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| Episode | Date |
|---|---|
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Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry
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Sep 06, 2026 |
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Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC
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Sep 05, 2026 |
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Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times
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Sep 04, 2026 |
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US official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com
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Sep 03, 2026 |
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Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Zacks Investment Research
|
Sep 02, 2026 |
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Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire
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Sep 01, 2026 |
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Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI
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Aug 31, 2026 |
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Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI
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Aug 30, 2026 |
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Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV
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Aug 29, 2026 |
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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
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Aug 28, 2026 |
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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
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Aug 27, 2026 |
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[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce
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Aug 26, 2026 |
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How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin
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Aug 25, 2026 |
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Cerebras CS-4: what 30x faster AI inference means - TechHQ
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Aug 24, 2026 |
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NVIDIA AI Servers 15% Price Hike: Triggering $5 Billion Cost Surge for 1GW Data Center - 36Kr
|
Aug 23, 2026 |
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Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com
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Aug 22, 2026 |
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Cerebras Unveils CS-4 Chip It Claims Is 30 Times Faster Than Nvidia GPUs - Startup Fortune
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Aug 21, 2026 |
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Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis
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Aug 20, 2026 |
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Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView
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Aug 19, 2026 |
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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
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Aug 18, 2026 |
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Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance
|
Aug 17, 2026 |
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Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI
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Aug 16, 2026 |
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NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance
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Aug 15, 2026 |
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TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com
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Aug 14, 2026 |
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TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire
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Aug 13, 2026 |
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NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan
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Aug 12, 2026 |
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JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance
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Aug 09, 2026 |
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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
|
Aug 08, 2026 |
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AI Chip Startup Taalas Acquired by AMD
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Aug 07, 2026 |
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TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment - Reuters
|
Aug 06, 2026 |
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Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - NVIDIA Developer
|
Aug 05, 2026 |
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SK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To Resolve AI Inference Bottlenecks, Targeting Up To 3TB/s Bandwidth
|
Aug 04, 2026 |
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NVIDIA Stock Analysis August 2026: AI Chip Leader Market Outlook - Intellectia AI
|
Aug 03, 2026 |
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$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
|
Aug 02, 2026 |
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TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance
|
Aug 01, 2026 |
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Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - Yahoo Finance
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Jul 31, 2026 |
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TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026
|
Jul 30, 2026 |
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Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - cnbc.com
|
Jul 29, 2026 |
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AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada
|
Jul 28, 2026 |
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Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead
|
Jul 27, 2026 |
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Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
|
Jul 26, 2026 |
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Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool
|
Jul 25, 2026 |
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Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune
|
Jul 24, 2026 |
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AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt
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Jul 23, 2026 |
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AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet
|
Jul 22, 2026 |
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Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts
|
Jul 21, 2026 |
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SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech
|
Jul 20, 2026 |
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Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune
|
Jul 19, 2026 |
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Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC
|
Jul 18, 2026 |
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China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes
|
Jul 17, 2026 |
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Nvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing
|
Jul 16, 2026 |
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TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision
|
Jul 15, 2026 |
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US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech
|
Jul 14, 2026 |
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CEO Interview with Dr. Albert Liu of Kneron
|
Jul 13, 2026 |
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5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.
|
Jul 12, 2026 |
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Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
|
Jul 11, 2026 |
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TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.
|
Jul 10, 2026 |
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Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks
|
Jul 09, 2026 |
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Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz
|
Jul 08, 2026 |
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Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.
