## Episode Summary

In this episode, we cover:

- **Data Center GPU Market Size, Share | Industry Report [2034] - Fortune Business Insights** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE9ZOEhOLVRsLThWdkhVZ3hfaG1xV1ptekhLVFI4ajB6X0VWcWI2cllzLUFZa3FhbGlDSEtDY0kyNHpwb25uMWdUSkp3ZUN5N2VrelBORkFBTXRvYjNrWE9ZM3Q2TVNZdExZN2haTm40MnNTNFhGd0ZOUw?oc=5)

- **SEMICON China opens with focus on AI chips and advanced packaging - digitimes** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMimgFBVV95cUxNaHMwemN0djVzV3F4ang2MjFKYlZ4OUh4ME1fQ0xVallfN3B6VTJSbDFwcmF5S0hyMkhrU0VvMDh3Q1VkOXlDNVUzTHVRLWR4QWtRc0taekt4bkFGSDdndWRCWUZzU0xyaDI0b3l1c2szMlpObFFTd1hrdl82cl9Td3pGdUpMREpBcmdyRFR4TGQwYm9ldncxN2dn?oc=5)

- **Broadcom vs. TSMC: Which AI Chip Stock Is the Better Buy? - TradingView** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQS2NSbmpiZE9rRkZMT0F5X3RrUDF4WDMwWmhjUjIwMXFTNXd4NTdXMlZYNDdHODU4U0gtMDNxeGxDVk95VkxvX2xCc2Fsbkp6MWMybmZDUGl0eEZRMzVjbVRTNTJpTTF3Qm9taEY3REhMZDM5d0gyV09NNzlXVEtpbjY1N1V0Z2FHNjRmV0l3bDdTWDQza2xub1pZTWJpMVN6TjBXM1NVVDFZMmE3WkppbTREVGY?oc=5)

- **AI Chipmakers And Data Centers Fuel Wealth Boom - Evrim Ağacı** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxQS3FPaWh2alczOVlDRFdFbzhSVENQUHVud3lWMVRucVhJV2g0anJWTTFycy0yRU9wQWxyQmNsTEJpV2FLdzZZUkZnd2xoRWZhWWRMbUY4UEZnbEVGbHVpWnBUZlpsSlRNWGxEOG9QTGZjYXFELVozeUZ2WjlEVzJyTmRybmVrdU5T?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)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks - crn.com** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxQN1FtelBYMXpmb3pDcVpwQmRjNGVXNTgxcVZaQUxhRVpvdUxaNmJRVWRvbWlycTRVMFJyUW9pd2V1b0VJZEcyZmJBT3hvY1ZjZ2VKcnZOT1ZBSTNFZTduT25pYVJCdkM2WEtIcksxZkpLWmdrYWhoQm8wWkpCWnRuaWZYTDJPcWoyV0hxZ1UyVGJNMXp0cjVjdHp2bUZnRTRVam9xeHdYWnVucFZtU1lxVzMxNXZjU1RVWk1tQWRkUnFaWEJ0dUNvNA?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)

- **NVIDIA H100 Tensor Core GPU: Powering AI Revolution Amid $500B+ Spending Surge in 2026 - AD HOC NEWS** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxOeUt2cTViSDZzbVRJbHRydVBQbkhhaGF0Y2U1dTB6X3FnSDFNTjVfQ0pWMVFoRnVFamZEOWhvaXk3RnpzQmFwdXVSQlRWX3hyMk1xU1Zva1g5TU5VUE5NNjh5YmFSTmN6Qzh4dzEwMGdOd0FGN2FyUmcyS1NlWVB5QW9STmtWaW9hRnM3NjluMlhQc29idkF2ek9zWXRheE5TTndYVDFiNkdYem1NZUxjcnM5MGZhbHowQmRtalNMV0hxTWl3OXdR?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)

