## Episode Summary

In this episode, we cover:

- **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)

- **NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE45TU1qajRialRGMU1qZTlGMWVQSFlsUk1STlFiZ0o5ZnBiT1hMdWZwZGNhR190RWxBREx2bXZGUXNONVMwQUxlMTZuaHZtZUZLT3lkYlhhMGN2U2V3ZzJnTGhuaGR1Xzd6MWJtSTRyU2p1a1QwYVZMb1FDWEszZVE?oc=5)

- **Scaling NVFP4 Inference for FLUX.2 on NVIDIA Blackwell Data Center GPUs** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/scaling-nvfp4-inference-for-flux-2-on-nvidia-blackwell-data-center-gpus/)

- **Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively - CNBC** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE5aS194WTh1V3I5MlNzUkthMTl0cDJMdzV3UkxxX3JPX2p2SlFsLXJZanNaUXZfc05OTHVJalI1aEt2TXZRR1J1RGNrWmVJYm9Jd1FGOFJveENudlNHVjFNX0p3S0kzR0UtRkRyTGZXRy1QVWVJ0gF6QVVfeXFMT1NmclpBWFFJaThZWUFJd0t5bkZ2SzBTeTRHbGhtbzVJLU5TVlJCaXBlbGJYU2xtM0lqbXRRcVlPUzlveEE4VXFTT182RFZPVXhxSExPWU8xZ2pyNzNEVnQ0cXpVXzlBQ0lnRzdLU2hralFfSllCZTJGZ2c?oc=5)

- **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis)

- [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs)

---

*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/)

- **Cerebras Files for IPO as Demand Surges for More Efficient AI Chips - WSJ** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxQN1o1WkloLUZqUTFnYTVVVU1wc2o0cDllQldqOGV3R2lsNlJKNDQzejZOa2lMWUk5ZkhCVDZ3ZmRSZUc2cTFIb1BMcU1RVkZzbFV0WXR2U216bTdiUlZCZzEzREZTRXpKVHlfSHBCUHFFRnhQNXd0dGVMSjZvSkRFMlY2MXItUTVLeTNSRzhRR1RWN2M?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)

- **AI Chip Startup Cerebras Refiles for IPO, Testing Nvidia’s Pricing Power - TradingKey** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPZzlqYXlHUFl1QUJQMlhWNkJPSWtSbWpLRUIxREU5a2dTczR1cnpUMUt1bXpOQmdndlFRMWtOcmFzMzhYTTVTOUdqMjhSbThFVk5YOE82LU8zVWdtaFpENVdnTmI2amZSdlFqdlNuVzZadGtoX1dZU1lsc25nNW9jRkxnT0s5anlKeS1PbTMzNHd1bGh2V3F5TmwxNXctVW1SRXdRblREUXhaQQ?oc=5)

- **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:

- **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/)

- **AI Chip Dark Horse Challenges Nvidia. Cerebras Refiles IPO Application Could Affect Nvidia’s Pricing Power? - TradingKey** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPZzlqYXlHUFl1QUJQMlhWNkJPSWtSbWpLRUIxREU5a2dTczR1cnpUMUt1bXpOQmdndlFRMWtOcmFzMzhYTTVTOUdqMjhSbThFVk5YOE82LU8zVWdtaFpENVdnTmI2amZSdlFqdlNuVzZadGtoX1dZU1lsc25nNW9jRkxnT0s5anlKeS1PbTMzNHd1bGh2V3F5TmwxNXctVW1SRXdRblREUXhaQQ?oc=5)

- **Google and Pentagon in talks to run custom AI chips inside classified environments — Google pushes for tight controls for TPUs surrounding use for mass surveillance and autonomous weapons** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/google-and-pentagon-in-talks-to-run-tpus-inside-classified-environments)

- **Accelerating Data Processing with NVIDIA Multi-Instance GPU and Locality Domains** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/accelerating-data-processing-with-nvidia-multi-instance-gpu-and-numa-node-localization/)

