The AI Hardware Show

Episodet

• US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com 14.06.2026

  ## 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*
• Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials - Yahoo Finance 13.06.2026

  ## 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*
• Delos Data offers AI chip startups a fast track to rack scale 12.06.2026

  ## 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*
• NVIDIA’s Feynman AI Chip Poised to Break the CoWoS Size Barrier as TSMC Rushes CoPoS to 2028 Production – Analyst - Wccftech 11.06.2026

  ## 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*
• Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes 10.06.2026

  ## 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*
• Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 09.06.2026

  ## 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*
• Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com 08.06.2026

  ## 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*
• Nvidia Is Taking On Intel and AMD With AI Chip for Computers - Yahoo Finance 07.06.2026

  ## 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*
• Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge 06.06.2026

  ## 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*
• Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics 05.06.2026

  ## Episode Summary In this episode, we cover: - **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 Debuts an AI Chip for Space-Based Data Centers - PCMag** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOTF9LcVA4dlU4NFVLejV5UDhwU05iZzlZTGdXMEtZdzVueUFCNzkzcFFhZzVQWmFlbHhRZllUZ1ZMNklaRFF2ZUx6U0ttY0hRcklYLXloaG1rd1Q0dFI2RHphQ1lmTmdFQTZoanY3MngzNFJUNU9NeVUxUHFYWmZfX1VVam82S2c0R2pydmpSNlVCYkU?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) - **Frore shows off LiquidJet Nexus coldplate for Nvidia Vera Rubin, other AI accelerators — offers up claimed 10% token generation boost over rival liquid-cooling solutions** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/liquid-cooling/frore-shows-off-liquidjet-nexus-coldplate-for-nvidia-vera-rubin-other-ai-accelerators-offers-up-claimed-10-percent-token-generation-boost-over-rival-liquid-cooling-solutions) - **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) --- *Sponsored by LimitLess AI*
• $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 04.06.2026

  ## 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) - **The AI chip packaging battle intensifies! Taiwan Semiconductor's CoWoS capacity faces strain, prompting Intel's EMIB-T to step in and support Google's TPU supply chain. - 富途牛牛** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiswFBVV95cUxOd0E1Y3JaUFA5NkhWTEhnRXMwREkwaGowSUl4VnBHYlhmdkQ0RVhMVG1fZmlva21rMTRlUXhQekRyQXhKaUN3TWJ4RVNDS1huQmI2WWtRTEFMc1JJS2Jzd3FsZHhTZmJZUHNOVzJkekU1QldIR2c5WXZidmhNTVU1XzN3ZnhRazJSRkVscEh3UzdGcU9PMS1rOTMxTWRfTl9WRkNzRmpxOWpOY084OEkxbWxYRQ?oc=5) - **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/) - **Apple reportedly plans to power Siri With Google Gemini on Nvidia's Blackwell B200 GPUs - Notebookcheck** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxObVFqLTZMV01TTjNsbWRVNmFFeW9OZV82YW44Qjl2TlhjMVd0TnlYbXIxdjVuMXd4aGpVd1BFNjFyMHdxWlRENkRncmZKR2FwN25aYnNfR0RRZWlZVlNyZVFsdWV5QmJoLTE2ZXpDZTgxdEtMODE3NWl3OWh0bFMtcXhFZnB3Sm5yQjlhYUhhZGxETjhlS1UzcXh5QWRnSzRCa2Y3aE1wZ2c4cS0zdGRPTklsZnJNT0MtUHhSNWUwM2I4OEZRb1hXR1UwQzc?oc=5) - **Cerebras is turning Nvidia exclusion into an AI chip strategy - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxNY2hQUklscE5MZEdQQXBXdWtqQzRfeTRCRHA0cTNvWnhoc1VLR0lXMGxiWng2UkhKdnJ1NFFFVXJIdDhtdTJfd1BwUExGVEZSOE1TLWtOZjZpTXhqX0xVUDJia1VQdFl1c09IYVJGN0R2YkpGOFN3ejNROTBBZjR5bkhnZ2hXUG1UXzB6MFJ6ZURBaG8?oc=5) --- *Sponsored by LimitLess AI*
• Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling 03.06.2026

  ## Episode Summary In this episode, we cover: - **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/) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) - **Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/) - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **Marvell Scores Another Win After NVIDIA CEO’s Trillion-Dollar Praise, As Google Hands It A Custom Networking Chip For The TPUv8e On Intel’s 18A/18AP Process** (wccftech) - [Read more](https://wccftech.com/marvell-scores-another-win-after-nvidia-ceos-trillion-dollar-praise-as-google-hands-it-a-custom-networking-chip-for-the-tpuv8e-on-intels-18a-18ap-process/) --- *Sponsored by LimitLess AI*
• The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond 24.05.2026

