## 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)

- **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo Finance Singapore** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxNM05YWmNUUkxDRUt0NmNTTGtBeVZ3ZWFWaGJtOWctVUF0RzJEQWl5NmZubTlCbUlaNXRxS0IzdWpNVzZQN19xNmNMSjB5U1plajExdzFUcGtQakp3MnUxcXlEX2I1N0R3cmVHTEhRLXA1VGd0cTU5MHEwaUVESkxhSldQTlg?oc=5)

- **This Nvidia challenger says its AI chip is 10x faster than a GPU - CNBC** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxOakRKSlVNRUdnVF9RaHE0VjI4NE90ZU9vNHpjNFA2aFhjdW1ZeEt6ZFh1ZnBPb3M2bmRENUFSM3MwNEpOaW5pQWpGNEs1S2l6YThUanNvczZMMURyM2huaDVQdTRmZlM2LTdGNUZEOHZlaDdiYXM5cTNqVjZYSWM3cmF4UjhTeWtZcFdSZnU2ejhrOUc2N2g4d3FQZ0w4a2pObGdqdmNTV1FBSWpWbllKMw?oc=5)

- **China’s DFSX Offers 2x The Memory Bandwidth Of NVIDIA’s GB200 NVL72 System With a 14nm SuperNode That Skips Microbumps for Vertical Compute-Memory Towers** (wccftech)

- [Read more](https://wccftech.com/chinas-dfsx-offers-2x-the-memory-bandwidth-of-nvidias-gb200-nvl72-system-with-a-14nm-supernode-that-skips-microbumps-for-vertical-compute-memory-towers/)

- **The Difference Between TSMC CoWoS-S and CoWoS-R** (semiwiki)

- [Read more](https://semiwiki.com/semiconductor-manufacturers/tsmc/371759-the-difference-between-cowos-s-and-cowos-r/)

---

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

## Episode Summary

In this episode, we cover:

- **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)

- **Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/google-could-build-more-ai-accelerators-than-nvidia-sells-in-2028-analyst-claims-could-push-the-company-to-use-intel-foundry-to-meet-its-goals)

- **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)

- **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)

- **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/)

---

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

## Episode Summary

In this episode, we cover:

- **Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - Yahoo Finance** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNT094cXUwbEdEZkRsdGF4M25sQktfM1lMRGhSdFltQnZZNFJfX3p3X3ZFb0FaNnNGME9EeWk1SUZVYUU0NmxjVVBOeFpPeEd5emFBNDgwNG9ZQUdmNW5nUF9aakJVUnlMRjR1STVwbjJ1NjdFUlRacnRSNzlqNnl4Rml6TDgtbHVqNjVZcGxqcw?oc=5)

- **Europe Data Center GPU Market Size, Share and Analysis, 2034 - marketdataforecast.com** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNTXBILVhEUjVRb3pHZ0NtUFdpUDdDSzF2NUQxM1M0NnFBYVN5dG5DZWVKMXBfM0V6TGRjeXZ6UTRUNXdjaFJSZjZWQ0xaOFBFbGFfMkdTVUJucWduQUFwNzVJdjlIWUNPNVRCYU5faU9GcVBHVHhrdFllTDF0VVZSbHJnYUFWQQ?oc=5)

- **Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks - The Register** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMi7gFBVV95cUxNcXVRcUY5emNsRk4ybXE3WU1sWGJpNElJU0R2Q1Z5SElqYjRMeFJkd2NaTXFHLTBLT2NEcUlEcGNWVy1SN3hTbUtOMmNqSENja2FLOFFMVkN1NHRTalNlMHRXdkpvRTV1cEx5VTZDYThnMHp6ZjJtb3RFQjhsOXRTRnc5WFhYSWF0LUlWVlRmRmN5M2xTbXpPYjRrdENLeVZ6SHdOZjltYk9lVFBfNlVob0VrTUZ1SHpVd01lc0U4SW9sVTA0NDBpZ2hhSnJCbFI2ZkMtUnBLNVFybnFnclhLT1FXQVBXTF8yNFhnNkNR?oc=5)