- **Huawei’s Ascend 950PR AI Chip Just Won Over Chinese Customers By Mimicking CUDA Through CANN Next, Threatening NVIDIA’s Moat** (wccftech)

- [Read more](https://wccftech.com/huawei-ascend-950pr-just-won-over-chinese-customers-by-mimicking-cuda/)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **New Nvidia AI chip design raises questions over HBM demand - The Korea Herald** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiV0FVX3lxTFBnT083VzFyaEE0UTFGeDJKckVQLTFwalpWLTBkNmVwVEFWZkd1YjBLS2RmaGk2MjNrR1I0YmRRa0xhT0hCMmw4Nm5QbkY4WlY4NHA2YTBrWQ?oc=5)

- **TSMC Has a Monopoly on Making AI Chips. Here's Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom. - The Motley Fool** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOZl9DOFZOWW1mSE1wSklRTko0NDNVczg5bkZ6VTJwU0dqMVpJVjRyOFh2WDgxQXVMM0JEZXpRUTV6TXhESE44dkQzS0ZOMERqWTdOQTFvQmRITDdwM2w0bUNhV2I0MnZ5N0IyYVNPVGhpMWRYY0FnOXJRbEs0WWZ4b1NFTjNWSk5fUndVTU8tN20tTkJmeW1DVA?oc=5)

- **Musk’s Terafab Plan Puts TSMC’s AI Chip Role In Focus - simplywall.st** (google_ai_chip)

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

- **Nvidia's H100 GPUs are going to space — Crusoe and Starcloud pioneer space-based solar-powered AI compute cloud data centers - Tom's Hardware** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiigJBVV95cUxQZllrWXhKMTBZWl9GaHJSeVZrMm9Wek00NU83dkxRTjcxazd3eW9YRnlSb0dNSWxxSmd6TWpGU2l5RnMxY3J1a3RSbEZVNDJTdFB2ZTVHUkdHTjhPUFJZZ3RZVmE0cmdnM0J5cXNoc0VoOExVcUVrZW52TW1lX1U0RVJocFFNS3hoVzVCZk9PQ2FGY3pDZVNqYUxLQmlqU3lqYzlKQjhvT09NUWVfNG52UWNGMEVhYTQtSkhuMVZ3Y3JPbXVHYUtaRVZMeS0wMVhGeFdzRS1KbGFqdDJ4U0tIMnozZEpBLW9MY0ptNEQxcGpDWGFYd2EtV2FQaUlGT1ZoTmRrYTZ3RmhRQQ?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)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Intel sets sights on data center GPUs amid AI-driven infrastructure shifts - Network World** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxPZDAtWno4TzVVSjNsRlRveldub3ZxWE9MWDZtR3QtSmNQQW1wWGxYbDJvWHBSdEFKMTY2aWRHVmlEMjUwbGpKMVdicFJuWnFhajJJZ2EyZ0dkMDRBVkdwWHBuMVRuZVVzNGpKSzVDdUpFNlBUc0NLZXdKN19JTDJKY2dyWTZSUHZzWmdyYmc0ZjJhbXNlMU0zSmxQNV9UUGhReWhjRnZFOHNlVGRWYTNZSndCTUJOVjdUTnlVVkJtd18xUQ?oc=5)

- **The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/the-super-micro-ai-accelerator-smuggling-scandal-proves-how-cut-throat-the-global-ai-race-has-become-as-global-trade-evolves-so-does-export-control-evasion)

- **Huawei unveils new Atlas 350 AI accelerator with 1.56 PFLOPS of FP4 compute and up to 112GB of HBM — claims 2.8x more performance than Nvidia's H20** (toms_hardware)

- [Read more](https://www.tomshardware.com/pc-components/gpus/huawei-unveils-new-atlas-350-ai-accelerator-with-1-56-pflops-of-fp4-compute-and-up-to-112gb-of-hbm-claims-2-8x-more-performance-than-nvidias-h20)

