Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC - The AI Hardware Show

## Episode Summary In this episode, we cover: - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **TSMC's AI Chip Demand Fuels Record Profit - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPUFdVbVN1MWxQdVFsWlZ5eTVzLTUxS1hSS1VQSTZnT0NCU0gtUzZoZTNETlpxcVhzY2w4QW1vb1ZoenFXUE54WHJHaVNBZlAwSnMxbmNqOXpqOVMwcm1paC05VTBlZ2RDUGdObkRleTU5RFpZcUltZ0NzZjlqQTBIZURWM1Bzdkty?oc=5) - **TSMC Stock Leads 3 AI Chip Shares Facing New Pressure - simplywall.st** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **TSMC profit surges 77% in Q2 as AI chip demand stays robust - eciks.org** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiaEFVX3lxTE9mLXVwbE1QNGU1TVBOemh2TVVLY25LNXk2a2NLOHNoOXNDRkRuRWxFQUJRWmNuNGNVTDBxRl8xcGRlUThVXzZyWElNbHMzd1cyV0x5Y1l2QlJTRWkxRjhDRl9tYVNhd2Nw?oc=5) - **General Compute: Inference Chips Replace Nvidia GPUs as Loan Collateral in Landmark $400M Deal - Tech Times** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi2AFBVV95cUxPS1Q5Qk01SXdMNHp3NndCaE11bWYyY3RwQVZtLWt4YWlvZXFKb0Qza252ODdlTUsxNVF0aDFCczd1MDVIYm1WTUxLOVMyaXgyZ2VRWDRuYm9udFdiUG9mYTZnZUxWVkZycUxBR09XdUNIV1ZLbHh6c0xfVGc2aDNIcUxuUXQ0aTJiN09JaVphaURXUHVydnZjOVZwZmhqQUszUzBGSWs2Y3c0WHFENGR4Ylcyd3lZb1JPZTdSNnYydlFQQU5XczhrUTVlNnFORzY2dTJPeVJ5TUI?oc=5) --- *Sponsored by LimitLess AI*

Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - 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