The AI Hardware Show

Jaksot

• 
  Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit 16.09.2026

  ## 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*
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  NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports 15.09.2026

  ## 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*
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  Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com 14.09.2026

  ## 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*
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  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 12.09.2026

  ## 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*
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  AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st 11.09.2026

  ## 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*
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  AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com 10.09.2026

  ## 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*
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  Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE 09.09.2026

  ## Episode Summary In this episode, we cover: - **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) - **Qualcomm and AWS forge AI chip pact to drive data center expansion - CHOSUNBIZ - Chosunbiz** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBHYnR4Sl9iaFNPVzNrd0JsLVUxalpaeWZra18ybHZIZ25VRnlMdHk4N2JPcGcxaVdYZ0xUYUEyVHhjaUdPUm1CVHg4TVJ3UHk4OVJweHgyNVBtRjFaSUp5S1RVaE5NdFhNbllneGVKN1FRUTBMZjRDeWhn0gGOAUFVX3lxTE1uNkhBMVVtRFVRd1lVZXg3aThOMFAxOVhLaGlPdFZmUU50eWVmdE5mdWgtbjJKTzJ1bURnOTFEV2ZqdXdyY1BYeUF3cHcwYUNhRUFNTy1zOEhNckhOcU5XQW5mY1FqeFh2VEpnbUZyNU1Va0UydjVwc2tLaUdmLXBOYlVzejhkckRyeVdrdHc?oc=5) - **A20 Pro Is The iPhone’s First 2nm SoC, New GPU Offers 40% Faster Graphics & 2x FP8 Performance, 20% Faster CPU, Combining Neural Engine Delivers 50% Bandwidth Increase** (wccftech) - [Read more](https://wccftech.com/apple-a20-pro-iphone-first-2nm-soc-gpu-cpu-neural-engine/) - **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) - **China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNUVY3MHV3bVFTU3hIRTVxS0hGeGRVR1hjeXB2LU0xenBSNlZIX245OUpHakZXVlhmU3VUcGhYWUg3OE5pcm94NzF5dWNYalVFempJUDkyN0hrbWp0UG1zQXhPaEJsNFc1UzZmWnVOYzNxNjhfQ3dZSzBTOXpqd2MyYmZIclY5Y0p5RENybg?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis 08.09.2026

  ## Episode Summary In this episode, we cover: - **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) - **China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling - digitimes.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNUVY3MHV3bVFTU3hIRTVxS0hGeGRVR1hjeXB2LU0xenBSNlZIX245OUpHakZXVlhmU3VUcGhYWUg3OE5pcm94NzF5dWNYalVFempJUDkyN0hrbWp0UG1zQXhPaEJsNFc1UzZmWnVOYzNxNjhfQ3dZSzBTOXpqd2MyYmZIclY5Y0p5RENybg?oc=5) - **HBM’s Second Act: When Memory Starts Thinking** (semiwiki) - [Read more](https://semiwiki.com/events/372843-372843/) - **US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZlJFWDdJT3Y3NVRleW5iZFZzM2hwUQ?oc=5) - **Intel Leaps 2-4 Years Ahead Of Samsung And TSMC On High-NA EUV Lithography After Producing Its 1 Millionth Test Wafer** (wccftech) - [Read more](https://wccftech.com/intel-leaps-2-4-years-ahead-of-samsung-and-tsmc-on-high-na-euv-lithography-after-producing-its-1-millionth-test-wafer/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  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.com 07.09.2026

