The AI Hardware Show

Epizode

• 
  TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026 30.07.2026

  ## Episode Summary In this episode, we cover: - **TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026** (wccftech) - [Read more](https://wccftech.com/tsmc-concedes-intels-emib-packaging-is-a-potent-contender-starts-building-quasi-emib-as-cowos-remains-choked-through-2026/) - **NVIDIA cuts over half of Asian buyers from AI chip whitelist in China crackdown - TweakTown** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxPa29BYkxaSElxRlUxSDhKamF6eGdNOUF5ajJ1di05NE53LXZnZEVYeUFicnZqS1R0SkxyRzhaNVFIQUszSHRmM3htU2lmaFhudFVVdzlnUHVIeDNudl9LQi1tM1RzUFdBRGlkUEFBenFQSlRwNlRNNFNrbjJXSm9aTTZ6LWhHZENIcXdFSTlYU3BoTnQ3dEw0eGxJSVN5OW9SYUhLNGtrWkFIZ3pXNG5XeXd3Vlh5X3NuR1RfZ1NxeUZqVUMybFVv?oc=5) - **U.S. trade official says 'very few' Nvidia H200 AI chips have been shipped to China - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBZdWd2RUZkOHBLZ3lpeVdGMFZCT1Vpd2FiUXR6c0xWMGhUMkwxLUtVY1dSdnlJNGVKMVN2aTVpNlA4UHJNQUJQSGJiNTVsemVvZ0lEakxvOG1kU2tTeXptLW91Tm1GbmtlSjg2dWlOdkXSAXZBVV95cUxQWVdMZURKQTVEMER2bE8wTmtMczA0NzBDa3NjMGV4aUdRNVdoT1Z6QlA3cFoxYnlOak8ta282ZWU1NnZLYk9oT3lYNzlPYW8xZmh3eVE2aTRmTDFxZXByU3FueERPT0wzNDg4dGpMazA1U0RjVEJn?oc=5) - **Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD -- It's Something That's Hidden in Plain Sight - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQTFNKZFpKOW1YMENScXJlbjJHbmZSS2xNZzdUZnNfVlFoYlN2TlBKempoejlYRnhURmZwcWVZbjFNWjc3NHZoMlVtV3NFaXZvM1hneU5aTEVJV2dob1pnSXhwWnBJbk5lNERaLUhRZnA1aXVzdnZnc1EzanFIdEFqZV9mVGNVU0YxcG1lZVdHRjlZQnNrUkstaDZ4VUE?oc=5) - **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo Finance UK** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOMFZiaklUeVQtNE1UYnZUM25YZ1QwdldrYmlmWlA4YzBZNmFnOE43RzhKd3JpYTNXT25HUldpdjFZVjc1Z2RvS2FQTGNCRElUVGw4dVFkQW9LeFpBLTJ3cllzZTZNVGppRUlURV8wMXVlSk9YbC1lTnpFYTN4aHQ4bUowZk0?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - cnbc.com 29.07.2026

  ## Episode Summary In this episode, we cover: - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - cnbc.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **Samsung forecasts AI chip boom, drives growth with HBM4 and 2nm foundry - CHOSUNBIZ - Chosunbiz** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE1oMkdjZ19faVFBSWJJNHp3NERJZnJ6elU2VTNPUmpSM3NhWTdFSmo2dVlnV1V1WHZGYldjQlpvSFRZRnVKQWlJcjh1MFFaT3FQMHdTUk1VYWxnRFJQNWhUYzM5WnNLTzJmX0Joam04cGtibEhkY01iX3B30gGOAUFVX3lxTFBMMENlX3hua1RGMU15NTJINDBUc05YTmxjaUxFeDZaRExRNkZ6V09tMUNXY1o2VTlSSUVDZXdMcmhEbXFVdjFKRzE2OHBvTlBoUkJxaENodEdlUUpLS1ppWmF6dHNDOVV5MVZScDNhNEs1bldRc25uajJlWFZKTXgyX28zMXFlY2otaHlZVHc?oc=5) - **U.S. trade official says 'very few' Nvidia H200 AI chips have been shipped to China - cnbc.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBZdWd2RUZkOHBLZ3lpeVdGMFZCT1Vpd2FiUXR6c0xWMGhUMkwxLUtVY1dSdnlJNGVKMVN2aTVpNlA4UHJNQUJQSGJiNTVsemVvZ0lEakxvOG1kU2tTeXptLW91Tm1GbmtlSjg2dWlOdkXSAXZBVV95cUxQWVdMZURKQTVEMER2bE8wTmtMczA0NzBDa3NjMGV4aUdRNVdoT1Z6QlA3cFoxYnlOak8ta282ZWU1NnZLYk9oT3lYNzlPYW8xZmh3eVE2aTRmTDFxZXByU3FueERPT0wzNDg4dGpMazA1U0RjVEJn?oc=5) - **Microchip Acquires Edge AI Chip Startup Hailo** (eetimes) - [Read more](https://www.eetimes.com/microchip-acquires-edge-ai-chip-startup-hailo/) - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - cnbc.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada 28.07.2026