- **Cerebras Eyes IPO at 3x Valuation as AI Chip Wars Heat Up - The Tech Buzz** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxQM0tIVFhiMGl0b1gwVF9SVkFjaEF4ZmJNRXpTM1k5aDRhQW10WEliSjVNREs4Y3dUSktGVGU1TFZaOE5zOTVsME9VcE5XekpRX2VmOFdZaGkxcWdLUFc3dmVHOTZXTlVNOHFKS01WdlNDbGFUVDR2RDZYOGlyMkthM2Q3SlFLX1hENDJDc0d0MVoxWTg2?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Supermicro Advances Enterprises' Adoption of Accelerated Computing Across AI Factory, Data Center, and Edge with Expanded Portfolio Featuring NVIDIA RTX PRO Blackwell Server Edition GPUs - Yahoo Finance** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxPYjRjTGJ3SjJGWHlNRDFFUUtyeG1aVFN3Wm41azBGS0ZORWU1LXdsQUZtYXRLbEhqUnVlenpTNHk1Qnk1ZW8xOHVVSEZUVUpOMnlYZXUzbkdsNW5xT2dNLVhJUGtnbTdIbUtuVXNCSnlPNktjSE1sTHkxWGRSbTg4Y2NPRFkxb1V0UTdLUk1IemtnMzM4VExVTzlwRmtSTzQ?oc=5)

- **This Light-Powered AI Chip Is 100x Faster Than a Top Nvidia GPU - singularityhub.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQTm9hQlN3ZGVJemZ1RVBQNUNtM3RJdUQ0cFJ6LU1xNDYxLTBXdnVCM1VvMUViMGlyTlNmcDVnd3kzakRNZV8yWXhpcFhVZzJqRWhveG5yR0RSdmh6TGRGRU54MTBwQnh1LUpkUzcyLXQ0NUhXeWVSZEc2dGxoUDhJZmNUa0FRQS1JNW1FcTFfUjFaZThsM1BUZjc5eEFaelM4UGhQWg?oc=5)

- **Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS** (wccftech)

- [Read more](https://wccftech.com/intels-advanced-packaging-is-getting-the-attention-it-needs-from-ai-customers/)

- **Accelerating Data Processing with NVIDIA Multi-Instance GPU and NUMA Node Localization** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/accelerating-data-processing-with-nvidia-multi-instance-gpu-and-numa-node-localization/)

- **Intel Foundry Advanced Chip Packaging Operations For AI Chiplet Manufacturing Growth - Technetbook** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNa0c3aE4tR2pYY1ZKU3FncGViSmJydXFrYkdUanVhekV0cGFtVEVOZDk4V0EwajJ2YW5iTmRDcnBEeF9VdnJXLV90SF9JazBjbldGdkhZQXA0T3gxa3pQVHU1cXhMUW5MNXJmTTJuVzhoN1ExTEFfQmlUSlFSX3JLVXUwUUNHUQ?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - finance.yahoo.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxOcUZJSWMwR2VRS2JPYWo2c3kyS2J3V1l6OFN1NkJvbGhaWG1GekJWbk5nUV9YbGdLZ0dxMFZjT0pRd3FPQllmOUVjbnJmMkVhemQxTzhpdEQwY2JKX05wYzQwLWlGM0F1SGVuWEVWd1R3VFlobXdnOW4xRzdoVGJBTUdONlVJX0pocnJ3VlJyZnhXSWlfNV9pSlphUG81OVJ4dXpjNW15ZlhxLWFpVFA2NURYcDF4clJUa1c4ck5FWQ?oc=5)

- **Inside the NVIDIA Vera Rubin Platform: Six New Chips, One AI Supercomputer** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/inside-the-nvidia-rubin-platform-six-new-chips-one-ai-supercomputer/)

- **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)

- **TSMC to boost capital spending as demand for AI chips surges - Financial Times** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOMlhESm14cGR5dlJzTGVwck9YWEtEUVFjVWdOMzluOFlPekxOS3dHZ01vdUpWVFhXQklrRXlpUENVMnRjNkZIRVJ4YzZXZGJRRFNnTC0wNVJMRFRkVEdEUGlJZDJFOTRmUDFwaUk4VVdQcWZ1T01xb0pSVjg2RUU1TVZ0QmY?oc=5)

- **This Light-Powered AI Chip Is 100x Faster Than a Top Nvidia GPU - SingularityHub** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQTm9hQlN3ZGVJemZ1RVBQNUNtM3RJdUQ0cFJ6LU1xNDYxLTBXdnVCM1VvMUViMGlyTlNmcDVnd3kzakRNZV8yWXhpcFhVZzJqRWhveG5yR0RSdmh6TGRGRU54MTBwQnh1LUpkUzcyLXQ0NUhXeWVSZEc2dGxoUDhJZmNUa0FRQS1JNW1FcTFfUjFaZThsM1BUZjc5eEFaelM4UGhQWg?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Nvidia and Meta expand GPU team up with millions of additional AI chips - Yahoo Finance** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiuAFBVV95cUxNaEc1R3NCLTZRdDgwVWd6UDR5ZXB5SXd4Q0c2dlBUbVpnT1ZzRU8xMnh5bWNEa1BuS25zRHg3Qk45OW1QaVk3MlE1MEhta25icVhvYkw5UXd0MjU2U2gtVmljdFBrMzM1X1FKQzRPNG9uVllMb0lRSXFvQWx3TWFmaDAyaTNIMFhabl9maFdRek1jcVpBOEJaeFMzbUgxbF82dXRKTjVCZzRqZm9iNkUwbjNyQmZ6WkYw?oc=5)

