## 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/CBMi5wFBVV95cUxON21wRkNvU3VKSW9fbzExVWVLR0lwSXhMbTRPYXdENDRKSXhCZFFGcTQtazk4WllILWN4UUNHRmNQaWxSak1jUkx4ai11NHpVQzkxQUx6c0xwWlUzUWRpdEJWcFBXZXBadExQRGp1MXl5SzBNTmV1b1RlZUhiMnZySmNpZFV4REx2WWVQbldWdmxsaVdYLWZnSlpSYllaS2JmWGxta1Y4bVBMNFA1VjhWVnFQSUdCLTFPZlJfTlVoZTIzM0c1ZVYwd3FmV3RjZldYS1VKYk9HSlotbUJPT1BUbGxNUndmNWM?oc=5)

- **[News] NVIDIA Reportedly Eyes More Than 15% Price Hikes for Vera Rubin, Grace Blackwell Servers in Early 2027 - TrendForce** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMi4wFBVV95cUxQbnlmMHMzLXN4T29QVUFUbUlLUURBb0poZk8tT1hYRUd4c05EUWlSbTVkYThyLVNGS3JQQ1pic21JeXV1Z01qRGZWYjVLS2dHNTdtNG4yb2ROc3pXU2lXenZYYzc4TFhZcEI5VzVyd0hnS3h2OWhTRmhlMW5pUHd6cW5VaUE2d3J5Uy1EdUlWSk9MdzdDLVVJaE9mbjhDaDlkSDZpNVpTOWg3TFlkUmt3NzVfSmROeXBFaXBuNG1vZ1VKLW9ZTFEyZi1hb1pTbUZYWDEtOW43UzIyZE91WHVnQzBXQQ?oc=5)

- **Nvidia’s GB300-powered DGX Station desktop tower listed for nearly $100,000 online — Enterprise AI powerhouse now available to buy for mere mortals with lots of cash** (toms_hardware)

- [Read more](https://www.tomshardware.com/desktops/nvidias-gb300-powered-dgx-station-desktop-tower-listed-for-nearly-usd100-000-online-enterprise-ai-powerhouse-now-available-to-buy-for-mere-mortals-with-lots-of-cash)

- **Cerebras CS-4 AI Accelerator: 30x Faster Than GPUs? - tech-insider.org** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE55ZDVRZ0JQMVdiekNvUjhlUkZ6ZHRzelg3dzZvd3c3cFhRUk1lZkU2dndrNnQ3bnFycmVkWUhWcklLZFU1OF8zY0g0Mkh3OWZvSXFnaUdHNU9jTVp0TjNaOTdfOTVWa0JWcnlHYjJUQk9OSV9w?oc=5)

---

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

## 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/CBMikAFBVV95cUxNbmVoZThrTUNMTUw2YjRJbjJLQy1CNXdGeXdnRm41Mmw2Nms0S1Y2R2NVYTE5OVJoYjhrazY5VUVETnpySkpwSjJOZENBT01yMHJfeUhqc1I0MUFUYXlvdkMzM096VDIxUzNYY3ZtcUY0MkxVTEFIOTBCMVRfRDExVnYxRVI2OG9kb3V2NTdJSGM?oc=5)

- **Nvidia Warns Hyperscalers Its AI Server Prices Are Jumping More Than 15% - Startup Fortune** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMioAFBVV95cUxNMVVZZVRlMFhUNERjdVhsVzBHVjdQb0x1eUtWY3ZNRTFLbTF1bkFrTWx1SkhhTlVzX2J1ck54SjUwejBOMU5FQ0JuWFdlemxYV3pMcG9PYW1CY3M1ekFMdmRNMzJEc21tOXRoczZDeHB2NGNNMFdCWWdfa2lHbkc1cmRXT3hKYXd4bWRKZk1ZSjc1a0JkYVdtd3dkT0YweExN?oc=5)

- **Nvidia Rubin vs Google TPU 8: AI Chip Race Heats Up - tech-insider.org** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMifEFVX3lxTE91UVNFZ2F6NkZCbmVoeDZyRjJsTlQ2bHE5V3pHSmJVVUo4d3pKYWVBajk5Z3ROdTZSN2NaRk0zWVBWdHpBZ0VLTV9vaWk3MzYwXzk1RE1jM0MzSGRDRUhxTk1iS09leWpEMVpaanpPRjdVSXUzNEQ0eEZHYmY?oc=5)