  ## Episode Summary In this episode, we cover: - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - wccftech.com** (google_nvidia) - [Read more](https://news.google.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?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’s Record June Revenue Signals a New AI Chip Pricing Supercycle - tspasemiconductor.substack.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9VdlpvdnVVSklPalhSeUFEamxOX19aeFJhd3gwM3BIa256RXZnY0lhLTNkWDdGVXV2NzZwam1DSXlEVVRmdWRyZXNtUFdMTnJiLUJTLTdlM0lGNUVCYWpRRUxkUVd2bHRCT0Zqd2hvU1N4dXRZWDRNLXRndS1aWFU?oc=5) - **Broadcom vs. AMD vs. Nvidia: Three Different AI Chip Strategies, Three Very Different Valuations. Here's the Metric That Explains the Gap. - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxNb21LOGVRRXlsQm9rTXBOT0hFTDJudjVERXEtY3Z1dTdUUGVqcmlKSGVEN1FPa0p0MDZuSHlpR3lLOEY0RWRLSEpac3ZOWWV2ZzBXelREd3BsY2RMSlpOUklxTW5BWWdFZmpjb0N3WEFBTXA0UFRtUUdUc1p2ZkJHNF8yOEN3eTlfNEJvVUxZSWlhSWo3Qnhr?oc=5) - **Preferred Networks AI Chips IPO Targets Faster Generative AI Hardware - The Cryptonomist** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE93WXY0UmRVS2FvY3kyMlU5MFhRSDIwaGlTRk1TaXB1TDlJUjJ2cXZka3hiWUJ5V1pkeFE2YjhadUE0cE1RUFhTcldDWGJ6RWF1eVB1X0FNYzlOZS13VFN6S09XODA2Qmt3dE44ZDdUXzlHblFuVDVpOTNn?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry 06.09.2026

  ## Episode Summary In this episode, we cover: - **Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry** (semiwiki) - [Read more](https://semiwiki.com/3dic/372087-comparing-advanced-packaging-from-tsmc-intel-foundry-and-samsung-foundry/) - **NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQOTFHLU1CVWQxN254QzFqRGpKM2M1UWZpRHlNaDVpb3ljWXo2UmJrZTNnMkd0WkpmTTJxWVpSNlAzbmRSM2k3azJsa0xKSzRhdmRsY0NWdWJyRnI2aFZZWTljUEpQSW9tWVRMc2IwQVJKMUFUZWtDR0sxeTQ1YU1UWlRIOGpIZDBzQWZSZnp6VnMxNzdmYXdMMFV2R05VMU82MUwxcQ?oc=5) - **This Nvidia challenger says its AI chip is 10x faster than a GPU - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOakRKSlVNRUdnVF9RaHE0VjI4NE90ZU9vNHpjNFA2aFhjdW1ZeEt6ZFh1ZnBPb3M2bmRENUFSM3MwNEpOaW5pQWpGNEs1S2l6YThUanNvczZMMURyM2huaDVQdTRmZlM2LTdGNUZEOHZlaDdiYXM5cTNqVjZYSWM3cmF4UjhTeWtZcFdSZnU2ejhrOUc2N2g4d3FQZ0w4a2pObGdqdmNTV1FBSWpWbllKMw?oc=5) - **Nvidia Rubin vs Google TPU 8: AI Chip Race Heats Up - tech-insider.org** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE91UVNFZ2F6NkZCbmVoeDZyRjJsTlQ2bHE5V3pHSmJVVUo4d3pKYWVBajk5Z3ROdTZSN2NaRk0zWVBWdHpBZ0VLTV9vaWk3MzYwXzk1RE1jM0MzSGRDRUhxTk1iS09leWpEMVpaanpPRjdVSXUzNEQ0eEZHYmY?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) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC 05.09.2026

  ## 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) - **Broadcom’s AI chip revenue triples to $16.7B — custom silicon now undercuts Nvidia - Martin Cid Magazine** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxOaFZjQTJ6MlJYTndtS01SanphT1I2a1VKVTdZYmxaWXFDNWdyT1YwS2JldEV5bnZPczkxSlJSdW53cFJJWTJfVEtVWS1rZDk2ZXNoU05kNUlvcjhxRHVrMFM1ZjRqcmMxQXV3RUJqSGhpUzNyU1FGMDRwYmtuYmZWNy0zTW12ZVBzNVUw?oc=5) - **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) - **Nvidia Rubin vs AMD Helios vs Microsoft Maia 300: AI Chip Race Hits $100B [2026] - tech-insider.org** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxPdXFYa3JfTjVyQlNBRjdrTFowYy1UQV9haC11eU9EdjhoczJIRU95Q3pSMnZYS3B4U1h4X2VQWi01WmlxWE1UWEw4WWhCZlFOdmRVcWItdzdqWlVrN2EtcnpaSXVkbnJIRWRYSVNGUkxJd1hwLUNNcEdnSGJkZUpxRmk4cjJDdw?oc=5) - **Chinese AI chip start-up bets on 3D stacking to bypass US controls - South China Morning Post** (google_ai_chip) - [Read more](https://news.google.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?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times 04.09.2026

