Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes - The AI Hardware Show

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## Episode Summary In this episode, we cover: - **Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi4wFBVV95cUxOUVVzTzJYVU9wdURURnYzOFY4VjZWNUJ5V09JT0w4S1ZUMlFyX05jVkZJTkJFWHJUd0dGanlUS1dDOU95N2hqRjlXcW9yRGhZQ2dwZjAtczdwc1FqZ25YcFlyV0lSYmN2UjBkblBHY19ka2FKYU91a2JHakk0elBxeEx0ejQ5cTRmb1I0VkYza0k3WjhKdnVDdWU4cnBSbFgwOTlZWDhEcFZLTW5KZ2RLVVN2bjlPNy1sZUFESXVZUjRjREJ1ak95LVh6dTNxZ08zWmpJT3pwTGpvZXRyVkl3dkdCUQ?oc=5) - **Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/analyzing-tsmcs-fab-expansion-roadmap-multi-fab-n2-ramp-cowos-soic-and-uncorking-bottlenecks) - **Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/google-reportedly-books-intel-for-more-than-3-million-tpus-in-2028) - **SoftBank to Launch "AI Data Center GPU Cloud" Powered by "Infrinia AI Cloud OS" as Part of its Neocloud Business in October 2026 | About Us | SoftBank - ソフトバンク** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE1zZ1F0MlR4YTA2d0ZvSzYyM0NrN1BqZmR1UkdyVVVJalplQTdSWkY5eFZXM05ta0hBMUtmWUh2Z2JUa1dac0xWbXh4bERkS2ZsRDRES2NlNS1mV0ZKSFNLSFRFYThNSlF4T1EyUXRwWi0zNlE?oc=5) - **Intel Foundry Wins Google AI Chip Order, Challenging TSMC - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPMmVFTVVnYjdHVUk1MTI1dFlNX3NLTm4zdktPSS1FdHd2cF83elluaFBPaFBmbHM4NFNBQ3lMN3dQVEpuU3c2ZFN0Wld5bDJUQUFtTFpvaUk2cEsxU3NCSU5wcHpJTzlJcXZlRDVZRDNKOW5mZE45TkhTZmZNRzNjNjE4MjJ5Z3hZ?oc=5) --- *Sponsored by LimitLess AI*

Cerebras shares climb as Wall Street brokerages back AI chip strategy - Indiatimes

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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