Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC - The AI Hardware Show

Om avsnittet

## Episode Summary In this episode, we cover: - **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) - **Five Myths about the Current Memory Boom** (semiwiki) - [Read more](https://semiwiki.com/semiconductor-manufacturers/371531-five-myths-about-the-current-memory-boom/) - **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) - **Samsung’s Advantage Over TSMC As A Foundry Rival Expands Beyond The 2nm Process, Helping It Ink Multi-Billion-Dollar Agreements; Has Potential To Outgrow Its Competitor** (wccftech) - [Read more](https://wccftech.com/samsung-foundry-2nm-advantage-tsmc-chip-deals-worth-billions/) - **Samsung, Broadcom Ink $200 Billion AI Chip Pact Through 2030 as Foundry Race With TSMC Heats Up - Benzinga** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi3wFBVV95cUxNSXBLaGd4WTY5RzJTS3U4TWYzUzlGSXlLUC1BWlZobXJ6RHNwQ1I1V3hTTkRqa0M0clBzbTdyQ2VaaVZKZVBlN0hxQ1VTQnRYX2lRNUpaQ2F3Wjc0OERwakxaUEl1LVg5eFN6X0hyZjFBWl9vanBwX1ZYR1JzVjJucTlQY2lFTnNRTU8tSVZ6aG9mdGc0bDQxb3pIb3VuejhuNzRhYnRhWW9NV2hSa2hTeWdZQkRZa2lsRHA3SWhJZl9aY0JpampsOHZBc3hVQkRscG1XUmwxQThBMHZEX1p3?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC

Om avsnittet

Fler avsnitt

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