- **Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD -- It's Something That's Hidden in Plain Sight - The Motley Fool** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOcTFhRGF6MDE0dHFHQ1R0RzE0dTNqZloxOUR4aVZSUmREYW1HaGRubUJ3cFJTam9xQ0RsSXBienhGaVZaQzA3WDJXd3NULVRhUGpvZzJXcnBwY1drNjNqcFAwaWRhS3B2cUdldGR4aE94SjFBdkExYUJTQWFjWHBvVEJCZ2tNbHdGclEtNGl6MmpSN3ZXMmZMMQ?oc=5)

- **SK Hynix Stock And 2 AI Chip Stocks For Data Center Growth - simplywall.st** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMi0wFBVV95cUxNcmtSRjZ2Ym9YSGNQWTVtY2VDcVdHZ0FIQnBqYlY5Z1RFSEVGMzVFSFhxQXJfcHBxZmNtNjNPQTdhZ05BM0tzWkMwYkYyNEtoMk9GNjBZWmNucDR5bWo3Vnc3OTJ5U1R3UkJTQzlTQWl4bXJncWk1Z3lwaldzTEdGUGZ3MWxCM1g0UWQydnIxZ2xZeUUycWxwQ3Jod0RkNWpQSGJIT1YzYzF4eFZ0ZVUxRzBXdUc3eVpfVU1jZHpRd25EajdqY1MxRXRpa3ptRjFINlJV0gHYAUFVX3lxTE0xazNxX2VIVnVGX00ya2dZeDBhcDM5VUJmUnFZazMyY3pYWk90RkZNT2Z5ZVhGNThQOU1XUWoydk5LSzBHZTBjNURxQjQxSGpBNUEtSVM2ck1PR2dzZlVJN1ZaNnBjaXdZU0JBZnQ4OW55cU5ISUZQcnNLalRIeHJ4ZEhlem5TZ1c4RVUyVU5FWWdxZDJsQnlVa3Nxem01Ql9BV1k4SXlLc2d6VDl4TEZLNGhmd1U3UFlPdU41dk5JZGFOVjdKdmh1b2k2UjkzanJicWJrZ3FUQw?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026** (wccftech)

- [Read more](https://wccftech.com/tsmc-concedes-intels-emib-packaging-is-a-potent-contender-starts-building-quasi-emib-as-cowos-remains-choked-through-2026/)

- **NVIDIA cuts over half of Asian buyers from AI chip whitelist in China crackdown - TweakTown** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxPa29BYkxaSElxRlUxSDhKamF6eGdNOUF5ajJ1di05NE53LXZnZEVYeUFicnZqS1R0SkxyRzhaNVFIQUszSHRmM3htU2lmaFhudFVVdzlnUHVIeDNudl9LQi1tM1RzUFdBRGlkUEFBenFQSlRwNlRNNFNrbjJXSm9aTTZ6LWhHZENIcXdFSTlYU3BoTnQ3dEw0eGxJSVN5OW9SYUhLNGtrWkFIZ3pXNG5XeXd3Vlh5X3NuR1RfZ1NxeUZqVUMybFVv?oc=5)

- **U.S. trade official says 'very few' Nvidia H200 AI chips have been shipped to China - CNBC** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBZdWd2RUZkOHBLZ3lpeVdGMFZCT1Vpd2FiUXR6c0xWMGhUMkwxLUtVY1dSdnlJNGVKMVN2aTVpNlA4UHJNQUJQSGJiNTVsemVvZ0lEakxvOG1kU2tTeXptLW91Tm1GbmtlSjg2dWlOdkXSAXZBVV95cUxQWVdMZURKQTVEMER2bE8wTmtMczA0NzBDa3NjMGV4aUdRNVdoT1Z6QlA3cFoxYnlOak8ta282ZWU1NnZLYk9oT3lYNzlPYW8xZmh3eVE2aTRmTDFxZXByU3FueERPT0wzNDg4dGpMazA1U0RjVEJn?oc=5)

