Shows / The AI Hardware Show
The AI Hardware Show
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.
Episodes
The AI Hardware ShowOracle Cloud to Offer Google TPUs and New AI Chips - Data Center Knowledge
## Episode Summary In this episode, we cover: - **Oracle Cloud to Offer Google TPUs and New AI Chips - Data Center Knowledge** (google_gpu) - [Read…
The AI Hardware ShowOracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water - 24/7 Wall St.
## Episode Summary In this episode, we cover: - **Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft…
The AI Hardware ShowNvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity
## Episode Summary In this episode, we cover: - **Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity** (toms_hardware) -…
The AI Hardware Show3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool
## Episode Summary In this episode, we cover: - **3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool** (google_gpu) -…
The AI Hardware ShowSuper Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China - Reuters
## Episode Summary In this episode, we cover: - **Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China - Reuters**…
The AI Hardware ShowGoogle’s TPUs for AI workloads now run in Meta's data centers
## Episode Summary In this episode, we cover: - **Google’s TPUs for AI workloads now run in Meta's data centers** (toms_hardware) - [Read…
The AI Hardware ShowAleria to deploy Nvidia Blackwell and Vera Rubin GPUs in US and UAE - Data Center Dynamics
## Episode Summary In this episode, we cover: - **Aleria to deploy Nvidia Blackwell and Vera Rubin GPUs in US and UAE - Data Center Dynamics** (google_nvidia)…
The AI Hardware ShowEverspin Expands MRAM Push into AI Servers, Data Centers, Satellite Systems
## Episode Summary In this episode, we cover: - **Everspin Expands MRAM Push into AI Servers, Data Centers, Satellite Systems** (eetimes) - [Read…
The AI Hardware ShowChinese Technology Giants Reject Huawei’s Inferior AI Accelerators As They Show Affinity Towards RTX PRO 5500, Despite NVIDIA’s Uncertainty In Fulfilling Orders
## Episode Summary In this episode, we cover: - **Chinese Technology Giants Reject Huawei’s Inferior AI Accelerators As They Show Affinity Towards RTX PRO…
The AI Hardware ShowAI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus - 24/7 Wall St.
## Episode Summary In this episode, we cover: - **AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus - 24/7 Wall St.**…
The AI Hardware ShowHow NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories
## Episode Summary In this episode, we cover: - **How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories** (nvidia_dev) - [Read…
The AI Hardware ShowEurope Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast
## Episode Summary In this episode, we cover: - **Europe Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast** (google_nvidia) - [Read…
The AI Hardware ShowGlobalFoundries Reaches Supply Agreement with TSMC for AI Chip Co... - Industrial Info Resources
## Episode Summary In this episode, we cover: - **GlobalFoundries Reaches Supply Agreement with TSMC for AI Chip Co... - Industrial Info Resources**…
The AI Hardware ShowTaiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - Benzinga
## Episode Summary In this episode, we cover: - **Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity -…
The AI Hardware ShowIntel Reveals GPU D-Series AI Inference Chip With 480GB Memory and 350W Power Design - Konsulteer
## Episode Summary In this episode, we cover: - **Intel Reveals GPU D-Series AI Inference Chip With 480GB Memory and 350W Power Design - Konsulteer**…
The AI Hardware ShowNVIDIA 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
## Episode Summary In this episode, we cover: - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In…
The AI Hardware ShowIntel is revealing specs for its new GPU D-series AI inference chip at industry summit - Quartz
## Episode Summary In this episode, we cover: - **Intel is revealing specs for its new GPU D-series AI inference chip at industry summit - Quartz**…
The AI Hardware ShowData Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform Server Economics - DC Market Insights - PR Newswire UK
## Episode Summary In this episode, we cover: - **Data Center Chip Market to Surpass USD 1 Trillion by 2035 as AI Accelerators and Custom Silicon Transform…
The AI Hardware ShowThe Modern CUDA Toolbox in Practice: A Step-by-Step Optimization Walkthrough
## Episode Summary In this episode, we cover: - **The Modern CUDA Toolbox in Practice: A Step-by-Step Optimization Walkthrough** (nvidia_dev) - [Read…
The AI Hardware ShowWhy Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work? - Yahoo Finance
## Episode Summary In this episode, we cover: - **Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work? - Yahoo Finance**…
The AI Hardware ShowAs AI chip production ramps up, data centers face power shortages: Semiconductor shipment forecasts are under test - 富途牛牛
## Episode Summary In this episode, we cover: - **As AI chip production ramps up, data centers face power shortages: Semiconductor shipment forecasts are under…
The AI Hardware ShowSpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware
## Episode Summary In this episode, we cover: - **SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware** (toms_hardware) - [Read…
The AI Hardware ShowAMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in
## Episode Summary In this episode, we cover: - **AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in** (google_gpu) -…
The AI Hardware Show3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool
## Episode Summary In this episode, we cover: - **3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool** (google_gpu) -…
The AI Hardware ShowTSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance
## Episode Summary In this episode, we cover: - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance**…
The AI Hardware ShowTSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang
## Episode Summary In this episode, we cover: - **TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang** (google_ai_chip) -…
The AI Hardware ShowAlibaba 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
## Episode Summary In 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…
The AI Hardware ShowNVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried - Yahoo Finance
