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 ShowNVIDIA AI Servers 15% Price Hike: Triggering $5 Billion Cost Surge for 1GW Data Center - 36Kr
## Episode Summary In this episode, we cover: - **NVIDIA AI Servers 15% Price Hike: Triggering $5 Billion Cost Surge for 1GW Data Center - 36Kr** (google_gpu)…
The AI Hardware ShowNvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com
## Episode Summary In this episode, we cover: - **Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm -…
The AI Hardware ShowCerebras Unveils CS-4 Chip It Claims Is 30 Times Faster Than Nvidia GPUs - Startup Fortune
## Episode Summary In this episode, we cover: - **Cerebras Unveils CS-4 Chip It Claims Is 30 Times Faster Than Nvidia GPUs - Startup Fortune** (google_gpu) -…
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 ShowWhy is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView
## Episode Summary In this episode, we cover: - **Why is the AI chip trade cracking? Nvidia, AMD and Intel slide premarket - TradingView** (google_ai_chip) -…
The AI Hardware ShowChina's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD
## Episode Summary In this episode, we cover: - **China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest —…
The AI Hardware ShowGreat Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance
## Episode Summary In this episode, we cover: - **Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC - Yahoo Finance** (google_ai_chip) -…
The AI Hardware ShowNvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI
## Episode Summary In this episode, we cover: - **Nvidia Earnings August 2026: AI Chip Leader Investment Outlook & Analysis - Intellectia AI** (google_gpu) -…
The AI Hardware ShowNVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance
## Episode Summary In this episode, we cover: - **NVIDIA Blackwell Tops MLPerf Training 6.0 with Industry-Leading Scale and Performance** (nvidia_dev) - [Read…
The AI Hardware ShowTSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com
## Episode Summary In this episode, we cover: - **TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - memeburn.com** (google_gpu) - [Read…
The AI Hardware ShowTIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - PR Newswire
## Episode Summary In this episode, we cover: - **TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for…
The AI Hardware ShowNVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan
## Episode Summary In this episode, we cover: - **NVIDIA’s Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A…
The AI Hardware ShowJPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance
## Episode Summary In this episode, we cover: - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance**…
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 ShowAI Chip Startup Taalas Acquired by AMD
## Episode Summary In this episode, we cover: - **AI Chip Startup Taalas Acquired by AMD** (eetimes) - [Read…
The AI Hardware ShowTSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment - Reuters
## Episode Summary In this episode, we cover: - **TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment - Reuters**…
The AI Hardware ShowScaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - NVIDIA Developer
## 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 -…
The AI Hardware ShowSK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To Resolve AI Inference Bottlenecks, Targeting Up To 3TB/s Bandwidth
## Episode Summary In this episode, we cover: - **SK hynix, In Collaboration With SanDisk, Unveils The New High Bandwidth Flash (HBF) Standard, Helping To…
The AI Hardware ShowNVIDIA Stock Analysis August 2026: AI Chip Leader Market Outlook - Intellectia AI
## Episode Summary In this episode, we cover: - **NVIDIA Stock Analysis August 2026: AI Chip Leader Market Outlook - Intellectia AI** (google_gpu) - [Read…
The AI Hardware Show$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
## 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 —…
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 ShowNvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - Yahoo Finance
## Episode Summary In this episode, we cover: - **Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - Yahoo…
The AI Hardware ShowTSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026
## Episode Summary In this episode, we cover: - **TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains…
The AI Hardware ShowMeta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - cnbc.com
## 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 ShowAI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada
## Episode Summary In this episode, we cover: - **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada**…
The AI Hardware ShowSamsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead
## Episode Summary In this episode, we cover: - **Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market -…
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 vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool
## Episode Summary In this episode, we cover: - **Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley…
The AI Hardware ShowMeta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune
## Episode Summary In this episode, we cover: - **Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip -…
The AI Hardware ShowAMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt
## Episode Summary In this episode, we cover: - **AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens…
The AI Hardware ShowAMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet
## Episode Summary In this episode, we cover: - **AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet** (wccftech) - [Read…
The AI Hardware ShowIntel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts
## Episode Summary In this episode, we cover: - **Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center…
The AI Hardware ShowSpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where Each Rack Costs $4 Million And The Total Order Spans Nearly 1 Million GPUs - Wccftech
## Episode Summary In this episode, we cover: - **SpaceX Awards Foxconn A Part In A Huge $52 Billion Order For 13,000 Racks Of NVIDIA GB300 AI Servers, Where…
The AI Hardware ShowUpper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune
## Episode Summary In this episode, we cover: - **Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune** (google_gpu)…
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 ShowChina's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes
## Episode Summary In this episode, we cover: - **China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes**…
The AI Hardware ShowNvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing
## Episode Summary In this episode, we cover: - **Nvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing**…
The AI Hardware ShowTSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision
## Episode Summary In this episode, we cover: - **TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision** (google_gpu) - [Read…
The AI Hardware ShowUS gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech
## Episode Summary In this episode, we cover: - **US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and…
The AI Hardware ShowCEO Interview with Dr. Albert Liu of Kneron
## Episode Summary In this episode, we cover: - **CEO Interview with Dr. Albert Liu of Kneron** (semiwiki) - [Read…
The AI Hardware Show5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.
