Avsnitt

  • ## Episode Summary
    In this episode, we cover:
    - **China boosts AI chip output by upgrading older ASML machines - Financial Times** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQb2JBbWl6MXhLdGlXMXBzWjZ4MHNRSXRrZmRFejh6cU1pS3UxNWRsNWttNWZ4Z2gxOWF1UWpIeWMxYWU2WENZdkVUdlBqb2JWdWRlX0k0WFQ1Y2d1TkRfLTIybklyVUUxLU5KZ2ttMmJwMk9LUGxweW1EeXYxT3A0T3U1OVU?oc=5)
    - **NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio? - Yahoo Finance** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPUjRRa05rZDVqN0V1WlE0ZE1HRHBwVlNMZmNzZjV5VUJTTUNzM1BsQnl4QmpKOVNQLUdWa3JfVkR3WFFaNm56c292Rk9WYlMzRUFhRTBubU5Vb0wwak41SjVOeV9SeE5CYkNOSlZkT2RoaHRCYVlRcUJITFd6ai1MSlZZc1IyNW1saXVEbTI1SQ?oc=5)
    - **TSMC to boost capital spending as demand for AI chips surges - Financial Times** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOMlhESm14cGR5dlJzTGVwck9YWEtEUVFjVWdOMzluOFlPekxOS3dHZ01vdUpWVFhXQklrRXlpUENVMnRjNkZIRVJ4YzZXZGJRRFNnTC0wNVJMRFRkVEdEUGlJZDJFOTRmUDFwaUk4VVdQcWZ1T01xb0pSVjg2RUU1TVZ0QmY?oc=5)
    - **TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong - CNBC** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNTXFOajBvclRZZ0Nxem9tYThILUkwVWRHLTRWMTB5aDNySFM3RHlIeUxvdFNUbGtXRnEySUtWQ0M4RmFWR2hLUEFUTjUzaUdNOVlySWFMZHpIUWU1U2ZMdEEtaHJ5WTE5MXgwR19DUFVwREFfSVF4U05TZk5aVmgtanRySW5OMklP0gGOAUFVX3lxTE11Ul9BWEVTUzFWcER2YkE5SUM4Z09ZV2xNRU82Qlh2Y241ZlZrT242R2F5UENuTFBwTXhaeVNzcWxtX0E2VkUyRVMwa2VWU0pnVVZXczhUWk11U2pReVU4XzV5cHRNWU1mY1BhbW5RbEFnZndNR1FCOGlsaUFwSE5MdlBtZXZsRkktaVk0U2c?oc=5)
    - **Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds - Tom's Hardware** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxQcVN6OFE1bWlhcHFDNHdrYmE4RTFKTXctaGxoTUx0TWtHdDBOSHhpYjh0Rl9FNXlCMHB5dWJ2TEU5SDhRTkxaWldKNTB4Ml9VeTZ5ZkhpWDhfTjJmcjNUcFVWdmdhYTlXVHEzeDdOU1dtMVV4YXRnNVFrTC1NZGNmOWlTeEN0dXlpVjJCQTVYbmVqOVNCZlliMHAxbmhiakttMlJydzBDbUFXdDRoUUc3bzY2REJWQW8za2xLVEttRQ?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **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)
    - **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)
    - **Onsemi buying cash-strapped Synaptics in $7 billion all-stock deal — smart power meets edge AI hardware** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/onsemi-buying-cash-strapped-synaptics-in-usd7-billion-all-stock-deal-smart-power-meets-edge-ai-hardware)
    - **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/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWQ?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)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **How Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMixAFBVV95cUxQQlduUHVRYjRBTHppZDZrN1hRcDdldkYycHp4bFlGY0U5aWRUbVNWRWRnQ05pakVBQldsTTZneDdMVHZnejYzU0pwblJRQURFay1wQWh2a1BOcF80WTZBRF9mTGdRQ19PMW54a1g0SThyWkx1R3pHSjJIcGZyMHRpbTBxVUJScGNiYmtYa2xFYXhFRDQxaTdtb0pUODMyQTJXYU5ZZHdRRkNfWms2LVFwblo0eE9ZbzdxRlRWdmZrMHI3cTVw?oc=5)
    - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20** (nvidia_dev)
    - [Read more](https://developer.nvidia.com/blog/scaling-the-ai-ready-data-center-with-nvidia-rtx-pro-4500-blackwell-server-edition-and-nvidia-vgpu-20/)
    - **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)
    - **OpenAI unveils first custom AI inference chip, Jalapeño, with Broadcom — and its development was sped-up with OpenAI's own models - VentureBeat** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMi9gFBVV95cUxQdUpjVTF1ZXF0ZHd1N2plRXZGb0Rqc2xiU0JocGJrMU9yN3VPc21GVDFaYzVwTDhOcV9hYXJQaFI5eWFyYm1TTDhDT1ppclBGTjMwOFpJY1hXc2tvQkZERXhXMjRfcDh1N2c2X0RlRjlvcXZ6SmV1eWN5aFVlcFF6N1JxUG5aZUItUUtxWF94UlpSeGszUVlaSUJ0clVLc2pJMVNoS2xNalVkQ1p1MDdNMUdrTTFOaWlWWm9VSEVMYnU2czExakc1OVlqQUo3ZGl2ZGMyaWJBWWdFeTktb1dSVXFQMXc5Y21feGdoR3doSEZlWC16YUE?oc=5)