  ## Episode Summary In this episode, we cover: - **The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia) - **Large-scale, SRAM-based LLM Inference Deployment (Groq)** (semiengineering) - [Read more](https://semiengineering.com/large-scale-sram-based-llm-inference-deployment-groq/) - **Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case** (toms_hardware) - [Read more](https://www.tomshardware.com/desktops/servers/taiwan-raids-12-locations-in-its-first-formal-crackdown-on-nvidia-ai-chip-smuggling-hunts-three-fugitives-for-document-forgery-fraudulent-declarations-in-super-micro-smuggling-case) - **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/) - **Nvidia to launch AI chip for data centers in space - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVl94UVFMaFhJUmM5aWM1QlRRajRVTHU0SG9ZNG1vMU8xVk55LTRtdDFFZFlXREd3akRwYThWVVk1WFdwTmNnRzd2RWNXR3JJRUVhck1BOHk5b19jSXZnSEVsYlF2RmZhdHdReEotZ1ItWkkteDRENUI5Sy1TNTZocWJsLWlVNUFJZ1B5dnYzYkh5YmJESTR1S2U2dkw?oc=5) --- *Sponsored by LimitLess AI*
• AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards 07.05.2026

  ## Episode Summary In this episode, we cover: - **AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards** (servethehome) - [Read more](https://www.servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/) - **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi_AJBVV95cUxNRFJBVkJvNlFGbmR1T3RJdlVGYzNGZ0I5R2pqX3VYaHQ3SF9CVjZnbTZnR29sWGd3RE53SkhKTkxzVnJIZjJqdDlxQTlXZzQ2U0ZLLVVoOWdfaUJMcEx2Ym5pOVF2R2pZaEQ4cXRpS2NEdEk5UEhPUl9IQzFDeHg5REc1WDFUbUIyRlZyVGwwbkNtbkJScXk5RkdJYUJ6YXhjZDFzd05yQ18yTnVjMEZVVjdRdUZMMEJRWFlaRXBySFZ0U2VsQlJqZUctaFc1MVEwS1ZFWksyNi1KZzU0UEZKeDVsTldkcTlWb0paMktEV09qWUtyeE0xeE1ETmRHSEEyTDlWRTU1cDR0RzM5ZHVSTTlFalJ3TzhxUmFCWjlreEl3UlJ1eU5mTjk5eUNKdkxuT3EzaVpjcmFqN3V4eW5aX1RDMmVvRV9fVWl0dG5ueUt4bmU0VmdsYkNpYTRVZFIwYmxISGxUeWdweDk2Ym55MzBKZVlfTkpqSFV0MQ?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/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQUU9vT2lsNmEyRTdfdnBFSkVJWFlzVnlFbmY4MEdTZ2VtR3RweU5KakQzczkwOENWWlZfaVp1NEdENzFSSXJuRU1Fa0drcmVJa3JBVms3SU1iZzNDeEFrLWROTEFVUnQyTFk4blNvVlBxbzJVM0dodnl4WTRaUGhFYXdfaUJlM1JDeWhOSi1GQ2VHaUdQVmllYkR2cElkZF84cFFKc25pVlNLUQ?oc=5) - **AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/amd-announces-mi350p-pcie-ai-accelerator-card-with-144gb-of-hbm3e-roughly-40-percent-faster-in-fp16-and-fp8-theoretical-compute-compared-to-nvidias-h200-nvl-competitor) --- *Sponsored by LimitLess AI*
• Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield 06.05.2026

  ## Episode Summary In this episode, we cover: - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **NVIDIA Dominance Unshaken as Data Centers Hesitate on Google TPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxOR3VEMkZzSVFaNUlvaWc0czJzUkVDYlRuSGd2bzJvTlFoa3VuVmZscFNzYjRERzZpVVJTY1lrT0hYYWdJQ2RocHNuYXdSZ2xfNHp1Wi1qa3M1WWptU2Zqdk1ST3ZBYk5SNE84ZFJwY1BOZFdtQl95NXg0Z1ZvQlFESjZwWTVHTFg5?oc=5) - **Google Expands TPU Sales Amid Nvidia's AI Chip Dominance - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPQjNPTFZCRFFsQm9jcVJYaFVkb1I0TGdmU3FaYjNJX1JTOVNONGhTb1J0VFNrdHc3N0F5emR4MUt2T1pNREFyRDgxZHdDTEdMTFMtQ3pJdUlvSGJXVHF6TzFfSXNWM28zR1FYLUstVFNNOE5MTDlUMndIWERNUDVVc004LUNiakxj?oc=5) - **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) - **OpenAI Got The Whole AI Squad To Accelerate Large-Scale AI Training – AMD, NVIDIA, Intel, Microsoft & Broadcom All-In On MRC** (wccftech) - [Read more](https://wccftech.com/openai-accelerates-large-scale-ai-training-amd-nvidia-intel-microsoft-broadcom-mrc/) --- *Sponsored by LimitLess AI*
• AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz 05.05.2026

