The AI Hardware Show

## Episode Summary

In this episode, we cover:

- **DeepSeek Blackwell Claim: Hidden AI Chip Fingerprints - Brave New Coin** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNTFlCWjZyTENkYl90dXRCSXFDSU8xR0JFOTlVcmJPR1hqWVBaeGtkLTdQS0ZTQ2VhWFY3M0Q5V0s1NjRxZ3YwcmJlNEk3ZHNyWkFmM1RzNWhLQ2NQQ3RUY0Fpc0lwbW95RHFiSVp5dUVweDVfdktnRGs5REFPVkpFdlFxSkFIWVljU3RhQw?oc=5)

- **Nvidia After Jensen Huang. Are India’s AI Chip Deals on Track? - Open Magazine** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxNaXl4LTRCZlRpekJQbGlCVzIyUGotT0J4eFlDTzlUeGNrZmVQaXVwSllaRGZWbFVRclhnVmZ6S004N29tdUxHSmFuMmVJQmI1T2ZyWmJXLWFUSFdMOWdhTkxPUWFwQ0dCX3A5Rkp2dzkxTG1IRXREcTItZGl0RjZGSFp4aDZadnloaXZldUt5aHBpUERES2ZuNA?oc=5)

- **Lawyer’s eight-V100 AI server moves DeepSeek from 2-bit to near-NVFP4 precision** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/lawyer-upgrades-eight-v100-private-ai-server-to-run-80-percent-of-deepseek-v4-1-flash-at-4-bit-nvfp4-precision-adds-1tb-of-ram-an-nvidia-rtx-3090-and-fixes-crashes-caused-by-a-bad-psu)

- **Marvell and Intel Rally 7% as CoreWeave's Results Reignite the AI Chip Trade; Taiwan Semiconductor Climbs 4% - 24/7 Wall St.** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMi4gFBVV95cUxOams4aFViZ0MzZnZKUXdOUEUtcVJ0QzNQTXpLSjExRjctOVdOZnhGZDU2WVlQWFJxMUZYNjFabC0tU1NMekFxT21VdjktUkNFZDZ4WmRFMi11MHY3MllzWXRPV3FhbjZ6dkxDV2RFMEY4XzVfZzdUTVlFcy01WU5PelljOElGb0dmekt0ZmZsbzU1NWJnTVczU0loYVpfNkJYQWUyZ1Y0MnBXaXlqTDN2MFZBME5xZFdVcE1iMGxWbVo3bnY4TkxTVnBMYUNON2FBT1J4YlVQQmg2NnRyZ2pmbU1R?oc=5)

- **Nvidia Export Curbs Put AI Chip Onshoring Stocks Back In Focus - Simply Wall St** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMizwFBVV95cUxPQ3p1eHVMaHR3bHQ1S2tWSjNac00zWFBGQTcwUWdRcjUzRWNOZ3R6S20tWi1EanJzdm5oV01UYkVJckRoc1Y5Q0lFSVRkWjQ5dGExYllCU3M0ZHpWLWd3NGlNUDJDeHk5eVVxTE9MRFZqQUUwRmlnZWtBbHVic0VNMUtkN3gxbzJna19hZTJueWJiTk9mM1lJTUFxSnl0bzJEWldSb2stbVppREhPRF83U3c2WFBkUDVoU1I3WEg0OExqYzJ2YmQwdkkyQTcwRTTSAdQBQVVfeXFMTzZkakYzZWJaUWcyLW9Pam9rcnJVVDJvdmRsNUZjUWdRUlpvRkNWWXlfbXVJQ2piQWUyRlI1OEdzdTUzc1JNaDFyWmxzRGZkMElEZUY2MGVUODV0TWNlUFp5MnIxdENsVjdIcnpWbmFOTHBnaFJ4anZpdlJoNk9hd1RPdVVTcWZrMVNrZmhyTzE1TUVidTVBQlZ5WmFrdlM1bnRnSFRWazB2cUdaZi11dDExTmwtMGdWQ1BVMEFZT25keE5BSmNpd1VSa2RZYWtNWmVwbi0?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Malaysia and Singapore step up Nvidia AI chip probes as charges brought against Chinese national over 917 smuggled servers — firm at center of Jensen Huang controversy announces inventory audit to account for all restricted GPUs - Tom's Hardware** (google_gpu)

- [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)