- **Nvidia halts H200 production as China backs Huawei AI chips - Asia Times** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNSG1weGxYZG5URDRRMVE1UEVraDJfOEJCWXc0cGQ3QnhTaGwwV1hBSjhSUGs2VUtEMnJFOThfVEZZaGRVa013ZldTVDZPWURkbmlsMTNhZkxRUmNROGZFQm1WNmdlUW9Ba1hoM3NKRUJNMmtoMmNNWGhUYUtQdk56VWotZFpCZDA5S252c1FwNkstNE0y?oc=5)

- **US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales - Bloomberg.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxPUnJ0TG94MWlQU1RNTFNObUQzMkN3ekFVMkExRUhidlNyZ2xBNmZxc2VwZHF3aG5MR1lyWTlJQ09MbzRMQUNNcjdJTm5UUURYMUJhN1RJRDc3aTU5a0RRcDZBcTJVaF95c2lHeF8xVW95TG9jWmoxT0Y0RlNjTVpDZ3p6WWpMcnRManE1QmNMWE1ZVmhTUTQwQnJONWpBRXQ5MFhKVWVXc1V1dkwyVFlQX2J3?oc=5)

- **Report claims Arm chips will power 90% of AI servers based on custom processors in 2029 — x86 and RISC-V on the outside looking in** (toms_hardware)

- [Read more](https://www.tomshardware.com/pc-components/cpus/report-claims-arm-chips-will-power-90-percent-of-ai-servers-based-on-custom-processors-in-2029-x86-and-risc-v-on-the-outside-looking-in)

- **Nvidia gets Beijing's nod for H200 chip sales, adapts Groq chip for China, sources say - Reuters** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxPNEVlQjZrU1hSX09aM1FEZndmSzR5RVFkejlDaVpUNGd2QkJRMG1fVkNKaGFrMHRFR2doTXhPUUQxdFVZeW5felVvOGR2bDhKbjMxTXh0ZHU1aHpQdEJ6ekFmc19ldHMzWUxkUW4wNFRLNlhYZTVHTUM5NnBNVFlMU3VrUjBjWjROUzdkazI5eXBYWUc3TlIweUlQV28tdldQdm1GMnRuZEtFbFRjLTNGTHRjajM?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE45TU1qajRialRGMU1qZTlGMWVQSFlsUk1STlFiZ0o5ZnBiT1hMdWZwZGNhR190RWxBREx2bXZGUXNONVMwQUxlMTZuaHZtZUZLT3lkYlhhMGN2U2V3ZzJnTGhuaGR1Xzd6MWJtSTRyU2p1a1QwYVZMb1FDWEszZVE?oc=5)

- **America’s AI chip rules keep changing — and the rest of the world is paying the price** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/americas-ai-chip-rules-keep-changing-and-the-rest-of-the-world-is-paying-the-price)

- **US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales - bloomberg.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxPUnJ0TG94MWlQU1RNTFNObUQzMkN3ekFVMkExRUhidlNyZ2xBNmZxc2VwZHF3aG5MR1lyWTlJQ09MbzRMQUNNcjdJTm5UUURYMUJhN1RJRDc3aTU5a0RRcDZBcTJVaF95c2lHeF8xVW95TG9jWmoxT0Y0RlNjTVpDZ3p6WWpMcnRManE1QmNMWE1ZVmhTUTQwQnJONWpBRXQ5MFhKVWVXc1V1dkwyVFlQX2J3?oc=5)

- **TSMC’s US Expansion Plans Grow More Aggressive With Twelve Planned Arizona Fabs, as Sole Reliance on Taiwan Appears to Be a ‘Dead End’** (wccftech)

- [Read more](https://wccftech.com/tsmc-us-expansion-plans-grow-more-aggressive-with-twelve-planned-arizona-fabs/)

