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. 18h ago

    This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com

    ## Episode Summary In this episode, we cover: - **This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxQYUxIOHRwSFhTNUR4Mk9iQzNBbFBWOTg5OG5sYlo3ckp4NnZlbnRxSDRKVFBRenJoZTRzNlZmcE9tTVZvWFY5QkRMMHcyN2R5SWpNSWVfcnB4T2VCZlYxcm84ZHpaRmVVc05iVUx3cC16TnZJWk81TzFNbzdTT2s5Z3I0emhaaTFpUUF6endSZTdzYUU?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - finance.yahoo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) - **Apple Eyes AI Servers With M8 Ultra, Nvidia Chips - tech-insider.org** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE43b29LMGNhZ08wazdQZEV5UmlGc2FQR2c5ZVZsRm4tS2xBVS05ZWdpci1uUzlidmRZUzJEVnprMzBZdHh1TkM2RHZQWE5relI3MC10blduZGx1RXBlaG9WWHVyX3lMdHVjSGJfVm9EdFBsSmVkNkVhRE5n?oc=5) - **Investigative report details how export-restricted Nvidia AI chips reach China — public records reveal how Chinese entities skirt US sanctions** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/billions-worth-of-export-restricted-ai-accelerators-sold-to-china-report-details-how-chinese-firms-skirt-trumps-regulations) - **OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5VdHlNWkdYQUJBdVV5c1luMDFlQVYyZnNzRFV3X3kweGY0ZG5IMVpfTE5Qd2JIdkMyaDZOOUJHZm0xU2FUcGdDT3Fzd0lITzd3NjRSbTJGYWNXWnVLV08yXzRUNUtSVGI0WFBlMHZMUk9FNFZCOXfSAXtBVV95cUxPREVoZVc1MjZnZzRDZ1diQ19ET2RQRURoYWtNUmNUUE1sSkgwZWJWZFl5M09MeHgyZjVYVTM2ZmdPdnV2NlgzdmJ3U2MzN09GYmQ0aUxtbFFGS0NvanpNbVY2NmxuV1R1ZnM0ZnZLS2dUUXR3XzF0amphbUU?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com

  2. 1d ago

    Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

    ## Episode Summary In this episode, we cover: - **Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/piecemakers-bets-edge-ai-devices-will-diverge-from-reliance-on-hbm-custom-designed-memory-fuses-dram-stack-directly-to-the-processor-using-hybrid-bonding) - **Nvidia's DSX Technology Boosts AI Data Center Output 24% on Same Power Budget - finance.biggo.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9lbzNMQ1h3VzVWbHRZN253N0RMXzdBN3BhZjF1c2p2TVhHVHo0R0hzLUJZLU44VHhRMkw1Smx3VEtnZXljc2tkbTNTT0RaTHdtRVpnWXdDVmtOZW9ySGttOG1yQ3FIZXZaYy1RRmFWTlotdW9GY3c?oc=5) - **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/) - **Investigation details how billions' worth of export-restricted Nvidia AI chips are sold to China — report details how Chinese firms skirt Trump's regulations** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/billions-worth-of-export-restricted-ai-accelerators-sold-to-china-report-details-how-chinese-firms-skirt-trumps-regulations) - **d-Matrix, the AI Inference Chip Startup Backed Early by Samsung and SK, Joins Nvidia's Ecosystem - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFBzWkEwQ1JQNmdGRElSRXBQYTJGYXE5YnVzMG9lRkVkOXNhWnI2REV6YlJxc2REZHBXYm1XN1EyenJoZ0tGY2M1dmtfWFBPaHNtY1Z3N1MzUF94ZVRXTDNRRkJNMVREQkNub2s2LXR0Nml0WDlLWlE?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

  3. 2d ago

    Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit

    ## Episode Summary In this episode, we cover: - **Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit** (wccftech) - [Read more](https://wccftech.com/apple-eyes-nvidias-nvlink-fusion-for-its-m8-based-baltra-servers-signaling-a-return-to-enterprise-hardware-after-2011-exit/) - **Rethinking AI Chips: How VSORA Redesigned the Hardware That Runs AI** (semiwiki) - [Read more](https://semiwiki.com/semiconductor-manufacturers/vsora/373568-rethinking-ai-chips-how-vsora-redesigned-the-hardware-that-runs-ai/) - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - developer.nvidia.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVThRSC1oeUFUZm42VVVjcE16djhZcGRReVZiRGtIT0VGdXluUVpuSmF5VkdOV1dyREZEVExXalpWMmthcW5KZndEak1CU2toV2hUdkFLT2VtOW5jWGpSRjdEdTkySmVjM1E?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) - **This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxQYUxIOHRwSFhTNUR4Mk9iQzNBbFBWOTg5OG5sYlo3ckp4NnZlbnRxSDRKVFBRenJoZTRzNlZmcE9tTVZvWFY5QkRMMHcyN2R5SWpNSWVfcnB4T2VCZlYxcm84ZHpaRmVVc05iVUx3cC16TnZJWk81TzFNbzdTT2s5Z3I0emhaaTFpUUF6endSZTdzYUU?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit

  4. 3d ago

    NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports

    ## Episode Summary In this episode, we cover: - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi9AFBVV95cUxQSzlWS2dBY05mZmlVbWs3eEZTTHF0dVkyeVBocUQxaTVtT2dpekFNTUlxQUgzbVdQZlZwQTZMU0JWQTIyRkJDNEgxZWY1bnFMSFNqeWZudzNSQ05Ca1lBQjBKUXMxczBYZWQ2Uk1yNC10SVFiSHYyZy1nQjc2UWxOZjh3RlBUVGF1eDNWRVN2REhpTF8tTWUxM0JtX1lLbWVvZVJQMEgzUm1rVzNibFZNekMzQkwzR2ZLaVpwNVhxemFZMjRxX2RWQmFmblc5MDY5UVUzbm5pSENNVWMxQ185WHlqR1FtSzVwNGo0N3cyQ3hIMnow?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) - **Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/ultra-high-interactivity-on-nvidia) - **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) - **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 Ada, Ago Consulting, and Zen Semiconductor*

    NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports

  5. 4d ago

    Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com

    ## Episode Summary In this episode, we cover: - **Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE80eHl3SFd0V2ZjQUF5SzlhcFlUb19SZ0s4SWxJcnVFbmUydURMV29QOHI4bDNZRGRQSFBEdEdMREY3SEhQVENDWjd0cjdUOVNKaGpCV3hWUXRiUzI1ZWtPcEJhX19NZkNXWXUyeElLQ2dpdm5mR0E?oc=5) - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - muddyriversports.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi9AFBVV95cUxQSzlWS2dBY05mZmlVbWs3eEZTTHF0dVkyeVBocUQxaTVtT2dpekFNTUlxQUgzbVdQZlZwQTZMU0JWQTIyRkJDNEgxZWY1bnFMSFNqeWZudzNSQ05Ca1lBQjBKUXMxczBYZWQ2Uk1yNC10SVFiSHYyZy1nQjc2UWxOZjh3RlBUVGF1eDNWRVN2REhpTF8tTWUxM0JtX1lLbWVvZVJQMEgzUm1rVzNibFZNekMzQkwzR2ZLaVpwNVhxemFZMjRxX2RWQmFmblc5MDY5UVUzbm5pSENNVWMxQ185WHlqR1FtSzVwNGo0N3cyQ3hIMnow?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) - **Chip Industry Technical Paper Roundup: Sept. 14** (semiengineering) - [Read more](https://semiengineering.com/chip-industry-technical-paper-roundup-sept-14/) - **Meta to Deploy In-House AI Chips Next Year, Taking Aim at Nvidia's Data Center Dominance - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE4wMzBqTWpQTEpJM2dBMTQwUHA0cU9VeEFmRXpOb2lqLWlzOFlqWmw0R2JvTWxscVlydUE1RXBnMHdsRW9pcXVzWFVDX09SYmFHbW9qazJtaTlYM1FKVWNLY29nQ0Q3a2duclU1ZFN3UnJZRkZhNWc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com

  6. 6d ago

    China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market

    ## Episode Summary In this episode, we cover: - **China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-ai-accelerator-supplier-biren-posts-2-000-percent-year-over-year-revenue-growth-export-controls-benefit-homegrown-chips-as-nvidia-and-amd-exit-market) - **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) - **Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxPQkRNUnVZc0JGMVdRZVUtWW5aX3FIbGFUa2F4SlE5LUFyc0ttQ2E3WktDMktsY01mNWl6d2dTbC1RQWhlVXF2QU1GN0s4Zk1iRGo5MXZMTDBmRWtRc0lvRUVYMjJoS2R2RXo2SUlxdWg3Y2NpZkRnd0R2bFFiSW1haTNMcldaSTh5cGRPU3hGQVcwMXpQbjRHZw?oc=5) - **Fujitsu to export AI chips built on supercomputer tech to US, Asia - Nikkei Asia** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxQOHUyWDd0V0xRN0RRdjk4N1dsUWFlQ05pT1o1TV84R2xzQ1BhNzMwUTVNVlVTeHU0dzNrOEd5Z19BSC0tVEVWbWpRVXRVRzF1TC1vVjNVSGJPTTdvUlZBSWRpbWJwVHVWaUNjVkNZU3YtS1RvVnRhMWN3WENDaGc4MEpEU2ZQMEhncTZrcmZNVmlnLUdZYVFjT1J1VEdqQngyX2R0NVJabFJqTzVfZkxBY3d3SUdVam9NVWc?oc=5) - **Report: TSMC to Double CoWoS Capacity by 2028 as AI Chip Shortage Spills Over to Rivals** (wccftech) - [Read more](https://wccftech.com/report-tsmc-to-double-cowos-capacity-by-2028-as-ai-chip-shortage-spills-over-to-rivals/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market

