Omslagafbeelding van de show The AI Hardware Show

The AI Hardware Show

Podcast door Limit-Less AI, Inc.

Engels

Technologie en Wetenschap

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Over 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.

Alle afleveringen

72 afleveringen

aflevering The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond artwork

The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond

## Episode Summary In this episode, we cover: - **The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia) - **Large-scale, SRAM-based LLM Inference Deployment (Groq)** (semiengineering) - [Read more](https://semiengineering.com/large-scale-sram-based-llm-inference-deployment-groq/) - **Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case** (toms_hardware) - [Read more](https://www.tomshardware.com/desktops/servers/taiwan-raids-12-locations-in-its-first-formal-crackdown-on-nvidia-ai-chip-smuggling-hunts-three-fugitives-for-document-forgery-fraudulent-declarations-in-super-micro-smuggling-case) - **Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/scaling-the-ai-ready-data-center-with-nvidia-rtx-pro-4500-blackwell-server-edition-and-nvidia-vgpu-20/) - **Nvidia to launch AI chip for data centers in space - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxOVl94UVFMaFhJUmM5aWM1QlRRajRVTHU0SG9ZNG1vMU8xVk55LTRtdDFFZFlXREd3akRwYThWVVk1WFdwTmNnRzd2RWNXR3JJRUVhck1BOHk5b19jSXZnSEVsYlF2RmZhdHdReEotZ1ItWkkteDRENUI5Sy1TNTZocWJsLWlVNUFJZ1B5dnYzYkh5YmJESTR1S2U2dkw?oc=5) --- *Sponsored by LimitLess AI*

Gisteren - 1 h 0 min
aflevering AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards artwork

AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards

## Episode Summary In this episode, we cover: - **AMD Intros Instinct MI350P Accelerator: CDNA 4 Comes to PCIe Cards** (servethehome) - [Read more](https://www.servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/) - **Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 - Tom's Hardware** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi_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?oc=5) - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **Nvidia GPUs to Google TPUs: Breaking down all the AI chips - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxQUU9vT2lsNmEyRTdfdnBFSkVJWFlzVnlFbmY4MEdTZ2VtR3RweU5KakQzczkwOENWWlZfaVp1NEdENzFSSXJuRU1Fa0drcmVJa3JBVms3SU1iZzNDeEFrLWROTEFVUnQyTFk4blNvVlBxbzJVM0dodnl4WTRaUGhFYXdfaUJlM1JDeWhOSi1GQ2VHaUdQVmllYkR2cElkZF84cFFKc25pVlNLUQ?oc=5) - **AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia's H200 NVL competitor** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/amd-announces-mi350p-pcie-ai-accelerator-card-with-144gb-of-hbm3e-roughly-40-percent-faster-in-fp16-and-fp8-theoretical-compute-compared-to-nvidias-h200-nvl-competitor) --- *Sponsored by LimitLess AI*

7 mei 2026 - 1 h 0 min
aflevering Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield artwork

Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield

## Episode Summary In this episode, we cover: - **Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/dissecting-nvidia-blackwell-tensor) - **NVIDIA Dominance Unshaken as Data Centers Hesitate on Google TPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxOR3VEMkZzSVFaNUlvaWc0czJzUkVDYlRuSGd2bzJvTlFoa3VuVmZscFNzYjRERzZpVVJTY1lrT0hYYWdJQ2RocHNuYXdSZ2xfNHp1Wi1qa3M1WWptU2Zqdk1ST3ZBYk5SNE84ZFJwY1BOZFdtQl95NXg0Z1ZvQlFESjZwWTVHTFg5?oc=5) - **Google Expands TPU Sales Amid Nvidia's AI Chip Dominance - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPQjNPTFZCRFFsQm9jcVJYaFVkb1I0TGdmU3FaYjNJX1JTOVNONGhTb1J0VFNrdHc3N0F5emR4MUt2T1pNREFyRDgxZHdDTEdMTFMtQ3pJdUlvSGJXVHF6TzFfSXNWM28zR1FYLUstVFNNOE5MTDlUMndIWERNUDVVc004LUNiakxj?oc=5) - **E2E Networks acquires 1,024 Nvidia B200 GPU cluster for Chennai data center - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxOR29qZVM5SkFFdjBIUmlQcTNFejk4eHJxVklNMVo1d18yRmZpTUtHdGN1Zk95V0hEN3VieGk1LW52dHB4TzhrUzdNZFFONU9hWnYycEN6ckc1SXZLcVU5OEw4OUp3TC0zT0trZUhYSGI0X29MTkd0WllnSXR6eFpkbnd1Q081OEgxeERMLTdLeVJ2MWR4bW50MHBrNGZKbnR1QjlqOUY2RUQ1T3h5bFFhcDNEZl9LbmM1aUE?oc=5) - **OpenAI Got The Whole AI Squad To Accelerate Large-Scale AI Training – AMD, NVIDIA, Intel, Microsoft & Broadcom All-In On MRC** (wccftech) - [Read more](https://wccftech.com/openai-accelerates-large-scale-ai-training-amd-nvidia-intel-microsoft-broadcom-mrc/) --- *Sponsored by LimitLess AI*