    - **OpenAI's Jalapeño AI Chip Targets Data Centers - 조선일보** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNMmw2ZktLc0EyZm1wZnRZNUxvWXAwbnBXUFhEcWlEdVNSSXVBOVRtc2hHemJMbzhpeFFyaTlFTE1zZ1BlVkpySTRUV0Viak1pV21mOHZZdWVXb2NOX3pMU2pqR1RBVHhnQm5Kc3Rob0JldTBGRlk2dHB5SkRSWGcwTnZ4RG1ZeWdN?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **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)
    - **Qualcomm Investor Day 2026 Data Center Announcements CPUs, AI Accelerators, and More** (servethehome)
    - [Read more](https://www.servethehome.com/qualcomm-investor-day-2026-data-center-announcements-cpus-ai-accelerators-and-more/)
    - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5)
    - **Amazon Trainium AI Chips Could Challenge Nvidia More Directly in 2026 - Memeburn** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxQbXJwbUdkaW8yVnIyazlrLXpxYTAwS0U5cWRsOWgzZjBKU3kwUlRJNndLMDRYVjRPTUFiMklXeU1aNmZvY0w1TUZKWFJMYzlGRlp5anhfb3JDNFluRDFpMjVXUEhuZzdVMlQwbUZwcnZCaWxENUlqY1llV3UyWG5GSlNHY3N1bGFaTW9LMjIteVlISDBlZUE?oc=5)
    - **China Fails To Stop Tech Firms From Using NVIDIA Chips, As Banned DGX & RTX “Blackwell” GPUs Hit 2x Price on Black Market - Wccftech** (google_gpu)
    - [Read more](https://news.google.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?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxOUmVlVXk2am9Xc2FBV25HT3A2ZXRaUHR5MUd0a2ZFMTJGR1QwYm1VaVRYeHJIODBQUVVTRGV6R1AweXdCa0MtdWhOR3ByaFhtTjd1OExBZFdIajlQM3JnSndEZDExZEY1QVpFX0N4NXU3aXJ5RWFaNlRmWWRUWTRMUVRweDNWWVB0UVE2RzNWNGhmc2lrOXg5LU9EVGh1LUNEYktqakpEZTF4bmlDa0paR0txVE1xN0R3VlNNTQ?oc=5)
    - **How a US crackdown turned Nvidia's AI chips into China's hottest commodity - Moneycontrol.com** (google_gpu)
    - [Read more](https://news.google.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?oc=5)
    - **VanEck's semiconductor ETF rallies as investors pile into AI hardware exposure amid strong data center demand - eciks.org** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTFBZTDJmdzlDSDczYkRGekVfTTIzZ3dxRjI0dTBLYm12SmhZbXhPdHRsb0NfYm9Qb184ZVA2RnZwZjdRNkR0ZWxIQmxXbXNlUjU1dExLcFVxMEpmZ2daZTVXUDZRMmJwbDBrY0hJ?oc=5)
    - **Google Taps MediaTek to Build TPUv9 “Triggerfish,” Fusing CPU and Compute Die in One Package for Agentic AI** (wccftech)
    - [Read more](https://wccftech.com/google-mediatek-build-tpuv9-triggerfish-cpu-compute-die-one-package-agentic-ai/)
    - **Amazon’s Newest Gambit: Selling AI Chips** (eetimes)
    - [Read more](https://www.eetimes.com/amazon-newest-gambit-selling-ai-chips/)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Dell launches AI server based on Nvidia Vera Rubin GPUs - Network World** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc1YwRHZ4M1paN2NKSm9ESUxuSW1Hb2R6M1BfZU9oREhpaEZuX3VjMktzdkE3Q1RGNUdnUEtoUlJ6NGY0V2sxcXFISlVZcWJQLXlLbkFmaERpWjZnaXU1ZUpteGRFYU5HSXYtNmp3NjI4UWc1dVJxcC1JRE9XYTlPaXRPa19zWXlhZGRPemZ6YVlMRWJWaFI2WG1vaVdwazdTaTFiQWpnYw?oc=5)
    - **Google backs $3.2 billion data center project to challenge Nvidia in AI chip market - Technobezz** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxQWkNBZG1TZGZkYms0NDRkTmtWOFlMZXJzeGlnN1lERzhBWXUyQlF1bnFEakFQZW1Qejdpc2Y4eWRBd3U5UFZMTUNIeTNfY0lqbDVXTmZVSENSb1RzMkxIRDFfWnVwc0ZqOEpmUUFaQjB2VFJUZzh4TjNkdmNqNHdMd3VWRWd3RDJlQURPUzV3SWg5WnRDWFNrWGVYZkFkUHFtdFE0d2tEeW1rRU81b1lINUF2TQ?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)
    - **NVIDIA Floods Europe With 35 Supercomputers Spanning 23 Countries, Stacking Up To 800 Exaflops Of AI Compute** (wccftech)
    - [Read more](https://wccftech.com/nvidia-floods-europe-with-35-supercomputers-23-countries-800-exaflops-ai-compute/)
