5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St. - The AI Hardware Show

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## 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 more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPU2RjTTA4R3N0ZlRkNDFZYjJ3QTROZ0FBR0VQV3NrVC1hdWdMRUpDZVBfSFZ2WmxqNlpqRkw0X1RnUWFwaUttZWdlZmZPaGdhWHVsbXpscHBMRmFCYXpkRzRHYktwdXBiN196Nm9uekNzOTFoSGVSNVpwX0RFSjR3ejFHNThBNHQ0Y0dqdzNxXzJ5TkJPMllhREU2dW8xWnVTdkxaZXJYVTFvQQ?oc=5) - **TSMC Can’t Keep Up With CoWoS Demand, Sending Advanced Packaging Orders Spilling Over To Intel & Rival Taiwanese Fabs** (wccftech) - [Read more](https://wccftech.com/tsmc-cant-keep-up-with-cowos-demand-advanced-packaging-orders-spilling-over-to-intel-rival-fabs/) - **Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity? - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxPekhfTWFlV2c0UUJ6TlFCVVhKcEhubFVTb2pRU0JHUExkRFdMU3JQNGhFYWk0V1hCaTRueWMtUVJRMC05ZlFwQ2Z6N3BlOGZxVlNEN0tsSWlpSTNXMUZ2QVdRM0ljdWdqZTlyMXh3ZXNSQWcxeWFKTks2bXFxRnFNcW52N0RpTWxhNWFOX2kwTVIxLVRYNU8ycHdtRnROV1ktNWc?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) - **TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxQNDM1YmFKTDFaaFBXVVhZLUN2S1Z5MDNFaXgxYnhaYXBqNFpsWmVUZ1BteUJtemVtdDh3eGhmM0UySzVNdERmc2dSbFBoSDd3cXcwcU9WeUVDUjVsVXc0dkF0MWloZlk4VmxRaFdSTWxKZ1NGcUVEQ3dBOWJTVEsxaUdBVnQ2Q3ZzaEtXRGEzay1YLWdMVDZXWA?oc=5) --- *Sponsored by LimitLess AI*

5 Under the Radar AI Chip Stocks Powering the Data Center Boom - 24/7 Wall St.

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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