  7. Sep 11

    AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st

    ## Episode Summary In this episode, we cover: - **AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **Chinese AI Chip Prices Surge on HBM Shortages - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPY1VyWU9YUm94Snd4MVh6SzRQMklrVWRwdXhUVVN5SUdWcHE2MVNITjlPMTc5Tkg5T1BFVE1XTE9YOHN6a0RMdWJ0ZVNsaXZfMGcyM0YyWXVJRk5YZFJCNG92d3lrbzl0NVpYb1VDUHd0b2pMU3M1SEl2NnVMNWpsNk50NGJYNkF6?oc=5) - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi8gFBVV95cUxPOHBjTElVa2JPem8wRDIweHBkMlJ3YnRDeHRuR0dfemgwa0I4QkRaUGk2MTJqX28wODJ2SzF4djAxcE1KaEE0NzZXY2lRVDFVUXFzMmc4SmEydzNzS0YzN0txU0poRmZpNFU0UTRUV0pBWUFoaEVaOVNMOUdUREt3MlRwRE12aTI3RVlhazJnSnJyWkk5WGFwWVVDTTdMcVVmdGhmc2hsVVZJTnFldmVURjM2R19GQzB3d0I0OEdreHlxQ1VsWVZzNlJQYWxBaXpEakNRdURSS2V2N0pKV3pQYk5LM18yeHJvUExrZEM0azd2QQ?oc=5) - **Reducing HBM ECC Controller Overhead For AI Inference (RPI, IBM)** (semiengineering) - [Read more](https://semiengineering.com/reducing-hbm-ecc-controller-overhead-for-ai-inference-rpi-ibm/) - **H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi5gFBVV95cUxPREhUb0VhOWZmTVlubG05enlDc1Nsdm1uUER3NVE1VzNTV3JuTW10X3VUMDR6Qjc4QTN0dFhpdFFYMzJhZ2Jnck1zb2ZRWHF3MkhHaE9rejRPX3I0VEtGWGw5cjlZaGItUlB6Zk52eXEyS01kOW1IeDFacTE0djJoY2tkQV8ydUtDYVdpdmh6SzF6UUlmLUtsamgtMzQ3ekk3ZjVkQ0NyLWNMMWdBXzVDd3ctVVJQT0dTalQ0dUFVb1owWmFTU1FvUC1GaW5LR05QVS1KWWpXZWVLZjZUa2pZMWdVMFVsdw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st

  8. Sep 10

    AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com

    ## Episode Summary In this episode, we cover: - **AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFBhd1BWVEs3UGdMUktQWUlYdmM5bFlvN0NOa3JpeHFpNTNTV3BqbEd3c09XM1J3SWpERHN1amtJZDBsVDlwS28wZk80bENUWVlZeDR5RkRTdjdTT0xqNW5MTzJuMFRVR2lkWVQ3Z09HbUYzUTJkOXc?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/) - **TSMC Reports Record August Revenue Driven By Strong Global Demand For AI Chips - TIKR.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9iSWRFUGFDSFRoZW9hMWZBXzVxd0dnZHBLRndsMW1Pay1fOWg3WExydGFBTUF1R3V6WnBSRy16STFVelR2T1RGVkpoMFdNNWpfcHN1RkJGT2pLVExGU2tVSFVhWFhyeGNoN0p2RUhfQllEbkU5SGc?oc=5) - **The state of ABF substrates in data center silicon in 2026 — solving the supply crunch and material wall beneath every AI accelerator** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/the-state-of-abf-substrates-in-data-center-silicon-in-2026-solving-the-supply-crunch-and-material-wall-beneath-every-ai-accelerator) - **Samsung opens Japan AI chip R&D hub for advanced packaging collaboration - Nikkei Asia** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxQUlFlUzVJMms0TWxjWFJyYWd2THpmQmJ3aHNXaFRFeURadThIMERGWE1jM0Y4THAybmo2SEtzT1M2YVI0b0g3cG9EZWZiQ0FWWmY4U2N0RFRZM3VmbWdaUUlQWmtEUVBVNjl2UkhuRkdHQUJzRmdUa2FNZXlrT0dUSmE3SlJjYVBQbnpDZnoyclJjYzBNeWstN0JPWktVQ2xhOVN0ckFxSi05UWxWb1JZVVNRYS1CZ1cxSHhObmZHWnRvbHM?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

    AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com
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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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