- **Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD -- It's Something That's Hidden in Plain Sight - Yahoo Finance** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQTFNKZFpKOW1YMENScXJlbjJHbmZSS2xNZzdUZnNfVlFoYlN2TlBKempoejlYRnhURmZwcWVZbjFNWjc3NHZoMlVtV3NFaXZvM1hneU5aTEVJV2dob1pnSXhwWnBJbk5lNERaLUhRZnA1aXVzdnZnc1EzanFIdEFqZV9mVGNVU0YxcG1lZVdHRjlZQnNrUkstaDZ4VUE?oc=5)

- **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo Finance UK** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOMFZiaklUeVQtNE1UYnZUM25YZ1QwdldrYmlmWlA4YzBZNmFnOE43RzhKd3JpYTNXT25HUldpdjFZVjc1Z2RvS2FQTGNCRElUVGw4dVFkQW9LeFpBLTJ3cllzZTZNVGppRUlURV8wMXVlSk9YbC1lTnpFYTN4aHQ4bUowZk0?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - cnbc.com** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5)

- **Samsung forecasts AI chip boom, drives growth with HBM4 and 2nm foundry - CHOSUNBIZ - Chosunbiz** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE1oMkdjZ19faVFBSWJJNHp3NERJZnJ6elU2VTNPUmpSM3NhWTdFSmo2dVlnV1V1WHZGYldjQlpvSFRZRnVKQWlJcjh1MFFaT3FQMHdTUk1VYWxnRFJQNWhUYzM5WnNLTzJmX0Joam04cGtibEhkY01iX3B30gGOAUFVX3lxTFBMMENlX3hua1RGMU15NTJINDBUc05YTmxjaUxFeDZaRExRNkZ6V09tMUNXY1o2VTlSSUVDZXdMcmhEbXFVdjFKRzE2OHBvTlBoUkJxaENodEdlUUpLS1ppWmF6dHNDOVV5MVZScDNhNEs1bldRc25uajJlWFZKTXgyX28zMXFlY2otaHlZVHc?oc=5)

- **U.S. trade official says 'very few' Nvidia H200 AI chips have been shipped to China - cnbc.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBZdWd2RUZkOHBLZ3lpeVdGMFZCT1Vpd2FiUXR6c0xWMGhUMkwxLUtVY1dSdnlJNGVKMVN2aTVpNlA4UHJNQUJQSGJiNTVsemVvZ0lEakxvOG1kU2tTeXptLW91Tm1GbmtlSjg2dWlOdkXSAXZBVV95cUxQWVdMZURKQTVEMER2bE8wTmtMczA0NzBDa3NjMGV4aUdRNVdoT1Z6QlA3cFoxYnlOak8ta282ZWU1NnZLYk9oT3lYNzlPYW8xZmh3eVE2aTRmTDFxZXByU3FueERPT0wzNDg4dGpMazA1U0RjVEJn?oc=5)

- **Microchip Acquires Edge AI Chip Startup Hailo** (eetimes)

- [Read more](https://www.eetimes.com/microchip-acquires-edge-ai-chip-startup-hailo/)

- **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - cnbc.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxNdDZIQ1lzazlLRmJiRHRHcUh2cHJsTWlwbXoyMkdCWGVLR0s4MWU0N0VQQ0NLTjNxZ21QS05fMTY2em9YaDJvSVhOSmlaLV9hcHlWUjhuUXhfZXlWeGhCSDlGVS1yWkc1U3hTak5Xam43RExnMU9kLUozTmt5aUdmdS1ZakM?oc=5)

- **AMD delivered better stock returns than Nvidia in H1 2026 but the AI chip war is far from over - Startup Fortune** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxNUU9CVHpkV1BIdk02TUd1eDZJXzRpZ2l6U1dfR2lmdTJWT19GR3lqZnJPTU9oS21wQm5vaC1QWHZqY2FUZjNLODVZVUh1ZkRXRHpCdUJRamVwdHRkQnBhdzlPWkhOaDhlYXJQYmRPN09IR3RTRGwybDFsRE1oSmg1Q3pHTDBYdU1sXzZkUVZPR2hSZWpVc1RNMk1qNzhwQ0l1OXZSQzMwVWlxOW5JaDUwSmNrdDNjUzB5UnpSeTVFQQ?oc=5)