  ## Episode Summary In this episode, we cover: - **Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxPTTMtM3Frd2RWZjliTUtDV1dkRndzcF9ud3gxYUJ0aE9oaW93WUpLN01jZnZ4S3BXOEVlUHkzVnctY1NMUklBVkFJYkdPbVhOQTFRbkpybVVMLUQ5M0wyZnpUN1g5SXFqVzNacjVZY0xpcm9HRWxyVF83WUtCTHFNdGpBVUZRY240ZDNkbzdIWV9Eal9qNFNrMEloTkF5NXptV25nak4zRQ?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) - **NVIDIA Moves AI Chip Memory Controller Into HBM Stack; NVHBM Memory Frees 25% More Compute - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi1AFBVV95cUxPSElpbnNPQ0pnVVhGbklJcnpicFA4UzFRV3RRWEp3cUNOZjR4dXh0NE1XQkpib3ZUNUVuVk5kUzVHcng3VUc0b2wzSWVZNXJJb19yV0wzY3d4ZENJbVFhTURDVXE1QmtzekMwa05RbllNMG1PV2hvLXVPbDc4Q1Nic1pPTkN1cDlwTDQ2UE4zbHV2cDBrZ25fZk9JQnRENUNCcjlMWFRRMk5VZFhQSUpqUDJwR0tQOU4zeXlPbXpyNHhocDg5OEgyS2NaNDVvZ1RMVUZLeg?oc=5) - **NVLink Fusion vs UALink: Why Alphabet Is Funding Both Sides of AI Chip Interconnect War - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxOd0NkeTRyd1cxbVNTamRJZWxUeTdCVmtCbFlRT2ZOaUprdEwwdHhxX2lsZm0waXAwZlpJdEFXWUlOT2RmUFUwUHItTW8yaVRVMDcwcXZqVjZCY3c1S3FVc1BxWVY4M29laVpyckY1ZDZuVnBhNVR5dEVhVTdyRG15eEgzMjhpdG9lMkp6UWhhTnVCbVJQdnd3YlRQakh3UFpfQUJENDMyYmw4SURyMFBwVUVGWkNTZkl4QmdabVBPUDgyRU8zbkVmeVMwOTJkTm5Y?oc=5) - **Marvell and TSMC lead AI chip boom with strong earnings and growth outlooks. - Pluang** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxQUVlEUGt3S3RnNlZOUU9FUHp2dy1RRXN5eUNaZ3JxamFlNU9obHBiUFY0cWw2UHU0MFRXOGkzektjZFg2WkFWaVd1bVFlbW1Kbkk4Z1lDbjJtRWFlYkstVVl4ZFRyVnF1c3ViQmROZ2dPQ3pWZ0VHZEhaQ0Z4XzRYRk5mNGRiZ0FUVFRvM0ZfODBEcnZjQ1JhQUNnV0lxblk1TUhFTUNHb3hLVXc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  US official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com 03.09.2026

  ## Episode Summary In this episode, we cover: - **US official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZlJFWDdJT3Y3NVRleW5iZFZzM2hwUQ?oc=5) - **NVIDIA Exemplar Cloud: Lessons for Unlocking Full Performance on AI Infrastructure** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/nvidia-exemplar-cloud-lessons-for-unlocking-full-performance-on-ai-infrastructure/) - **TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9VdlpvdnVVSklPalhSeUFEamxOX19aeFJhd3gwM3BIa256RXZnY0lhLTNkWDdGVXV2NzZwam1DSXlEVVRmdWRyZXNtUFdMTnJiLUJTLTdlM0lGNUVCYWpRRUxkUVd2bHRCT0Zqd2hvU1N4dXRZWDRNLXRndS1aWFU?oc=5) - **NVIDIA PAIR Turns Your Idle Home PCs Into A Local AI Cluster, Killing $1,200-Per-Month Cloud API Bills** (wccftech) - [Read more](https://wccftech.com/nvidia-pair-turns-your-idle-home-pcs-into-a-local-ai-cluster/) - **Meta’s Custom AI Chip Could Redefine the Economics of AI - hpcwire.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Zacks Investment Research 02.09.2026

