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.
Intel 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** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxQYW9Ea0p2aU0wQmloSnROTXVpejNBY2xIMm1aUC1renRPa3QzaUFfc1BvR3BMU1hrSlY2XzRiLXNJekFhUDhwMVgwSjVuNWZSM19weWFFSy1OY2JrV2FZeU5vUWt6NmNLclpQdExDZnBvUHdoVlBqTnBTNS04YkZzRWRyYmIwUUgtVTVEaUtmTlNPc2FVTHpjd2REWlIwZlJ1UGpMck5rM3MybFZuYmhaWnd2ZXQ5dllBLTNv?oc=5)
- **Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMiygFBVV95cUxQdnRzX1dENjdqdFBseDhwQ0ZBa0lmbFJGZ1FWMmhldzNoTDhHTTFnQjBFOGpTUGZaWGtBOXR0ZXdBdTJwRzIzaUZCQVhEanVzNVNXMTEtQXUxTEFFWnl4ODJ5VmpldFBQTnBmSVJkOXdlWkg3aWNCTUt1VklBU3hXcWM0dDdweEZSSDluY0RtcDZTYVlUd0lvbENRbHdBbG45M1pRZUxlRHNJYUx4NVgwRFp5akdTSE9JN3ZfaDl5cldSeVRtWDlENDBB?oc=5)
- **Axera Claims AX8860 AI Chip Can Beat the DGX Spark in AI LLMs by 25%, Offering 273 GB/s Bandwidth, 128 GB LP5X Memory, All at 40W While A 4-Module PCIe Card Pumps Out Over 1000 TOPs - Wccftech** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxOcDNkc3p2clN2RmtFV1hoMlpDalF4YThfZjhyUWlYVXpEck5KQloya2ZSZmR5QXVibVd4UzNRR0lQdHdLNWlqdHJ0NjZPeGNNNWZxX2c3VUNTR0lkbDAtbXNNbHJsbWZjdTFsWVY2OFh2a2pOU3JEbjZ3WEFlRXFveHBpYVlueHpabFNpOXd6MmNoSm9DT2ZkZ9IBngFBVV95cUxNR1FxM0JQejFCb3NsWUhRV2NiZHR3bFF3dVVJZlR0eTBJWjNlMU9OdXFUdUl0ekdEcGR6WVZoVnQ5TzVnWFlkS3UzNkFFUkJzM0M2RmY0OE1ydG1wUlVBbDdNYXpCSWtPSTRLbHQ4QlJRUkFBbV8tcUhqLXBqVXZlNWduWnYyaE9DZjJTRU8xTmcyb1ZteEc3S3JkYUtTUQ?oc=5)
- **TSMC Revenue Growth Accelerated Faster Than Expected Last Quarter. Here's Why It's My Top AI Chip Stock to Buy. - The Motley Fool** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxQTkdQNi0ybFQ3Njl5NFFHSXZ5Y3FPeVVrRXVOSkZSajlQakYwbnpOOU1CVHpPZFFqcmlnUHhBUjBiUUVuMm1TRDU5aHRYQ2prdmlOcWhqbU1Ib194X2I3SFB6QVVPU2dsVTNmb0oxZHhVRW84UWpoNzNJaEJoanRyR3FhVE1BUlZ5bng4TlY5SzJhNzBGTHYwRA?oc=5)
- **Semiconductor Manufacturing Equipment Market Growth is Driven by AI Chips, Fab Expansion and Advanced Packaging Globally - Yahoo Finance** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMisgFBVV95cUxNQ1NWU0RKWFZnR2x2NjdDbjJ1cnlCbk4zTVdlbGNEODBzQUEwRXdnQ1A3UUhybTZQVW9BRi1wYXAxbTU0dk5fOXd1YkR4LXhpZy1xS1dwak1kMVoxN2p1Vk80WEJieVp2WXN2ZmY0VFJDbXBaN3J1RHpMV29MU1BaMnFUT2s2WFlZYjZVZzl0MWpwQXV2SW9CdVJ3SGFhUnkwelB3WWl0S2IwUGVvZUlEUWxB?oc=5)
---
*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
13 Oct 2026
Intel 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** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTE9OYnBGaTRtYWZULVpYdktoTmRxRUZoVVlLWHFMQlNhMmVJWkVCenBWMTNDR1dmdXdhNjlIUlNpVVhUYS1JcFhzVHNIRXZvWkozUjc5TmhNblZGNmFVcndfQW9XUmdZRmlPTHdBS3lmVFBBT0Nta1FLUw?oc=5)
- **How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin** (nvidia_dev)
- [Read more](https://developer.nvidia.com/blog/how-nvidia-groq-3-lpx-unlocks-ultrafast-interactivity-at-long-context-on-nvidia-vera-rubin/)
- **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_nvidia)
- [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5)
- **Intel Names Its AI Inference Chip the GPU D270, With 480GB of Memory - Startup Fortune** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxQWV9JRDcwNktTRVZMNUU4UVdkWkg3NmZwQ3A3OURWanNBZFVXY3hKcUFvR0xJUUNLUnhFbmN1MFZXUmFMeURueG1GdmhUMmZySkdLa0NkT01CNG1UR2NleEFia0w5ckwzMkRGLVNyVXlibm5QQkZRLV9wUmh0MGpDcWpWaU1ZQXJJaXdhbXVCZHNhRFZOdFhNZVdlaw?oc=5)