- **Nvidia reportedly warns biggest customers of 15% price hikes on AI servers — memory costs continue to soar** (toms_hardware)

- [Read more](https://www.tomshardware.com/pc-components/dram/nvidia-reportedly-warns-biggest-customers-of-15-percent-price-hikes-on-ai-servers)

---

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

## 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 Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxPN2l0bDJvMkR0MEZ2MVNWSVFEcjFMMXB3ekxLeHRDZlROYmcyVHZkZ2U2SXl6RlBGaW1uZ3N2WWU1bVFtWjZhd20wWEV6aU8wZzlVSlVCQ1BNYjczZTFteVlPT1MtUXVaVXhONjdOUEhMcmt4Vy11RmJWN3ZKNXhidWlPRWY5T1puMkpLVkdyWnFhX2QxUVFTUTRoUnkxS1VVSzNxc2NB?oc=5)

- **How TSMC Is Wiring the AI Era With Light** (semiwiki)

- [Read more](https://semiwiki.com/semiconductor-manufacturers/tsmc/372488-how-tsmc-is-wiring-the-ai-era-with-light/)

- **Nvidia AI Chip Prices to Rise About 17%, Server Makers Tell Customers - The Information** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxONmlDcnZreWZ0YUFKbUQwc1FmcUwxVTlyd20tTEM4SU1MUEcwdGNkS0Iyd2hyZC1idC1QaTJUc1l5a0ZQbUx5NklpY3FfdUN2WUFJTWVvcjdUcGsydUYzUUQyUjY0ai1adE5sVG5EbDdCSi1ReXRIamhQTnlZQTBIejBVd0hBOHlxaHFXNGRpUjJpZHVYR2NXbXpjYmpBemM?oc=5)

- **US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZlJFWDdJT3Y3NVRleW5iZFZzM2hwUQ?oc=5)

---

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

## 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://news.google.com/rss/articles/CBMi0gFBVV95cUxQMWloYmFTOUlDNzRuMFRsMXd6Z3VPazJKV2VlV1Zzb3p1WWJlRHZ3SkQ0UjR3a012VHg1QXlvWEhiRWVFUmxPQ1daOEZXdlAyZkFES2dyT0dGc0xwZTk0NjRFaHhCUTBONzYzeVRRc18zVThRSC1oeUFUZm42VVVjcE16djhZcGRReVZiRGtIT0VGdXluUVpuSmF5VkdOV1dyREZEVExXalpWMmthcW5KZndEak1CU2toV2hUdkFLT2VtOW5jWGpSRjdEdTkySmVjM1E?oc=5)

- **Advanced packaging shifts AI chip race as 130m accelerators ship, bottlenecks move - CHOSUNBIZ - Chosunbiz** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE9SdlJHdVhXbE55ckQ4VGFJMnRNZjdfMko1cEdsa3c3eUdRN0lSS1dNeHc3X2FKRVJablk5akVPbUY3TU0tVnRWOEpjLXg2Y3V6Sy1tVzdjSHZPNGx2Zlo2VVNZd0t6a01KM0FFTzBaQzZ5U3REeDJEMmlB0gGOAUFVX3lxTE1jSzY0VDNYQjVwVTlja2NXZGR0VUZtcXN2c1hyaWdPSF9NNWF2R1R3WVBFR3E5MU44SDRGYzI5c29VaC1IUmZsZ2NoWlB2M2lCOGNROTQ2NThfSWVtSmV3WTBuZEVfdXlzMFpEcC1Rb1U0eEdOZTdNdW5jT012WTNVeC1Mcl82UXN6X2xqM3c?oc=5)

- **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)

- [Read more](https://wccftech.com/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/)

- **NVIDIA Earnings Preview August 2026: What to Expect from the AI Chip Leader Q2 Results - Intellectia AI** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE9UQTFZVW5IVFVoQTRRcVFGbUdaVjJrOFZQQTZuWXZVTTJWdnp4MnQ3UlhkYWJDYVNiYlJoWUx5cGRLcl9rN0Zod05TVGpIVld0dDdfYkVMU1FtZUlwZk9ZMVgyUjRYdExVVzNvaHY1aGhjU3FDbVRIRg?oc=5)