  ## Episode Summary In this episode, we cover: - **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Zacks Investment Research** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxNLWRsVWxYMWVmMWdaelkwV0JmSFV2N0lsdlRiZzhwOUl0X3NlNEQyOEwzbi1tRnBmeXQ0cC1xZG5LNTR0MVlKMTFVMU5KTm5ReXVLajlQSkJRRnhBcDZMVDczdWU2ZkV1QTdrR1ZLaEkybE9WWmZmNUZZLWxlMi1qcDBSa0ZGX0hoczF5QWRBTHc1NVQ3RlZpcFpHWG1tSDJvZVA5V2cxM254ek9UNTV4UGZn?oc=5) - **Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - finance.yahoo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxObkJTSE1abHpyNU9ic25LdXVnS2lWWHk3ZEwwS25mMGp0TlNHWXdhTHoySnpNUk5VbEo3ZEpDelpOVExsMW5POFc4Zm1LRGdLcDlnSG5MQ0hsNndLeVl4WlVPOW5kM0VGZmR6c0JkLWlFNTVnT3d3a21vUGY5amtFcTdvRmZNT01RblRCbTNrcFpiY2c?oc=5) - **Nvidia pours $3.5 billion into MediaTek — company will adopt NVLink Fusion for its custom AI accelerators** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-pours-usd3-5-billion-into-mediatek-company-will-adopt-nvlink-fusion-for-its-custom-ai-accelerators) - **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) - **NVIDIA’s $3.5B MediaTek Deal Supercharges NVLink Fusion For Custom AI Chips - HotHardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxQQnlVZUdsa1I4VFNXTHFwd1R2ZFdwNjh4aUR0U0E3SzFOVHdnUWZXMkxSWW10QS1laThIVG5JRkZRZkxjNGpYU04tMF9TX0U4aUxxejdsMk5MeE9LcEcxaC1jYVZGU0F6eWhGZHRqNV8yWlI1dW5ORURwZXd3REVQSw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire 01.09.2026

  ## Episode Summary In this episode, we cover: - **Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=5) - **NVIDIA Invests $3.5 Billion in MediaTek – NVLink Fusion to Bring Custom AI Chips into the NVIDIA Ecosystem - igor´sLAB** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxNX09mUE9vUEMtS2ZDWjFJNXZBSWdDcm5mMUh0bU9ubWZ2TS1GTVpEVTk2RUl4cVZYOVg2WmEtTHdVLWh0QnU2Z2RrMk9KVnFUUWRScFdqR0s2bzN2Z0JGZE9ZUUZ0X3hrVjBCVW5KMGF1Qms0Z0N2Z1U0S0RpUXZtMHFSVXFZY2lCdExTNUZmSUc0bHhGZnFPa25mSFRaWG9lTmR5TTNwWE9GZTFRWnIzbTE1d1ltODRPVzhtLWtB?oc=5) - **Europe Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNTXBILVhEUjVRb3pHZ0NtUFdpUDdDSzF2NUQxM1M0NnFBYVN5dG5DZWVKMXBfM0V6TGRjeXZ6UTRUNXdjaFJSZjZWQ0xaOFBFbGFfMkdTVUJucWduQUFwNzVJdjlIWUNPNVRCYU5faU9GcVBHVHhrdFllTDF0VVZSbHJnYUFWQQ?oc=5) - **Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/ultra-high-interactivity-on-nvidia) - **Nvidia's NVHBM Push Puts Custom AI Chip Market in Crosshairs, Pressuring Broadcom - finance.biggo.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5LbFpYRzltd0F1UXB1bV9Qc2lqZ2RBQ2hxY2s1ejNLNWM0QUREbXozVmZfdHlEbEZOY293Z1pCaDR3bHZHOTd4cm96MzF5SjdmUEhDclNCc3pxOVg2VmhhNURyenpHWXZKSmVGTkRja0N5U0RkcGc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI 31.08.2026