  ## Episode Summary In this episode, we cover: - **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxNdDZIQ1lzazlLRmJiRHRHcUh2cHJsTWlwbXoyMkdCWGVLR0s4MWU0N0VQQ0NLTjNxZ21QS05fMTY2em9YaDJvSVhOSmlaLV9hcHlWUjhuUXhfZXlWeGhCSDlGVS1yWkc1U3hTak5Xam43RExnMU9kLUozTmt5aUdmdS1ZakM?oc=5) - **AMD delivered better stock returns than Nvidia in H1 2026 but the AI chip war is far from over - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxNUU9CVHpkV1BIdk02TUd1eDZJXzRpZ2l6U1dfR2lmdTJWT19GR3lqZnJPTU9oS21wQm5vaC1QWHZqY2FUZjNLODVZVUh1ZkRXRHpCdUJRamVwdHRkQnBhdzlPWkhOaDhlYXJQYmRPN09IR3RTRGwybDFsRE1oSmg1Q3pHTDBYdU1sXzZkUVZPR2hSZWpVc1RNMk1qNzhwQ0l1OXZSQzMwVWlxOW5JaDUwSmNrdDNjUzB5UnpSeTVFQQ?oc=5) - **Google goes cash flow negative for the first time as AI data center buildout increases capex to a staggering $44.9 billion in a single quarter — CFO warns that capex will increase in 2027 as company banks big on TPUs** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/big-tech/alphabet-goes-cash-flow-negative-for-the-first-time-as-ai-capex-doubles-to-44-9-billion-in-a-single-quarter) - **Warning Shots Fired as AMD Announces New Data Center GPUs** (eetimes) - [Read more](https://www.eetimes.com/warning-shots-fired-as-amd-announces-new-data-center-gpus-at-advancing-ai-event/) - **OpenAI Finds That Systems From AMD’s Helios Partner, Cerebras, Are “Incredible” At Inference Tasks, Showing That AMD Chose Wisely** (wccftech) - [Read more](https://wccftech.com/openai-finds-that-systems-from-amds-helios-partner-cerebras-are-incredible-at-inference-tasks-showing-that-amd-chose-wisely/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead 27.07.2026

  ## Episode Summary In this episode, we cover: - **Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **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) - **AI chip boom shifts bottleneck to advanced packaging, says AT&S CEO - Nikkei Asia** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxOZjhVV3dMWU1TWjlETXVKZE53cFp6V29nODB5X2t3cVdXZXBjcmp1UWd4cTZyRXBSUG1wZWVJRS1XcVgwR0g5UXRpNXo1dzc2N0ZTdVpmemo4Q2laY1h6RXFZUEZuQ2hoM1VONThRQi1sQjQ5LXluMU9VUVBkWmx6b3pZZkE5WnVIYmV3c0VlbUZwa0gtYmk4SGpfTk9fOFZwNDdXbExQUVFvWHpXU0p5alV4ZndoTlpVUnZz?oc=5) - **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/) - **Google’s ‘Frozen V2’ TPU hardwires SRAM onto silicon, ditching TSMC’s CoWoS packaging for Gemini** (wccftech) - [Read more](https://wccftech.com/googles-frozen-v2-tpu-hardwires-sram-onto-silicon-ditching-tsmcs-cowos-packaging-for-gemini/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC 26.07.2026

  ## Episode Summary In this episode, we cover: - **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) - **Five Myths about the Current Memory Boom** (semiwiki) - [Read more](https://semiwiki.com/semiconductor-manufacturers/371531-five-myths-about-the-current-memory-boom/) - **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) - **Samsung’s Advantage Over TSMC As A Foundry Rival Expands Beyond The 2nm Process, Helping It Ink Multi-Billion-Dollar Agreements; Has Potential To Outgrow Its Competitor** (wccftech) - [Read more](https://wccftech.com/samsung-foundry-2nm-advantage-tsmc-chip-deals-worth-billions/) - **Samsung, Broadcom Ink $200 Billion AI Chip Pact Through 2030 as Foundry Race With TSMC Heats Up - Benzinga** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi3wFBVV95cUxNSXBLaGd4WTY5RzJTS3U4TWYzUzlGSXlLUC1BWlZobXJ6RHNwQ1I1V3hTTkRqa0M0clBzbTdyQ2VaaVZKZVBlN0hxQ1VTQnRYX2lRNUpaQ2F3Wjc0OERwakxaUEl1LVg5eFN6X0hyZjFBWl9vanBwX1ZYR1JzVjJucTlQY2lFTnNRTU8tSVZ6aG9mdGc0bDQxb3pIb3VuejhuNzRhYnRhWW9NV2hSa2hTeWdZQkRZa2lsRHA3SWhJZl9aY0JpampsOHZBc3hVQkRscG1XUmwxQThBMHZEX1p3?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool 25.07.2026