|
Jul 07, 2026 |
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China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering
|
Jul 06, 2026 |
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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
|
Jul 05, 2026 |
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AI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider
|
Jul 04, 2026 |
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AI Chip Stocks Plunge: Valuation Concerns Shake Semiconductor Sector in July 2026 - Intellectia AI
|
Jul 03, 2026 |
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SoftBank enters the rent-a-GPU race as America looks for support for AI training
|
Jul 02, 2026 |
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AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors - Bloomberg.com
|
Jul 01, 2026 |
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NVIDIA Slashes DeepSeek v4 Token Costs By Up To 5x Just One Month After Launch, Through Pure Blackwell Software Tuning
|
Jun 30, 2026 |
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Nvidia vs. AMD: The Better AI Chip Stock for 2026 - The Motley Fool
|
Jun 29, 2026 |
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Jim Keller Says Cerebras IPO Was Helpful As Tenstorrent Set To “Beat Them on Everything”, Confirms Meeting With Intel & Qualcomm CEOs “Hoping To Get A Big Deal”
|
Jun 28, 2026 |
|
China boosts AI chip output by upgrading older ASML machines - Financial Times
|
Jun 27, 2026 |
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Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo Finance
|
Jun 26, 2026 |
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How Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom
|
Jun 25, 2026 |
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Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance
|
Jun 24, 2026 |
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AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch
|
Jun 23, 2026 |
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Dell launches AI server based on Nvidia Vera Rubin GPUs - Network World
|
Jun 22, 2026 |
|
$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
|
Jun 21, 2026 |
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Amazon has begun negotiations to sell its NVIDIA-competing AI chip 'Trainium' to other companies, moving from AWS-exclusive use to other data centers. - GIGAZINE
|
Jun 20, 2026 |
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AWS Weighs Selling Trainium AI Chips in Challenge to Nvidia - Electronics For You BUSINESS
|
Jun 19, 2026 |
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NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance
|
Jun 18, 2026 |
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South Korea launches 800.2b-won K-on-device AI chip drive across industries - CHOSUNBIZ - Chosunbiz
|
Jun 17, 2026 |
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US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com
|
Jun 14, 2026 |
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Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials - Yahoo Finance
|
Jun 13, 2026 |
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Delos Data offers AI chip startups a fast track to rack scale
|
Jun 12, 2026 |
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NVIDIA’s Feynman AI Chip Poised to Break the CoWoS Size Barrier as TSMC Rushes CoPoS to 2028 Production – Analyst - Wccftech
|
Jun 11, 2026 |
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Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes
|
Jun 10, 2026 |
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Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20
|
Jun 09, 2026 |
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Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com
|
Jun 08, 2026 |
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Nvidia Is Taking On Intel and AMD With AI Chip for Computers - Yahoo Finance
|
Jun 07, 2026 |
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Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge
|
Jun 06, 2026 |
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Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics
|
Jun 05, 2026 |
|
$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
|
Jun 04, 2026 |
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Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling
|
Jun 03, 2026 |
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The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
|
May 24, 2026 |
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AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards
|
May 07, 2026 |
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Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield
|
May 06, 2026 |
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AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz
|
May 05, 2026 |
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NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures
|
May 04, 2026 |
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QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS
|
May 03, 2026 |
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Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform
|
May 02, 2026 |
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Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes
|
May 01, 2026 |
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Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028
|
Apr 30, 2026 |
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Google to sell its TPUs to some customers, who also fancy big-G GPUs
|
Apr 29, 2026 |
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Top 10 Data Center GPU Market Leaders & Trends to Watch - Kings Research
|
Apr 28, 2026 |
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Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain - digitimes
|
Apr 27, 2026 |
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Chip Industry Week In Review
|
Apr 26, 2026 |
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Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC
|
Apr 25, 2026 |
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Siemens and TSMC Strengthen AI Chip Partnership to Accelerate Next-Gen Semiconductor Design - Bisinfotech
|
Apr 24, 2026 |
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Google reshapes AI chips as TPU-CPU-cloud stack challenges Nvidia - CHOSUNBIZ - Chosunbiz
|
Apr 23, 2026 |
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Forget one chip to rule them all: With TPU 8, Google has an AI arms race to win
|
Apr 22, 2026 |
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E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics
|
Apr 21, 2026 |
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Cerebras Files for IPO as It Takes on NVIDIA in AI Chip Market - Mugglehead Investment Magazine
|
Apr 20, 2026 |
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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
|
Apr 19, 2026 |
|
Running AI Workloads on Rack-Scale Supercomputers: From Hardware to Topology-Aware Scheduling
|
Apr 18, 2026 |
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Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform
|
Apr 17, 2026 |
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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
|
Apr 06, 2026 |
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Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - finance.yahoo.com
|
Apr 05, 2026 |
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Nvidia and Meta expand GPU team up with millions of additional AI chips - Yahoo Finance
|
Apr 04, 2026 |
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NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance
|
Apr 02, 2026 |
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Nvidia says its GPUs are a 'generation ahead' of Google's AI chips - CNBC
|
Apr 01, 2026 |
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Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom - 24/7 Wall St.