  ## Episode Summary In this episode, we cover: - **Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxOVXJFcFRQRnhCNXphVkJlejRkcjBmM3plUVhVTllxV0V5dDFNeDRVX256dS1YM3ByRzNTd0I5QjdtZVJ0dXpUdEZkX3ZQak51OHZmWE04WDFNRkw2WThEZF9OdXpITU5TRi1xSE5kUC1KYmFhMXN0aUZxaGxuVzg5Qg?oc=5) - **Nvidia invests $3.5B in MediaTek as part of expanded AI chip partnership - SiliconANGLE** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPVWhJbXlUZ19sdXNsLTdoSGJYaGZPeXkxaG52QmlYUWVrS2QxOEZQa3B2R3NiSVJuSlFwNGNHR0JZb0NKUXdTTDROc2pmQ0FxQ2JoUFBUa0FEZ25lWlFFdjJhN08zanB1N2NYaGtYSWdmNVByajhORGhsTlpneHJuNjhRVEhJaTRsQ0xfNUtYNnVSSlV6dk9uUGRtYVdQby1RVmIxYzRoS1hUNkQ3?oc=5) - **Nvidia Q2 2026 Earnings Analysis: Record Revenue & AI Chip Dominance - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTFB0YlRCdGhqeFlfV1E1OFBNRTVGSExYVzRkUG9DSkRoM2pmalNpQktEVjVkNmpDSVNmVmdIaHRRUTh6UXd0VG1sS1ZONXRRSGtiaTJsUnVQbndQck1vOC1ZdkUxbFJubWE2UjFmakU2RmZDX2hTTDdKcUd0ZTVuQQ?oc=5) - **Nvidia Q2 Earnings 2026: Record $96.2B Revenue & AI Chip Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMibEFVX3lxTE1QUVVkVmdwd0E5UDhYQXFjdkljaGlzTHl3dDJlUXpDR0Utbm56OERiNTVGWGhLMU1fckpBQ2JRcmJkLTMxS2tsMFZYTGx6Wm8yZC11czdzN2N1ak5CZ1RCd2Z1ZUVKMF9LLWt3ZQ?oc=5) - **Weekly news roundup: US pressures Korea chip investment, MediaTek wins Google TPU, Apple debuts 2nm M6 - digitimes** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxNVHBnZkhmRTJoX1g0VjhkeTZjVENaRHYwR09VWFhKWDZKa3hqYUJxcENsSm51WGxtaGxyekhOVzJhVWFGR1laWUR3MGpycDhVX1ZtRFk0clJQblNsS1F0elpOa0RMWEIyVmdYT0xGalJBb1RjWEdBbmhLNk55R25IREU1WXY5UEJKZ0FmOUxSRDltODNmbURNell4aHFkaEpvNldHUWNLdW5pLWlGaGsyRQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI 30.08.2026