    - **Edge AI Chips Market Set to Surpass USD 291.8 Billion by 2033, Creating Major Opportunities Across the AI Semiconductor Industry - Yahoo Finance** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxPXzZfZHhtaHhESWVmMlpPUFRNdVZKUnd3ajNURE1rQkRvQWxuTURGUUhJUmlFaXd0aXRkcEFLLTNGZGk2NUt0dEN4b2ZCWWtXXy1vMDVySC1jQW9hLWNPOGM0N2ZISFE4eldtYWVLRnFlNEdRd1lXdFYxUDd4aG5WVFB0anJ2dWFwdFZ0ZmpaSi1xZw?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **$200 'socketed' Nvidia AI GPU for servers hacked into a PCIe card with custom PCB and 3D-printed cooling — modded Tesla V100 SMX data center GPU runs AI LLMs and is more efficient than many modern midrange offerings in AI inference - Tom's Hardware** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMiiwNBVV95cUxOZW5NZE9rUFRrRFJzbHNMTnVIUFgwUXVHeG40ZmJqcVFScV8zSXlvWEEwdWJ2RlNSNWY3ZzdUai02TVZlVXlNZHBIMjROYm9DLTVtdHVZSjhma1NzcDRSbnJIMWZWQ3R6RktfVVZxMndhLTFJQWVaSUgwWE9oaUczUXlxVVl6cE12ejNUcWJEMTM3WWtxS0hhanRxU191MTJSOGVGbGE3czFQY0s3X1VnM2Z4aUwzQXhBbzFmdFU4ZGJCLUZ6WTVpR1RoYkU2RWFEZUI2M0UtM0xsa2VBTFlhUU5meUdZV3NTTmN1M3ZmZ3BCSDRrY2FwUThxcEJJNmp6TFF3Z3loUHlkbnhZTFdJN2RRSWNXNEhNekhEVk9VMTBpSXhYUXI1dGtFVk5CRl9ic0pORTR2VWZXeHhFZkdRNURZcE41NU1TaFBsT25CTEg4YWhFODhvR0xjNW9WdUcxLVJVVlBPNVNmRVNzdVJlcGw1U2hXeE1TcGxWQ2dpLVFibC1pR0gwclFUSQ?oc=5)
    - **US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales - Bloomberg.com** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxPUnJ0TG94MWlQU1RNTFNObUQzMkN3ekFVMkExRUhidlNyZ2xBNmZxc2VwZHF3aG5MR1lyWTlJQ09MbzRMQUNNcjdJTm5UUURYMUJhN1RJRDc3aTU5a0RRcDZBcTJVaF95c2lHeF8xVW95TG9jWmoxT0Y0RlNjTVpDZ3p6WWpMcnRManE1QmNMWE1ZVmhTUTQwQnJONWpBRXQ5MFhKVWVXc1V1dkwyVFlQX2J3?oc=5)
    - **Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNLUNJMFdKRGNRbWlRTUNoemwtRmlaZTlSOWk2WHdxRXYxdlQwSWJYQXpYbHdraDg1ekJQY25aNGFCWHpjWmdQZHkxa2xDVWlSLVAzdlVON1FlWFVFZjRKRE9VWjlRdXkyaGdyZWRDVlFNVE5KY0FlaHBwemZOekh0T194eTVBOXp1Qk5zeFM5YWRNMzNfY1cyZl90V01OUWwxSk5kYjVycFNydTAtTndmYXBjZzQ?oc=5)
    - **Semiconductor Stocks Selloff June 2026: $1.3T Wiped Out in AI Chip Crash - Intellectia AI** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE4zZHZJaTE3dTAyTzRPUzdBcjE2WEp4cVlfNFlRUElxVFJqVUdPcmExRE1ZYlZ4T1plNXBwVjZKOWRWQlZtY3E0aXdEaVFpT1VpcUJ2cWlfMWxGbUQtaUtOUHhVRVNKQW1uVE5iX3N2VlYtdTVE?oc=5)
    - **Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity? - Yahoo Finance** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxPekhfTWFlV2c0UUJ6TlFCVVhKcEhubFVTb2pRU0JHUExkRFdMU3JQNGhFYWk0V1hCaTRueWMtUVJRMC05ZlFwQ2Z6N3BlOGZxVlNEN0tsSWlpSTNXMUZ2QVdRM0ljdWdqZTlyMXh3ZXNSQWcxeWFKTks2bXFxRnFNcW52N0RpTWxhNWFOX2kwTVIxLVRYNU8ycHdtRnROV1ktNWc?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Amazon has begun negotiations to sell its NVIDIA-competing AI chip 'Trainium' to other companies, moving from AWS-exclusive use to other data centers. - GIGAZINE** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE1UVmFIQmNPclZ4RmhHSjZMTm9rZ2xoVDdrbncyVGlSX2pMczYteHBxRWRXWi1mbDJfMGRHdVRSNlJVMlJHcjdtemEzbC04N0l5NmROSlBFbkg0RDVwTlJFT3pXaFhvWENkbmc?oc=5)
    - **Nvidia and Intel Rallied Too Much, Broadcom Is the AI Chip Bargain Investors Need - NAI500** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxQMGpvWWFXaEpyNHMwV3BGT2lKMDUyVmVSLWR6Q0NTN2dBNi01ZURlOGVNWVo4d0dTTFZ5eUZ4c0RmelM4eXRXVFNOcmc4elJwcDJ6b2pSZElpWVFXeWZmRVd4OWdiWUktRndLckNvUHVaLXphM24xOGdOSWVkbDFUb1hvOFJoV2c2WXVpVDJEZVdwTkxtc0tXU3ZfaTJZMGpOemJEOHpYTS11QTJNdDQyOTlBaw?oc=5)
    - **Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals - CNBC** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE9YMXd4N2x1NTJ6NHVNYVBrMGU2M3pMUTR0OWxSTGpMcVBhWkh4WmZWRHFycVlXYUtYeDhMNHRDZXFzMGFlQVJ2ODFwY1BFVUQ3TUlxTVpMZUV1N3E5N3NnZWk5cEpBTnNVX200cTNBdm1sOHk50gF6QVVfeXFMTXFaeTZVb05qUGtpX2oxTmlUdWRVUTFlei04RXFSWXJ1aFpXUjY5bGg4azF6eUZaSUNMS29kcXZZWDZxVDFNc3FWdmZ0bENhRDZ4SV9nbzVfNUE3TUcta19lRDNYUGp3RE00MFIzSW1QX0E0cnlHbzBFR0E?oc=5)
    - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis)
    - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor)
    - **Achieving Peak System and Workload Efficiency on NVIDIA GB200 NVL72 with Slurm Block Scheduling** (nvidia_dev)
    - [Read more](https://developer.nvidia.com/blog/achieving-peak-system-and-workload-efficiency-on-nvidia-gb200-nvl72-with-slurm-block-scheduling/)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **AWS Weighs Selling Trainium AI Chips in Challenge to Nvidia - Electronics For You BUSINESS** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxQYXFfR3pmX3d2Z1JmWURYMjF5WTItU09Lb2pYWnFGYU1PVm5pb2xPSzM0LUUtaTFhbGg3ZUhhWTdZeDVMam9ybGZlTzVUcXNvSVp4TlpxYUlzVlUzVGdjd2lmX2pJM05sTFpMaWQycnpSMnJoVGQ3bzdLUHBreUVxREpuQXpXUUhLQm9FM2pQa1NJZ0pSS2EySUdCckpIS2c0M1FLWERiYkFJRWVR?oc=5)
    - **Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand** (the_register)
    - [Read more](https://www.theregister.com/networks/2026/06/17/nvidia-backed-optics-vendor-to-boost-wafer-output-by-4x-to-meet-ai-interconnect-demand/5257909)
    - **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)
    - **TSMC executive drops blunt message on AI chip’s next frontier - thestreet.com** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQOTd4d241LXpkTzdyeG5neWVjRHkyY0xHVkIzSk1MSVJxZVhZVWJ3RjdKaW0xVFlVNmRTdVNnbTk1NVpkVFkwb0RxRXA2eWMwYUkzZXRqQjlITk5zSnVHUGhhZGNBWTZDVWpLbzQ0YjBzckt1bTNLeHY5czFXd0k4VHB6Vzl1dHpqWjBCeXVuUUF5TENSSHoxZ2ZRb1U?oc=5)
    - **Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxQMUhjUWJSOTk4cklXejBWQnJQWmU3NnAyOGtheVNhbFdmM3FEV3Zhc2NCcy1UbDk3aEJSRmMyX3pxLVBZVWo0bkpoSHFtbTNFOXJ2Umdha3hqY1N3ZGNMUlUtZEV0M052ZTZva1RNdWlpejI4RV9LMXRtcG5PaEJoNlJQX1puSDlDaXJkNlJoOHpGeVVVVVF0dG5ZV2l3MkdjT2lWMGZzVTZkWElhV3RBX2RR?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## 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/)
    - **Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/qualcomm-mulls-taking-over-jim-kellers-tenstorrent-report-claims-deal-for-ai-chipmaker-would-value-the-company-at-between-usd8-billion-and-usd10-billion)
    - **Tensordyne Napier AI Processor Announced with Logarithmic Math** (servethehome)
    - [Read more](https://www.servethehome.com/tensordyne-napier-ai-processor-announced-with-logarithmic-math/)
    - **Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling** (nvidia_dev)
    - [Read more](https://developer.nvidia.com/blog/running-ai-workloads-on-rack-scale-supercomputers-from-hardware-to-topology-aware-scheduling/)
    - **Google Turns to Samsung for Future AI Chips as TSMC Capacity Crunch Deepens in 2026 - Memeburn** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxOblpSekM5MnBpODZub1VMOXVBUFA1MkxlS2FRX2paNzNESzNOZDZ5ZXdtZDlqaWlXb25UTUpfWXI1NENBU1F1LXFaMy1qMWRmMk8wNjRnU1gwUG9KWUs2cW1BYlAydDJfLUFQOEE5WTl2d1pjb2sxbjI3VWdNLVcySkhZRXpvSnNwX3I2UVlhOG1vVWNiY2xjaGJya0FWYU5icGI5X2NjMVE?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **South Korea launches 800.2b-won K-on-device AI chip drive across industries - CHOSUNBIZ - Chosunbiz** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE5KaGJVenE5QVk3U0xvZUgtSTJoTDFrWUJJV2I4c0NLeXBrMUM5WERXMGpBbGZUNTNNMmNabWc4SmxhLU9mR0M1bVlTNzF2b3FtWmRnMHVYZWluNkdnRnlCb3RQY2lXYVAzcC1xa1BRdWN3NURxcFZQemRpVWwzM1nSAZMBQVVfeXFMT0M2ZXdsMFdTVV9wdV85eHNKSGRIYmpneXNQSzRNZk9qUnR0MzlBOGlxOUxuSU9lR0tvWUtrSHV2ZzduRVBCX01JUDNqaVdaUDJTRmlnZk1sVXM4bG12YnB4WDhnZklldk0tY0hmTHlQcXdBa0JfaXF1NWZPeEZTX3BsTU0za1lMYkhXOVNXTGdjSl93?oc=5)
    - **Challenging NVIDIA's (NVDA.US) dominance! Amazon (AMZN.US) plans to sell its self-developed AI chips to external data centers, driving its share price up by over 2%. - Moomoo** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPTHVWWmhyRHVnc1JQaDU1OEFWaUJ4OFh2blRzdUVpczZJQkpkc3hDbUlPNWZhR0s5TjVnNVBCRTFqVkQ4WjFJTTViMWhxWTEtN01Ld3Nxa3ZZU24tQ3QwdWdBaU1TbHJRTzcyZmItQjJVSklPeHFjUXNZTjRZQmM4TlZkWHRiUVFkVHJvWlUwd3RQaDZlelFEWTFzLTE2OTZ0WEdFS0pHeGlvMlk?oc=5)
