The AI Hardware Show

## 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 Nv...

## Episode Summary In this episode, we cover: - **China approves Nvidia H200 AI chip sales as licences granted to multiple firms - investingLive** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxQRkhfRzZwTUhFQ3ZScGV0ZlZaYkxUR1NhOHBLT2RVTDBWci1JLTdiQnZCNHZZRkJHN3U4dUtOeEFOXzVwUzNPSFVaenZSM29obnpPNlFweU9tNWFyUkpmRFBuUW9Memcwd0VsTXc0eDFyUlZ2cUV6SG5wblhrbVlTOE9hVEw5X...

## Episode Summary In this episode, we cover: - **Nvidia preparing Groq AI chips it can sell to China- Reuters - Investing.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMitwFBVV95cUxPdGVaQ1B1MEVHLW9CUGgtZzV0RS12aFM0MDR5dXdmdTQ3X3B5VXVISVhLZjQtOVM2eTJOWFhFN081ZzFXTFNfTjFTcENLX21IYk9WM005NzdyajF0bGRFMmlJTWtYLUNXZzctaWZRWjdqc2F4eFhpb1VEeWdOSlc3Z1gzUEVWWVN4MDJLdm5GMjA4ZUV3VDc...

## Episode Summary In this episode, we cover: - **Intel, SambaNova Planning Multi-Year Collaboration for Xeon-Based AI Inference** (intel_news) - [Read more](https://newsroom.intel.com/data-center/intel-and-sambanova-planning-multi-year-collaboration-for-xeon-based-ai-inference) - **Nvidia preparing Groq AI chips it can sell to China- Reuters - Investing.com** (google_gpu) - [Read more](https://ne...

## Episode Summary In this episode, we cover: - **Nvidia launches Groq 3 AI chip and CPU server aimed at Intel during GTC 2026 - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivwFBVV95cUxOcUZJSWMwR2VRS2JPYWo2c3kyS2J3V1l6OFN1NkJvbGhaWG1GekJWbk5nUV9YbGdLZ0dxMFZjT0pRd3FPQllmOUVjbnJmMkVhemQxTzhpdEQwY2JKX05wYzQwLWlGM0F1SGVuWEVWd1R3VFlobXdnOW4xRzdoVGJBTUdONlVJX0pocnJ...

## Episode Summary In this episode, we cover: - **Nvidia's $20B Groq Bet Powers Next-Gen AI Chip Reveal - The Tech Buzz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijgFBVV95cUxNYTZER1pleFVnZV9YOU16WTNHdW0zWXdwdjNpTV9QOEZIZFBuMjJ0R2otWFpZTlkwQUdzaUxlV1U0VWZOakd6VjljdV91bGZmaXFIRldpa0tjQXU4Yko4SXdQWWlTb1I4Smc2VVFzdk5DNmR6aXhzVEFpSE9PX1JCTDhmWGVpbHhadzJSYjJn?oc=5) - **Tesla A...

## Episode Summary In this episode, we cover: - **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** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiswJBVV95cUxPaWlTLVdXWXQ2a1BUZmRBSmh6MFg2dThkN3F0Y2Faa2M3Y0swTGt6ZlQyU012bm1iSXd5MTk0SHFkWnNEcW9i...

## Episode Summary In this episode, we cover: - **Nvidia-Groq Deal Validates Non-GPU AI Chip Market for Low-Latency Inference - News and Statistics - IndexBox - Market Intelligence Platform** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxOXzhtRFRUX01vUEF2NEJRbGU1dGI0ZS02NzhGVTFnd2pqdmg5VmttY2staUMxeEd6VzduUkNMWXU0akdvU0xtdHB4Ym44VFRueHhBbDhsdmVUZjhTZUUwNmtzeFZFYldh...

## Episode Summary In this episode, we cover: - **Fallout From Nvidia-Groq Deal Validates AI Chip Startup Landscape** (eetimes) - [Read more](https://www.eetimes.com/fallout-from-nvidia-groq-deal-validates-ai-chip-startup-landscape/) - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_nvidia) - [Read more](https://news.googl...

## Episode Summary In this episode, we cover: - **Groq AI Chips Samsung Foundry 4nm Orders Growth for NVIDIA Inference Hardware Chips - Technetbook** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMigAFBVV95cUxPWEFSUERELXZZd3VxV2Z5VDdqTWRlNEVxMHAteWtpNDFxd2FzelNYOFpSX3JSVWo1T1dBQkdZbzFDeVUyZDBPazFNcnA5dU1UTktab2JOSGIxOXpLSC1CRG1jYlY1cnVCWk5tRFpHeXNWZVhDWWlyM2JvdHJKdW5UeQ?oc=5) -...

## Episode Summary In this episode, we cover: - **Starcloud-1 satellite reaches space, with Nvidia H100 GPU now operating in orbit - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiwAFBVV95cUxQaUtfRWVQMmFwVHhkRVByUGEtbUZuZkRJSHZOUnBXY2VsNzhNeG1PRTJRV2xlejdMQnRMZU50ZnlUNm96MThsMktlMDlSSTVPcm9MNUNOd3FzanNZQmhHR3dSTnNTYjdOMHFTOFBFMXB1OWFUVGpxQ29xQnhucFNJV...

## Episode Summary In this episode, we cover: - **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/) - **Scaling NVFP4 Inference for FLUX.2 on NVIDIA Blackwell Data Center GPUs** (nvidia_dev) - [Read more](https:...