- **South Korea to Invest approximately $600 Million to Develop 10 On-Device AI Chips by 2030; Samsung Foundry Gets Priority on Prototypes - BigGo Finance** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1nTjFqLVo0eUIzbUM1NFFydFhSWldiYjNLbVIxTzVTVjJ2Yk5ITEpKUWpadkRHWkU0Qlp2R2J0MUo4SlNicmk2aXhIYkZiOFJxaXo1djVSY2otTVh2NGJIRm1Ca183RndDZWVWOElGQXZBZWJpamc?oc=5)

- **Despite Jensen Huang’s Exit And Tightening U.S. Sanctions, China Is Advancing Billion-Dollar NVIDIA AI Clusters; New Report Finds $3.2 Billion Computing Hubs** (wccftech)

- [Read more](https://wccftech.com/china-advancing-billion-dollar-nvidia-ai-clusters-sanctions/)

- **Malaysia and Singapore step up Nvidia AI chip probes amidst Jensen Huang controversy** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/malaysia-and-singapore-step-up-nvidia-ai-chip-probes-as-charges-brought-against-chinese-national-over-917-smuggled-servers-firm-at-center-of-jensen-huang-controversy-announces-inventory-audit-to-account-for-all-restricted-gpus)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Nvidia Tightens AI Chip Tracking in Southeast Asia as China Smuggling Concerns Grow - TechRepublic** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxOX0N3YXlhbHE3dlc0VHZ2OTNDYkdtSjA4M21ja3QtbmRmRFJHNkZVQV9GYUlpU21GeFZTX0NKOGF0d3RmTWxqN1FHaGZwMlIyTUxQa1VkRVpVNzJZT01qTDcxV0Uza0RZZ1hJUUc2QUVaUXdwSVZ0ek44QVlQNERkTzZhRlhOc3lHc0JnOFl4di0?oc=5)

- **The Iron(wood) Throne: Google's TPU Stakes Its Claim on Inference** (semianalysis)

- [Read more](https://newsletter.semianalysis.com/p/tpu-strikes-the-king)

- **TSMC Shares Slip as Nvidia CEO Exit Rattles AI Chip Trade, Board's $1B AI Bet in Focus - BigGo Finance** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5ycGkyX1F5bVlqa2lUejhfS3VHS2c3TVhsQ3lNUDlFc0dZT2ExT1RCSnBucE9wc3E0R21sUEhZNHpnLXQzNkpUczYxdjNJRWtzMEJvTkQxTHg0VTlacEFTXzZNbHVJenZLMUZZdzFhVGd0dllhMVE?oc=5)

- **TSMC’s Revenue Rises 60% in a Sign of Resilient AI Chip Demand - Bloomberg.com** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxONGRJQkVuVkdsUDBxN0RaX2F3a0FqWmlUajBQX1NkY01SY293VnZicy1OYUMwaFJkMUtMczQtVi01c25RYnlianZwNGI0Umh0MTNhbjFSU1p0MHZMVUl4VFdSN3ZvZW5ncHV4VlU2MmJDbktNNlcxSG5vTm40LTE0X20wREg5X05jOHRQeFlBVkdnTk9ISEFvVjZlOExmSHMzMkNPSS0wMkFQSElsTzlBQjJ4M0M5R0d6MmNJLWFqQQ?oc=5)

- **NVIDIA Allegedly Became A Roadblock For Federal Investigation In Megaspeed AI Chip Smuggling Probe After GPU Maker Intervened With Commerce Department - Wccftech** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxOcFRSdlBQa0J3Z0pZWTBKeDFrNzdnbGE4aWUtaEdqa0EwTS1Bd29GcWp6MTRJNzh5Z0dZTTZROUQxNXNrYy1ndTFHR2Z5d2dTS0tiQXpPR0h1UDJybEhfOXZuTVA4T1hPYU52RGthclViaUpfWVBNbFcxV0V6ZzhSSG5IMG5jd2N5V2Vud0xLWHVkU0NNN0F0U0lUd9IBoAFBVV95cUxNZU44NktnQTRxOXJhVzJSbElCQU1MNmJtM19EbS1SWGdXZmtpZ1hwZldCd1JoOFlkaFVVV2ZlSnlpcmlTb2lOMFV0NVYyUUh5R2pHN1h0UTI0WnpWeEhmamNVUGVDYWxYMlVyOVRLa2UzWWhqQ1QxN3JaMWpFQXVuWjgwVHVwYlhnc0tSdzRINjhBNHYzdEdjSWpXT0VWLUhL?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **TSMC Reports 59.7% Rise in October Revenue to NT$367.47 Billion Amid AI Chip Demand - Yahoo Finance** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNNVQtMVpnMEU0a2NBQWRlazZlb0Z5dmxQOHREaGlnTDVFVFNaNE1OeUJVajZ5b0JqdjFjOW1Na0I4VnZtT1hTdVZMNi0zM2ZyYk1SdUphWmRWNjhJeU1la2hJY3pwcDUxT21WWjVjYjZlNnhDOU9mM2hTSDQyeHhWaGpQN1FjaE1wdGt4RkZOZw?oc=5)