    - **Edge AI Chips Market Set to Surpass USD 291.8 Billion by 2033, Creating Major Opportunities Across the AI Semiconductor Industry - PR Newswire** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMikgJBVV95cUxNRnpPMnRIdlJoNmhpZGZzR1FkLWVaV1pyUkpJenhHVUxDUWViMmVxdnhlYUg4V1ZTVm5BbFYzQkg5ZFlKNGpPMFlQTjAzQ21TQWpRX1E4VTlhdk92ZjRzWndCN2lkZTBkeVV1aFdvZUc5blNza192S1YzeVdxUGdmam5neV9QZFU5VzhZeEdlTzZzVk02VUY4dUJkTE1hR2NDNkc2dDBrSnV0b3Bjbm02LVREdVgtXzRpNXZKV3p5Q3V6ZWNuS3hyb0ZUYkZaN1g1VDE4TFJjTVpRYkdHc3JOaEhSaTNQU0ZfeURpVVlsWFJYdjR0NlVKbVhqWkppb2tFYlBXcGJfdXVTZ0tRUlVwbER3?oc=5)
    - **Nvidia's AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector - Crypto Briefing** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxOWmdLakxlUWg3WVMzT2VqX0VrdTVzM0R6bUZDcTZ5M0hydjBSYWhQclg5d01NTUZnMURnc2U1ejMxQ0VuQ3BmSnFGdGQxbVdCNGJxamZLRVd6UmlfeEZVZHNHMHZSc2t2WXlmMzZiWnVabmwzWURrVVpYdTk1NGhpWEtn?oc=5)
    - **Tensordyne’s 3nm Napier AI Chip Promises 13x Higher Token Throughput Than Blackwell & Blazes Past Rubin With 1000 Tokens/s In Multi-Trillion Parameter Models - Wccftech** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPSktvM0FsM2hnTDZxMjlQQS1HNGFKZ1E4Y2pNb1FJcTgzdmNmS2hBQ0xteE00a012VkhGMnlaMkNoMkN0cTBxZ0FCSzdnOFFEYTN3TzBVZUVPNUJHX094MC1BZlBUTkstdkdDWkVQR2lhN1R4UzBSU3VYOWFHUWxZWEtBV0U2Z29QeVEwZEllSWloekVXMkxqY01PMVk0WHFSZXZLMGppMjhBb1nSAbABQVVfeXFMT3F3dldnbnRLczA5RjYtQ2ZTaW5rMFYzbV9EM1FXcUpJZ0JDbF9RdjVhdTVyUzZqZ1A4RUFRTEtMS0tKQUVyWGNWT3FOZFlmbV9wS3Rtb0pWNlJYakJWNmlJYjhPX1pNUlg5c3FDeHJlZzB4Sm5icndydGxKOGc0TUQ1Z0t1ZkUwSGZac2xyQ096bDZsM0dMWElyZVlpdHNlXzlseXd3MGphcU0tZFV1MXA?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNNFRxQlM4ZEZpbzdyZzRWS3R6djhfVjBMQTdpWFFBZks0QU5xRnFpNS1xc1c2cjJQdV9DbTdVZ3hIUGU5bEZrTHVOcjhqS19obEZfbkE1R2NZY1ppbE5ka194d3V3QkNWaU9HQXNUZHlfSlVRT1NySUZZYWE0UkdfOVY3YktFTWYyV3VKcHFVc0UxZ2pWUEQ3YlB5Rl80bmtpRGFkSnJLUGE4SVVFWlVaaTBZbndPMU1mSWxXYXYyM29pUQ?oc=5)
    - **NVIDIA's H100 GPU Takes Data Centers to Space - IEEE Spectrum** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMiVkFVX3lxTE5LN1Q1d2NQU2JoUFAtcW9OQWdibkY1dk1RbGZYUkpaSFU4V1JNa3M3MnRwbjVmaFV6NkE5bXV5NElOY3IzaUttNlBJdGdVSUZVQ0Zmamdn?oc=5)
    - **Nvidia says AI cuts 10-month, eight-engineer GPU design task to overnight job — company is still 'a long way' from AI designing chips without human input - Tom's Hardware** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiuwJBVV95cUxQYVZfd1NPM2ppd3Exd1dqZllwanllLWVndjJaakJ2Zk1NT09oYnc3X2t3UEhHd2JkUmxPZWRNTnB6aVlaVWhhcFNkelhubzhaMVMyU2ZuZ3NKNTlQX2tHa3BYV29FVDVNblVLZ3RMVHhYelRCMXgxSV9GQ3l5YXZTcWkyQ1RPNks1WHZzUE1NdjVCeV9Vd19DQXUxM0FoakMxWGRtUE1PU3NGUjgtQmNfR3MzUDRUT1hDVXVfSDFVMV9NZUd2eVFJcVJTTUJ6bUw2Sm5GcVZtYzUtUHRyZk5NRVlfR3cxZDZzUXZ2dE1rN3BTUGwtX08zelJrS3pyMlAtU2ZTOVVjZGtEU2Rya0JWLUlwalk5WE9ZdnBZY1ZlNTJzbk15enhSd2tqb1FtTWxERDBIQjhuQjVYUVk?oc=5)
    - **TSMC’s AI chip empire has a hidden weakness, and it isn’t water - TradingView** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPQ1lhUlFYYzQwQkRZbHYxbkJFN3l5WEZBYnZoQlF5UXFoOEExWGVndnRpRXFIX2M0aWttSlk3NmIxU2pURmVBTEFXNnhvOU9LRVQxa21oSkg3Zml3b1FRVjlrYTZGdjdMbzNEcmRvWlI2ODF1bUxnU2NYYndCZW1CZ0tELUMwTlM5ZkVCVzRfRFRzTEc0MFZIdThNQTd5VlNjdTRYczgxMkNKTElsOHZZRDU5Z3JJVFZMWHM4?oc=5)
    - **NVIDIA GB300 Dominates Agentic AI Workloads With 20x Performance Leap Over Hopper As Rubin Nears Launch** (wccftech)
    - [Read more](https://wccftech.com/nvidia-gb300-dominates-agentic-ai-workloads-20x-performance-leap-over-hopper/)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials - Yahoo Finance** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxNbmdGalhSQ3RIOWY4OU5GV0M3Mmk1M2RnX0IxQzdXeTNXVFplOC0wLWJUSlAyV2xiU0M3b3ViQXc0Vk1zQkF1Z1kwbzREWlhLVnJ4by01eHNYT1ZRQmo1dmxmUEhqejVYQ28zUE5yVU9OSEhaSkxVVXF6dW5LWkdPdWtyNjc5VXZYMnFTMzAwTHZrV28?oc=5)