  ## Episode Summary In this episode, we cover: - **Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxQazBoZjRQeFdoRV9iRlIta3F5Q09jeFIzSVlDQXVrVGw1YTVzRXdBUTZ6OVVvMWRFamgzUThCR04wNVZudzEyeXp6Und0amVXMHV5UFd6NjRwZEpFNzUwMVZEMGxVOVlqV2RjclctdXA4T3ZJdk9HYS03YW1xY1VBQU1TM1BwV2ZzNnJuRXdkVHhEZHl0TWdZ?oc=5) - **AMD Turns to Samsung for HBM4 Memory as Lisa Su Races to Match NVIDIA’s Rubin** (wccftech) - [Read more](https://wccftech.com/amd-turns-to-samsung-for-hbm4-memory-as-lisa-su-races-to-match-nvidias-rubin/) - **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) - **SambaNova targets AI inference boom with chips built for existing data centers - Fierce Network** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPdFVwS2JROExhb2EyVFNEUEJhdHZ5RkdGa09VaUdITk1sb3JzZllMV2hIUmczN3RDSmxJUjk4dzc0OUdPN2laUUJrZV9fMVNCdTVJd2pLOU9NcmdRSFk5RUFyR1FMWThFTllZV2xnSnFOd3pVM0JPWElBcUJsb2Z3NDE0VzJvSkpjS0M4RXlvdmxEdlRydEpZdFJMQXl0cU1HOFhPY25Hc25NQQ?oc=5) - **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) --- *Sponsored by AIEDA, Ago Consulting, and Zen Semiconductor*
• 
  Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune 24.07.2026

  ## Episode Summary In this episode, we cover: - **Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxNUkFOZG5JWlRIblJ6dXk0a3pOZjQyRWdKQ1B3cG92MUdYY1VrMzltZ1BFdnE0bVBsbTI1bGdFd3dXT3hPM1lpYm9uejlqTkxQdmhIeWRnRXZVdU8zX21FMkgyOExmc09pR2tfNFF0cWlYMWVkeHpNNEI1cjFOa3NYNDBORkV5R0VwOWNFUnYtRFkwQk5Gdm9nV0lVTG9qc0RlaUYwd2RPRXNVa2g5VHl5SmhYVllMQmJBZHUzRm9uT3cyVm1GT2c4OWNYaw?oc=5) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/amd-takes-the-wraps-off-its-instinct-mi455x-ai-accelerator-cdna-5-and-helios-rack-scale-architecture-combine-to-take-the-fight-to-nvidia-in-the-data-center) - **Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxObkJTSE1abHpyNU9ic25LdXVnS2lWWHk3ZEwwS25mMGp0TlNHWXdhTHoySnpNUk5VbEo3ZEpDelpOVExsMW5POFc4Zm1LRGdLcDlnSG5MQ0hsNndLeVl4WlVPOW5kM0VGZmR6c0JkLWlFNTVnT3d3a21vUGY5amtFcTdvRmZNT01RblRCbTNrcFpiY2c?oc=5) - **AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras' Wafer-Scale Engine (WSE) solutions** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-and-cerebras-partner-on-low-latency-high-throughput-ai-inference-epyc-processors-in-helios-rack-scale-infrastructure-paired-with-cerebras-wafer-scale-engine-wse-solutions) --- *Sponsored by LimitLess AI*
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  AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt 23.07.2026

  ## Episode Summary In this episode, we cover: - **AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt** (wccftech) - [Read more](https://wccftech.com/amd-fires-back-at-nvidias-groq-bet-fuses-the-cerebras-wafer-scale-engine-with-helios-for-5x-higher-tokens-per-second-per-watt/) - **Cerebras Systems' AI Chip 58 Times Larger, 15 Times Faster Than NVIDIA GPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNaTVRc1cwcjMyTW1PY1ZOZ1VvMm85a3Jid0JuNk5QWmYtUGVyZEFZdGdqRWdiYmNpWTlqNTA0RkxLYUFDYkRPdjBuTkZwbUFlQVhvSVRaUUR1YS1sWnUxT1RIV0ZudUhuVk8zd0w5QW5ET0QyN3BZY2VDTWpleENHT1hJOTFSOGVo?oc=5) - **AMD and Cerebras join forces against Nvidia’s Groq LPUs** (the_register) - [Read more](https://www.theregister.com/systems/2026/07/23/amd-and-cerebras-join-forces-against-nvidias-groq-lpus/5277817) - **Local AI clustering with Dell's Pro Max GB10 — connecting two Nvidia Grace Blackwell to scale out AI compute at home** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/local-ai-clustering-with-dells-pro-max-gb10-connecting-two-nvidia-grace-blackwell-to-scale-out-ai-compute-at-home) - **Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference) --- *Sponsored by LimitLess AI*
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  AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet 22.07.2026

  ## Episode Summary In this episode, we cover: - **AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet** (wccftech) - [Read more](https://wccftech.com/amd-lands-anthropic-in-2gw-instinct-mi450-deal-backing-it-with-a-5-billion-equity-bet/) - **Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of versatility** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/meta-to-use-custom-amd-instinct-mi400-accelerators-with-144gb-of-hbm4-for-select-workloads-report-claims-could-dramatically-reduce-cost-at-the-expense-of-versatility) - **Cerebras' Wafer-Sized AI Chip 58 Times Larger, 15 Times Faster Than GPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxOVzZ5NlRXcWl0c3hhZlVPajRuZDl1NkJXTFJsN0hZcTNWY1p5RjhiUkw3RHFvdzJ2LV9FV2VfMzVFWXRPY295VC16eUYwOHdyWFpidmxRWlJHWHJZMXVvbjc1QTBndTVJMUxRR0VUeEFBZEgwUk1mNzV0WFcybG1QX1dYeTRMMm5z?oc=5) - **SpaceX’s Orbital AI Compute Can Reach $6.5 Per Watt Per Year By 2031, Which Is Cheaper Than NVIDIA Blackwell-Based Terrestrial Data Centers** (wccftech) - [Read more](https://wccftech.com/spacexs-orbital-ai-compute-can-reach-6-5-per-watt-per-year-by-2031-which-is-cheaper-than-nvidia-blackwell-based-terrestrial-data-centers/) - **Nvidia, AMD Move Beyond AI Chips to Full-Scale 'Data Center' Supply Competition - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE10enh6ODYtUjlCRklyYkp4ZnJqNjRZRlZVX0labGRDaFB0V2E2VS1tOE15YVpybF9nYk5BNGlUek0xYUxHN2FPMVl1c2VpbzY2NUNfUTV1a1B5OEpIOElBUDh3OXFUSVJ1QzBsZmJCdGpGN1o1dEE?oc=5) --- *Sponsored by LimitLess AI*
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  Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts 21.07.2026