  ## Episode Summary In this episode, we cover: - **Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFAxVEQtWURtQ05relNLRzVYY1daTXk2NzhmclZpR1VIWnBQZ2plekd4cU9QdXMtMUJOdExSTGR3NkI4Um5oT3U0ZDhBY2l6aXJFZVUyZUVtcHRZQlJHNk1pLVQzdE80S3VXSzNMSXZ1VWdzT3dOVVE?oc=5) - **AI Chip Stocks Investment 2026: Nvidia vs AMD vs Broadcom Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTE1MOVhuVlhIVERKZEZTZXVCTlhlakhyYWljampFa0g0VnVvRWRfWF9BY0ZYeTZldjUxUTNGNXFTakNJY09RM0xSdTJCaDJDc3J6bTB2cGlIQ0dOTmlvWTBrVEkxQkt2NllnbThMVlFCOXZjbjh6dVln?oc=5) - **TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAJBVV95cUxPdkxuRkdWaFNIYlRqaERRMXpnZElPSnp0ajl2c29GZkNyTW9IN1F0blAwN3cxUm9zSjUyYWlHRk00eWk1eG9uSUNjZG9kVmk1QVJqN2sxWXJzRnBBa2ZpQXkxanU5X3Z5cG1ZNTE1dkk2TEJiQTBXSDQ3RmdVejZ2VFZJSTlsakZWMk1xSlJnRzByQ3U4UDRqZzZVTFNkVUxfSWNmVktqUFRCYmRiZU1xMnJ3am1TejR1ZVJJdDFlYUx5clBaeGIyRGdsU3RkM3N1Q3FBbG5PNnBpNFd2Ym5YeEo2TjIwdW1jZW4yNEVNMWJnVmI3VWs2MFpKb3gybDExeTZsNndnaVI?oc=5) - **The great data center delay: Why your AI chips are stuck in 2026 - Manufacturing Dive** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxOQVpWcE1vRTVLbzZ2TUJUeml6SUF0SGY5aG5wVWVZUlRWdGJwMHA1djBuMm1KejBpZmlUTXlkWGJlN2J1ZVBhQm1CZDlLTW5pZ2ZtSGRJcW12dTBjcks3NFhNUGpJZHE5cXI3VEpZVUIwLW5VVGlGM0pmSkd1b1hTN1hlQlZmYUxsTGZveUFZaUU0eUx1b1E?oc=5) - **NVIDIA Unveils NVHBM Memory To Turbocharge AI Chip Speeds By 30% - HotHardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE96bW5JQ3ZlWDJPbWVMaXhxSzh6UHM5ZUFCam8xME9vT1NlY2ZIMW5jZDRoelExQ3dyRUJRNWJ3andwY1ZzbV9EV3F4TGJrcmtfaV9fM2lqeEZhS194SFZuQy0zWXByemN1MWNleWxjOW5nS2JXeXNYTkhB?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV 29.08.2026

  ## Episode Summary In this episode, we cover: - **Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNYTQzaGlnN1JSUFM0WUV4eGhOWDhXenJLaGdtVHg5Q0JHdVlmLVBycmo3bmo4Rm9KWDVYLWlRazIxcThzeDlnVEZ4OW5fVm5LZkJQMmhBY2t5aEFIXzRuSVJ4bHI5Q1Q5WGJkSjN3OEpXX0Y2VjZva05KbDNlQ2ZYdkZnTW43ck5hQmNjbzdNTHJjaER5bWQ3YmdULVVUY3p5MXZ5OHdVWE5EeVZuUVJXSzZaUk_SAbwBQVVfeXFMTllweU4xWi1haGs3dHpQcFNacU1CbVlJQ1lVQ3pkZThlOHZtbngtU0NpZjFaRWNzbW5sVHhlRHo1dUlIdEQ3OGZTckYycm5HRjJseWNrMFA4U3RZNGEtNEsyWXNtSkFtMDlSVWdmTTZXdHQyZk02ZjZ3ajltWmFMVDlVYm16R3Ftd1BsM3c5dmFXekI1TGpJajUxQnpKNjA4ZWRHTHVZcVpZTmp3MTY5bVRGLUFvdTFEU2d6OU4?oc=5) - **Nvidia Q2 2026 Earnings: AI Chip Leader's Record Results Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMid0FVX3lxTE1aMnl3eVMxR0pUTWt4X3pmNng5cUpnZko2b0tTZGR1c0x6ek82elBBUVVMbDQwTXZTT05UUmx2UElZbHgwYktuMjJkbU1GYVc4RXlIZTdUVHdIVW01aC04eFFxNUI5V3ZqNXNvNjZEYkRmWWtVZjY0?oc=5) - **TSMC Stock Price Prediction: As AI Chip Demand Heats Up, Can TSM Hit New Highs in 2026? - TradingKey** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxPM3FHbEVkSTAwUDVGNVJFM1NsblpXa1R6NllybnJsRm9XX2JyZWJGWFR6T2puZHVDNWtFRjVmVkFsWXY0aUVUZFpFZFN2S0xPWnQ1Y2NQSl9tdkl0VXNIY0pveTlUWXZRdVNsZGNVYUxlYlFvODREUVlXOXcwZWxGeHZIZEN6VDZQaXJ6WjBERDdJalZZb1Vjc0ZrdFFEdnZIUF9hMWtqY04?oc=5) - **Nvidia Earnings August 2026: AI Chip Demand Analysis & Stock Forecast - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTE83VEdzc2l6d2xWeDR5cDVacU1xVkxtbFVROG0wak90S3M4UExOOGppUE9XZ1hNejNPZmJPRU9MTTNITW1mUUZsZVFJWXVBMjdmYVBTeHNzSmsybjZkLXFhLVhKY1ItNkEydTR4cFVwaW1pUTc1N3hremQzYw?oc=5) - **Google’s TPUv8s for Training and Inference at Hot Chips 2026** (servethehome) - [Read more](https://www.servethehome.com/googles-tpuv8s-for-training-and-inference-at-hot-chips-2026/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
• 
  Nvidia 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 28.08.2026