## Episode Summary In this episode, we cover: - **5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.** (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 ShowTSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.
## 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…
The AI Hardware ShowIntel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks
## Episode Summary In this episode, we cover: - **Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks**…
The AI Hardware ShowLee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz
## Episode Summary In this episode, we cover: - **Lee Jae-yong courts AI chip deals at Sun Valley with Samsung foundry chief - CHOSUNBIZ - Chosunbiz**…
The AI Hardware ShowForget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips - 24/7 Wall St.
## 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…
The AI Hardware ShowChina’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering
## Episode Summary In this episode, we cover: - **China’s new AI chip startup uses 3D stacking to bypass US restrictions - Interesting Engineering**…
The AI Hardware ShowBain 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
## Episode Summary In this episode, we cover: - **Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China —…
The AI Hardware ShowAI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider
## Episode Summary In this episode, we cover: - **AI chip winners may face tougher road ahead as hyperscalers catch up: JPM - StreetInsider** (google_ai_chip)…
The AI Hardware ShowAI Chip Stocks Plunge: Valuation Concerns Shake Semiconductor Sector in July 2026 - Intellectia AI
## Episode Summary In this episode, we cover: - **AI Chip Stocks Plunge: Valuation Concerns Shake Semiconductor Sector in July 2026 - Intellectia AI**…
The AI Hardware ShowSoftBank enters the rent-a-GPU race as America looks for support for AI training
## 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…
The AI Hardware ShowAI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors - Bloomberg.com
## Episode Summary In this episode, we cover: - **AI Chip Startup Etched Lures Jane Street, TSMC-Linked VC as Investors - Bloomberg.com** (google_ai_chip) -…
The AI Hardware ShowNVIDIA Slashes DeepSeek v4 Token Costs By Up To 5x Just One Month After Launch, Through Pure Blackwell Software Tuning
## 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…
The AI Hardware ShowNvidia vs. AMD: The Better AI Chip Stock for 2026 - The Motley Fool
## Episode Summary In this episode, we cover: - **Nvidia vs. AMD: The Better AI Chip Stock for 2026 - The Motley Fool** (google_gpu) - [Read…
The AI Hardware ShowJim 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”
## Episode Summary In this episode, we cover: - **Jim Keller Says Cerebras IPO Was Helpful As Tenstorrent Set To “Beat Them on Everything”, Confirms Meeting…
The AI Hardware ShowChina boosts AI chip output by upgrading older ASML machines - Financial Times
## Episode Summary In this episode, we cover: - **China boosts AI chip output by upgrading older ASML machines - Financial Times** (google_ai_chip) - [Read…
The AI Hardware ShowTaiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo Finance
## Episode Summary In this episode, we cover: - **Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors - Yahoo…
The AI Hardware ShowHow Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom
## Episode Summary In this episode, we cover: - **How Liquid Cooled Data Centers Unlock the Full Potential of NVIDIA H100, H200, and Blackwell GPUs - Nasscom**…
The AI Hardware ShowWhy TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom - Yahoo Finance
## 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…
The AI Hardware ShowAI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch
## Episode Summary In this episode, we cover: - **AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal - TechCrunch**…