The AI Hardware Show

## Episode Summary In this episode, we cover: - **Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxNbmdGalhSQ3RIOWY4OU5GV0M3Mmk1M2RnX0IxQzdXeTNXVFplOC0wLWJUSlAyV2xiU0M3b3ViQXc0Vk1zQkF1Z1kwbzREWlhLVnJ4by01eHNYT1ZRQmo1dmxmUEhqejVYQ28zUE5yVU9OSEhaSkxVVXF6dW5LWkdPdWtyNjc5VXZYMnFTMzAwTH...

## Episode Summary In this episode, we cover: - **Delos Data offers AI chip startups a fast track to rack scale** (the_register) - [Read more](https://www.theregister.com/systems/2026/06/12/delos-data-offers-ai-chip-startups-a-fast-track-to-rack-scale/5254600) - **Agentic AI Is Changing Data Center Architectures** (semiengineering) - [Read more](https://semiengineering.com/agentic-ai-is-changing-d...

## Episode Summary In this episode, we cover: - **NVIDIA’s Feynman AI Chip Poised to Break the CoWoS Size Barrier as TSMC Rushes CoPoS to 2028 Production – Analyst - Wccftech** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMizAFBVV95cUxNRlFCaW9HY1VBSTlQMmc4d1V2TW0wamVCRmhKZTNaVlZTcXQ2QnhHcTR2bVBOcjgzY0Y0NkNLdzlQd0VNM2pBTjRpOHBmZUVKZXMwbTM0QVZOZXRTZHJSeVdkNVRsNXc0OGd4ZEhMWkwwZFN...

## Episode Summary In this episode, we cover: - **Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi4wFBVV95cUxOUVVzTzJYVU9wdURURnYzOFY4VjZWNUJ5V09JT0w4S1ZUMlFyX05jVkZJTkJFWHJUd0dGanlUS1dDOU95N2hqRjlXcW9yRGhZQ2dwZjAtczdwc1FqZ25YcFlyV0lSYmN2UjBkblBHY19ka2FKYU91a2JHakk0elBxeEx0ejQ5cTRmb1I0VkYza...

## Episode Summary In this episode, we cover: - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/scaling-the-ai-ready-data-center-with-nvidia-rtx-pro-4500-blackwell-server-edition-and-nvidia-vgpu-20/) - **Intel gets a second life as Google and Nvidia explore it as a TSMC backup for...

## Episode Summary In this episode, we cover: - **Intel’s new AI chip skips the costly memory Nvidia relies on - thestreet.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQX2taR3VYcVZWbmY4LXdjWC1ZVE1MVXlpODFlSHVJcVphZHdxU2JIRXZsVFh6NzVTV19yUUZfMDBYNmxzNUlXVXZwUXp3MjFTaGZlVV9ITy1CNlRBdlQ5b2wtazI1YjA1dzZ0b3REcGdFV3AyMWREY2k5N2ZyaGcxTzNpYUIxdHNSMVJjT0RaTDRiTE5jZDB...

## Episode Summary In this episode, we cover: - **Nvidia Is Taking On Intel and AMD With AI Chip for Computers - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxOUkRDTVRUQnpwVzRIeWU3MnRaNzBWT24yNFR1RXpqT3F0dE0zbDAtUzlkcnZteGVHVHVRYlNwX2JYc0tJZ3ItWmFfQXRqcUp0cVRGSDF4M1JEMzN6T3diQktmR3VzUUtYZzhTYXFIVTUtaWtJVGs2R2J5M2xIbTRYTjFiN0ZCal94MEVqckdaYjZETmowNGN...

## Episode Summary In this episode, we cover: - **Akamai Boosts Inference With ‘Thousands’ of Nvidia Blackwell GPUs - Data Center Knowledge** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxNLUNJMFdKRGNRbWlRTUNoemwtRmlaZTlSOWk2WHdxRXYxdlQwSWJYQXpYbHdraDg1ekJQY25aNGFCWHpjWmdQZHkxa2xDVWlSLVAzdlVON1FlWFVFZjRKRE9VWjlRdXkyaGdyZWRDVlFNVE5KY0FlaHBwemZOekh0T194eTVBOXp1Qk5...

## Episode Summary In this episode, we cover: - **Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dGky...

## 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.com/rss/articles/CBMiiwNBVV95cUxOZW5NZE9rUFRrRFJz...

## 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/) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [R...

## Episode Summary In this episode, we cover: - **The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia) - **Large-scale, SRAM-based LLM Inference Deployment (Groq)** (semiengineering) - [Read more](https://semiengineering....