  ## Episode Summary In this episode, we cover: - **Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/policy/intel-layoffs-to-hit-data-center-group-division-focused-on-server-cpus-ai-chips-and-data-center-architecture-to-be-hit-by-an-unknown-number-of-cuts) - **TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxNZDZUTHVqSmI4QkdIODlCd3Vnd1hqOGNNOTZEd09tT3Nzdm9TU1Njbk51M2NkbUZCRXJ1S0lHTVZ3WjQxU0ZTU0tVMy1Hc05VS1JCNWU5aWVHdktUUWEtRXg4UTVFSzdRTVZsZms1eVVrRU1yQjVMLXRpTGx2SWlKR1VtQTBSTF9QYjA0dUNEeWVDMkU4bVNKMEU0SDdEY0U?oc=5) - **Nvidia and Wistron to build Blackwell AI servers in Texas - Nikkei Asia** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOUG5iRV96WE94THBqaFJDeUdhMXNmcHZ1NVE0dS1rSHZmbElvY05SWG5tZmJJeUJBWWZoVWpwX1dtcmVjbTBiZFZRaEZuVWMwdG4xX090Qm1oRHZUT3hPYkhGbmREN043OHJnWmFWRk1wTUtFa1pPTHMzWFkyZmg2SHVFQlhIaVJjczRNaGJqTFgzcDNpMDJMeUM0bTJoeUg4cGJnUllFaw?oc=5) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/cpus/nvidia-has-shipped-hundreds-of-thousands-of-grace-standalone-servers-gpu-firm-pivots-messaging-as-cpus-take-center-stage-in-agentic-data-centers) - **NVIDIA Blackwell GB300 Continues To Set World Records for MoE Pre-Training While GB200 Sees A 4x Boost In Perf/W Through Continuous AI Software Stack Optimizations** (wccftech) - [Read more](https://wccftech.com/nvidia-blackwell-gb300-continues-to-set-world-records-gb200-gets-4x-ai-boost-optimizations/) --- *Sponsored by LimitLess AI*
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  SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech 20.07.2026

  ## Episode Summary In this episode, we cover: - **SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi2gFBVV95cUxNd1JWZW1iYUI0ZGtlUUdfdVoxMFBCNkUtTGRfR3ZjVUotcGJ5Rmw2OFVOdmszZ2NBZ1c3VEQxLTlNR28wa29Ga3Rqc3ZGeDRkMjVKaXpMOEhEeXFqSTFTTlNYS2hZS1RnVHhEV1NQYTVaU3h3MUxuUnN5cHhJdWVNWjNCeVRvZEdBSXRVQ0UxTkJGbU00WllYVkhKckl2Z21nNjVNeTEtN251Yy1SX09zbGNYMlQyOGh6WkFBeENLRkNUYTQxbm5UTm9fZURWU18wbFJRQkozUjFkUdIB3wFBVV95cUxOcXVpMXp4dmg5bXRVNXJ2NTRtSVBWdjRoZzlZX2RHMmR4QzVFNlJBeEkwU2xnWmxGRVBhb0RwUEk2djlOQVY1ZEk3WVg2cFl4ZzcwMGJIMTU0QjNLMWc3STkwMnFNczg4bFNGNF9hSERLbGtZVTdTaFVmMnhZalBra1dhNzBmMXY5cS15X3Z3bFRPZEo3WUNSUi1mdlRadFZXaEp4MUhxWkN3Yks3SzF1aDVuV2UtR2ZFWUd5WEcxWENVeWVaOWUxTzRuSlJkWFhmOFFKc2FQdzhveElIN3pv?oc=5) - **Why Cerebras AI chips stand out in the Nvidia-dominated market - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPYzFUUVZDSFhIcHhia19PUHozRElDbGhDeWJhbG5pOWppc0tNZWI3NUtlYjNnbndIV3AyRDYzb2poNjMtRkRlS1FIRmtsZFpCVmw2VFhpUHhpdVRQRWNrbWxLX0t0SUpOVTUwYkFjRE9kWHBoRU1qMkVKZlF4TEx2eElXTGQ4ZnlKOWlFT25qN3Z1UHpfbUJsTS1KVFJlVENaQzVQdTNxOTh5Y0o5?oc=5) - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - NVIDIA Developer** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVThRSC1oeUFUZm42VVVjcE16djhZcGRReVZiRGtIT0VGdXluUVpuSmF5VkdOV1dyREZEVExXalpWMmthcW5KZndEak1CU2toV2hUdkFLT2VtOW5jWGpSRjdEdTkySmVjM1E?oc=5) - **TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment - Reuters** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxNeWtrc3R6QmdYREpuRHNxR3dFNkJkVjdSMTRYcFhmRHJYQ18yaGFfSHcwbmVKSjZvWVo2M0FqdF9VZkJmbG9CVTVObEZTQ2t1amx5MTlJZ201YWR3cE9IMFNxVTNXdlp6SVV5MnZDLXotWS1EQVFNbUFFV2hZUWJJeUVScVNRaUhjci1zUXJoUTBnMFBkSnFzeWgwWkNpd2FqZ2hZQW14cTNCRDcydkp4X2p2QlYyRWlTRWFISmFoSllBY01OWmNlVWNpamk?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) --- *Sponsored by LimitLess AI*
• 
  Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune 19.07.2026