    - **The Memory Sector Is Becoming One of the Main Beneficiaries of the AI Boom** (semiwiki)
    - [Read more](https://semiwiki.com/semiconductor-manufacturers/369676-the-memory-sector-is-becoming-one-of-the-main-beneficiaries-of-the-ai-boom/)
    - **Nvidia and Meta expand GPU team up with millions of additional AI chips - Yahoo Finance** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiuAFBVV95cUxNaEc1R3NCLTZRdDgwVWd6UDR5ZXB5SXd4Q0c2dlBUbVpnT1ZzRU8xMnh5bWNEa1BuS25zRHg3Qk45OW1QaVk3MlE1MEhta25icVhvYkw5UXd0MjU2U2gtVmljdFBrMzM1X1FKQzRPNG9uVllMb0lRSXFvQWx3TWFmaDAyaTNIMFhabl9maFdRek1jcVpBOEJaeFMzbUgxbF82dXRKTjVCZzRqZm9iNkUwbjNyQmZ6WkYw?oc=5)
    - **This Nvidia challenger says its AI chip is 10x faster than a GPU - MSN** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxOdDBrSjdVVFZvOGZlY0FIN0ViVkN2NG02MFA4b1NHWnplMzBNdHZ4WVAyRmNoOVVqeFdWWDhXaS16aE11Vjk1cE83ZWhwU2ZMV3VaMDVKT1JaZzdjWTdJVUQyVTFOd1d6M0dGNlRQLUg3LUJUd1ctdV9RQ2RyMWJIVm1Na3hDVGpXTzgxSHBLaUVjWC1rYVJpcDlYelh3Nl92ZlZGdjE1c3dIdDhuTXBtVmVsMjU?oc=5)
    - **Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMi5AFBVV95cUxNX2NSMEUzd1VpbnpJeUNJNFR0RUsxRkctQVo4OVVpbWdjNllQUkVKdVpjN0dSTXZzMklzbGJUZFFFdjc3VExDeFRCc3A3U25IY3M1bHM5TmVzS1FfbE0zTHVSZXJ6ei12X3NFd0JPVW8wV0ZJLXNWdGxIYkNrSlNuSlVaX2RiS0k1VXdaaHVMc0lSUUEzbTFGeERrajVCNHFybXpOMlVMU08wWlJ0ckIycXVmc0RfWVk5UXBmXzNpUDVCS18xeFJWQzBES013eXJnQTJ1NFRZVWdtSHpRRnJmcTMtUU8?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Delos Data offers AI chip startups a fast track to rack scale** (the_register)
    - [Read more](https://www.theregister.com/systems/2026/06/12/delos-data-offers-ai-chip-startups-a-fast-track-to-rack-scale/5254600)
    - **Agentic AI Is Changing Data Center Architectures** (semiengineering)
    - [Read more](https://semiengineering.com/agentic-ai-is-changing-data-center-architectures/)
    - **Google TPU v8 vs Nvidia: How Inference Is Rewriting the AI Market - IO Fund** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNNWc5ZGdmakM4eHc2ZnUyRkdPVXdKNTgxYVV4WHpqZXh3TzRrLTUtYTM5bE53M2YxVDJYb1VTcTVFMDNFU3p6dWFzdmlmVDgxYVh2SEtXTHZ5RFVxTGZNaDNDSEFIdXZGZkN0bGJNVDh5ZXJrS3lTTTJPOUltV0hiV1dYaHBIMi11Mmc?oc=5)
    - **Google Explores Samsung Foundry for Advanced AI Chip Production - Electronics For You BUSINESS** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxQbkdUTUF4Z3JndnlOal9xZ3gxMG50TVBYVnB0b3lhMkh3SE1QVHdvWWhwb3pmbklNV0NXREw4dVUwcjFEUWhtWk5HZ0hOdDIxbWlBZUVsS2NocXo0cDVkcTYzZ2JHYV82VnpBcWpybmgtM0c5VmUyY0d5RUFZbmFVbzBXWnRsdWNhQkliU2MwRjU4dXFsYkhOQlVpQ0dKdG1WWXBVM0pxTEY4cDZzX0hYOUxn?oc=5)
    - **AI is set to consume up to 600 billion gallons of water by 2030 — rising energy consumption primarily to blame as data center power demands rise** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/ai-is-set-to-consume-up-to-600-billion-gallons-of-water-by-2030-rising-energy-consumption-primarily-to-blame-as-data-center-power-demands-rise)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **NVIDIA’s Feynman AI Chip Poised to Break the CoWoS Size Barrier as TSMC Rushes CoPoS to 2028 Production – Analyst - Wccftech** (google_gpu)
    - [Read more](https://news.google.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?oc=5)
    - **Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus - simplywall.st** (google_ai_chip)
    - [Read more](https://news.google.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?oc=5)
    - **TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM) - Yahoo Finance** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNZFlCNEdPNGNBUWw5WFM4ak0tNkJiY3A1ajdiVGU2cm9maXpmbGU1TWNDYVkwckFqRFFwdncxWjlzMUg0cUJidEZNb0NwS2puYWRrSXdRZDRnUXJHZVd4SmZBVHlIVndBRFJ5ZGJUaVh2Mml1T2tsbWt3di1iRm1seHVZRm9OTXR5VXUtYW5BVTM2TE5ISUs4d1RuTnJGWFRXWGV0eg?oc=5)