- **AMD vs. Intel: Which Is the Better AI Chip Stock to Own for the Next 3 Years Following the Semiconductor Crash? - The Motley Fool** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxQOEZWbDhoNkR1NXJYUUhWa1FaMHg2VVB6ampDSlE2MEdJVEwxWVN0VXVVM09YYzg2MGl0Q0U4eGRUTzhOUlRrcWw5SFU0Z0lNbldQV29xb1ZBdGZOTXNQWFZqa3N4NDU2cTJlTEJPbEFBeGpYc1RkeEdvVE15dWdVVzk4R0lDSlhYX0Y0dmNIQVdSbG9JV0Zr?oc=5)

- **TSMC’s revenue rises 60% in a sign of resilient AI chip demand - The Edge Malaysia** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiUEFVX3lxTE1zcmJVcmdqbkVpenZEOWIydEs0WGhXNkhZbXRhX0JaMmhHN3ByeDBWb1p3bVI1UFBfZUVHS3hqUWR3RHdCWXVzUVEtdUxLZTdW?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/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFU?oc=5)

- **Chinese university with military ties bought two NVIDIA H200 AI chips worth $123,000 despite US export blacklist - TweakTown** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMi-gFBVV95cUxQdElyQy1QZzFibVdQSkN1YnFOZGtaSHNRajF0TG82ODJVa2ZpQWI3aUxHTWdfNS1tVVRfbjZFWFE1OEJ1R3BxektYd2Y3M3BZLW9namR4bXdsVmJXUHNPTmRZS0dvNGdMdV82ZG1MaFQ3ZnFwdG5veGw0ZGJzMm4zcVJKWVVaSE5HeU5YNTVzcmFMUGtwb3JoRmVGQ1hra3ltS1VYOEJTRGJoOVdmYkMtRG1XM3VBbjg5OXlTZDg5VGxTcHZRaDkweFFrOUNlWkgzQjVzQ250OG9hdmdZbzlITFpmSE5VMWZ1ZXpiSWxPbXZBbjRNV3hVLTZ3?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## 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/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWQ?oc=5)

- **The Next AI Chip Shortage May Be the Machines That Make HBM - 24/7 Wall St.** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxOdV9xZWZKTTFZMnZDWUJFQ090VEtxOW41am1BVnU4bzhGSGdabmRwQ3NscERsMzVwcENURWxPRzZqQlZQUVRRcHpLSGQ4NHVwRXRJQTU1NXE2SjdVMjBZV25aNFQtZDAwTWNrY3VDT1lXX3pib3RnUUNOc2lQeVlQd2NBSW1xUXZkNnFSRWpRcDM2d2ZtOTZUOUxkSEo3bmNBMnhjN2lB?oc=5)

- **'NVIDIA GPUs handle the questions; homegrown NPUs generate the answers' …SK Telecom to test AI inference system - 더글로벌기빙뉴스** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiVEFVX3lxTE5VZG1seHh6UkFvVXRkeVE3Q202d05nVEhfUlM0TFZuLXNadzBMRjlVNDBJNGprc1hTallfSUduMHRvRW5pZUVvaWliblUzUTZqYTkzbw?oc=5)

- **NVIDIA NVLink Fusion brings Korean AI chips to rack-scale systems ... - eeNews Europe** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxQeG8ydl84RUFTT2Yyd3pKQURaUGxnSDA1RDJvSDJzTXBxSC1VbkVFcjA5b0xwUHJCRGhueHNWbzZOWEZheGs4a3RvdURkd2JEelJUdVNMTXE3UVFtMjRiWi1POFZLQ2ZadmRMUmtLY21XYlpPbHd1NTFuclhKWVZhN1JnU21vSngwWDZpMkt0WTdFZW8wOGRMRklsWkp3VnM?oc=5)

