The AI Hardware Show

## Episode Summary In this episode, we cover: - **TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMipgFBVV95cUxPN2l0bDJvMkR0MEZ2MVNWSVFEcjFMMXB3ekxLeHRDZlROYmcyVHZkZ2U2SXl6RlBGaW1uZ3N2WWU1bVFtWjZhd20wWEV6aU8wZzlVSlVCQ1BNYjczZTFteVlPT1MtUXVaVXhONjdOUEhMcmt4Vy11RmJWN3ZKNXhidWlPRWY5T1puMkpLVkdyWnFhX2Q...

## Episode Summary In this episode, we cover: - **Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks** (the_register) - [Read more](https://www.theregister.com/ai-and-ml/2026/07/08/intel-backed-ai-chip-startup-sambanova-breathes-new-life-into-aging-nvidia-gpus-in-latest-benchmarks/5268721) - **NVIDIA Groq 3 LPX: Inference Accelerator for Agentic AI...

## Episode Summary In this episode, we cover: - **Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBpQUhReTE0OFJ2SkNsdHNvSHlGeURMaGRDLW9vR1dVMjRaSVg1cXVCWTFYaDBiWG96Y0Vua190MWQ2SEF3amdCNE5GamVVaVpWdW9fTnhQVFFJMzhfaV85X3h4bm94d0k4TGhiMUMtMlJoNzNjZHpEMDdR0gGOAUFVX3lxT...

## Episode Summary In this episode, we cover: - **Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxQMUhjUWJSOTk4cklXejBWQnJQWmU3NnAyOGtheVNhbFdmM3FEV3Zhc2NCcy1UbDk3aEJSRmMyX3pxLVBZVWo0bkpoSHFtbTNFOXJ2Umdha3hqY1N3ZGNMUlUtZEV0M052ZTZva1RNdWlpejI4RV9LMXRtcG5PaEJoNlJQX1puSDlDaXJkNlJoOH...

## Episode Summary In this episode, we cover: - **China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMivgFBVV95cUxPd3FXLWxZV0JWeVpuamJPYVIwREdaeG10LXRpQnhtWHYzMmJReHNnaWF0MVhMRWloVWdvZ2ZSWEc2VGVFOGRyZlhoVnE2NXYxZEo5dVdTVUpWa0MyeC1yUWVjbzJHcWItX0tRSk51TXo5TzJkeThJNEFzNV8zTmVRTWFabGl...

## Episode Summary In this episode, we cover: - **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** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMihwNBVV95cUxPc3gxcHhIZWlnYnAxNTBsN3dDMDRrUTFZU1hsaHN3Y...

## Episode Summary In this episode, we cover: - **AI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxQSVAzR1MwUzZ1NnkxQVlkbzMxdkRrbFYyeU1obk1nQTh6Y01XcmFYNXlJOUxobjdadnRvTWhLc2kzYnRtLThZaTJxd1UzVHJnVl9aN09NRkotZ0xueHNxR2hjZ1Z4QlRpVGdMWkdUVll1akVwOE5GRlRJanAzOWJpajRYb0FGOV9pWl...

## Episode Summary In this episode, we cover: - **AI Chip Stocks Plunge: Valuation Concerns Shake Semiconductor Sector in July 2026 - Intellectia AI** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMie0FVX3lxTFB2MVpLdTV0SFNlbHZZNV9kOVpDRHp3TkRrLUlwS2FJY0NWeENTYjBMLVJFbEcyVnJrZWx1WUdlcGZxNnFsa0J6QkE3SDEyZ25aN21aVVVIVGw5MW1YZnZsWHdlSUhrVGNHX2VtMF9FcnBnQ2hYelNsUDNJRQ?oc=5) - **...

## Episode Summary In this episode, we cover: - **SoftBank enters the rent-a-GPU race as America looks for support for AI training** (the_register) - [Read more](https://www.theregister.com/ai-and-ml/2026/07/02/softbank-enters-the-rent-a-gpu-race-as-america-looks-for-support-for-ai-training/5265998) - **Build with DeepSeek V4 Using NVIDIA Blackwell and GPU-Accelerated Endpoints** (nvidia_dev) - [R...

## Episode Summary In this episode, we cover: - **AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors - Bloomberg.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxQSmRCNHl1MmtFWkhGRktiUFFWNk1CNUswc3dWZHBSMjdkcVprYWswWnlaVW5LVFgyZ2I3bnZBTGo0eGIwOHozNjZ4VUhVZDY0blE3UWN4V2U3Z09TZDFTbDJYQXBDQ1JQNGNURzEyNTNLdzc0Z1RrSmY4RUtIemNNY2VpTmVmMVYtdVY2N2...

## Episode Summary In this episode, we cover: - **NVIDIA Slashes DeepSeek v4 Token Costs By Up To 5x Just One Month After Launch, Through Pure Blackwell Software Tuning** (wccftech) - [Read more](https://wccftech.com/nvidia-slashes-deepseek-v4-token-costs-by-up-to-5x-one-month-after-launch/) - **NVIDIA's H100 GPU Takes Data Centers to Space - IEEE Spectrum** (google_nvidia) - [Read more](https://n...

## Episode Summary In this episode, we cover: - **Nvidia vs. AMD: The Better AI Chip Stock for 2026 - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMilAFBVV95cUxNNXFyd09uWndHajFjZmRvZXBGdzRwRlFHWTBaM2hQZG5QalN6WmRhZGNhVVh1TUhVcFUxeXRoNE5NODFnUXV4eVZNVVlUMHB2YlJuSDJHYl9yOU1zcFVEM3BDX2pUS2QxZVFOTlZDUTlVaU9OM1o4VlZLR04wd2N4OXZJMHJNUnpVT2hFaWZWT2x4NTRl?oc=5) - **F...