## Episode Summary In this episode, we cover: - **Nvidia Suspends H200 AI Chip Production for China Market - Mexico Business News** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxOSDdWclY4VEtLZUprSU9SaDVuanVzOGw1OC1KM0NleWhIOGxIVTktbFpnenp6RHBvSjM1TWhoREk2NGFhbDNYZHBEb3lDWTJicmp1SlBPTUgxRHVvclFUOEdsNXQ3SVAzYkpsLU1JX3NmQ1ZQUjFHQzVVWmZ6OTJVMU11NUxvZHhQRjczZWx4dGUzbzZO...

## Episode Summary In this episode, we cover: - **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** (wccftech) - [Read more](https://wccftech.com/the-us-could-soon-turn-nvidia-and-amds-ai-chips-into-a-foreign-policy-tool/) - **Data Center GPU Market Is Going to Boom |• NVIDIA • AMD - openPR.com** (google_nvidia) - [Read more](...

## Episode Summary In this episode, we cover: - **TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia. - Barron's** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgNBVV95cUxNUjRWR0djSHRlUFp3SEN0QW9xQnBTUFJjZFZKa2txWTFveVJoRjRmdXZDYmZaZ3dTbmJCR0hEZks4bUNXY2RFbVBTMURKM00tOHJCc05zNzRVakN5aHZwLXY1QldROUFTVTlCSWVFMHJvSVlYd2hYcHhsZUthaUh0VUF6OWFkVjhkU3o0UElr...

## Episode Summary In this episode, we cover: - **TSMC Expands AI Chip Production to Japan - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNaVpZVV9hS0hYTjNrMkt1MkcwZmUyWUY5aXp2Q1NjcF9UUjdKR29RdUI1a0wwX2lwTVpKX0ZKV2VNMzRZZExTaTVLaE8yOUdBbnJtZ3FmVF9CSkVTdldXQTBPUFZQaVh5OW5Db2EzbzQxc0xJd0sxRU9kVnNReDNEZTkyQU5RSnE0T21qNw?oc=5) - **Google's rolling o...

## Episode Summary In this episode, we cover: - **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) - **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/articl...

## Episode Summary In this episode, we cover: - **China seeks to triple output of AI chips in race with the US - Financial Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBUYm1YQzlabDNjS0t0VEdiUVBVMTY4SkREM2J4V1pBNXhrdmpaeG1XMjc3UmFQa0Q2T3JWUVNyVnZmSl9BaWpyeTFhUExvam9SSVozTHRoaWZ3a2ZTTS04VW45OVVsdFlkQjRtQk5GZVI?oc=5) - **Nvidia can sell the more advanced H...

## Episode Summary In this episode, we cover: - **SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVGlQakluQXc5MklGcTVYam1faG9hSnRnWDdRN3FjMFhsWXk2OVhFVi1Ga3V4WmJSZzZac2FERFNYRVBGN3dtQzZiSkZCY0x2SGhkM3VsWWhiZm00bDAwdVRJaFhJY3FKaUg1WlRsSTlnSUNXR09kMWRFNVRKeGg0Z2FFUng0V1RsZG...

## Episode Summary In this episode, we cover: - **Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQUU9vT2lsNmEyRTdfdnBFSkVJWFlzVnlFbmY4MEdTZ2VtR3RweU5KakQzczkwOENWWlZfaVp1NEdENzFSSXJuRU1Fa0drcmVJa3JBVms3SU1iZzNDeEFrLWROTEFVUnQyTFk4blNvVlBxbzJVM0dodnl4WTRaUGhFYXdfaUJlM1JDeWhOSi1GQ2VHaUdQVmllYkR2cElkZF...

## Episode Summary In this episode, we cover: - **SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOVkdqVFNZMm43bzRQX0hkdnhSUVVLVlhnLU9oUXhTUkU5R2FHOEVTRmdGM2x2Wk5SXzQ4am9idWZfcTM5bnRSMHgtazFuQVpHdWxWREVzSzN6LUZ2d1RTYnE3Yng1eE9ZY21aX2lKSXk1LXFxVml0cDNXSHNCZjcta...

## Episode Summary In this episode, we cover: - **Better AI Chip Stock: Nvidia vs. Navitas Semiconductor - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOcVhsbl9zSlA5R0dob3E5andLX2FUV3lZRHFUUFhaSVdDYUF6Y3pnYXo0a0xDQ0l1ZllSNlJPUVZBbGNWTmF3eEs2TnFZLXRQT1BDOGhxdXd4WndONExuM3FNeW9BdG1YUWpxNnR6OGRCWGRHS3dqQjNEbUg0ZWl1b2JRMEt5VHhDZTlicTkzWHRzbVNaYXptVw?...

## Episode Summary In this episode, we cover: - **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/) - **Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 11% - CNBC** (go...

## Episode Summary In this episode, we cover: - **TPUv7: Google Takes a Swing at the King** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the) - **Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware - SiliconANGLE** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxQQ3ZKYkdZ...

## Episode Summary In this episode, we cover: - **Nvidia and Meta stocks move on massive AI chip deal - thestreet.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxPN192N201NU9vWEhTTmlzNi1ieE5rSzY0VzRFb2ZoVkFDNGJBSHdoblZ1b1FLQnlaOXpRTFQwYU0yQ25TOUpBS2lYQXdoYmRzaE5aamFFT1FpeThCbWN0TmtHLThkYi1DR3FPVWNRR3Y1T3p6QUgwbTVMbDBTNFJaTDdDc2N6dU5xX2dBVExtYnM?oc=5) - **Taalas...