## Episode Summary In this episode, we cover: - **AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards** (servethehome) - [Read more](https://www.servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/) - **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance...

## Episode Summary In this episode, we cover: - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **NVIDIA Dominance Unshaken as Data Centers Hesitate on Google TPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95...

## Episode Summary In this episode, we cover: - **AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxNdldyc1ZQRENaNW16WmtGVHNNVGo5cENmM2NEa3g2NEFacnRfWXZLankxNGJOR1JuZmtiQUpHMnRCNy1MNHJYeVdFN0sxbHhidkFhOVhreUxnT2JTVWdMZUtOT1d3VUhieDMwNkFwS05hNWNSZzJrZVYxd01tYUdubWFzM2lZMWdWTU1FVVpkbGM?oc=5) - **Nv...

## Episode Summary In this episode, we cover: - **NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures** (wccftech) - [Read more](https://wccftech.com/nvidia-feynman-gpus-push-power-semi-content-17-times-higher-vs-blackwell/) - **Analyst Warns Google’s Intel TPU Bet Hinges on a Brutal Yield Jump From 90% to 98%** (wccf...

## Episode Summary In this episode, we cover: - **QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS** (wccftech) - [Read more](https://wccftech.com/qnap-pairs-6-year-old-zen-2-epyc-with-nvidia-96gb-rtx-pro-6000-blackwell-in-new-edge-ai-nas/) - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia) - [Read more](https:/...

## 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/) - **GPU vs TPU: can Alphabet’s home-grown chips really threaten Nvidia’s AI lead? - Saxo...

## Episode Summary In this episode, we cover: - **Google's split TPU chips signal shift from universal to specialized AI accelerators - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQU2hWcF9XZWdZdnZTVFlIZEpUVDAyYlBhLTVkbldPUDRENkxOYnBfSnpFMjJLT2lKMUtDTEdYMlZ4d1pacVRQRkZpVXBvV3Rmd2lySmJEZERuM2xQYXNVVWdXVk9xQ0UwOXFVVF9tUFNOSnZXVktXRzZNbFpEWXRRUzhvVXVvRVdF...

## Episode Summary In this episode, we cover: - **Intel’s EMIB Hits 90% Yield as Analyst Signals Foundry Breakthrough, EMIB-T Scales To >12x Reticle In 2028** (wccftech) - [Read more](https://wccftech.com/intel-emib-hits-90-percent-yield-signaling-foundry-breakthrough-emib-t-scales-12x-reticle-2028/) - **Semifive Wins 3D IC Turnkey Design Deal for Edge AI Chip - thelec.net** (google_ai_chip) - [Re...

## Episode Summary In this episode, we cover: - **Google to sell its TPUs to some customers, who also fancy big-G GPUs** (the_register) - [Read more](https://go.theregister.com/feed/www.theregister.com/2026/04/30/alphabet_google_q1_fy26/) - **Nvidia announces Vera Rubin Space Module — up to 25x the AI compute of H100 for orbital data centers - Tom's Hardware** (google_nvidia) - [Read more](https:/...

## Episode Summary In this episode, we cover: - **Top 10 Data Center GPU Market Leaders & Trends to Watch - Kings Research** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNTFFtRFRYa0ZUN0xvME9zS0FMbkZnLW9NU3BqMHVVNmFsMHVDRFphR2hnODRzbHFSV1ZjN1A0ZlFQeXFsTUQ4MUp1dTk4dml6ZUp3dUhXeGRSLW5SWDR0d19tUjZZRVJ6RkZLYlZ3Z3QzajBmbFY3N1B6b1gzQ1JJM1pEZHU2UQ?oc=5) - **Intel and S...

## Episode Summary In this episode, we cover: - **Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxQZC1uWTJ2U0VXSXlKWGdFWHRXMHQ4QWtnZDZsaGk5MTZzcHdKNy1Fb0NTT21UNnpZaGRfYm5MazFoellYX3VzNVZfeGtQOTJVM0ZESDdwZkViRGJwR1hzSFRnekZYUXRONWJVdTRQWGdBT3lVajRsZVJMQUZIcXdNZlRxV29Xe...

## Episode Summary In this episode, we cover: - **Chip Industry Week In Review** (semiengineering) - [Read more](https://semiengineering.com/chip-industry-week-in-review-135/) - **NVIDIA Grace CPU Delivers High Bandwidth and Efficiency for Modern Data Centers | NVIDIA Technical Blog - NVIDIA Developer** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxPMmJWdFZ0T1Qx...

## Episode Summary In this episode, we cover: - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3R...