  ## Episode Summary In this episode, we cover: - **Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxQV1pkeWFCRHpCOV9iRUFmTkQwclpwdnN6MVJnMmZnNFlhOElUNXV4eHFPRGpoZ0NOWXNLUTBhWGZCb3QxWElrSHE5eXpGaE51ckJIcmtzajhLYy1XZ2xCa3hoTExVTDZyWUYtZjJsMERlZVlBX1ZGNGZpUHpUcTJNR2Z4YmcyRzNzMEJpMjRKQzRVQVprN3NiLUN4RkNOSkVDMVBoaTdn?oc=5) - **NVIDIA RTX Spark Gets First Developer Drivers as Native Windows on Arm Support Arrives Ahead of Fall Launch** (wccftech) - [Read more](https://wccftech.com/nvidia-rtx-spark-first-driver-ahead-of-launch-native-windows-on-arm-support/) - **Intel teases Crescent Island AI data center GPU, supports up to 480GB of LPDDR5X - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiwAFBVV95cUxQMGdpRzhsZ0k3UV9BaExWLUFIaG5Ld2JURUlBeEVyNU5xdkcxYllWamh5Z2NHLWE2d2c3OVBHV1A4NXQyRWlJNG4tcFNfc1dqekRsSzRham54djJrZ3lveEotbEswRjBiUmxOZnEzWEFIN2RWY2hDVnlzTG1tTGlpZ1lLQldoR1hqdC1rSEtVV3N3UDdMa1IxcVF1R0hpanN5eVYxUGhlY1BXenNmRkJyS241NUxjLWFvNlFtUWhCMmY?oc=5) - **TSMC's record $40.2B quarter signals the AI chip boom is far from over, and crypto miners should pay attention - Crypto Briefing** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1ydl92TXNkVGtlbVQ5Vk56b0JrR2xRaE9LYkdCY3RUeG1CUmEyM0trdXR0VHNzeF9abVNLMUZtbDZBX2pTV2RqdXd6QURKdDJfcl9qd0cwWUVuWkVZS05jUHFTLWZ1SjJSak5QRXJxUkxoSUlxRGc?oc=5) - **TSMC expects ‘strong, multi-year’ demand for AI chips as it ramps up Arizona investment - The Business Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi2wFBVV95cUxOcVVLb0pEOWRjUU1sRVFsWmRvR1hyRDVKcXJDZTRlVzN4YXlDRGpGOVFWS1R6VmZmcmpqSFl1bTBUdlpsUzg2VmRxeU1PRERGSVpqTTRiaEFIWmpydTJkbm1jbmgtVWIyS1U4YTZhbm1sVGJ2aXJha0pRb1BZbmticDRCNm9ybC0tRTEwcl9JLXJ0VFNQaTcwVmdBVWZzWF9RODdfbEtuSzdSYVgzbmxnTURrQy12Ri12M193ekFXYnk5TkUwcjVEYmFzN3ktU3pXM2Q0Um9tczQzN3c?oc=5) --- *Sponsored by LimitLess AI*
• 
  Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC 18.07.2026

  ## Episode Summary In this episode, we cover: - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **TSMC's AI Chip Demand Fuels Record Profit - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPUFdVbVN1MWxQdVFsWlZ5eTVzLTUxS1hSS1VQSTZnT0NCU0gtUzZoZTNETlpxcVhzY2w4QW1vb1ZoenFXUE54WHJHaVNBZlAwSnMxbmNqOXpqOVMwcm1paC05VTBlZ2RDUGdObkRleTU5RFpZcUltZ0NzZjlqQTBIZURWM1Bzdkty?oc=5) - **TSMC Stock Leads 3 AI Chip Shares Facing New Pressure - simplywall.st** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **TSMC profit surges 77% in Q2 as AI chip demand stays robust - eciks.org** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiaEFVX3lxTE9mLXVwbE1QNGU1TVBOemh2TVVLY25LNXk2a2NLOHNoOXNDRkRuRWxFQUJRWmNuNGNVTDBxRl8xcGRlUThVXzZyWElNbHMzd1cyV0x5Y1l2QlJTRWkxRjhDRl9tYVNhd2Nw?oc=5) - **General Compute: Inference Chips Replace Nvidia GPUs as Loan Collateral in Landmark $400M Deal - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxPS1Q5Qk01SXdMNHp3NndCaE11bWYyY3RwQVZtLWt4YWlvZXFKb0Qza252ODdlTUsxNVF0aDFCczd1MDVIYm1WTUxLOVMyaXgyZ2VRWDRuYm9udFdiUG9mYTZnZUxWVkZycUxBR09XdUNIV1ZLbHh6c0xfVGc2aDNIcUxuUXQ0aTJiN09JaVphaURXUHVydnZjOVZwZmhqQUszUzBGSWs2Y3c0WHFENGR4Ylcyd3lZb1JPZTdSNnYydlFQQU5XczhrUTVlNnFORzY2dTJPeVJ5TUI?oc=5) --- *Sponsored by LimitLess AI*
• 
  China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes 17.07.2026