- **Intel shows off leading-edge tech with massive AI processor test vehicle — huge chip features four logic tiles, 12 HBM4 stacks, and 8X reticle size - Tom's Hardware** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiqAJBVV95cUxQQVJId1ppRnBjbG50cl80TDBaU2hLVEpFUGVVbXUyeDhHZi1CbzU2SWZKZlBoekVCdmZUWkhkeVEtMUpoWlZ3eWZnZGFkN3FCMVRnRFY0ZGNVTzIxeXh0dkpQR3l5SmFxREhRTmpGcHZESDdOendnQXJPV3ltZjA2ODZUcS0wMXNNdERYZ0plM08wNkl1dXg0VEU4YTFkd3dxZDB3WW02YXE3NVV2bzF4QnFHY1E4OFAzQy1GelRrdHprWndwYm5NQ21MM29TQzhQeXhtcWk4RUtkZktLWmV0cGFSLXN4VUZnbFF1bTcwWFdhMmsxOGhTbm1Fdk9xa1p3NVhsUE5MZmFDVnJvOWliS2d0ZkUyTElfeDNrWjE4M0Z4S1RaazRfdg?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxOVG8zU3NmR0xkeDlaMmhNQThNZnN6MFZtV2VfbnNMT0ZYcVJFLUJiaENlTlRGNE9KMXZSdDhMZVdyT24wcE9JdWxJTWNVSFJpOEU1Vm03aXZwT2ZONnh5S1ZBeXFOOERIWVBBNlg5WnBPTVBfM2VSX29maU5UN2h2amlRVFIwN3BXdnNrVDItWHZaSDlLX2w2UF9TQzVUYVd5QUHSAacBQVVfeXFMTm9EMGExa2dMN1pKMWQ2MjZUc1hST2ZCNnFsYTFENlItc3plcm9rdjd1Y3RjLXFQZ2t2V0ZKWW1tLUNwRTRUZW1LbkpkR05JcnNteFk2MUNfcWFWZmJnQWp1RnVISzJMS3UwUk1SQTF0cU5welZqVVdvTElyS3dvS0tpVUlYOXNUOXRuREFnNG4xbzNORXRLaEtpSW1qSWtJLUx6bVJzeUE?oc=5)

- **Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals - CNBC** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE9YMXd4N2x1NTJ6NHVNYVBrMGU2M3pMUTR0OWxSTGpMcVBhWkh4WmZWRHFycVlXYUtYeDhMNHRDZXFzMGFlQVJ2ODFwY1BFVUQ3TUlxTVpMZUV1N3E5N3NnZWk5cEpBTnNVX200cTNBdm1sOHk50gF6QVVfeXFMTXFaeTZVb05qUGtpX2oxTmlUdWRVUTFlei04RXFSWXJ1aFpXUjY5bGg4azF6eUZaSUNMS29kcXZZWDZxVDFNc3FWdmZ0bENhRDZ4SV9nbzVfNUE3TUcta19lRDNYUGp3RE00MFIzSW1QX0E0cnlHbzBFR0E?oc=5)

- **Fujitsu plans dedicated 1.4nm AI chip manufactured entirely in Japan by Rapidus — AI chip to be designed and manufactured domestically** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/fujitsu-plans-dedicated-1-4nm-ai-chip-manufactured-entirely-in-japan-by-rapidus)

- **The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era - digitimes** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxOTFBFMGpFa3VhdHVzUmhISzhVMGlqXzhjR0tHeGR6Y3JTVXRBMVZLRFo3RjFPVk5xYmtyV1IyaDRqUV82UDRPUzBmQ3k5UVpsVFlrZm92eDlIWC00WWpYNi1Ba2poLW0wYlFUUUVDZk9BemY5S0N3S2dWci15VFhQS1dhdno1UGUtOGhQa1RjUUQ?oc=5)

- **$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMi0wFBVV95cUxQQ0FfY1RRRXpGZVJpeVRJM2ZpcFh6SkRhODVqM2FRM1NjczU5QXFyWURlYzFvT21yS0lvWEtOZjRhTWZuM3A3WEFWNmEyWTZLNGplb1BOYlYtVUtSUDc3YmhYZmZjaDNkYmFtZEJKM2tfSWtaeU9EUEhoVHNyRjRFSm5xMGlBSC1hd2pLQ1REd0dmUlF3dGN6dmVHVlF5Z0VVWno3cjhyRi12RmVtYmxNTDRHUDhjOTZmblBmbkZxUzkzN05uY3loNFdnbXhvVW4xVllz?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom - 24/7 Wall St.** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxORVQ4aElvSEVkc3Q5QUNjVmkwSUVZcXg2RWNPdVpEZjBISWZxTUxubjdZam43bmNnb1NFbzd4Wlo4RGxVbkp3SG1tQjdneTRWdjBRWjlaUnFWbmxaaVVtT29ZM2dXbERFTUdnc3dXUmRZNzBWMlBYN0dBb0ZQbzNoTldwemQwNTZQRVVteWNMdDVRbnotS3NqREZlenpOQ0ZQY2RIQXFQR0E0dw?oc=5)