  ## Episode Summary In this episode, we cover: - **AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxNdldyc1ZQRENaNW16WmtGVHNNVGo5cENmM2NEa3g2NEFacnRfWXZLankxNGJOR1JuZmtiQUpHMnRCNy1MNHJYeVdFN0sxbHhidkFhOVhreUxnT2JTVWdMZUtOT1d3VUhieDMwNkFwS05hNWNSZzJrZVYxd01tYUdubWFzM2lZMWdWTU1FVVpkbGM?oc=5) - **Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-ceo-jensen-huang-says-china-should-not-have-blackwell-or-rubin-ai-gpus-firmly-states-us-should-have-the-first-the-most-and-the-best-when-it-comes-to-ai-hardware) - **NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE45TU1qajRialRGMU1qZTlGMWVQSFlsUk1STlFiZ0o5ZnBiT1hMdWZwZGNhR190RWxBREx2bXZGUXNONVMwQUxlMTZuaHZtZUZLT3lkYlhhMGN2U2V3ZzJnTGhuaGR1Xzd6MWJtSTRyU2p1a1QwYVZMb1FDWEszZVE?oc=5) - **Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOeVd0dldRVlZSSTJoOWNzbURvcXFnbjRiVGVIV3p2dTZwYjMwcU9sWGU1azJmbzR0dTVKaDVWd3dfNy1Va0o3YU9SRnlNTmFaOHVTU0p4T2FJdXFzWWhVMHdzZGlDUDF1dWlETzJTQS1uLWlHMWQ1dVlUTVRTYVE2RnpFcmV1TmtjMnF3NlZOSV9ibE54am9lOA?oc=5) - **NVIDIA’s CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets** (wccftech) - [Read more](https://wccftech.com/nvidia-ceo-jensen-huang-draws-a-hard-line-on-china-no-blackwell-no-rubin/) --- *Sponsored by LimitLess AI*
• NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures 04.05.2026

  ## Episode Summary In this episode, we cover: - **NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures** (wccftech) - [Read more](https://wccftech.com/nvidia-feynman-gpus-push-power-semi-content-17-times-higher-vs-blackwell/) - **Analyst Warns Google’s Intel TPU Bet Hinges on a Brutal Yield Jump From 90% to 98%** (wccftech) - [Read more](https://wccftech.com/analyst-warns-googles-intel-tpu-bet-hinges-on-a-brutal-yield-jump-from-90-to-98/) - **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 chipmaker Cerebras targets up to $4 billion in IPO - ET Telecom** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) --- *Sponsored by LimitLess AI*
• QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS 03.05.2026

  ## Episode Summary In this episode, we cover: - **QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS** (wccftech) - [Read more](https://wccftech.com/qnap-pairs-6-year-old-zen-2-epyc-with-nvidia-96gb-rtx-pro-6000-blackwell-in-new-edge-ai-nas/) - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5) - **Anthropic Eyes UK Startup’s Fusion Tech Promising 100x Faster AI Inference at One-Tenth the Cost of NVIDIA’s Groq** (wccftech) - [Read more](https://wccftech.com/anthropic-sets-eyes-on-uk-startup-tech-speeds-up-ai-inference-100x-reduces-costs-10x/) - **Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiwAFBVV95cUxQaUtfRWVQMmFwVHhkRVByUGEtbUZuZkRJSHZOUnBXY2VsNzhNeG1PRTJRV2xlejdMQnRMZU50ZnlUNm96MThsMktlMDlSSTVPcm9MNUNOd3FzanNZQmhHR3dSTnNTYjdOMHFTOFBFMXB1OWFUVGpxQ29xQnhucFNJVk9iNUF5Y2YwSnRrLVBVV3YtT3ZMTXhOcXFvNHJlaTJfc1dFMGRqM3o5X0dNU3JNLU5qMF8xNUthYzZUS3RXSkE?oc=5) - **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/) --- *Sponsored by LimitLess AI*
• Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform 02.05.2026