  ## Episode Summary In this episode, we cover: - **China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxPYmZndGRCMnFIQWgyd2FvZHIxOUptQXhsMEluVDJiejRQV2xOS1lkVWFNMnY1QjJ0UDNDaXV4ZFM5SXlsWkFKX0VqV0dpb1VLcHNXMGU0UHN3QUlGWjJEUnNuLVhFSGJYVWlTNFBvOUYzOFQ4WVhPRjNQUHNGdllFbUJtM3BLYV90ZS1obU04dkFVRTliSzJV?oc=5) - **TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident - MarketBeat** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxQTElzNkppSHY2M0RpUkFDeGRCbDJiQlpHRkl2LXVSay16dzc0NEpyYUtBNjRhdFBzOXhYZWxfVWNSa1RQaW9jQmlTN0JWbE03LTBFX2RMWk04R2hlRXphQUtRVjNKMGFhUzlvS29qaFZQOFRHWExJTDkwb0RkQ3ZpbzhDWjVoaG05RVVsYTdZdlg1a2ZvWW5KN21iQVlUemM?oc=5) - **Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dGkycm5UQ1o5eGhCQW8yR0lNdWtv?oc=5) - **The AMD Instinct MI350P is a HBM PCIe AI Accelerator That Has Been All Over** (servethehome) - [Read more](https://www.servethehome.com/the-amd-instinct-mi350p-is-a-hbm-pcie-accelerator-that-has-been-all-over/) - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5) --- *Sponsored by LimitLess AI*
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  Nvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing 16.07.2026

  ## Episode Summary In this episode, we cover: - **Nvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFBaMmdUUlUtRWk5WlVkUEkyU0xtQ0VoVUFxN0dUMmhvSWhUbm01NnhqOWFMRmJRdktvUEZWS2lmeEgwNExUazVIdGROSDdhUFI5NmFXYUFtU0Z6RHNvYml5cWozRl9EQ0F4eTNvUFJBYnRGZDFPUEdLeXkxaw?oc=5) - **TSMC Posts Record Quarter as AI Chip Demand Pushes Full-Year Growth Outlook Past 40% - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxPTHMzZ0ZlU3FCVXRxREFvdlYxN2VPdnNSTnFVbmhkRGxCT1dydTlsQnhkb2dLMmh0RnFJZWJvZEJGQ21sZ3B0ejFRTVMzZDR4SmpXMlZRa1BnUW9xSnp0X1RaNTYtMEtwMm5kSlNCR3NYZ0xIX0RjMEZIaHZGREU5NnY1Rm5oN2RJWk5sc2RjRkV1Rm9YT3NnWVFwOFB3QmJHNlN3RzNUVF9jS1ZVMVI1SEgtSTBYSUw0eUh3clpTX2RNY19vaW1YYk55TFltWHJV?oc=5) - **$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) - **NVIDIA's H100 GPU Takes Data Centers to Space - IEEE Spectrum** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiVkFVX3lxTE5LN1Q1d2NQU2JoUFAtcW9OQWdibkY1dk1RbGZYUkpaSFU4V1JNa3M3MnRwbjVmaFV6NkE5bXV5NElOY3IzaUttNlBJdGdVSUZVQ0Zmamdn?oc=5) - **Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks - The Register** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi7gFBVV95cUxNcXVRcUY5emNsRk4ybXE3WU1sWGJpNElJU0R2Q1Z5SElqYjRMeFJkd2NaTXFHLTBLT2NEcUlEcGNWVy1SN3hTbUtOMmNqSENja2FLOFFMVkN1NHRTalNlMHRXdkpvRTV1cEx5VTZDYThnMHp6ZjJtb3RFQjhsOXRTRnc5WFhYSWF0LUlWVlRmRmN5M2xTbXpPYjRrdENLeVZ6SHdOZjltYk9lVFBfNlVob0VrTUZ1SHpVd01lc0U4SW9sVTA0NDBpZ2hhSnJCbFI2ZkMtUnBLNVFybnFnclhLT1FXQVBXTF8yNFhnNkNR?oc=5) --- *Sponsored by LimitLess AI*
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  TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision 15.07.2026

