## 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/CBMiowFBVV95cUxQZ1JhUjByU0x0Zlp6TTJHZnJjWG5FZUZyUjA4RTZvZG5JclVNeURUZUFmVGI3bmVldGdKODRaeVRPWnBwd1VRS3ZyY3dQSjQ4YmlSaTd3YVQwcVJYRUwya0FqVHJrazY1b3lDbm50V0FpM3FJb1psUU5oYUpuVlVwR1VnNE82REdGR1czbGFqWS1oREFLcnRqa0pRX19TUE9TRFI0?oc=5)
- **Europe Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNTXBILVhEUjVRb3pHZ0NtUFdpUDdDSzF2NUQxM1M0NnFBYVN5dG5DZWVKMXBfM0V6TGRjeXZ6UTRUNXdjaFJSZjZWQ0xaOFBFbGFfMkdTVUJucWduQUFwNzVJdjlIWUNPNVRCYU5faU9GcVBHVHhrdFllTDF0VVZSbHJnYUFWQQ?oc=5)
- **China’s Big Fund Phase III pivot: From fab-building to advanced packaging, equipment, and AI chips - dqindia.com** (google_ai_chip)
- [Read more](https://news.google.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?oc=5)
- **[News] China’s Big Fund Phase III Pivot: From Fab-Building to Advanced Packaging, Equipment, and AI Chips - trendforce.com** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMi2wFBVV95cUxQU1ZKVGdyV0ZmMDhlNzJXbGt1UmpxajUwUTZIMjZPN3J3VTlvc292S3VEX1dHT3U4aHpDNXBqRjBONVc2MWN4OVVNbGVSSFdaaHd6T3NnZnFSclcxSDRSdkUwelhiODgzbWJYX3Q2dGpoc1NzRXMydmJrUWV3dHhFQkg1dTBBcmd4T2twTFNleWFrVXFydlhmanJzTmgzb2pYdTFYci1jYjFJTmFLN290M05IdlVMQTRFakZoRFBXRlg0cE9LUUQ0SkNTX3ZCNU1SYzhRd1ZZaURnb1k?oc=5)
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*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*