- **Nvidia Debuts an AI Chip for Space-Based Data Centers - PCMag Australia** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxPYll2NDR2LTVXcDMtUUVqNjlsVko4Mk5MWGNhWlJrbUFaX2xGMXNSZVFsQkZTX3dFcWNQWVdHSjJFdWptdUFNQ0hNT3Nsd2FjT3QtRXNSOTdhdXFFR05OcFM0cGNuWXVnQ0VfTFQzaTgxVVFxSFVfU2RBWjctSVBMWlhCM1ZtdVQtOUltbw?oc=5)

- **Data Center GPU Market to Reach $1,026.28 Billion by 2040 at 24.38% CAGR | NVIDIA, AMD, AWS Among Key Players - openPR.com** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxPM1dmRlZfQ0lTdmxsNW1OdWQ3TTdDQzJfNjBrZVlwR29aMTN6REYxQ0dlOHc2NGg0Q0tIZkpxcEJjRXpVLTJWTnF5R0tGbzRNNV96YUNkWU1QeWU5UXBuSlZtcEJ6LUFacE5LWDBzaFJpMVBCUEhWNDZkRVdUNWg5a1c0MnpmNUdRNE1RcVpKaTlMRDc3N2Zj?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Accelerate AI Inference for Edge and Robotics with NVIDIA Jetson T4000 and NVIDIA JetPack 7.1** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/accelerate-ai-inference-for-edge-and-robotics-with-nvidia-jetson-t4000-and-nvidia-jetpack-7-1/)

- **Nvidia to supply more than 260,000 Blackwell AI chips to South Korea - Reuters** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxNbW9XWUFoYkxZaVI0SEtjV2dMNWItSnctSGQ5ZGs2MG9CcTVKNnRKMGoxLTlibVJnbmp2WWFzQ01YRGlXYnBVMjdiWWp5VU90SDNMUktpMlAxRi1keDNDUXVNN24yRlV5UVlBd3ZsRDlVczgzeWF1bTU5Yko3amU2aU84LU1OZ1VzUkloQkIyZUE4eXp6RlFmeUVKYnktNmE2SnN1dzdmM0NLOVhYOFF6c2lGUV9yMUJFekFKdA?oc=5)

- **Nvidia's $20 Billion Groq Acquisition Just Paid Off. This New Chip Could Change the AI Inference Game in 2026. - The Motley Fool** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMilwFBVV95cUxNeEZvYnBkcnpjSVphbFNFeHNkeVBEQnFyamZuenlwb19JZXI3cUxzV20tVHh0QXhpU2V2WFB1b3pNVVZzQ3FKRENWT1MzbHBoc0tVdmR1NzAycGtpaWRkbHZIQkxWZlZiMkRzZFIybjU4ZEdjdDFWTXduYTBSS1dMZUJLS2wyNW5uRWVQN2FHVnFQSm9BTnRJ?oc=5)

- **China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips - South China Morning Post** (google_ai_chip)

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

- **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)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **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)

- **New Software and Model Optimizations Supercharge NVIDIA DGX Spark** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/new-software-and-model-optimizations-supercharge-nvidia-dgx-spark/)

- **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)

- **Real-Time Decoding, Algorithmic GPU Decoders, and AI Inference Enhancements in NVIDIA CUDA-Q QEC** (nvidia_dev)

- [Read more](https://developer.nvidia.com/blog/real-time-decoding-algorithmic-gpu-decoders-and-ai-inference-enhancements-in-nvidia-cuda-q-qec/)

- **AWS Trainium3 Deep Dive | A Potential Challenger Approaching** (semianalysis)

- [Read more](https://newsletter.semianalysis.com/p/aws-trainium3-deep-dive-a-potential)

---

*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/)

- **Musk's TerraFab Aims 50x AI Chip Output - 조선일보** (google_ai_chip)