- **[News] AI Chip Memory Strategies Diverge: Microsoft’s Maia 300 Fuels HBM4 Demand as Intel Bets on LPDDR5X - TrendForce** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMi7AFBVV95cUxPTzB3ekI0Zm9RZkNTbEF6QUxLeVpSdVZhN1dCYTZHTFliS0xwMERuY1lHakJfX2FhWlFjVzZzMXBtcS1RU0xaWTNzdVJ6d0ZETnBRalVDTG53M1FwWjVBSTFTNS12TTYzZkVRbC1QLTBWLXo5cU90TG1PdHBXTnRITFF3aWtBVTlXaWR0VFRYM25PbDFCZWRZaTNhUnhydG5TVGdRZGtGMGZhaFFJbEJIWkxCMHN1OFFUQ1A5ZE1XT3lJNnNZT1ZfQUpUa2JsdjQ1ak5yUDJhRE1LVHZ6eGJuZEY3dHJWRjlvR0c5LQ?oc=5)
---
*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
12 Oct 2026
Data 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 Server Economics - DC Market Insights - PR Newswire UK** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMiqAJBVV95cUxPMUFPQ2NsbEVPLTEyX2MzYTExWEZjRlZxcWZVdUFIaUtvaUV4VjgwME9MdzVmTkFya1dycHkwZTFMem9EbGNwX1hDRzBybm9GRXJodmlxdlZneFhldnA0NmxsekoyNzBRWVFYOFZHS3lJM3dnbEI2VjVGSXZBTGlzcXB4cU1rQmdGaU1wSXIwUl9veUk4ckpyaFhpUDRtS2pKT3E3QUNFcHJVUG9hd0NKNDdiUm9JYWZkSWNzQlhkSmMyRkduR1E5Q2xPajBoSE9PTFJvenBHNGhRWFRrOEZtOElUYW15ZnpoY01mTEJtMDQ0NFVraVlSdHVtUU5SaXpGR2hYanVqdjV6LXFiSk5lQXM3RVY4ZW9VcXpzNERRc2JYa0UtNWl3bQ?oc=5)
- **Why Are Nvidia, AMD and Intel Stocks Falling Today? AI Chip Selloff Deepens - Stocks Down Under** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTFBwQjkyMXh0YndVRlJhS3FBSll4dVB4akV2TWoyclpKWEE3RXEzODUwYWxtczdwdV9PUFFLUnVfenNtSWpZWnlGRUMzbGJiVHpaOVA0WEVmQ3RzSHFOalAzWENZWFVJeW1QMWtPRDh2YnRKNkdGYzFfN2hR?oc=5)
- **Microsoft Plans to Deploy In-House AI Chip Maia 300 Next Year: Expected to Boost Token Output per Megawatt by 40% and Reduce Reliance on Nvidia GPUs - TradingKey** (google_gpu)
- [Read more](https://news.google.com/rss/articles/CBMi1AFBVV95cUxOZ0hzZUtoMHhDQ1hVd2RIS3p4azlVMnVOVG1QaUFmRDZvQWV4Y1hkdEliaV9jNHZhUTNyOVBoUXpXb3hZQ2VqN1NHenZ5a1V5b1NpVFdNLW00VC01NE5SZFRtdXhDTFNNX2NDLW1PWWZpTmtsT3k3dnpjZm41R0wzdWhMN216bm82cnVoaXBpT3RHeGtvNjczanVIVnJ1N0w1Q1dhWVJYTGxxQmpfVWNBckFYczZyU29rYWxPTU5HQ05kTEpDR0pFaHFMRUI0djBqY3Jjcw?oc=5)
- **TSMC taps U.S. interposers to speed AI chip packaging shift, pressure Korea - CHOSUNBIZ - Chosunbiz** (google_ai_chip)
- [Read more](https://news.google.com/rss/articles/CBMiekFVX3lxTE1mVWI3MXB5aElUdEhFRTJEUEp3c0UzVUZJQkcyakgzN0haSTdlSE16YWpEZHRrSzJXZElqN3FGM243blY4NDJiN2x5eS1jNERyX1d6S1hQWmlwMWIwWHFzMS1iY1Q0OGN4b2RZVFhYM0F1M1JWUnFNTXB30gGOAUFVX3lxTE85QjYzRVBONWM3ZTZkTUM1WjkzZzBsbEZHeWZFdWg4dXBWN21nWm5XbE9zU2dzV05vTHhUQnJRVHh6UFBwY2NqSjJ1SnJJZXdTV1RhMEJQUFc4ZWFwdHd4NFNQREc0QzJISHNXUXJ3NTRmOElYMTBNclEwSFF5RExGOFVrNmotNm40Z2lTMHc?oc=5)
- **AMD debuts Helion reference design for agentic AI servers with up to 32,768 Zen 6 ‘Venice’ cores** (toms_hardware)
- [Read more](https://www.tomshardware.com/pc-components/cpus/amd-debuts-helion-reference-design-for-agentic-ai-servers-with-up-to-32-768-zen-6-venice-cores-rack-design-ships-next-year-in-cpu-only-and-all-in-one-configurations)
---
*Sponsored by Ada, Ago Consulting, and Zen Semiconductor*
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