The AI Hardware Show Podcast Transcripts
Limit-Less AI, Inc. · 184 episodes with transcripts
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.
Spoken has transcripts of 184 The AI Hardware Show episodes, with the speakers named. The newest listed here is from October 7, 2026.
Every The AI Hardware Show transcript in one script
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Latest The AI Hardware Show transcripts
AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in
October 7, 2026
Skyler Monroe (0:10)
Hey everyone, welcome back to the AI Hardware Show. I'm your host Skyler Monroe, and if you're into chips, silicon, and the hardware that's literally powering the future of AI, you're in the right place. Big thanks to our sponsors today, Ada, helping businesses integrate AI into their workflows seamlessly. Ago…
TSMC is basically the gold standard.
- AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in
- 3 Overlooked Growth Stocks Powering Every AI Chip Nvidia and AMD Build - The Motley Fool
- TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance
- TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production. - Pluang
- 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
- Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC
- Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE
- This Could Be Nvidia’s Biggest Challenger in the AI Chip Market. Hint: It’s Not AMD - Yahoo Finance
- US official says Nvidia has begun shipping powerful H200 AI chips to China - Reuters
- Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
- Nvidia Weighs Glass Substrates to Stack More HBM on AI Chips - Seoul Economic Daily
- 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
- Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding
- Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit
- NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports
- Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com
- 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
- AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st
- AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com
- Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE
- Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis
- NVIDIA 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
- Scaling the AI-Ready Data Center with NVIDIA RTX PRO 4500 Blackwell Server Edition and NVIDIA vGPU 20 - NVIDIA Developer
- SK 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
- NVIDIA Stock Analysis August 2026: AI Chip Leader Market Outlook - Intellectia AI
- $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
- TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance
- Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - Yahoo Finance
- TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026
- AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo! Finance Canada
- Samsung Secures $200 bn Broadcom AI Chip Deal Through 2030 to Challenge TSMC in Foundry Market - TelecomLead
- Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
- Nvidia vs. AMD vs. Intel: Which One Actually Won the AI Chip Race in the First Half of 2026? - The Motley Fool
- Meta and OpenAI commit 12 gigawatts to AMD's new AI chips as Nvidia's grip on data centers starts to slip - Startup Fortune
- AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt
- AMD Lands Anthropic In 2GW Instinct MI450 Deal, Backing It With A $5 Billion Equity Bet
- Intel 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
- SpaceX 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
- Upper90 Lends $400 Million Against AI Inference Chips Instead of Nvidia GPUs - Startup Fortune
- Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC
- China's TPU path gains traction with low-cost AI inference challenging GPU economics - digitimes
- Nvidia vs Cerebras: which discounted AI chip stock offers better value right now - Crypto Briefing
- TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision
- US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech
- CEO Interview with Dr. Albert Liu of Kneron
- 5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.
- Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC
- TSMC’s Photonic Ramp Could Be the Quiet Catalyst in AI Chips - 24/7 Wall St.
- Nvidia-Groq Deal Validates Non-GPU AI Chip Market for Low-Latency Inference - News and Statistics - IndexBox - Market Intelligence Platform
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