SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St. - The AI Hardware Show

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## Episode Summary In this episode, we cover: - **SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiyAFBVV95cUxOVkdqVFNZMm43bzRQX0hkdnhSUVVLVlhnLU9oUXhTUkU5R2FHOEVTRmdGM2x2Wk5SXzQ4am9idWZfcTM5bnRSMHgtazFuQVpHdWxWREVzSzN6LUZ2d1RTYnE3Yng1eE9ZY21aX2lKSXk1LXFxVml0cDNXSHNCZjctajRSc29VMGV0cTM4YnZESkUzS1BLeHNmYlVFMEdKZDJOVGR2blBTY2N3WlQ1M3NSWVRVZjBscHRrSUZLTzNSYUh0Y19WMEJ4cA?oc=5) - **TSMC Phoenix plant begins mass production of AI chips in partnership with Nvidia - AZ Family** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxPdGJCTnRwekRoQ1lPd3V1ajMzRTh3QVBtWDBQNXBuelNWVkMtUl83SzNLemxTR0hrVm1EbURnbVdaeHNkZjlvdU9zXzdCeEJMbk5ZcXdPZDU0M2FQdXlrdWptdzBKVzFpZUZlNTdfb3ktaWZqeHNncWZscUl4LWpJSm5DWGN6UTBOT0oyY0hieVRCWjFydm9nVEtqQ2FiWkpTbjc1bUxhal9LZU9wNlhCLQ?oc=5) - **Nvidia's H100 GPUs are going to space — Crusoe and Starcloud pioneer space-based solar-powered AI compute cloud data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiigJBVV95cUxQZllrWXhKMTBZWl9GaHJSeVZrMm9Wek00NU83dkxRTjcxazd3eW9YRnlSb0dNSWxxSmd6TWpGU2l5RnMxY3J1a3RSbEZVNDJTdFB2ZTVHUkdHTjhPUFJZZ3RZVmE0cmdnM0J5cXNoc0VoOExVcUVrZW52TW1lX1U0RVJocFFNS3hoVzVCZk9PQ2FGY3pDZVNqYUxLQmlqU3lqYzlKQjhvT09NUWVfNG52UWNGMEVhYTQtSkhuMVZ3Y3JPbXVHYUtaRVZMeS0wMVhGeFdzRS1KbGFqdDJ4U0tIMnozZEpBLW9MY0ptNEQxcGpDWGFYd2EtV2FQaUlGT1ZoTmRrYTZ3RmhRQQ?oc=5) - **Here’s How NVIDIA’s Blackwell Ultra GB300 AI Racks Are Dominating Long-Context DeepSeek Workloads, Delivering Impressive Gains Versus GB200** (wccftech) - [Read more](https://wccftech.com/heres-how-nvidia-blackwell-ultra-is-dominating-long-context-deepseek-workloads/) - **Vertical Semiconductor Raises $11 Million to Deliver the Next Wave of Power for AI Chips and Data Centers - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxNVFl0b1FZZ01fS3NSZFpWTUZBaVpIMDVxUmE3QjRjSjBtOU5famNUVm9sRVdJUk9XYnIycnVQRWhOWUprQUNSenRyanJBY2VTcWhfOUs1SGw0UWlESlpweWJMMjlXNE5mYjBsczc5UldKZy1pSXl4dVliOVVsRFdiZk9VN1RyR3JhSWFEVVAxTQ?oc=5) --- *Sponsored by LimitLess AI*

SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next - 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