- **Two Chinese companies cleared to buy banned Nvidia AI chips have empty offices and unknown addresses** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/two-chinese-companies-cleared-to-buy-banned-nvidia-ai-chips-have-empty-offices-and-unknown-addresses-investigation-reveals-businesses-have-ties-to-sanctioned-chinese-military-suppliers)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Google TPU 8tx Pairs AMD EPYC Turin Hosts with Confidential Computing while TPU 8i Max Doubles Memory Bandwidth** (servethehome)

- [Read more](https://www.servethehome.com/google-tpu-8tx-8i-max-amd-epyc-turin/)

- **How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/how-nvidia-nvlink-6-delivers-multi-layer-resiliency-for-ai-factories/)

- **Supermicro Super AI Station Review: The AI Server That Doubles as a Workstation** (servethehome)

- [Read more](https://www.servethehome.com/supermicro-super-ai-station-review-the-ai-server-that-doubles-as-a-workstation/)

- **Nvidia to Run Korean AI Chips Alongside Its GPUs in Data Centers - Seoul Economic Daily** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxPMXJ4UTZVYllwekZNcHFzeDJ5ZDFmS2FlRzQ3VzRCNVMwMVM0blJva082MlhRSDJjY3BNY0M3NjVHRVNOdWtfTEJJVkVJd0xTS193aG15dTFheFNLU3VOdms0V0ttRjc4V0xZdE9ocEwyaDlDRkFoMWduVm5razVxOTVRRHFpUVFySGxtQllDXzFtbU5EZlFOclRmaE1nc0U?oc=5)

- **Google Pairs Its New TPU 8tx With Custom AMD EPYC CPU Hosts, While The TPU 8i Max Combines Two TPU 8i Chips In A Single Package To Offer Phenomenal Compute And Memory Density** (wccftech)

- [Read more](https://wccftech.com/google-pairs-its-new-tpu-8tx-with-custom-amd-epyc-cpus-hosts-while-the-tpu-8i-max-combines-two-tpu-8i-chips-in-a-single-package-to-offer-phenomenal-compute-and-memory-density/)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Setting Up GPU Telemetry with NVIDIA Data Center GPU Manager | NVIDIA Technical Blog - NVIDIA Developer** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMibEFVX3lxTE5kZFhaVlZ5V3dkcFZZc2NLUnFIM0t0d0tzMW1PRm9XTDkzZXVzN2JRZHhOUkJtbW1FTTBiNndEbWJJdzZBOXhlMGtGOHM3bmtNVjVTaTVuUmxuSHItUlVTSm1DblM4UjVIMFZTXw?oc=5)

- **DFRobot’s DX-M1 Is An AI Accelerator That Uses Your M.2 Slot And Brings 25 TOPS Of Performance At 5W For Just $139, But Forget About Running Heavy LLMs** (wccftech)

- [Read more](https://wccftech.com/dfrobot-dx-m1-25-tops-m2-ai-accelerator-module-raspberry-pi-pc/)

- **Investigation Finds Chinese Military-Linked Firms Somehow Gained Approval To Assemble NVIDIA H200 AI GPUs, Highlighting A Half-Baked U.S. Approval System** (wccftech)

- [Read more](https://wccftech.com/us-approved-nvidia-h200-sales-chinese-firms-empty-offices-military-ties/)

- **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)

- **GlobalFoundries to make key AI chip component for TSMC in $2 billion deal - Reuters** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQNWtrQ0tHODFtaXl1NlEybzVfUzhkVUxXWWl0V1pSYTZ2VENWX2ZYc3pZZWVrc0thclRQbkNmaUxJOEpIZzlvZ19CbEJIdkM1c21HemxmMXdhdXZzNWE0NEFwdUdpbnM1cWRWR3hPZ1BBVFRPNlBmTkV4RWlCUDhiZnNXSnhlTFFFXzdnaDZYSURhV1pKVWdsNERRbHRJSWowOHVRMg?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **Nvidia shipped 3.76M data center GPUs in 2023 — dominates business with 98% revenue share - Tom's Hardware** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxPS1BpUFZBLW1tRWdDbndReXVoMzBvdndVLUVKaW9ZU2NHMFY0ZVRhdVFNT0FsU09GVW91bXB4NmRJMGJyMDlMdEo4WVhCbGRPUWNsYjhOY0R0Q1BBRlM0c1hBYXBvY2pJQVktb3otbjVranZPVV9EdFc3bzhFTEhlUHdHLVZOTEI4Nk55ZnJVSlFhRmVMZk5hUVRENm5rbW44QWJwMUF0WThMNWZwNElVQ1pJNkMtcDYxNEZJYnFqdlRfSW9xOWx3?oc=5)