  ## Episode Summary In this episode, we cover: - **TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9VdlpvdnVVSklPalhSeUFEamxOX19aeFJhd3gwM3BIa256RXZnY0lhLTNkWDdGVXV2NzZwam1DSXlEVVRmdWRyZXNtUFdMTnJiLUJTLTdlM0lGNUVCYWpRRUxkUVd2bHRCT0Zqd2hvU1N4dXRZWDRNLXRndS1aWFU?oc=5) - **China Develops Its First 3.5D “Infinity Chiplet” & 3D DRAM Tech As It Tackles External HBM Constraints Through Domestic AI Supply Chain** (wccftech) - [Read more](https://wccftech.com/china-develops-first-3-5d-infinity-chiplet-3d-dram-tech-as-it-tackles-external-constraints/) - **AMD vs NVIDIA Stock Analysis 2025: Which AI Chip Stock to Buy - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE1TZkprdVJkOTRkbWlzenk0Zk9kU1BuZEpwUks5SzNoRU94SjdHWVlqSlptb0FiYnU1T1BhNXFiZVlrbmowdW9VSDQ4V3R4WjE5V3d5Z0ZVajJ3dHhDMk5QMWotS0tQX3RQSGN6RzBlVWF6LVhz?oc=5) - **FBI considers deploying AI LLM supercomputers with Nvidia B300 GPUs or Google TPUs - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMixAFBVV95cUxQdGl4U0lrNmlvY21USHdpV0R0QnhjQ013aEhsSlVnajhlemZaNC0yUVRXYWFkNUVhQTZHTmpPcjlfLVJXS19TeUcwZ18wWVJITW5ua182eUhKLTVfelMxemJrS050NVQ0WjNKejM1bHc0YjI1UkxNS0ZnRkpETmJVZHJuaG5yVE5CcHVPVGRob3pGdWRYQjhqcFRudjBoQXZSU21UN3hGWTVSWmNMUmFpS2Y3N1VPRlVXbng4cDJUX01JaFZW?oc=5) - **Nvidia begins limited H200 AI chip shipments to China as US eases export approvals - Electronics For You BUSINESS** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPam1RMVBIbzhfZmI5cHNvcVhvdXljRDZrZU96R0NLX1RuYUQwZ2RjV1RNbldhVDgwQUJ1SF9LN2JBQnFHQ1ZTLTR4eXVzX21lN2tSemlyU19Vc2pTMjJQOWRONXdOM0FvU0ZGdS1vVi1sT05Sai1oY2k1TnY5ODNOSjM3enJ2YmhzVzFrYnJoMGpYbVlISWl6Tm94Q21lT3loUHV1aThaV19pSDA3X2NoeHUtXzVMYlFRYzlMdTZCeW9XeWlIa05FT05iNA?oc=5) --- *Sponsored by LimitLess AI*
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  US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech 14.07.2026

  ## Episode Summary In this episode, we cover: - **US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/us-govt-allows-chinese-telecom-giant-zte-to-purchase-nvidia-h200-ai-chips-firm-joins-alibaba-tencent-and-bytedance-in-access-to-hopper-tech) - **TSMC Earnings Preview: Can It Rescue the AI Chip Trade? - Moomoo** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxNcGV3UEN3dUE1TGxGUkJFYXl4S1JZMXBtQUd0Q19lblhMSXhocVA4MmMzSjlFNXU1M2V6MmEyZlY5OG9VTnBlTzhYUWk0Sy00V1pkRnIwNkt0dWJORzJLb3ZBOXR0NlN4T1N0dkh1U2RrbnlXZExiRzZ3NHYxdG5kVUhWdXY0c1JkRnV6S3ZwUS1paDlLNkNOS2l0bDJDM05kd1dUZWFqYlNjZUE?oc=5) - **Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/big-tech/nvidia-slashes-list-of-authorized-customers-in-asia-in-a-bid-to-reduce-ai-chip-smuggling-report-claims-company-sent-field-inspectors-called-customers-to-check-if-business-is-genuine-after-pressure-from-washington) - **How TSMC Dominates AI Chip-Making as Q2 Revenue Rises 36% - AI Magazine** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxQVDRmMEZUVlNfcWNrNWpTN3RPZzJDVjM1cHNOeHh2Tzl1akg0bjZqVmVYczNXeUVHd0haMlZBbVFzM2NIV0RyUnhkS0dOaDJadDh1TkpabmZFdk5zYTBKM0pGMHk1RTJmNTUtQVVscmlERGdEbVdBUnNqMW02YldRS3g0MVJhVXpTNGEteQ?oc=5) - **U.S. Officials Reportedly Confirm First NVIDIA H200 AI GPU Shipments To China Two Months After Trump-Xi Meeting** (wccftech) - [Read more](https://wccftech.com/u-s-officials-confirm-first-nvidia-h200-ai-gpu-shipments-to-china/) --- *Sponsored by LimitLess AI*
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  CEO Interview with Dr. Albert Liu of Kneron 13.07.2026

