The AI Hardware Show

SpaceX reportedly seeking $40 billion debt package...

The AI Hardware Show ·

2026/10/08

## Episode SummaryIn this episode, we cover: - **SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/spacex-reportedly-seeking-usd40-billion-debt-package-for-nvidia-ai-hardware-massive-raise-could-fund-roughly-360-000-vera-rubin-gpus-across-5-000-nvl72-racks) - **Europe Semiconductor Metrology and Inspection Equipment Market Size and Forecast, 2026-2033 | AI Chips and Advanced

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AMD Explores Samsung Foundry Deal as AI Chip Demand...

The AI Hardware Show ·

2026/10/07

## Episode SummaryIn this episode, we cover: - **AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9rY2pvT1VpQkJLMHBpempLRWk3ZTRMLTJRYmNkUDRXZmt4SFNRcjZaQ2xSenNqU05WaXBEMmJaTUJiaGd5Vi1tRlBhRE5TZnNPY0p3VzJEcDVZMGI4VzF4R0EtU3VpOG5PVEhMWUpUWlFJTHlKdHc?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip) -

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3 Overlooked Growth Stocks Powering Every AI Chip...

The AI Hardware Show ·

2026/10/06

## Episode SummaryIn this episode, we cover: - **3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxPajJiQ2pmWERxa3paTkl3d25SZVpUV0hDSGtudWU5RFBncy1mUW9yS0pGSHJUSjVFalpFLWd5OTJ3Wmp6OTZ4ZndSQjFHZzJjUGhhV1ZJUGdRX3hxZVdPVnB5QVlSLVM0TWpiZlV6VWlQRmF6dVRtQndDOUJ1YmNQaVpFTEZnVnpOSHp2NmpPc3I?oc=5) - **AI chips explained: why Nvidia, Broadcom and Intel react so differently to the same

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TSMC raises capex and revenue forecast, highlighting...

The AI Hardware Show ·

2026/10/05

## Episode SummaryIn this episode, we cover: - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5) -

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TSMC stock rises 51% in 2026 as AI chip demand boosts...

The AI Hardware Show ·

2026/10/04

## Episode SummaryIn this episode, we cover: - **TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiwFBVV95cUxQOGFLQWxWNmkwamNzNFd3dnpLN29wXzI5ZENIOUUwX2RVQ3l2alk3ZFYySE42XzBRdnVJcV91RVNrcHh5TjVvc1FNamtTaG1KbGVzOTFEclVpRVljakp6b21xdWwyaWhqVDYtaG5Jb0dMbWhKOVktT2ozclpCZW5nS3Q3bmVsSlRuMy04?oc=5) - **Nvidia AI Chip Prices to Rise About 17%, Server Makers Tell Customers - The Information**

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Alibaba wants to expand data center capacity past 20...

The AI Hardware Show ·

2026/10/03

## Episode SummaryIn this episode, we cover: - **Alibaba wants to expand data center capacity past 20 GW by 2032, says its new V900 AI chip can scale to 500,000-card clusters, but will 'China's most powerful AI chip' be enough to displace Nvidia GPUs? - techradar.com** (google_nvidia) - [Read

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NVIDIA Corporation (NVDA) & Advanced Micro Devices...

The AI Hardware Show ·

2026/10/02

## Episode Summary In this episode, we cover: - **NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQOTFHLU1CVWQxN254QzFqRGpKM2M1UWZpRHlNaDVpb3ljWXo2UmJrZTNnMkd0WkpmTTJxWVpSNlAzbmRSM2k3azJsa0xKSzRhdmRsY0NWdWJyRnI2aFZZWTljUEpQSW9tWVRMc2IwQVJKMUFUZWtDR0sxeTQ1YU1UWlRIOGpIZDBzQWZSZnp6VnMxNzdmYXdMMFV2R05VMU82MUwxcQ?oc=5) -

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Nvidia vs. AMD: Which AI Chip Stock Has More Room to...

The AI Hardware Show ·

2026/10/01

## Episode SummaryIn this episode, we cover: - **Nvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion? - The Motley Fool** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOM0ZOOTNsSHRPRWdUa2RpamVmaWx4bWVad3pKb20zQmFJeWppa0tjRnplSXBjMmhoanNCNS1yOUJkSWNwNlBncjBUbHJCNE54OHBORC1RUDFLdWdzWVhiSWJmRXFXZGh3RjEtWmIxS0xvWnhhRTdSUldScEtsaTVXd0FvVDFrVTl6cFpsVFRyZjVpYkl0T19WVA?oc=5) - **AMD Joins the $1 Trillion Club: What Its AI Chip Surge

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Samsung backs Nvidia AI chip rival in $230 million...

The AI Hardware Show ·

2026/09/30

## Episode SummaryIn this episode, we cover: - **Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC** (google_gpu) - [Read

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Data center infrastructure startup TensorWave raises...

The AI Hardware Show ·

2026/09/29

## Episode SummaryIn this episode, we cover: - **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE** (google_nvidia) - [Read

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This Could Be Nvidia’s Biggest Challenger in the AI...