|
Mar 31, 2026 |
|
NVIDIA's AI Dominance: Blackwell Chip Momentum Drives Data Center Growth for North American Investor - AD HOC NEWS
|
Mar 30, 2026 |
|
OpenAI and Oracle to deploy 450,000 GB200 GPUs at Stargate data center in Abilene, Texas - Data Center Dynamics
|
Mar 29, 2026 |
|
Data Center GPU Market Size, Share | Industry Report [2034] - Fortune Business Insights
|
Mar 28, 2026 |
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Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks - crn.com
|
Mar 27, 2026 |
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New Nvidia AI chip design raises questions over HBM demand - The Korea Herald
|
Mar 26, 2026 |
|
Intel sets sights on data center GPUs amid AI-driven infrastructure shifts - Network World
|
Mar 25, 2026 |
|
Accelerate AI Inference for Edge and Robotics with NVIDIA Jetson T4000 and NVIDIA JetPack 7.1
|
Mar 24, 2026 |
|
E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics
|
Mar 23, 2026 |
|
Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform
|
Mar 22, 2026 |
|
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
|
Mar 21, 2026 |
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AMD and Samsung ink memory supply memorandum for EPYC and Instinct products — unprecedented deal also includes scope for foundry partnership
|
Mar 20, 2026 |
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Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated]
|
Mar 19, 2026 |
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China approves Nvidia H200 AI chip sales as licences granted to multiple firms - investingLive
|
Mar 18, 2026 |
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Nvidia preparing Groq AI chips it can sell to China- Reuters - Investing.com
|
Mar 17, 2026 |
|
Intel, SambaNova Planning Multi-Year Collaboration for Xeon-Based AI Inference
|
Mar 15, 2026 |
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Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - Yahoo Finance
|
Mar 14, 2026 |
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Nvidia's $20B Groq Bet Powers Next-Gen AI Chip Reveal - The Tech Buzz
|
Mar 13, 2026 |
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Nvidia details new software that enables location tracking for AI GPUs — opt-in remote data center GPU fleet management includes power usage and thermal monitoring - Tom's Hardware
|
Mar 12, 2026 |
|
Nvidia-Groq Deal Validates Non-GPU AI Chip Market for Low-Latency Inference - News and Statistics - IndexBox - Market Intelligence Platform
|
Mar 11, 2026 |
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Fallout From Nvidia-Groq Deal Validates AI Chip Startup Landscape
|
Mar 10, 2026 |
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Groq AI Chips Samsung Foundry 4nm Orders Growth for NVIDIA Inference Hardware Chips - Technetbook
|
Mar 09, 2026 |
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Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit - Data Center Dynamics
|
Mar 08, 2026 |
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Accelerating Data Processing with NVIDIA Multi-Instance GPU and NUMA Node Localization
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Mar 07, 2026 |
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Nvidia Suspends H200 AI Chip Production for China Market - Mexico Business News
|
Mar 06, 2026 |
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The U.S. Could Soon Turn NVIDIA and AMD’s AI Chips Into a Foreign Policy Tool, With Not a Single Country Being Left Out
|
Mar 05, 2026 |
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TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia. - Barron's
|
Mar 04, 2026 |
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TSMC Expands AI Chip Production to Japan - 24/7 Wall St.
|
Mar 03, 2026 |
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Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon
|
Mar 02, 2026 |
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China seeks to triple output of AI chips in race with the US - Financial Times
|
Mar 01, 2026 |
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SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes
|
Feb 28, 2026 |
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Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC
|
Feb 27, 2026 |
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SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St.
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Feb 21, 2026 |
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Better AI Chip Stock: Nvidia vs. Navitas Semiconductor - The Motley Fool
|
Feb 20, 2026 |
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Real-Time Decoding, Algorithmic GPU Decoders, and AI Inference Enhancements in NVIDIA CUDA-Q QEC
|
Feb 19, 2026 |
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TPUv7: Google Takes a Swing at the King
|
Feb 18, 2026 |
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Nvidia and Meta stocks move on massive AI chip deal - thestreet.com
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Feb 17, 2026 |
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This Week In AI Chips - NVIDIA Partnership Signals Growth in AI Infrastructure Investment - simplywall.st
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Feb 16, 2026 |
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Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software - Reuters
|
Feb 15, 2026 |
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TSMC will produce cutting-edge AI chips in Japan, strengthening its aspirations in semiconductor manufacturing. - Bitget
|
Feb 14, 2026 |
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China finally approves the first batch of NVIDIA H200 AI GPU imports - Engadget
|
Feb 13, 2026 |
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Nvidia Vs. Broadcom: Which AI Chip Stock Is the Better Buy Now? - Investing.com
|
Feb 12, 2026 |
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NVIDIA RTX PRO Servers With Blackwell Coming to World’s Most Popular Enterprise Systems - NVIDIA Investor Relations
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Feb 11, 2026 |
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Nvidia Unveils Faster AI Chips Sooner Than Expected - The Wall Street Journal
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Feb 10, 2026 |
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NxtGen Plans 4,000 NVIDIA Blackwell GPU AI Factory with Vertiv Infrastructure - Analytics India Magazine
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Feb 09, 2026 |