    - **Nvidia to launch AI chip for data centers in space - Yahoo Finance** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVl94UVFMaFhJUmM5aWM1QlRRajRVTHU0SG9ZNG1vMU8xVk55LTRtdDFFZFlXREd3akRwYThWVVk1WFdwTmNnRzd2RWNXR3JJRUVhck1BOHk5b19jSXZnSEVsYlF2RmZhdHdReEotZ1ItWkkteDRENUI5Sy1TNTZocWJsLWlVNUFJZ1B5dnYzYkh5YmJESTR1S2U2dkw?oc=5)
    - **SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD - Yahoo Finance** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxOV0o4T0ZUQUtCMlhrREFiYnRaTmk3ekpJVUlaZVZJZjFra2lRUDJTV3JTY2dXNVJEclM5RXRUcWd5VUwwQXl5alpHM0psckZlVDMzOUtHWE5rekZMT0czY2VEZ2RZZ01iTjdzYUdCcnpBU3VBLUg1Uy1Jc1U2NnpqcVV3MmRZYkh2enhmMEVGNUw0SjlyMU9mRDRTUmM5bjA?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMi4wFBVV95cUxOUVVzTzJYVU9wdURURnYzOFY4VjZWNUJ5V09JT0w4S1ZUMlFyX05jVkZJTkJFWHJUd0dGanlUS1dDOU95N2hqRjlXcW9yRGhZQ2dwZjAtczdwc1FqZ25YcFlyV0lSYmN2UjBkblBHY19ka2FKYU91a2JHakk0elBxeEx0ejQ5cTRmb1I0VkYza0k3WjhKdnVDdWU4cnBSbFgwOTlZWDhEcFZLTW5KZ2RLVVN2bjlPNy1sZUFESXVZUjRjREJ1ak95LVh6dTNxZ08zWmpJT3pwTGpvZXRyVkl3dkdCUQ?oc=5)
    - **Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/analyzing-tsmcs-fab-expansion-roadmap-multi-fab-n2-ramp-cowos-soic-and-uncorking-bottlenecks)
    - **Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration** (toms_hardware)
    - [Read more](https://www.tomshardware.com/tech-industry/google-reportedly-books-intel-for-more-than-3-million-tpus-in-2028)
    - **SoftBank to Launch "AI Data Center GPU Cloud" Powered by "Infrinia AI Cloud OS" as Part of its Neocloud Business in October 2026 | About Us | SoftBank - ソフトバンク** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE1zZ1F0MlR4YTA2d0ZvSzYyM0NrN1BqZmR1UkdyVVVJalplQTdSWkY5eFZXM05ta0hBMUtmWUh2Z2JUa1dac0xWbXh4bERkS2ZsRDRES2NlNS1mV0ZKSFNLSFRFYThNSlF4T1EyUXRwWi0zNlE?oc=5)
    - **Intel Foundry Wins Google AI Chip Order, Challenging TSMC - 조선일보** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPMmVFTVVnYjdHVUk1MTI1dFlNX3NLTm4zdktPSS1FdHd2cF83elluaFBPaFBmbHM4NFNBQ3lMN3dQVEpuU3c2ZFN0Wld5bDJUQUFtTFpvaUk2cEsxU3NCSU5wcHpJTzlJcXZlRDVZRDNKOW5mZE45TkhTZmZNRzNjNjE4MjJ5Z3hZ?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20** (nvidia_dev)
    - [Read more](https://developer.nvidia.com/blog/scaling-the-ai-ready-data-center-with-nvidia-rtx-pro-4500-blackwell-server-edition-and-nvidia-vgpu-20/)
    - **Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips - the-decoder.com** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOM01qNFhZVmpWZG4zZEFLNHhFajNkRktTN2RjMVZOMjMzYkZpSW5TS0JBMy1acVZsTnFZblFxTWdicHFvcmdMVGEzV2ZUZ2lDZzZvRXRaU3FibHJCZDYtT2dkUmdtbVR5emxzd1ZJU3BDbmk5aDh1WWM4RWNDNlNUQ05oVHdQOFpScnBTLTJ5cGR4VzBoYjZ3YndJcVRsa19xRGY5WjJTSVhjOWxpdzdDcw?oc=5)
    - **Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order - HotHardware** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxPQkJKR1UtbVFtRm5uYzJsTlMzb1QxVUE5MUFHVm5IbDgzRWZfZ05fN09PN1RnOFlhMHBILXNIZFJoSi1MeFdyWHBiMWh4Y1MyTFoyMEtfNTdwZzViNlhWdDlCM2dwMzdvMllockJCUWMxOW9hSnBkemlBa29fTmZhWA?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)
    - **Intel Foundry to Produce Google AI Chips as TSMC Alternative - 조선일보** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxQRnBocEJTcHpiR3ZYWDdDY1k5b0VVc2ZyWG1vQ1pZRDRyOC1jUGxKQklpNE1kRnBEd21QcE1oVDZ4Q1VDMjVabFprMUdGLVppRDV4U2NsWkExem9VbGpOX0pXcENvaUlmR0dvZjN5ZzZ4c05scVNzd1ZSUXY4R2ptc1ZBWjctU2Jf?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQX2taR3VYcVZWbmY4LXdjWC1ZVE1MVXlpODFlSHVJcVphZHdxU2JIRXZsVFh6NzVTV19yUUZfMDBYNmxzNUlXVXZwUXp3MjFTaGZlVV9ITy1CNlRBdlQ5b2wtazI1YjA1dzZ0b3REcGdFV3AyMWREY2k5N2ZyaGcxTzNpYUIxdHNSMVJjT0RaTDRiTE5jZDBSbml5dWc?oc=5)