- **Google goes cash flow negative for the first time as AI data center buildout increases capex to a staggering $44.9 billion in a single quarter — CFO warns that capex will increase in 2027 as company banks big on TPUs** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/big-tech/alphabet-goes-cash-flow-negative-for-the-first-time-as-ai-capex-doubles-to-44-9-billion-in-a-single-quarter)

- **Warning Shots Fired as AMD Announces New Data Center GPUs** (eetimes)

- [Read more](https://www.eetimes.com/warning-shots-fired-as-amd-announces-new-data-center-gpus-at-advancing-ai-event/)

- **OpenAI Finds That Systems From AMD’s Helios Partner, Cerebras, Are “Incredible” At Inference Tasks, Showing That AMD Chose Wisely** (wccftech)

- [Read more](https://wccftech.com/openai-finds-that-systems-from-amds-helios-partner-cerebras-are-incredible-at-inference-tasks-showing-that-amd-chose-wisely/)

---

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

## Episode Summary

In this episode, we cover:

- **Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead** (google_ai_chip)

- [Read more](https://news.google.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?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.com/rss/articles/CBMihwNBVV95cUxPc3gxcHhIZWlnYnAxNTBsN3dDMDRrUTFZU1hsaHN3Ynp2QWdNOE1Nd3plRTRfQ3NXQ19UWHpzVnlmcHk2czYwR2kwaVhYeE1WTEFkbTFHRXNwdExOYXctZWVwTFp3ZW8xdTZRRDl0YjdpMGEzd1c0MWFiMkhDcnpPcDUxMWdUWFFVXzZ6M1lVRzlCUE1feTVRM0hLN1JPa0JvOURSOHFiTWxzY3Z1eU1zTzJfYWl4M0xmVTlGMG9jSVpGcDBDa3ExejloUHJIRU5NMm50RExrU2NqaXFyRVpQUnhXNm9BSW1SY0JfaUZOSm1SNHdiWkt3bGZuTmU4WFpsaW4wNnV3OXRrdFBQVEluQW5JdWhVWS1ObFF4bjhUdW53WnhGMEtiQVhXQTEzcndHdi1UcU5KVmtiWHJnT0JFN2wxM19fXzNjaEdJclhTYnVqczMwT096eWJ4LWhTanFyWlRyMzB4X1dKbXJyemREX0dQLUVDQkRKZGNIblB0a253bmVCWGVZ?oc=5)

- **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)

- **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/)

- **Google’s ‘Frozen V2’ TPU hardwires SRAM onto silicon, ditching TSMC’s CoWoS packaging for Gemini** (wccftech)

- [Read more](https://wccftech.com/googles-frozen-v2-tpu-hardwires-sram-onto-silicon-ditching-tsmcs-cowos-packaging-for-gemini/)

---

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

## Episode Summary

In this episode, we cover:

- **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)

- **Five Myths about the Current Memory Boom** (semiwiki)

- [Read more](https://semiwiki.com/semiconductor-manufacturers/371531-five-myths-about-the-current-memory-boom/)

- **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQdnRzX1dENjdqdFBseDhwQ0ZBa0lmbFJGZ1FWMmhldzNoTDhHTTFnQjBFOGpTUGZaWGtBOXR0ZXdBdTJwRzIzaUZCQVhEanVzNVNXMTEtQXUxTEFFWnl4ODJ5VmpldFBQTnBmSVJkOXdlWkg3aWNCTUt1VklBU3hXcWM0dDdweEZSSDluY0RtcDZTYVlUd0lvbENRbHdBbG45M1pRZUxlRHNJYUx4NVgwRFp5akdTSE9JN3ZfaDl5cldSeVRtWDlENDBB?oc=5)

- **Samsung’s Advantage Over TSMC As A Foundry Rival Expands Beyond The 2nm Process, Helping It Ink Multi-Billion-Dollar Agreements; Has Potential To Outgrow Its Competitor** (wccftech)

- [Read more](https://wccftech.com/samsung-foundry-2nm-advantage-tsmc-chip-deals-worth-billions/)