  ## Episode Summary In this episode, we cover: - **CEO Interview with Dr. Albert Liu of Kneron** (semiwiki) - [Read more](https://semiwiki.com/ceo-interviews/369987-ceo-interview-with-dr-albert-liu-of-kneron/) - **From Rice Fields to AI Chips: How TSMC Is Turning Chiayi into Taiwan’s Next Advanced Packaging Hub - semivision** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE9OUEZCRTZqR2tBNU0yM3c2T09NRjY0cTJPd2NRMmVZTDR5WG9BbFZCM19DSE8zTzdleUtLVzIya2VwUXFYUGE4S1d1dWswaGh0RGJyYWJFaXFvN0JQMjhTZEU4eTZsVDRWNkVqSk5jZ0NXbGFjd1Ztd3lQVjhZdw?oc=5) - **TSMC builds two new advanced packaging plants as AI chip demand reshapes semiconductor supply chains - Crypto Briefing** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMib0FVX3lxTE05NGpaam1FMlA1WmtMcnRsZXh4M0ZCM2NycWo4M3JpRWh4THFjb0NUR0J1dGNaS3RRSkRnNHA0NjFnbVFDMnZ0N2NxVENZZ015RFp4UHlWNFhzeUw4SzMtdUlhTk1pWjZTTWJmV0pRVQ?oc=5) - **AI chip boom brings tax windfall; South Korea plans to ramp up semiconductor and data center infrastructure - 富途牛牛** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMimgFBVV95cUxOWDZUZ3dLRzYtNGFPOFBMb2tCS29QRmtqV3Jjb2xNb3pNb1FGdl9idEZuYmJkWjRmZTdmZDl2YTZEYkNLNDM3NTFJamtlZzRydWJOY283bG9SSkR5Ry13WXZlT2VmYUk5d1c0X1B3Z1F4YlRJcGZOTE9KZHgwb3Noelo2SF9kQUVaa2J0SDBXaF92TVlSUzA4aTJB?oc=5) - **SK Hynix Soars 13% on Nasdaq Debut: HBM Architecture Makes It Irreplaceable in AI Chips - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMizwFBVV95cUxPMExLUjFrRzQ2NkttZDk4SDNNeEpJU2c0YkUzbnJvQmVvbm9ic1B3dXNudV9DcE8waEVDc1pXMW1MMkt3MGFYSFFEVnpvRFNWVVREU0hVTnFWRnBIbjdFTzBRbmFodWU1bmc4LTNRdzdQZlJWXzluQkFJSDAxZGptTHhlRlBvLWZQMTBwcVdxMElKUU9hdm91dGVDQVVMVHdyejRvdkxVQ3U4UUJrQ3JoVmItLWJHWDNqbFFVQ2xXUE5KT25jc3F5TmU3UnFSMkU?oc=5) --- *Sponsored by LimitLess AI*
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  5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St. 12.07.2026

  ## Episode Summary In this episode, we cover: - **5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPU2RjTTA4R3N0ZlRkNDFZYjJ3QTROZ0FBR0VQV3NrVC1hdWdMRUpDZVBfSFZ2WmxqNlpqRkw0X1RnUWFwaUttZWdlZmZPaGdhWHVsbXpscHBMRmFCYXpkRzRHYktwdXBiN196Nm9uekNzOTFoSGVSNVpwX0RFSjR3ejFHNThBNHQ0Y0dqdzNxXzJ5TkJPMllhREU2dW8xWnVTdkxaZXJYVTFvQQ?oc=5) - **TSMC Can’t Keep Up With CoWoS Demand, Sending Advanced Packaging Orders Spilling Over To Intel & Rival Taiwanese Fabs** (wccftech) - [Read more](https://wccftech.com/tsmc-cant-keep-up-with-cowos-demand-advanced-packaging-orders-spilling-over-to-intel-rival-fabs/) - **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) - **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) - **TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxQNDM1YmFKTDFaaFBXVVhZLUN2S1Z5MDNFaXgxYnhaYXBqNFpsWmVUZ1BteUJtemVtdDh3eGhmM0UySzVNdERmc2dSbFBoSDd3cXcwcU9WeUVDUjVsVXc0dkF0MWloZlk4VmxRaFdSTWxKZ1NGcUVEQ3dBOWJTVEsxaUdBVnQ2Q3ZzaEtXRGEzay1YLWdMVDZXWA?oc=5) --- *Sponsored by LimitLess AI*
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  Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC 11.07.2026

  ## Episode Summary In this episode, we cover: - **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) - **Samsung readies Gaia AI accelerator for PCs — HP and Lenovo are reportedly validating the NPU** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/samsung-readies-gaia-ai-accelerator-for-client-devices-hp-and-lenovo-are-reportedly-validating-the-npu) - **SiPearl CEO Philippe Notton on Europe's AI processors, chiplets, and semiconductor sovereignty - eeNews Europe** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMibEFVX3lxTE5ST2xXX0JiaEdBa1hyU1N1UE9HOUR0dS1XTjMxWnZOaEZVSjZMTXM4WVEtOFhWTVhIQ0hQemZGYjRRUDk0Z0xGRmpFb0cyN0xBajN3MnN6YzRhcXdyQjloV3RoRW9DWkE2VE9XNg?oc=5) - **Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxNTWdrWVVRYXNzNE5MNWptY0dLak8tLXhiaVhmVlBscHVkV1ZkNnFTRTQ2WWhlNTloUmlYTDNya00xYVg5MDhjSG53ek0xRDB3VlJidFplSzQ5Vi1hUUVhbEVrUTJWVzdjNjNBZXFTYkx0ZExwb19rVjByNnFUOG1uckIwU2x2TGZqVmN3WGljYkszYlZ4Z2U2N2w1ZlBJd3ZXWE4zaXN2N01HZ05ORWQwczR4WmNUR3AwcVE?oc=5) - **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) --- *Sponsored by LimitLess AI*