Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity

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## Episode Summary In this episode, we cover: - **Nvidia is bankrolling AI accelerator supply chain buildout to reserve production capacity** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/nvidia-is-bankrolling-ai-accelerator-supply-chain-buildout-to-reserve-production-capacity-announces-billion-dollar-deals-with-six-major-suppliers-across-substrates-advanced-packaging-semiconductor-testing-and-optical-engines) - **Amazon is raising AI chip rental prices 15% and exploring an $8 billion Nvidia leaseback - Quartz** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5zOEE2ZG5UR1pKS1BYMTNwbk90dFhBY1ZCNGhMZm9sU3hDRFlrVXpUQ2d0VVdNZXpENDJJSFhKazFKbkNXRUhoU01JcER4cnRJLUdISGZsUG4xVDIyV09TSlRXcTNVR3htaTQwbmhSU0pvTGpYeUE?oc=5) - **Custom HBM Era Emerges with AI Chipmaker-Memory Collaboration - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNRDZUNDdMcWtSclVzVjlsV25pUHZkVUZRXzJSd01IODFlc3dwT2p4ZHFIQ24tR1ZHNjJ0bFlyX2pPZFNJcmZHTFo0ZzZ6Y2Q5Ry1ka052MFZxYUdFLTlYTE5EYldwbzk3c2xKUTVyT2dmaVprYVM1MVhYc0x1ZGJPLXMtM3FRWFd0?oc=5) - **AI Chip Demand Runs Hot: TSMC Said to Weigh CoWoS Price Hike of Up to 20%, Lead Times Stretch to 8 Months - BigGo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE5oWUFzcFhYZ293Vkx2QjU2a1FDcFdGemRoZG1uMjVXMFYtZTRTSm94Rl9PUWhJVEJzTDBNNTJvU0ZrTndpcElwdXMwd281UzdtU1p1NjIyTndZdms3a2ozOXR1NkF4aXhJWVNNcmtOaHJlWk01bmc?oc=5) - **TSMC reportedly weighs 20% CoWoS price increase as Nvidia Blackwell and Rubin chips put pressure on packaging capacity** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/semiconductors/tsmc-reportedly-weighs-20-percent-cowos-price-increase-as-nvidia-blackwell-and-rubin-chips-put-pressure-on-packaging-capacity-equipment-lead-times-stretch-to-eight-months) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

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