- **Revolutionizing Data Center Efficiency with the NVIDIA Grace Family - NVIDIA Developer** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNOEtOLTV6OHUyem11ZFA0M19NOXV3cXZhcFp5anhoQjNXN0UzbC1rZ3hTYWdzbWhTb2I0R0JrRXUxTGdCaEpsOXM0VkNJNC1DaG1LNlRpYXBGQXREZVBXeS1EdTBoWGxqcEJrSUxrVDRHekt5Q0Jha2pZQWpXdVZUZ0JqVzRnd2RKVTNIeFI5UGtGdUFQT1ZKX2ozMmFOU3A0M1ZEOA?oc=5)

- **TPU vs GPU: Which AI Chip Wins for Training and Inference - ShiftDelete.Net** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiTkFVX3lxTFA0NGxJTDhORnJCMzdjemQ0MFlEOTN5R2ZNQXlJT0pKTTFCVUFaSDM5YVhyWVJXS3BUWGdiSmVSN01KLVhMODdYOXliVExLUQ?oc=5)

- **Chip Industry Week In Review** (semiengineering)

- [Read more](https://semiengineering.com/chip-industry-week-in-review-163/)

- **Almost 600,000 Nvidia H200s stranded in Hong Kong as Chinese gov’t stalls on import approvals – report - Data Center Dynamics** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMi2gFBVV95cUxORDQ5c2t3dUZrNl9lRzA4VjBHMGJJODZ0SDl2cjVhS0o1RW5VNFU4a3g0ek1abkt4ZXVOcmxqb0pIQTczMGpNMHcwMnd5RldtSmFZeW8wTFY4MjB5RTY4ZXM2NU1KTHVsRWZJbmFQeXk5MUxwM19zcm1fb3N3cWZXWEs0WE5wNi0tNVVGOGUwUFFKRHViWmxhVzFKdzJrSXJBLWEzeVdiUXA2T3V6MXJkNGVPOVlYX2U2ZnEtM3dOUG43MXU0amtPVFpZejRPQkc1Wmo0X1lrdHZkZw?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **NVIDIA Data Center GPU Manager Simplifies Cluster Administration - NVIDIA Developer** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxQZ09RQzE0aU5uY0FtSzFCQjhtdWY1QkR0UXpTS1FKWnp4MC1vWHRwS0xMM0k4WUFTMHZKWjdGYTU1LUNSNVkwbkU2dFFyaHVmTl9iTEtxZ21ncmJhNlM2MGsyRmJrRkZwQzJad2ZZVmJlNVNGdGpWQ21pYlFrTTRxX0JIbzlzUk5fb3ViNkJfSGk3QQ?oc=5)

- **NVIDIA Groq 3 LPX: Interactive AI Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5)

- **Jensen Huang Says Nvidia's Next-Gen Vera Rubin Chips Will Generate $40 Billion in Revenue per Gigawatt, Up From $25 Billion for Grace Blackwell. What That Means for Nvidia's Growth Runway? - The Motley Fool** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxNcUFWdjA2ZXlKcFMtdk5DS0RtTHJ1N1dDSnpjN2VoMFpnZDN5MFU3WjVpUHFQMm9ZZy1nNEJSZ1pYM3g1dEkzWmJxcHZmaC1TY1Nkc2FIcFlOMl9OQWw2a3A1cXVZQ3NMclpadmZFQTdkYWVTS1dibjFSVDVXeGIwZTFtRHZHZHpnZUFXaWItMGJab09MblRnTw?oc=5)

- **Tesla unveils AI accelerator roadmap, adopts new 'SI' branding in 'Super Intelligence' push** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/tesla-unveils-ai-accelerator-roadmap-adopts-new-si-branding-in-super-intelligence-push-si6-to-bring-80x-more-compute-performance-dojo-3-headed-to-space)

- **Analysts Estimate Nvidia Owns 98% of the Data Center GPU Market - ExtremeTech** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxQb3Vncl9pYml2RmdRUFlJcDMtZkNEbVNaY0E1OG1JN00yUm1aQmQyV05Gd2RwRUxPNFNCalc2dDlQRERBMjd5ODFjRUw5bFh1UkVscDlLWkpLS0hPVVVDNkhobGNwNHlWazY3aXlhZ1RlWTFCdWRxa29jSHRNVnlLeHZsVEczNHlKc25pQkRDVXoxODc1TFQ1ZUhucUdGYlB3cEE?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary

In this episode, we cover:

- **EXCLUSIVE: Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say - Reuters** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMixgFBVV95cUxOZ2xiaHBJZThZVnJLODhINVdScFpKTmxZQUdzNl8tR2tvbU1YSlZ4TFRoRV9kSXA4eXU3NnRKY1g5ZjNNVVNiY3llN0pwMDNoeUx5cUJMS3J5ZkNYSG10LWJzNW9JSGw4NkpxaTU4c3BYclNyczlTazN5YTE4NW1mUGNRY3ZxOTVjdUE4RVVHWjFET1JhVjd6TE5tSmkyUDFyQjUxM0loVUl3ME5IaTVUNDE3S01jNG91STEycXg5ZFQ5YzAzTnc?oc=5)

- **Nvidia announces Blackwell Ultra and Rubin AI chips - CNBC** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMimgFBVV95cUxQTHlFaHFLbzVHR1RiWlhkUlhDengySjZBTVJYdG16d0lsN3NuUkdKZjhhSUZUN2lncEZBOGdxdE1pLTJMNGItNFM2bjBEaGd1dG5ZNXREZTJhd0RLUTdUU1NYSkp6VDhhbjI1YW1fM2VGdnhLMTJPZEJrb1FlTUw4UHJwQ0tmRjRkcmdob0lpblMtZEhGbF8wYV9B0gGfAUFVX3lxTFBQWTEzVmQ3WGZsY09SXzRGSEkxdWd5NExwR25STHJuX2RwdGF3dmRIMFM3Q0dqckt1bTROcWloQUtkZTdoUTBIbkdyOTFabFk1VEppRXh2STczeElma0xCRERxcW9uanVjcjU4US12MjQyYkVDTXphNDJiUGEtbFE1UWdoY3o1Q0dTaWRKRlk2S3pRRkk2UjA0cU1JRV9IOA?oc=5)

- **NVIDIA’s New Ampere Data Center GPU in Full Production | NVIDIA Technical Blog - NVIDIA Developer** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMibkFVX3lxTE01eXRHeU53NU1TbjFHSV9MYjh0bGtWVnZlY0hjc2RESFpib2RESW9INXdMdEpnbHFBSmZkYWZxYy16OVVvN0Y1YTlGVEY4UlRGeVRMM2lWZjRXaWJpMVZVZWdfNWxBMFR4d1Bkc0xn?oc=5)

- **AI chip smugglers exploit trade control loophole to bring banned HBM from South Korea into China — expensive memory chips packaged with cheap, unsanctioned processors to become legal exports - Tom's Hardware** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMi4wJBVV95cUxNczB1bmd3Umc1VkpITE9hR0cybF9uMTNvT01RcWVodndZRlZpUS1TTTBDOEs2WlFWMGo5OC1UR2szQ3VENE1fbHFSYW9mdG52R3RwSVFfNjNRM2F0MGtIWFVWMzdpWndQYzg0OWNyV3l2NnV6SFNzNmVPOTVnYWxEZUFQRlZIbEdXbXBZNlpOTVBzVS1HSWhHaEVNcklmX2Vza3VZQ25KbU1KZzVKbS1INjZMN2Z5MEtCTmctT1hSVjhtYU0zdnhBcDNsQ1FmRkZWX2lDUjIya2RCdXFjR0J3V2JWdVFCMHZSbjlnSno5RDBkdnItOFFKTkVUNmhzU0tNY2ZFLXNGWkY5LU93VnROZFZqQi1sdldaN29zRExpN20xbnRUMjlnM216ZGtDaUsyWFVfY1pzY2N1eEFOMXlvWTNOUWNtTlNNa1R4WU1nYlpPcVFlZ0ZWZC13S2NHYnc1Ym5R?oc=5)

- **AMD's Data Center Revenue Nearly Doubles as AI Chip Demand Accelerates - Startup Fortune** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxPRVRtMVRKMHM5TFlENEExcXhPX3pJdWh2bmI5aUtQOGRSYk1OWFJGaFlIRklnQTViRFdHOWlKZHRHV0dpMVZsX2lYcHhzcmVLMjlxSUFpczg0ZEZaakppWWRBdkNXUnpodkRZM0hNSWgwUUNBSjNzY0hMWEZWR2hYeXJJeWJJWVZHdzU4YV9nanhMM25wRjF3TzhJam1BUQ?oc=5)

---

*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*