- **Samsung, Broadcom Ink $200 Billion AI Chip Pact Through 2030 as Foundry Race With TSMC Heats Up - Benzinga** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMi3wFBVV95cUxNSXBLaGd4WTY5RzJTS3U4TWYzUzlGSXlLUC1BWlZobXJ6RHNwQ1I1V3hTTkRqa0M0clBzbTdyQ2VaaVZKZVBlN0hxQ1VTQnRYX2lRNUpaQ2F3Wjc0OERwakxaUEl1LVg5eFN6X0hyZjFBWl9vanBwX1ZYR1JzVjJucTlQY2lFTnNRTU8tSVZ6aG9mdGc0bDQxb3pIb3VuejhuNzRhYnRhWW9NV2hSa2hTeWdZQkRZa2lsRHA3SWhJZl9aY0JpampsOHZBc3hVQkRscG1XUmwxQThBMHZEX1p3?oc=5)

---

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

## Episode Summary

In this episode, we cover:

- **Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxQazBoZjRQeFdoRV9iRlIta3F5Q09jeFIzSVlDQXVrVGw1YTVzRXdBUTZ6OVVvMWRFamgzUThCR04wNVZudzEyeXp6Und0amVXMHV5UFd6NjRwZEpFNzUwMVZEMGxVOVlqV2RjclctdXA4T3ZJdk9HYS03YW1xY1VBQU1TM1BwV2ZzNnJuRXdkVHhEZHl0TWdZ?oc=5)

- **AMD Turns to Samsung for HBM4 Memory as Lisa Su Races to Match NVIDIA’s Rubin** (wccftech)

- [Read more](https://wccftech.com/amd-turns-to-samsung-for-hbm4-memory-as-lisa-su-races-to-match-nvidias-rubin/)

- **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)

- **SambaNova targets AI inference boom with chips built for existing data centers - Fierce Network** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPdFVwS2JROExhb2EyVFNEUEJhdHZ5RkdGa09VaUdITk1sb3JzZllMV2hIUmczN3RDSmxJUjk4dzc0OUdPN2laUUJrZV9fMVNCdTVJd2pLOU9NcmdRSFk5RUFyR1FMWThFTllZV2xnSnFOd3pVM0JPWElBcUJsb2Z3NDE0VzJvSkpjS0M4RXlvdmxEdlRydEpZdFJMQXl0cU1HOFhPY25Hc25NQQ?oc=5)

- **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)

---

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

## Episode Summary

In this episode, we cover:

- **Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxNUkFOZG5JWlRIblJ6dXk0a3pOZjQyRWdKQ1B3cG92MUdYY1VrMzltZ1BFdnE0bVBsbTI1bGdFd3dXT3hPM1lpYm9uejlqTkxQdmhIeWRnRXZVdU8zX21FMkgyOExmc09pR2tfNFF0cWlYMWVkeHpNNEI1cjFOa3NYNDBORkV5R0VwOWNFUnYtRFkwQk5Gdm9nV0lVTG9qc0RlaUYwd2RPRXNVa2g5VHl5SmhYVllMQmJBZHUzRm9uT3cyVm1GT2c4OWNYaw?oc=5)

- **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/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5)

- **AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center** (toms_hardware)

- [Read more](https://www.tomshardware.com/pc-components/gpus/amd-takes-the-wraps-off-its-instinct-mi455x-ai-accelerator-cdna-5-and-helios-rack-scale-architecture-combine-to-take-the-fight-to-nvidia-in-the-data-center)

- **Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxObkJTSE1abHpyNU9ic25LdXVnS2lWWHk3ZEwwS25mMGp0TlNHWXdhTHoySnpNUk5VbEo3ZEpDelpOVExsMW5POFc4Zm1LRGdLcDlnSG5MQ0hsNndLeVl4WlVPOW5kM0VGZmR6c0JkLWlFNTVnT3d3a21vUGY5amtFcTdvRmZNT01RblRCbTNrcFpiY2c?oc=5)

- **AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras' Wafer-Scale Engine (WSE) solutions** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-and-cerebras-partner-on-low-latency-high-throughput-ai-inference-epyc-processors-in-helios-rack-scale-infrastructure-paired-with-cerebras-wafer-scale-engine-wse-solutions)

---

*Sponsored by LimitLess AI*