---

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

## 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/CBMieEFVX3lxTFBDLTNJbzFVcUFQX3k2WTNZQ2VJN3lnRzc2YnhjTVhtVDFrOFhqVVNXcDF1aUlBMzVOMlo4cGQ4eGwwWXF3a3A4azVRd0ZQXzl3Q3djZmYyN3U0ai1VYkx6Q282SjhoTERGRmFiclNxT0NHaFJ0ZEVXag?oc=5)

- **Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dGkycm5UQ1o5eGhCQW8yR0lNdWtv?oc=5)

- **Why China Is Approving NVIDIA H200 AI Chip Imports? - AI Magazine** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOWkxtSmE2Q1NKcjlyQ2tUQUI4Q2o0ZThNS0NsXzhGSWFVSFJIY1hGcEVfVmpBSHZyR1RPTHFLUzJOdTFtZENzSEd6aG8zTXZhSDJmajlLM003ZjhZMV83MHg1QjFnc1VDR3BXR0R1WWpGYThxRWpzODBXSUprbndRc2xTQW4?oc=5)

- **Cerebras Intros Faster WSE-3 Turbo Processor and First Rack-Scale CS-4 System** (servethehome)

- [Read more](https://www.servethehome.com/cerebras-intros-faster-wse-3-turbo-processor-and-first-rack-scale-cs-4-system/)

---

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

## 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://news.google.com/rss/articles/CBMimwFBVV95cUxNdmdpUGFPRGhSSVhhdHFzYzVnSEFXcHdqRU9ELVJBWXczMlg0S01QamI4UGJ1dERVcTRxb3dkOFA3TEFnWVhrWEthbDVsQ2JncXAxUy0tV0d3eDhtcXc5RjkxeWd2cjNmWjZBYk83MkJtQWZoZFo2LXdhcEFWTm1EcW81NFMzSmdRVUlXZGdxSnNEbFdNazlBOUNrMA?oc=5)

- **TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9VdlpvdnVVSklPalhSeUFEamxOX19aeFJhd3gwM3BIa256RXZnY0lhLTNkWDdGVXV2NzZwam1DSXlEVVRmdWRyZXNtUFdMTnJiLUJTLTdlM0lGNUVCYWpRRUxkUVd2bHRCT0Zqd2hvU1N4dXRZWDRNLXRndS1aWFU?oc=5)

- **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)

- **Chinese AI chip start-up bets on 3D stacking to bypass US controls - South China Morning Post** (google_ai_chip)

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

---

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

## 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 Semiconductor R&D Program to open-source AI chip designs for autonomous driving - The Manila Times** (google_ai_chip)

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

- **Intel Might Have Gained Ground on TSMC’s Packaging Dominance as Booming AI Demand Overwhelms the Industry’s Undisputed Leader** (wccftech)

- [Read more](https://wccftech.com/intel-might-have-gained-ground-on-tsmcs-packaging-dominance-as-booming-ai-demand-overwhelms-the-industrys-undisputed-leader/)

- **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5)

- **What’s Hot Now: Custom AI Chips - HPCwire** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE9HZEM0QWY5WExPdXZ0V0wxUFpYSGg3YmFqWWVHXzZoenoxOVVjU0RrdEh0Xy1nWTF6dm1ITTUwQVNRRWJ1aXZ5dnRmcFE5eWUtY2h6ek9ISU82LXlUbFBWcy14cXNGWG4xQ2c0QVNiai1fNE0?oc=5)

---

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

## 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 processors for illicit distribution - Tom's Hardware** (google_nvidia)

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

- **Groq Raises $350M, Pivots From AI Chips to Neocloud - The Tech Buzz** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxNNEJzSWJBc284eUtxTzlKc3NadGpyNF85aUNHZDJkWUFVWFlDcTFwYWw1R0FCcTNkVzRpUlBNLThaU1VwSU83aDJxeEpnQTMyRDZZZktqZ0VpMkFVNTBsX2I2ZGcyZXlBSTQ4RW1PbFNyTDVIM2lmSmVKekJadUYxM3RhYVB0REZhYUE?oc=5)