  ## Episode Summary In this episode, we cover: - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) - **Nvidia Q2 Earnings 2026: AI Chip Demand Drives Record $96.2B Revenue - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxOeVp1NW4tRktteFVDMXNycEhpS19KZUl1TEZoLXRyNTZrQW9xNXVhWGZrWG5MdVptZURDSmtxUkV6RDIwa1FFalZMSTZxS2RaWW1TZWVrNGFQVkY0UjFwc2g1TENINVlOM3NLS2I3ajhQM0Npei1Namdzc01MX1JORA?oc=5) - **Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRAM** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/hot-chips-2026-cerebras-lays-out-the-future-of-wafer-scale-ai-nexus-system-architecture-triples-rack-scale-performance-cs-6-wafer-to-incorporate-stacked-dram) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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  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 27.08.2026

  ## Episode Summary In this episode, we cover: - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In A Liquid-Cooled, Wall-Mounted Box At $0 Upfront Cost - Wccftech** (google_nvidia) - [Read more](https://news.google.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?oc=5) - **SK Hynix to start AI chip output in Indiana in 2029, sees memory shortage through 2030 - Reuters** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxPbGFaaDN4azFXVkpsOXY3T3VNbk9KOEdHQ2xqN1R4aGxVMWtnUERCWE0yN0pDRWhVNDUwTG1aekxQTEk0X2taY09ZN1JGTXNHNUMyR1Q2SmY5TEhOYVBHVzVSTTltVnRoeDhoem9vXzNZTjI5Q0NHWjBZU3Z3MDF3YTNnZ0pvOS1vRHUyQ1gxQ3NXdXhyeENEeXFlUWU3X0lCWG9UakIyUVVqaEs5NkRsemxJUnNDVHJwV21fZ2N3VUpuTUhTMnA3Rw?oc=5) - **SambaNova’s SN50 RDU for AI at Hot Chips 2026** (servethehome) - [Read more](https://www.servethehome.com/sambanovas-sn50-rdu-for-ai-at-hot-chips-2026/) - **NVIDIA’s CoWoS AI Chip Packaging Demand To Be Foreshadowed In 2027 By AMD Due To Agentic AI CPU Ramp, Says Morgan Stanley - Wccftech** (google_gpu) - [Read more](https://news.google.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?oc=5) - **Cathie Wood Loads Up on Cerebras Systems Stock as AI Chip Race With Nvidia Heats Up — Ark Keeps on Dumping AMD Shares - TradingView** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihAJBVV95cUxNMk1HSzhXNXlWTm5lZzM1UFE4ZkxtZEp3Rm5OQTNfRWU4SUZyQWQ0WjUteEFMZmJhbjNlVGJtdTh0UXNCN3dXUExxdUlQSGs5ODI5aEVlY1pYeGhndDJmWFR4ajAwZEN4UC1RNmxjM01tVzhkSWN2RzMwWERTYmluQm5NZDU1MDRDblhhZ0g2bTJFYVREVUVOMDRhcGNRbzRkT1RueUg1NDgxQS1zY1ZGaXA2RmFlQWktQ0s4dGUzanFMRTFPRm01WEU5bXBhSWZnUEJlMmR6Mm9fb3JCalNsSHJQZTZUSkxNb2oySnFJTjdUR1lGRXE2TzgwUTgxeURYbllRNA?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*