- [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNLWYtR2QzSGRpNk94d0lILU5WMHpEZUhvXzFCSWpMaXNGX1pvcDZtQlZNd29NQTVZM28xNmE5VmZOMWZ0MEs4NEp2eVQwZ3dPVFdoQm85ZUc5OEI1OVdGalZ4Xy1tWmw2YjlUZkNqQnpsZmpaYTVWc0tqOTBwaWFuamZaOEJxNnJw?oc=5)

- **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/)

- **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/CBMinwFBVV95cUxQY1pyeE5venJvZUp4anBxZXhXNy11c0JKdWpBbFl2T1lteXZvaW8tbG5hRnVlQmZuOUN3QmJEWmdRRjlBWFdISmpMajVVM09jWnVVVXdZSWRRZncwek9IdWN0d3V2Mnd2VUttbHAtenZEc25WODk3TTB1a2laQU9yRlJIdXBKQm41ZF81bndDSG5EdEVHTkJSclJDUG5PNGc?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/)

---

*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 - PR Newswire** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMi2wJBVV95cUxObEx3MWhFd3lmUHZFNzlnRnlJbjEyN1ZzdjZGMGZJOTBTd3ZHUENBb0xGVFZ2WlUtS1phMFRZSWNpUld1RU1UdVdQMFJ0V3pWcXkzWU0wc3dnWjRMZThfUVdJdThzR3pmc25RSmp6U1lkeXVzSTMybVR2Q2dQRTJyUnh3V1B4ZmtMbHFOZ3N2MVo4aGhJTURKTWdxM29vTFZGWmZON2RyeGp3RnZ3RF9SVEJTZFk5YkJKZkVUMFN3cWNKeFpERGppT3ZpUjRWb0Q0Q3QwaVRXMjk4Rm92TVpPb1RUOUUyMWFfb2pqXzVKNFh1Tm9jY2ZqNEZDWUo4WGsweFlGaVR5M0RpNnh4ZDRjWmFIUWdsLVVXT3NoWlFFeUQyallHa0N3YVBJZGRtdHpyZ0JxYzZPWDI4eTdvSzM2cE9PTDE4WFhPZnZoMVEtQzVzWWVZV0piN3RmOA?oc=5)

- **How Nvidia's $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin Platform — Samsung 4nm process serves as bedrock for SRAM-based AI accelerator chip** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/semiconductors/nvidias-20-billion-groq-deal-produces-its-first-chip)

- **Nvidia updates data center roadmap with Rosa CPU and stacked Feynman GPUs — optical NVLink, Groq LPUs with NVFP4, and NVLink also on deck - Tom's Hardware** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMijgJBVV95cUxPdVRraWh1ZllwQ2pyR1J3Mml0VExDbzNET3BRYW1SR0I2YmNOQ0c0blZLS252Sm1hXzZBNFZCdllQVEd4LWRDSVJoM0RTdHgyYUprdTM3dkJfbHZYV0tJekRlaFZ5M04xQjhORVdTbFVpa2hTNXVablZyak5LT01yMnN1dXJVZmhOeE9uNFZCeFdqZTdhT2hCOGdsRmlOeFNZekVVcUYyd0VOSUZFaGRMMmhfTllfb0c0akduWmoxNkFPRzdNUHREa1NGY19KbWQ1clh1VXJpM0pfSkRKMXRnVTJrdHZnMEdGeUc0T2E1SWlZc3Y1WmVRbkJzZ0tYam0xdG9MQk5RRzNUMEx2dEE?oc=5)

- **Analysis: Is Nvidia's Groq deal the endgame for AI chip startups? - digitimes** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxOd2phVjFhTEtBaVJPSXFxV0FDbC1PMXBjZGpGRXlUTXdfRjRFOUdBUjhYUnc3bG1WZzFQb2xPeGdSTm9KUWlVT210WGgyTlVqRmk2VGRJVGstVUFkdjdienZDSmMxc1ZBY0IwaFRYSVkyQzJEMFpZUHI5cXp6X3JneFhxRFVaQQ?oc=5)