- **Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNSDhvc0xRUngtOERfcGo1YWs1WWNCV0tjc1BfREw2bVd6MkF2dUdxUm5qUmx5RUZhaFFUcy1mZHg3bGxYS3ZjMzlPT1BKSTNFcEF0ZkVHcHlHVGVVcFV6OV9CVEZGY1k0clRtbTJLVWlvbmE0ZkxBbkpVX1JWd0h5U3BRTW9PMkUzeW9FdFBTZWdMNS1QaWc?oc=5)

- **Ray Dalio Bets Big on Nvidia as AI Chip Rivals AMD and Broadcom Battle for Share - finance.biggo.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFBFZE1vcHhSdDA5WmdpbDUyS0JhcldWMG1OX3AyY21xMlJNenVMeUNlMm9zVld3dGNSX1NicXNLTWF3Z3ZtOEFZQWI2cTVtNWlEOWJKbTVZdGJtMUdTYllTNE1Mc1pEWkgwOGVpaXYyV2xEenVwX3c?oc=5)

---

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

## 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-infrastructure/)

- **Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo Finance** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxOeU9IaWRsTC1Na2lseDByellaekRJV2loNEpQS2RXbEhoSzZ1UGxDZURFMW1SVFZxRjNzaS1aaVp2MG1EYTNRRzBJZDN1TkZSelMwQU9MX0F6TTF0dnEtc3pDTWFGYUpjUUlScTI0UnN3NlBURGNBeHpTWVBYUjhfWUctSkpfWlhyNlRhUEx4Mzh0Z2x6Ml9yNlU3V2p6VzViWEJ2UDljOUxMNDQ?oc=5)

- **Dell CEO unveils new 'Dude, you’re getting a Dell (AI server rack)' video — PC maker recycles famous PC ad campaign to tout its new AI data center products** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/dude-youre-getting-a-dell-ai-server-rack-dell-recycles-famous-ad-campaign-to-appeal-to-its-new-ai-overlords)

- **Nvidia Earnings Preview August 2026: AI Chip Leader's Next Catalyst - Intellectia AI** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9IRGJNNkNFV21XNVN1YzZvdFZWSnNIdGJqajVRYlVobHI1WTNfejN3TWkzSy1JMk1Udmt5Z3gxZEdjbGtOXzgtbllmcnd2dGI3LW1yVGo1SThPT2V2dU5TMDYxbVNPOEdkXzJtUGdDX1o5NEJRVkFoYXdkdXhPbzA?oc=5)

---

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

## 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/CBMia0FVX3lxTE1ZelNmOVRacVh2WDNfTXBQMmxJNFRyWDdWU1hWUzdrY2RPMDhGd3hkVzZySjdEOWtGM1plZ09zTEJGSzNPbzlfbE9EWnkyUjVqYW1teHc1b3dMa25ObGJIbXdPOHotaFZta3Nn?oc=5)

- **AMD Instinct MI455X Deep Dive: CDNA 5 Marks The Next Era of Instinct** (servethehome)

- [Read more](https://www.servethehome.com/amd-instinct-mi455x-deep-dive-cdna-5-marks-the-next-era-of-instinct/)

- **Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX** (semianalysis)

- [Read more](https://newsletter.semianalysis.com/p/ultra-high-interactivity-on-nvidia)

- **AI chip boom shifts bottleneck to advanced packaging, says AT&S CEO - Nikkei Asia** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxOZjhVV3dMWU1TWjlETXVKZE53cFp6V29nODB5X2t3cVdXZXBjcmp1UWd4cTZyRXBSUG1wZWVJRS1XcVgwR0g5UXRpNXo1dzc2N0ZTdVpmemo4Q2laY1h6RXFZUEZuQ2hoM1VONThRQi1sQjQ5LXluMU9VUVBkWmx6b3pZZkE5WnVIYmV3c0VlbUZwa0gtYmk4SGpfTk9fOFZwNDdXbExQUVFvWHpXU0p5alV4ZndoTlpVUnZz?oc=5)

---

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