  ## Episode Summary In this episode, we cover: - **Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/) - **GPU vs TPU: can Alphabet’s home-grown chips really threaten Nvidia’s AI lead? - Saxo** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTFBpQkoyLUFpSVkzZjJVcW5iM3dPYkFITXl3czNIUmlwMWtucjZTWEE2UGJBTC1DNGRhT19QbXhIM2hvM1RVYnB6REtrZmNOZS1KQkFKTThKd01FZ244aW56T3B0b2lpeUU0MUdvNHJ2aXd1Ym1Jd0FWcg?oc=5) - **Accelerating Data Processing with NVIDIA Multi-Instance GPU and Locality Domains** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/accelerating-data-processing-with-nvidia-multi-instance-gpu-and-numa-node-localization/) - **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/huawei-could-seize-chinas-ai-chip-crown-in-2026-as-nvidias-h200-shipments-stall-in-regulatory-limbo-beijing-pushes-homegrown-ai-hardware-dominance-in-a-market-projected-to-hit-usd67-billion-by-2030) - **Approvals for Nvidia and AMD AI chip exports to China stall under government bottleneck — 20% staff turnover hobbles Bureau of Industry and Security - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQWUhrX0RMMmtwQnFPRlR4eEFibXhsOThXNExBQm40cWRjN1Q5am9BN3FfOTdjX1ctRFpyOEl3c0Rjc1c4emd2aEFfdjZ3THhCUnlmOTM2dXpqUDFlT3J3aHVGSHNEaTRLU1ZIVS1zZjdNUWczUW9YV3UzdXBEa2V1VUZTTjF2UUR5U3pGZFBZZTB2ZHlwblhseW82UWdEVU40eHhqNTBpTDJTcUV5VUhsWkJQR1A?oc=5) --- *Sponsored by LimitLess AI*
• Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes 01.05.2026

  ## Episode Summary In this episode, we cover: - **Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQU2hWcF9XZWdZdnZTVFlIZEpUVDAyYlBhLTVkbldPUDRENkxOYnBfSnpFMjJLT2lKMUtDTEdYMlZ4d1pacVRQRkZpVXBvV3Rmd2lySmJEZERuM2xQYXNVVWdXVk9xQ0UwOXFVVF9tUFNOSnZXVktXRzZNbFpEWXRRUzhvVXVvRVdFY2VR?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) - **This Light-Powered AI Chip Is 100x Faster Than a Top Nvidia GPU - SingularityHub** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQTm9hQlN3ZGVJemZ1RVBQNUNtM3RJdUQ0cFJ6LU1xNDYxLTBXdnVCM1VvMUViMGlyTlNmcDVnd3kzakRNZV8yWXhpcFhVZzJqRWhveG5yR0RSdmh6TGRGRU54MTBwQnh1LUpkUzcyLXQ0NUhXeWVSZEc2dGxoUDhJZmNUa0FRQS1JNW1FcTFfUjFaZThsM1BUZjc5eEFaelM4UGhQWg?oc=5) - **Nvidia Eyes Bigger AI Chip Output After China Orders Flood In - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE5waE5yNlhnQlFJWlR4dVNBOTZ2RjFuelJjVUItbFpLWUNRSEotREFjN1RVVXhvdkY2RE13QWJPajR2SlQzaE5nSWo4a3EyaHRFSHVBZnI0Z3NyQkdXeWhiYjUxRDNGQ3FNOWxkZnZEb09IcmxkQWFnRG5acHA?oc=5) - **Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOVG8zU3NmR0xkeDlaMmhNQThNZnN6MFZtV2VfbnNMT0ZYcVJFLUJiaENlTlRGNE9KMXZSdDhMZVdyT24wcE9JdWxJTWNVSFJpOEU1Vm03aXZwT2ZONnh5S1ZBeXFOOERIWVBBNlg5WnBPTVBfM2VSX29maU5UN2h2amlRVFIwN3BXdnNrVDItWHZaSDlLX2w2UF9TQzVUYVd5QUHSAacBQVVfeXFMTm9EMGExa2dMN1pKMWQ2MjZUc1hST2ZCNnFsYTFENlItc3plcm9rdjd1Y3RjLXFQZ2t2V0ZKWW1tLUNwRTRUZW1LbkpkR05JcnNteFk2MUNfcWFWZmJnQWp1RnVISzJMS3UwUk1SQTF0cU5welZqVVdvTElyS3dvS0tpVUlYOXNUOXRuREFnNG4xbzNORXRLaEtpSW1qSWtJLUx6bVJzeUE?oc=5) --- *Sponsored by LimitLess AI*