- **US semiconductor reshoring efforts collide with the AI chip boom - Sourceability** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNdXFUOW5WUXNPN0pXYXcwYjc1LVItMlREbGdieThvZmFYamlkZ1VuT1RuOFhfYUJsS0pyalRFanRsNmdjbEViS0N5eTlyY1VSdHVwOWRYejFkZ0toWFlYbmpldmJSV3JqZGhTclFfdVFHNDVDV0t3M2ZaMmZ5MTJadno1N2JnaUFRZXdZVzBlWU5yRkh1?oc=5)

- **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis)

- [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor)

- **Chip Industry Technical Paper Roundup: Mar. 31** (semiengineering)

- [Read more](https://semiengineering.com/chip-industry-technical-paper-roundup-mar-31/)

- **China blocks Nvidia H200 AI chips that US government cleared for export – report - The Guardian** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOQU5xSExrUTRFajQtWU4wMUxHVkZQd2prZ0VraGxCb0hEa2pRRnhaWjNHSFQ4UHlOZGcwczJFcGZCbkgwd2VncXozRmJzWXpNRHBITnJnNGplQ01HSjNmdEdmQzFyVW9qQXpPRWl5TUJCa3k3QldZa2hOa3UyY2tSRE9MWnlzSWVqZTY1d0RQMHY3TVlMR2xyMkJBLUk4WUpTb1AtMWo4cnFVcVdXQ1Z1VFRodkRaYlJnY3dHZUFtMWpuYW5NdDBLVg?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **NVIDIA's AI Dominance: Blackwell Chip Momentum Drives Data Center Growth for North American Investor - AD HOC NEWS** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQb2NsTzlLSEtqSzNFbDVoM0FYanlGdkZYYU5zZnk3U0FfLTF0eXFaQjBxYXpJbkFqOFZFSE9ob1psQlVMWHFQM2h2Y1YwdktPeWtDVDd2ZFl5SFJvaG5leTFEb09pNjI3RGRKZWxzSUdHRjFoQkVQaXVubWx2UXlmSzVmQlFRZkhGWjgyNV9pNUdkZTdMb0xjUkVoLTNiWWFpVDhpbVpCSENJT2hLSDlYb3RtVE9TZktlQ0Y4LTIwY1lFRldZZFFnUlBR?oc=5)

- **South Korean AI chip startup Rebellions eyes new shores for rack-scale invasion** (the_register)

- [Read more](https://go.theregister.com/feed/www.theregister.com/2026/03/30/rebellions_ai_rackscale/)

- **NVIDIA's Blackwell and Rubin AI Chips: $1 Trillion Revenue Potential Driving Market Leadership into - AD HOC NEWS** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiwwFBVV95cUxQZjl3Wm1zdTRfeU1lQzBmanNZbUc1b0dNMGJPVC1DLWpDenpER2MzSWdadG9FTktCWDUwOHh4NmJmQ3dOZFpKOWo5RldsUkpiZVJEWnN5dEs1RDlFUUtFTWIxNUtJVkVrN0dNcTR0aHhjbEE1bGVaczFuZ09DSnlBcUZMTmt3dmVCOUZQX0s0QWIzVDNURHM5RkdFSjlJTE1jT2RwN1I1dHI2bmpMNFo4aE5CM0ltc09VZzFnRHpUb2c3a3M?oc=5)

- **US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNNFRxQlM4ZEZpbzdyZzRWS3R6djhfVjBMQTdpWFFBZks0QU5xRnFpNS1xc1c2cjJQdV9DbTdVZ3hIUGU5bEZrTHVOcjhqS19obEZfbkE1R2NZY1ppbE5ka194d3V3QkNWaU9HQXNUZHlfSlVRT1NySUZZYWE0UkdfOVY3YktFTWYyV3VKcHFVc0UxZ2pWUEQ3YlB5Rl80bmtpRGFkSnJLUGE4SVVFWlVaaTBZbndPMU1mSWxXYXYyM29pUQ?oc=5)

- **How China's AI chips stack up against Nvidia's H200 - Reuters** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOVzYybktZbWExUXk3M1ZaUnVUTDVJQ0hnRUc4SWNSaGlFUVE0aHhueEZLSU9ET1NiX0R3WmVnaXRwVnJsZV95OG5iSTdZV1dLRGRnQjYxOEFocUVYLUdudzE3UUhsdFdfR1JvSHRSZHk1QXBYLWtrSTNIb0dpcmw2TlJVVEVqcXU5Zi1uRU51Y3BqU0tLZy1pSEJkb1d4T09mcG1iMTdGUQ?oc=5)

---

*Sponsored by LimitLess AI*