The AI Hardware Show ·

2026/09/28

## Episode SummaryIn this episode, we cover: - **This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinwFBVV95cUxOM2ZNTWFFTU42N1JFT3pkWFRETVBSUkJrQlJHeGpucUFGcExFNExZUzBOZVRYanNPUW13bGczVmFzOV9Fd1RUTWZUOUhPOHlnVnY5ZXlaYnZVNEJpa25xa3dlVHNXX3JhUHpPTU81SWQxSHpyNXhfVGlTcjJpMDBqTGtaY0dvdWpac2JqcVd2b2lQdWtjUWQ4QTJiZFlNUHM?oc=5) - **Amazon Is Adding 2 Million Nvidia GPUs Even as It Builds

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US official says Nvidia has begun shipping powerful...

The AI Hardware Show ·

2026/09/27

## Episode SummaryIn this episode, we cover: - **US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNaDItR0c4WHhNYk9SeEpucGtPSmk3ZnBnS1lPUll3QkNSLWx3LWpWTk92MldIc3RlWGJUVTQ5ZFQtT3pBSkhfN3B4ZDB4VFpvVEZTVThMMXFVS1hhTGZBSFI2OXRncjFTVndGTUwyRHpXb0I3UXFRZWhBOUpFRm15MURsUnRXMFJfak5sOWNDZlJFWDdJT3Y3NVRleW5iZFZzM2hwUQ?oc=5) - **Nvidia and AMD Can't Make AI Chips Without This Growth Stock

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Meta expands Nvidia deal to use millions of AI chips...

The AI Hardware Show ·

2026/09/26

## Episode Summary In this episode, we cover: - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_nvidia) - [Read

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Nvidia Weighs Glass Substrates to Stack More HBM on...

The AI Hardware Show ·

2026/09/25

## Episode Summary In this episode, we cover: - **Nvidia Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMirAFBVV95cUxPeHR1ZXFrZ2F0eHE3V0xVXzVzZy1PY3dRVmNPMDRaVkV1T013Y0QtQ2tiRDdDR2RoR3hHM2VOOS1XM3RLVmw1eTNPWGpxWTMwREtHaUN2TWFoa08wb2MyX2c1akRwRnFjU2F6OVZXV0czUlFrS3B3a1VqZUJlQS1hUElzczI1YlNLeUtNdjFGaGpLYk83dk01VE9EeklwdXhnNGM4ZG91ZFhYWXdN?oc=5) - **Google's orbital AI data center test packs four TPUs

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This AI Chip Stock Just Signed Massive Deals With 3...

The AI Hardware Show ·

2026/09/18

## Episode SummaryIn this episode, we cover: - **This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikwFBVV95cUxQYUxIOHRwSFhTNUR4Mk9iQzNBbFBWOTg5OG5sYlo3ckp4NnZlbnRxSDRKVFBRenJoZTRzNlZmcE9tTVZvWFY5QkRMMHcyN2R5SWpNSWVfcnB4T2VCZlYxcm84ZHpaRmVVc05iVUx3cC16TnZJWk81TzFNbzdTT2s5Z3I0emhaaTFpUUF6endSZTdzYUU?oc=5) - **JPMorgan

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Piecemakers bets edge AI devices will diverge from...

The AI Hardware Show ·

2026/09/17

## Episode Summary In this episode, we cover: - **Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/piecemakers-bets-edge-ai-devices-will-diverge-from-reliance-on-hbm-custom-designed-memory-fuses-dram-stack-directly-to-the-processor-using-hybrid-bonding) - **Nvidia's DSX Technology Boosts AI Data Center

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Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based...

The AI Hardware Show ·

2026/09/16

## Episode SummaryIn this episode, we cover: - **Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit** (wccftech) - [Read more](https://wccftech.com/apple-eyes-nvidias-nvlink-fusion-for-its-m8-based-baltra-servers-signaling-a-return-to-enterprise-hardware-after-2011-exit/) - **Rethinking AI Chips: How VSORA Redesigned the Hardware That Runs AI** (semiwiki) - [Read

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NVIDIA H100 & H200 Wholesale Supplier in Dubai...

The AI Hardware Show ·

2026/09/15

## Episode SummaryIn this episode, we cover: - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports** (google_nvidia) - [Read

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Fujitsu's Monaka AI Chip to Ship to Super Micro Next...

The AI Hardware Show ·

2026/09/14

## Episode Summary In this episode, we cover: - **Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE80eHl3SFd0V2ZjQUF5SzlhcFlUb19SZ0s4SWxJcnVFbmUydURMV29QOHI4bDNZRGRQSFBEdEdMREY3SEhQVENDWjd0cjdUOVNKaGpCV3hWUXRiUzI1ZWtPcEJhX19NZkNXWXUyeElLQ2dpdm5mR0E?oc=5) - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong

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China's AI accelerator supplier Biren posts 2,000%...

The AI Hardware Show ·

2026/09/11

## Episode SummaryIn this episode, we cover: - **China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-ai-accelerator-supplier-biren-posts-2-000-percent-year-over-year-revenue-growth-export-controls-benefit-homegrown-chips-as-nvidia-and-amd-exit-market) - **NVIDIA Wants To Turn Your Home Wall

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