## Episode Summary In this episode, we cover: - **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”** (wccftech) - [Read more](https://wccftech.com/jim-keller-cerebras-ipo-was-helpful-tenstorrent-to-beat-them-on-everything/) - **TSMC Shares Slip as Taiwan Considers Tougher Restrictions on...

## Episode Summary In this episode, we cover: - **China boosts AI chip output by upgrading older ASML machines - Financial Times** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxQb2JBbWl6MXhLdGlXMXBzWjZ4MHNRSXRrZmRFejh6cU1pS3UxNWRsNWttNWZ4Z2gxOWF1UWpIeWMxYWU2WENZdkVUdlBqb2JWdWRlX0k0WFQ1Y2d1TkRfLTIybklyVUUxLU5KZ2ttMmJwMk9LUGxweW1EeXYxT3A0T3U1OVU?oc=5) - **NVIDIA...

## Episode Summary In this episode, we cover: - **Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxOeU9IaWRsTC1Na2lseDByellaekRJV2loNEpQS2RXbEhoSzZ1UGxDZURFMW1SVFZxRjNzaS1aaVp2MG1EYTNRRzBJZDN1TkZSelMwQU9MX0F6TTF0dnEtc3pDTWFGYUpjUUlScTI0UnN3NlBURGNBe...

## Episode Summary In this episode, we cover: - **How Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMixAFBVV95cUxQQlduUHVRYjRBTHppZDZrN1hRcDdldkYycHp4bFlGY0U5aWRUbVNWRWRnQ05pakVBQldsTTZneDdMVHZnejYzU0pwblJRQURFay1wQWh2a1BOcF80WTZBRF9mTGdRQ19PMW54a1g0SThyWkx1R3pHSjJIcGZyM...

## Episode Summary In this episode, we cover: - **Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxObkJTSE1abHpyNU9ic25LdXVnS2lWWHk3ZEwwS25mMGp0TlNHWXdhTHoySnpNUk5VbEo3ZEpDelpOVExsMW5POFc4Zm1LRGdLcDlnSG5MQ0hsNndLeVl4WlVPOW5kM0VGZmR6c0JkLWlFNTVnT3d3a21vUG...

## Episode Summary In this episode, we cover: - **AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMivAFBVV95cUxOUmVlVXk2am9Xc2FBV25HT3A2ZXRaUHR5MUd0a2ZFMTJGR1QwYm1VaVRYeHJIODBQUVVTRGV6R1AweXdCa0MtdWhOR3ByaFhtTjd1OExBZFdIajlQM3JnSndEZDExZEY1QVpFX0N4NXU3aXJ5RWFaNlRmWWRUWTRMUVRwe...

## Episode Summary In this episode, we cover: - **Dell launches AI server based on Nvidia Vera Rubin GPUs - Network World** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc1YwRHZ4M1paN2NKSm9ESUxuSW1Hb2R6M1BfZU9oREhpaEZuX3VjMktzdkE3Q1RGNUdnUEtoUlJ6NGY0V2sxcXFISlVZcWJQLXlLbkFmaERpWjZnaXU1ZUpteGRFYU5HSXYtNmp3NjI4UWc1dVJxcC1JRE9XYTlPaXRPa19zWXlhZGRPemZ6YVlMRWJWaFI2WG1v...

## 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: - **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** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiakFVX3lxTE1UVmFIQmNPclZ4RmhHSjZMTm9rZ2xoVDdrbncyVGlSX2pMczYteHBxRWRXWi1mbDJfMGRHdVRSNlJVMlJHcjdtemEzbC04N0l5NmROSlBFbk...

## Episode Summary In this episode, we cover: - **AWS Weighs Selling Trainium AI Chips in Challenge to Nvidia - Electronics For You BUSINESS** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxQYXFfR3pmX3d2Z1JmWURYMjF5WTItU09Lb2pYWnFGYU1PVm5pb2xPSzM0LUUtaTFhbGg3ZUhhWTdZeDVMam9ybGZlTzVUcXNvSVp4TlpxYUlzVlUzVGdjd2lmX2pJM05sTFpMaWQycnpSMnJoVGQ3bzdLUHBreUVxREpuQXpXUUhLQm9FM...

## Episode Summary In this episode, we cover: - **NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/nvidia-blackwell-tops-mlperf-training-6-0-with-industry-leading-scale-and-performance/) - **Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the co...

## Episode Summary In this episode, we cover: - **South Korea launches 800.2b-won K-on-device AI chip drive across industries - CHOSUNBIZ - Chosunbiz** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE5KaGJVenE5QVk3U0xvZUgtSTJoTDFrWUJJV2I4c0NLeXBrMUM5WERXMGpBbGZUNTNNMmNabWc4SmxhLU9mR0M1bVlTNzF2b3FtWmRnMHVYZWluNkdnRnlCb3RQY2lXYVAzcC1xa1BRdWN3NURxcFZQemRpVWwzM1nSAZMB...

## Episode Summary In this episode, we cover: - **US Indicts Three In Second Nvidia AI Chip Smuggling Case Linked To Supermicro Servers - crn.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNNFRxQlM4ZEZpbzdyZzRWS3R6djhfVjBMQTdpWFFBZks0QU5xRnFpNS1xc1c2cjJQdV9DbTdVZ3hIUGU5bEZrTHVOcjhqS19obEZfbkE1R2NZY1ppbE5ka194d3V3QkNWaU9HQXNUZHlfSlVRT1NySUZZYWE0UkdfOVY3YktFTWYy...