    - **SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD - 24/7 Wall St.** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxQamZBUXFhMUhCLTBSdUZYa01sd0xVTzhCODNIdFZadkxVVXpoUGZIVVZzZllRX3U0SkRzZk8yZmJSSTBwd3hnRVZIZUgwdE5wbW44Um55Q3RPakV5QjZObGdHQmRvc093WVM5WEltZnh6cmoxZ0gtTXJlUzh1TDVSTHdjalFQOTVkTVlQX21KVWUzdk1kLVlheGMtcW1IU3BLbUJoeTZTZThITEplTzBPSG9lNVdmM3VPUmpZOXFWYw?oc=5)
    - **Google Orders 3 Million AI Chips From Intel for 2028, Nvidia Tests Foundry for Feynman - MLQ.ai** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQbnVmZ01WWWQtSGNvYkdMODE5S05RTlN1ZXN0WUhmSWZMb0Z1UDcxaG5yZnZERTdHUDNOYjlIQWE2cjQxbW5BZG92c1RVX2NLNDY5VndQdEplZDJIS1dNWUpIUUhBRFNKNGNxWl9DUldEQnByV1RnU3IzaDVYUWswU2lfZXhnMWUtVlNhYWxGRUxUSFVaMzE5cWJQM2xLYmctR014Ulk2OHM2dw?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)
    - **Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy? - TradingView** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxPNWhXUFFaelI0YVE1bzNEZENPQmNSWWc0YmhSVHhQeXBkanRQb0RRWW9CWW1oZy1mN3JUYV9WbWRLc2hiNGJuaG92X3JwX2hkOVByaG14aXFlSnBzSTYweWhLaVkxYzJqZTFWRTZwY3N2NG1iMFUwb19PZzZYaVlpX0g3WmNHcDdnVnVYRjhOYTN3N3JTbURBQTJNZXE2OWM0NVlxTXZueE1PZWJSa2gtR3AxV1B0cEZwb2c3ZVBvWQ?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Nvidia Is Taking On Intel and AMD With AI Chip for Computers - Yahoo Finance** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxOUkRDTVRUQnpwVzRIeWU3MnRaNzBWT24yNFR1RXpqT3F0dE0zbDAtUzlkcnZteGVHVHVRYlNwX2JYc0tJZ3ItWmFfQXRqcUp0cVRGSDF4M1JEMzN6T3diQktmR3VzUUtYZzhTYXFIVTUtaWtJVGs2R2J5M2xIbTRYTjFiN0ZCal94MEVqckdaYjZETmowNGNCM212N2dPdDdLbjREa05KU1Y?oc=5)
    - **NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio? - Yahoo Finance** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxPUjRRa05rZDVqN0V1WlE0ZE1HRHBwVlNMZmNzZjV5VUJTTUNzM1BsQnl4QmpKOVNQLUdWa3JfVkR3WFFaNm56c292Rk9WYlMzRUFhRTBubU5Vb0wwak41SjVOeV9SeE5CYkNOSlZkT2RoaHRCYVlRcUJITFd6ai1MSlZZc1IyNW1saXVEbTI1SQ?oc=5)
    - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_gpu)
    - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFU?oc=5)
    - **Chip Industry Week In Review** (semiengineering)
    - [Read more](https://semiengineering.com/chip-industry-week-in-review-141/)
    - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5)
    ---
    *Sponsored by LimitLess AI*

  • ## Episode Summary
    In this episode, we cover:
    - **Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge** (google_nvidia)
    - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNLUNJMFdKRGNRbWlRTUNoemwtRmlaZTlSOWk2WHdxRXYxdlQwSWJYQXpYbHdraDg1ekJQY25aNGFCWHpjWmdQZHkxa2xDVWlSLVAzdlVON1FlWFVFZjRKRE9VWjlRdXkyaGdyZWRDVlFNVE5KY0FlaHBwemZOekh0T194eTVBOXp1Qk5zeFM5YWRNMzNfY1cyZl90V01OUWwxSk5kYjVycFNydTAtTndmYXBjZzQ?oc=5)
    - **Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon** (semianalysis)
    - [Read more](https://newsletter.semianalysis.com/p/vera-rubin-extreme-co-design-an-evolution)
    - **AI chip stocks lose $1.3 trillion as Nvidia, AMD and Micron lead semiconductor selloff - BusinessLine** (google_ai_chip)
    - [Read more](https://news.google.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?oc=5)
    - **South Korea finalizes US$520 million on-device AI chip budget amid industry doubts - digitimes** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxOM2lxbnNiLVVHZXRFal9WSHJocUw5ZFRCZ19heThTUkZFaXJuRV9DbjhGU0dHMlhsZU51Yjd1bVl0cDFCTmlPZTcwdEpuNHo5a0V3UU5kRldwcU1FYVdMSkhVV1ljU1Fnd3FLQnpnT2lmdkZUOGtVWWRPVTlMOGZDLWpLMnRFV25lTXhjeVFYaUNMQXJkNDhOQkJacndQVUhY?oc=5)
    - **Korea Finalizes 800 Billion Won Budget for On-Device AI Chip Program - thelec.net** (google_ai_chip)
    - [Read more](https://news.google.com/rss/articles/CBMiZ0FVX3lxTFBvWkdZVENjMEw5NE1MRWpEX0s0NFVDMjdvd1BQM2FZT29aU1hOazVMbDNnc0doZW1mQXA1ZHY4czNtcjhxZU0tWTVmOU5UWF9QcjVjNU5sUzFzTzkyUnZxRGJmRlE2cms?oc=5)
    ---
    *Sponsored by LimitLess AI*