6 mei 2026 - 1 h 0 min
aflevering AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz artwork

AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz

## Episode Summary In this episode, we cover: - **AI chipmaker Cerebras targets $3.5 billion raise in IPO - The Tech Buzz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMikAFBVV95cUxNdldyc1ZQRENaNW16WmtGVHNNVGo5cENmM2NEa3g2NEFacnRfWXZLankxNGJOR1JuZmtiQUpHMnRCNy1MNHJYeVdFN0sxbHhidkFhOVhreUxnT2JTVWdMZUtOT1d3VUhieDMwNkFwS05hNWNSZzJrZVYxd01tYUdubWFzM2lZMWdWTU1FVVpkbGM?oc=5) - **Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-ceo-jensen-huang-says-china-should-not-have-blackwell-or-rubin-ai-gpus-firmly-states-us-should-have-the-first-the-most-and-the-best-when-it-comes-to-ai-hardware) - **NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead? - Yahoo Finance** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE45TU1qajRialRGMU1qZTlGMWVQSFlsUk1STlFiZ0o5ZnBiT1hMdWZwZGNhR190RWxBREx2bXZGUXNONVMwQUxlMTZuaHZtZUZLT3lkYlhhMGN2U2V3ZzJnTGhuaGR1Xzd6MWJtSTRyU2p1a1QwYVZMb1FDWEszZVE?oc=5) - **Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia - digitimes** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOeVd0dldRVlZSSTJoOWNzbURvcXFnbjRiVGVIV3p2dTZwYjMwcU9sWGU1azJmbzR0dTVKaDVWd3dfNy1Va0o3YU9SRnlNTmFaOHVTU0p4T2FJdXFzWWhVMHdzZGlDUDF1dWlETzJTQS1uLWlHMWQ1dVlUTVRTYVE2RnpFcmV1TmtjMnF3NlZOSV9ibE54am9lOA?oc=5) - **NVIDIA’s CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets** (wccftech) - [Read more](https://wccftech.com/nvidia-ceo-jensen-huang-draws-a-hard-line-on-china-no-blackwell-no-rubin/) --- *Sponsored by LimitLess AI*

5 mei 2026 - 1 h 0 min
aflevering NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures artwork

NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures

## Episode Summary In this episode, we cover: - **NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures** (wccftech) - [Read more](https://wccftech.com/nvidia-feynman-gpus-push-power-semi-content-17-times-higher-vs-blackwell/) - **Analyst Warns Google’s Intel TPU Bet Hinges on a Brutal Yield Jump From 90% to 98%** (wccftech) - [Read more](https://wccftech.com/analyst-warns-googles-intel-tpu-bet-hinges-on-a-brutal-yield-jump-from-90-to-98/) - **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/CBMihwNBVV95cUxPc3gxcHhIZWlnYnAxNTBsN3dDMDRrUTFZU1hsaHN3Ynp2QWdNOE1Nd3plRTRfQ3NXQ19UWHpzVnlmcHk2czYwR2kwaVhYeE1WTEFkbTFHRXNwdExOYXctZWVwTFp3ZW8xdTZRRDl0YjdpMGEzd1c0MWFiMkhDcnpPcDUxMWdUWFFVXzZ6M1lVRzlCUE1feTVRM0hLN1JPa0JvOURSOHFiTWxzY3Z1eU1zTzJfYWl4M0xmVTlGMG9jSVpGcDBDa3ExejloUHJIRU5NMm50RExrU2NqaXFyRVpQUnhXNm9BSW1SY0JfaUZOSm1SNHdiWkt3bGZuTmU4WFpsaW4wNnV3OXRrdFBQVEluQW5JdWhVWS1ObFF4bjhUdW53WnhGMEtiQVhXQTEzcndHdi1UcU5KVmtiWHJnT0JFN2wxM19fXzNjaEdJclhTYnVqczMwT096eWJ4LWhTanFyWlRyMzB4X1dKbXJyemREX0dQLUVDQkRKZGNIblB0a253bmVCWGVZ?oc=5) - **AI chipmaker Cerebras targets up to $4 billion in IPO - ET Telecom** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) --- *Sponsored by LimitLess AI*

4 mei 2026 - 1 h 0 min
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