Skyler Monroe breaks down the latest in AI hardware - from GPUs and TPUs to custom silicon and data center tech. Get the scoop on chips, accelerators, and the hardware powering the AI revolution, explained in plain English.
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## 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_SAbwBQVVfeXFMTllweU4xWi1haGs3dHpQcFNacU1CbVlJQ1lVQ3pkZThlOHZtbngtU0NpZjFaRWNzbW5sVHhlRHo1dUlIdEQ3OGZTckYycm5HRjJseWNrMFA4U3RZNGEtNEsyWXNtSkFtMDlSVWdmTTZXdHQyZ
## 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/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2x
## 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.com/rss/articles/CBMijwJBVV95cUxPbHVZTFZweUNMbndFR1U4QTNoQW13OWNGRzVRdWFqUHlJZGpvQ05vT2gyMFI0MzN3elNsSjVOS3cyVnI3VEFFRHVLMzB3WVl3dkFYOF9tcDY4cVFHUFhSS2pPdFNxUkEtVGlqYWxPZXpvMlYxZ1BMMXdoY3o3Wlg2X0RZYUFwWE1xVHdSYmt1TUtSUGU1WnZ0eEQ1Y183d1pOa0E4dGYtZXRjYnVucUNfUHFMdEctM290RHFiVkpGU05TSjlwdy1mRnM5bUVkT1VpemNtejg5aHkyWXhIT3VzZUd
## Episode Summary In this episode, we cover: - **[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxOdG9KSmRHQXNscjVYR3lEd1lIMHVHTnRlWjE1U1pkVFBWaHh1VG5ucXZkOWoxYkhwbnRsaTNuOXVXajl5WHZ0ZVVoU05MT1l5TzcwOXNVM3FGdktKakZ6UVZCRmN5Z0lwZUYxQi05QUthemhNUHZ5cUpnWHN5X2VnQmJiRENOQUI5ZGo3aHVwc2EzcTlDa2c0a21uTFdfOTN5dzVsNTlUbzVZWWVUblNUdTNNVHZNOEtnZjVvNmpaZ3ltMnpydmNJ?oc=5) - **Fujitsu’s Monaka Chip 3D Stacks 2nm “144-Core CPU” With 5nm “SRAM” Dies While Monaka-X Eyes 2029 Rel
## Episode Summary In this episode, we cover: - **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/) - **NVIDIA Enters Full Production of Groq 3 LPX AI Inference Accelerator Chips, Supercharging Vera Rubin With The Fastest Token Generation Speeds Ever Recorded - Wccftech** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxNWjBhOElNdTFfSXUtUldoQTNkXzNoWlRQNUdjMUg2MXlrR3pwYn
## Episode Summary In this episode, we cover: - **Cerebras CS-4: what 30x faster AI inference means - TechHQ** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiaEFVX3lxTE84V25XWURodDh3dVg2MGtaelJ1b2ZtZ2lpWF9qY2VjWnhlWWpqaDJpZzNhdnZodXRCWDhBcnFEVUtTb3A5Mm9oS1hqUDVDUDM1TTJvZHVONzlXeC1rNWczS29uekZPN0Vr?oc=5) - **NVIDIA Groq 3 LPX enters full production, targeting agentic AI inference - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi5wFBVV95cUxON21wRkNvU3VKSW9fbzExVWVLR0lwSXhMbTRPYXdENDRKSXhCZFFGcTQtazk4WllILWN4UUNHRmNQaWxSak1jUkx4ai11NHpVQzk
## Episode Summary In this episode, we cover: - **NVIDIA AI Servers 15% Price Hike: Triggering $5 Billion Cost Surge for 1GW Data Center - 36Kr** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiU0FVX3lxTE4xdWd0Z1hSOVpBZkZDME12WU9NOXRxYWdwNnp0SHAxbFUxdzdHM1cwZlNCR0JVUmVfWUo0T1hfeC1UMVdBQzM5Z3RMeXVZalhmbkc4?oc=5) - **Taiwan Semiconductor and ASML lead AI chip boom with strong moats amid rising hyperscaler spending concerns. - Pluang** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxNbmVoZThrTUNMTUw2YjRJbjJLQy1CNXdGeXdnRm41Mmw2Nms0S1Y2R2NVYTE
## Episode Summary In this episode, we cover: - **Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi6AFBVV95cUxOTTBjRGQzRnlSb25mTTR3MXkzQi1DYmI2LWZHRlZJeVMzVkt3bFJOLTAtQ1o4eHJhaVNxbHpjVzhQeVpudUFaMXBJbWZrb0tWU1AySktScWFCcDZWaXpTWS1EUTFpbm14UmRJbnE2V0l6eUNwLXBGdjhnaF81NC0xb0djdVdYZ1ZTQ2IzR0lxdC1UX0tUYUUxR3BLbmJYaVY0TjVIaG45SEt0eW8zSGNlRzVBVVNQS0laVmpGTDdLMnpzVHE5QmVhNVVGb1FyZHpmZk1vZnhIS2E0UEEtUFA4RUk5QmkxakJZ?oc=5) - **TSMC’s Photonic Ra
## Episode Summary In this episode, we cover: - **Cerebras Unveils CS-4 Chip It Claims Is 30 Times Faster Than Nvidia GPUs - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxPcFVlQkFGd3dqTmVuekFNd3F6MXRNbEVkcEF0VnQtT0I1azVPR00tNGVoVDJPVm43aHVMa3VFSXduYnlGN3hxZlVtcE1DeDZzZjFYYnNvbldnQXB4el92MXNQbi1GQXBRMkRhUVhOcDc1SWJNbFcxa09kell6OW93MTBXZzcyTkJkakhCOWpPMGN3TXpHN25kendudTRwZXhPeXc?