- **Nvidia unveils AI chips built for orbital data centers and space missions - BetaNews** (google_nvidia)

- [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxONDg4Wnc1RWdmQlpIX0VzYVJpR0liY3duTFRQR004ek53VWJVY1VjWi1xcTNnSXIwSTVXZjN5TFpidTB1aXhPa2QySkpOS2JneTE4dm12UHZHZTVKR2xxUVhEN0k3YWtLdm5XdXFITkh0SUM3ZjVNMDUwVml2YXVIcnZkZVpFNU11bkRKN0Fn?oc=5)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/semiconductors/amd-and-samsung-ink-memory-supply-memorandum-for-epyc-and-instinct-products-unprecedented-deal-also-includes-scope-for-foundry-partnership)

- **NVIDIA’s Vera CPU in Detail: High Perf Chip Takes Aim at Broader AI Server Market** (servethehome)

- [Read more](https://www.servethehome.com/nvidias-vera-cpu-in-detail-high-perf-chip-takes-aim-at-broader-ai-server-market/)

- **Decoding the Future of Inference At NVIDIA: Groq LPUs Join Vera Rubin Platform For Low-Latency Inference** (servethehome)

- [Read more](https://www.servethehome.com/decoding-the-future-of-inference-at-nvidia-groq-lpus-join-vera-rubin-platform-for-low-latency-inference/)

- **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)

- **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/)

---

*Sponsored by LimitLess AI*

## Episode Summary

In this episode, we cover:

- **Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated]** (toms_hardware)

- [Read more](https://www.tomshardware.com/tech-industry/with-h200s-set-to-flow-into-china-groq-is-reportedly-set-to-follow-nvidia-is-allegedly-preparing-a-custom-version-of-inferencing-chip-to-penetrate-region)

- **Decoding Nvidia's Groq-powered LPX and the rest of its new rack systems** (the_register)

- [Read more](https://go.theregister.com/feed/www.theregister.com/2026/03/19/nvidia_lpx_deep_dive/)

- **Nvidia reportedly preparing Groq AI chips for the Chinese market - digitimes** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxQdHBUeHJUalNtUWJQRl8yRW54Q1NkaUFZMWJOYkJjNTB2d2FzaU5rYk5LZmdhLTRBSl8xak12UnVmdFFYdmllOGtmVDMwb3pvZWVFVU04QlUzMEhfbDBaOWNYcHhoOEZueW91Mm15WjJfRmJMR2dIZFR1d2FTZXZ1cENTQlhJSXRJUm1qWUhUQ0hnZw?oc=5)

- **With H200s set to flow into China, Groq is reportedly set to follow — Nvidia is allegedly preparing a custom version of inferencing chip to penetrate region - Tom's Hardware** (google_gpu)

- [Read more](https://news.google.com/rss/articles/CBMiogJBVV95cUxPUXBGcHVrZDNTYzE3dXNHQml5MFBxSklNZDlwcFZFS3RWbTRDczJMWnduUF9RaXdHTERJVWxXc1B1Qm1VY2JtN3g2UWZ3M09HdENMbVFrajZ3REp3M1Z1YTF4YS1ZNjNpS2VTMDRFUDNIdl9WSTlTRFM4cGZVZXB2cVBtSEVBLUhmM0Z5bmFhd3NjcGU2UUFnSG83aTljQWIydTZiUVJNTXJhS29fOG9OOExjX2pEYWo1eDZKbzZ0dHgycy04M1dBVk5wUEdzbE1hTzZxa0NWejFMX0FhOGFyYlVrREl2RWxpYVRHQW5qSTJNWUtLUFdtcTBMeEktd2dWRWtYU0tCMkVralRGbEUzbk4yWXFsRUtLdGFadzFSaXBmUQ?oc=5)

- **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*