## 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*

## 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*

## 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*

## 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*

## 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*

## 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.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?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*

## 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*

## 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*

## 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_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?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*

## 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*