## Episode Summary In this episode, we cover: - **NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD…
The AI Hardware ShowNvidia vs. AMD: Which AI Chip Stock Has More Room to Run After AMD's Surge Past $1 Trillion? - The Motley Fool
## Episode Summary In 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…
The AI Hardware ShowSamsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC
## Episode Summary In this episode, we cover: - **Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC**…
The AI Hardware ShowData center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE
## Episode Summary In this episode, we cover: - **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly -…
The AI Hardware ShowThis Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance
## Episode Summary In this episode, we cover: - **This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance**…
The AI Hardware ShowUS official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters
## Episode Summary In this episode, we cover: - **US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters** (google_gpu) - [Read…
The AI Hardware ShowMeta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
## 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 -…
The AI Hardware ShowNvidia Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily
## Episode Summary In this episode, we cover: - **Nvidia Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily** (google_gpu) - [Read…
The AI Hardware ShowThis 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
## Episode Summary In this episode, we cover: - **This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right…
The AI Hardware ShowPiecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding
## Episode Summary In this episode, we cover: - **Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack…
The AI Hardware ShowApple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit
## Episode Summary In this episode, we cover: - **Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware…
The AI Hardware ShowNVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports
## Episode Summary In this episode, we cover: - **NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy…
The AI Hardware ShowFujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com
## 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 -…
The AI Hardware ShowChina'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
## Episode Summary In this episode, we cover: - **China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit…
The AI Hardware ShowAI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st
## Episode Summary In this episode, we cover: - **AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st** (google_ai_chip) - [Read…
The AI Hardware ShowAI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com
## Episode Summary In this episode, we cover: - **AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market -…
The AI Hardware ShowData center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE
## Episode Summary In this episode, we cover: - **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly -…
The AI Hardware ShowVera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis
## Episode Summary In this episode, we cover: - **Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis** (semianalysis) - [Read…
The AI Hardware ShowNVIDIA 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.com
## Episode Summary In this episode, we cover: - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In…
The AI Hardware ShowComparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry
## Episode Summary In this episode, we cover: - **Comparing Advanced Packaging from TSMC, Intel Foundry, and Samsung Foundry** (semiwiki) - [Read…
The AI Hardware ShowMeta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC
## Episode Summary In this episode, we cover: - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC**…
The AI Hardware ShowWarning Shots Fired as AMD Announces New Data Center GPUs - EE Times
## Episode Summary In this episode, we cover: - **Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times** (google_nvidia) - [Read…
The AI Hardware ShowUS official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com
## Episode Summary In this episode, we cover: - **US official says Nvidia has begun shipping powerful H200 AI chips to China - reuters.com** (google_gpu) -…
The AI Hardware ShowGreat Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Zacks Investment Research
## Episode Summary In this episode, we cover: - **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Zacks Investment Research**…
The AI Hardware ShowMeta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire
## Episode Summary In this episode, we cover: - **Meta’s Custom AI Chip Could Redefine the Economics of AI - HPCwire** (google_ai_chip) - [Read…
The AI Hardware ShowNvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI
## Episode Summary In this episode, we cover: - **Nvidia Earnings August 2026: AI Chip Leader's Next Catalyst and Market Impact - Intellectia AI** (google_gpu)…
The AI Hardware ShowNvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI
## Episode Summary In this episode, we cover: - **Nvidia Q2 Earnings 2026: Record $96B Revenue & AI Chip Analysis - Intellectia AI** (google_gpu) - [Read…
The AI Hardware ShowNvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV
## Episode Summary In this episode, we cover: - **Nvidia's Costlier AI Chips May Force Silicon Valley To Learn From China - NDTV** (google_gpu) - [Read…
The AI Hardware ShowNvidia 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
## Episode Summary In this episode, we cover: - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs…
The AI Hardware ShowNVIDIA 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
## Episode Summary In this episode, we cover: - **NVIDIA Wants To Turn Your Home Wall Into A Mini Data Center By Packing 16 Blackwell GPUs And 4 server CPUs In…
The AI Hardware Show[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce
## Episode Summary In this episode, we cover: - **[News] OpenAI Debuts Jalapeño AI Inference Chip, with Samsung Reportedly Supplying HBM4 - TrendForce**…
The AI Hardware ShowHow NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin
## Episode Summary In this episode, we cover: - **How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin** (nvidia_dev) -…
The AI Hardware ShowCerebras CS-4: what 30x faster AI inference means - TechHQ
## Episode Summary In this episode, we cover: - **Cerebras CS-4: what 30x faster AI inference means - TechHQ** (google_gpu) - [Read…