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:
## 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) - **Broadcom vs. AMD vs. Nvidia: Three Different AI Chip Strategies, Three Very Different Valuations. Here's the Metric That Explains the Gap. - AOL.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTFBDLTNJbzFVcUFQX3k2WTNZQ2VJN3lnRzc2YnhjTVhtVDFrOFhqVVNXcDF1aUlBMzVOMlo4cGQ4eGwwWXF3a3A4azVRd0ZQXzl3Q3djZmYyN3U0ai1VYkx6Q282SjhoTERGRmFi
## Episode Summary In this episode, we cover: - **Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxNS1QzN0N4QTc0b3B3ZnRub1pqSi0zaTRtOGZrUlRrbTdSVTVKSl9xd0tpUEw2aWZad0g5X0VUZnNFcnFYN0piOXRTN0VadGZjb1FIX3NrSjJ1RVJrOXZNaUtiVFhqM3BIWkkxX2sxUEtEU0dlOHJENTNBV2QwT3BVYU5pbmRpTFNCNEJQeXl6MEQ1UkNhYTUzd0RtR3B2dDYyc2tnZkluczRwV01VZTV1dzNYczJCeWo1MEN0OHJoX0w4bXJsS2c?oc=5) - **Groq raises $350M to fuel its pivot from AI chips to neocloud - TechCrunch** (google_gpu) - [Read more](https:/
## Episode Summary In this episode, we cover: - **China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-homegrown-ai-accelerators-to-supply-90-percent-of-the-countrys-domestic-market-analysts-suggest-cambricon-and-huawei-expected-to-be-the-biggest-winners-in-the-shift-away-from-nvidia-and-amd) - **TIER IV joins JST's Next-Generation Edge AI Semiconduc
## Episode Summary In this episode, we cover: - **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxOb0syMzYzVGN4dk9yZzRlNzJ4UmhUWVZKckNYX0VHRHo5TGhrWG9VTXNrM3Nuc1pyMER3M05KQVZSVUhuMHIzT3JNRmoza2pTMnV0QVZfT1FTNkRnSGJNNHU1N2phQUNfeF9ZMnRCMjlXTDBIckJtYlRXamxDS0xLQW5NMzkwRTlrY2REWjU4ZzdJVHc?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 proces
## Episode Summary In this episode, we cover: - **Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTE1OZjEzc19iT0dnTG4tSlpwTy1mc1VpcmJWeUE2RjFONEVYWDJoaFRJRjhuN0Q1RG5JNzM5TmFUSGlWemE4Y0oyY3E4ajRjVjgxOWYySWNlQmlEZnpmakNiX0JtYU9aZjZlRE9aenM5bEhyaHFXWmVhQXB2TQ?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
## Episode Summary In this episode, we cover: - **NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/nvidia-blackwell-tops-mlperf-training-6-0-with-industry-leading-scale-and-performance/) - **Nvidia Stock Earnings August 2026: AI Chip Leader's Q2 Preview & Investment Outlook - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1ZelNmOVRacVh2WDNfTXBQMmxJNFRyWDdWU1hWUzdrY2RPMDhGd3hkVzZySjdEOWtGM1plZ09zTEJGSzNPbzlfbE9EWnkyUjVqYW1teHc1b3dMa25ObGJIbXdPOHotaF
## Episode Summary In this episode, we cover: - **TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTE9reG8wSVVSeHBqMDBDUDlKTDMzdmJGQV90OGN3UTBHdXY1c0hnQU1OQXpSaXlVcTJvZ2NoQ1c0RE1ORzJDNnpkY1NZdF9PVTNTMGFkb2FOWQ?oc=5) - **Nvidia Draws $500 Billion Bet on AI Chips as Wall Street Weighs GPU Value Over a Decade - bloomingbit** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiVEFVX3lxTE1rOTRjNlBtSWpRS3M2c01DUER0SHBwWjR3NFBwMjdsd2Eta2dXcGhtQk5JM0VZNGZMNEh3OVpTS1BMUTNXTm
## Episode Summary In this episode, we cover: - **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/CBMiiAJBVV95cUxPdkxuRkdWaFNIYlRqaERRMXpnZElPSnp0ajl2c29GZkNyTW9IN1F0blAwN3cxUm9zSjUyYWlHRk00eWk1eG9uSUNjZG9kVmk1QVJqN2sxWXJzRnBBa2ZpQXkxanU5X3Z5cG1ZNTE1dkk2TEJiQTBXSDQ3RmdVejZ2VFZJSTlsakZWMk1xSlJnRzByQ3U4UDRqZzZVTFNkVUxfSWNmVktqUFRCYmRiZU1xMnJ3am1TejR1ZVJJdDFlYUx5clBaeGIyRGdsU3RkM3N1Q3FBbG5PNnBpNFd2Ym5YeEo2TjIwdW1jZW4yNEVNMWJnVmI3VWs2MFpKb3
## Episode Summary In this episode, we cover: - **NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan** (wccftech) - [Read more](https://wccftech.com/nvidia-a100-defies-deprecation-as-coreweave-rents-it-through-2029/) - **Fraunhofer Deploys Germany’s First Blackwell AI Cluster for Sovereign Research Data - techtimes.com** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMizgFBVV95cUxOaTJiZEM1SkZKNFlNbWc5QVhKa3pyYWNlOGFKdUNUVWJjOUpKM3NOYUpxbUVBeERuck95aUZDRURkNnFNTU10RUZ2LVMtRGdyQVM3Y2xUaU5zSExvd2lSdGJLR
## Episode Summary In this episode, we cover: - **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) - **Samsung Unveils zHBM Memory Stacked Directly on AI Chips to Ease Shortage - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiowF
## 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/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2x
## Episode Summary In this episode, we cover: - **AI Chip Startup Taalas Acquired by AMD** (eetimes) - [Read more](https://www.eetimes.com/ai-chip-startup-taalas-acquired-by-amd/) - **Nvidia Stock: AMD Just Ramped Up the AI Chip Battle - Barron's** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMickFVX3lxTE5LSFA3OUxFTjZXUDZia3Z3ZUxqcW5xbXJDVXRNb1pjdG9SMVdXUnlHdGhiMkQtanl4RC1zZHVCeDBzRVFkNnk0U3BnZzg2SElYSTNMR196bE1YTHU0bmVHTGNXY0Vqbm5CU2xyY2JBREtpdw?oc=5) - **AMD to Acquire Taalas for Model Specific AI Inference Chips** (servethehome) - [Read more](https://www.servethehome.co
## Episode Summary In this episode, we cover: - **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) - **AMD Snaps Up Taalas Weeks After Cerebras Deal, Chasing Chips That Bake AI Models Into Silico
## 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 Developer** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVThRSC1oeUFUZm42VVVjcE16djhZcGRReVZiRGtIT0VGdXluUVpuSmF5VkdOV1dyREZEVExXalpWMmthcW5KZndEak1CU2toV2hUdkFLT2VtOW5jWGpSRjdEdTkySmVjM1E?oc=5) - **China’s DFSX DF1000 AI Chip: A 14nm Accelerator Outperforming
## Episode Summary In this episode, we cover: - **SK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To Resolve AI Inference Bottlenecks, Targeting Up To 3TB/s Bandwidth** (wccftech) - [Read more](https://wccftech.com/sk-hynix-sandisk-high-bandwidth-flash-hbf-standard-3tbs/) - **Etched lands SK Hynix investment after betting on custom AI inference chips - TechRadar** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi0AFBVV95cUxNUkVCREJTcV9ubUxGdUNzSWFxSTNfdDFmbmRXUDlFOHN5OG9PNzRfMmlDRDA4djZVazNlTVE2ejhsM0NfYzZYeWlOU2Q5RFg0WDN
## Episode Summary In this episode, we cover: - **NVIDIA Stock Analysis August 2026: AI Chip Leader Market Outlook - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMia0FVX3lxTE1iZGdIcXM0T055WVhJdkJCb0ZYSDdKRVZVdjRRaXRGNmpJUDlTcnFVS29hYzZyUWZJVzlpQ0xuNlpJaFAyem00bUhKc0MxRThIVjZLRW5nTmF6NWdTd3daMlQyMld3TTZQZnNN?oc=5) - **Olix Raises $312M for Photonic AI Chip That Ditches HBM: Britain's Biggest Semiconductor Bet - Tech Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi1wFBVV95cUxOTll6dEt2ZVRYd0ZXQUtoOVZaR3VWa0dBTDhsYzd1amlPMUJ0QWF
