU5bXBhSWZnUEJlMmR6Mm9fb3JCalNsSHJQZTZUSkxNb2oySnFJTjdUR1lGRXE2TzgwUTgxeURYbllRNA?oc=5) --- *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

  7. Aug 26

    [News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce

    ## Episode Summary In this episode, we cover: - **[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxOdG9KSmRHQXNscjVYR3lEd1lIMHVHTnRlWjE1U1pkVFBWaHh1VG5ucXZkOWoxYkhwbnRsaTNuOXVXajl5WHZ0ZVVoU05MT1l5TzcwOXNVM3FGdktKakZ6UVZCRmN5Z0lwZUYxQi05QUthemhNUHZ5cUpnWHN5X2VnQmJiRENOQUI5ZGo3aHVwc2EzcTlDa2c0a21uTFdfOTN5dzVsNTlUbzVZWWVUblNUdTNNVHZNOEtnZjVvNmpaZ3ltMnpydmNJ?oc=5) - **Fujitsu’s Monaka Chip 3D Stacks 2nm “144-Core CPU” With 5nm “SRAM” Dies While Monaka-X Eyes 2029 Release on 1.4nm & NVLink Fusion** (wccftech) - [Read more](https://wccftech.com/fujitsus-monaka-chip-3d-stacks-2nm-cpu-5nm-sram-dies-monaka-x-eyes-2029-1-4nm-nvlink-fusion/) - **OpenAI's Jalapeño AI Chip Shows Faster Inference Than Nvidia's Flagship GPUs GB200 and GB300 - WinBuzzer** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxNNUFJcEhuZ1hmcGM3MFhTREdTcEJzT0lSTi02RVF3clV5eTRGblZLMUk1UUZyRnpfa3pHR3JnM25PTTMwTGZLYVdpMlhseHRhY0lWTHdzMGZlRlBSQUNFc2FEZVZSU1U5MnUxbTJocUNyTGlvRUVwNGRjdmYtUEFJd0lSOXVNQ3BIUTc2b1FlaFlmQnV3NUxZdXc4cGkwQm9r?oc=5) - **Hot Chips 2026: Intel dives deep on Crescent Island AI accelerator — larger caches and deeper XMX engines target maximum AI FLOPS per watt** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/hot-chips-2026-intel-dives-deep-on-crescent-island-ai-accelerator-larger-caches-and-deeper-xmx-engines-target-maximum-ai-flops-per-watt) - **Nvidia rolls out Samsung-made Groq AI chip - 매일경제** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTE9OaDVXOGhCRlhDSU8wbXl0cndnM0c3Qm5PNUtFU2RTbEM4YzBfTmtHM2tqa1YzdlA2eWRUNlFyUVZhaF9Hb3ZLSXdJRFZWOVQwZFpnUWpQSQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    [News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce

  8. Aug 25

    How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin

    ## Episode Summary In this episode, we cover: - **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/) - **NVIDIA Enters Full Production of Groq 3 LPX AI Inference Accelerator Chips, Supercharging Vera Rubin With The Fastest Token Generation Speeds Ever Recorded - Wccftech** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxNWjBhOElNdTFfSXUtUldoQTNkXzNoWlRQNUdjMUg2MXlrR3pwYnBaNXdOTGI3SGdaTTRpeG1JZDZraGdyOEs4Njkwd0NZVmRlYVFKVUV0X2tfS1dXbHhFenQ0UFVmOXlaTktoWURSR1NEbzQ5VnE0Mmt5UWJ6UzV2eHpQSU1CLThQUmtUVEh1NjVmUThHMHZkT21MMGhiNFRUM2ZBRmtrR3DSAa4BQVVfeXFMT0diUlF6MTNmd19JN3kxS3AxS1pBa0FkekZyLU1IYnNtUEhYWlJFNlp3d29LZjNQa3BwWF9sQURWSG1aQ0gweDlpV0RvMjk0VEIxYlhqMzNmUE1aSnp3clpVZ2lvcGNfenRSNDVMTEVBTWFtMzM2TFVfV2FTcGJLSkVaRHZjMlRRMHdRUlFZLTVLSlh1NDM0Z3NCX1NZbmxyU1NfU1JCMjdVM2J0UDZn?oc=5) - **Nvidia's AI inference chip from its $20 billion Groq deal enters full production - qz.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE9UZTluNU9uV2lxTU9kN3NjN0ExY3ozLWdsWEk4cmtjal8td2NXMXpzaXpqeDdQRkVxZ2U5US1lUWtCWTByZW44QUhrZ2hZbHJLV0JzYUd3TFlZVXIzQlQ1czBkX09MNDA3RXB0MkxtSEdjcW5TdGlDdF9B?oc=5) - **OpenAI’s First-Gen Jalapeno ASIC Blows Competition Out Of The Park, Performs 1.5x to 1.9x More Work Per Kilowatt Than NVIDIA’s Blackwell Chips, While Threatening The CUDA Moat** (wccftech) - [Read more](https://wccftech.com/openais-first-gen-jalapeno-asic-blows-competition-out-of-the-park-performs-1-5x-to-1-9x-more-work-per-kilowatt-than-nvidias-blackwell-chips-while-threatening-the-cuda-moat/) - **Samsung mass-produces Nvidia’s inference chip Groq 3 LPU, boding well for foundry turnaround - KED Global** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTFBhRTNOZXhPV3k4WlVoT0xIVmJFODh4Yk9wSW5oSTlQeXRrSmdyVE9QNXNLV29GSDZjUFEyY0RUVkRFaDhkSFQ0N0otZGVfYWgyVlFkbGNWemN5QlI5aVAwOGxWdHN2TmhpZ0owZG45VzFoVExDcnQ0?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin
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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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