The AI Hardware Show

By Limit-Less AI, Inc.

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Category: Technology

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Episodes: 164

Description

Skyler Monroe breaks down the latest in AI hardware - from GPUs and TPUs to custom silicon and data center tech. Get the scoop on chips, accelerators, and the hardware powering the AI revolution, explained in plain English.

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