Podcast
The AI Hardware Show
Hosted by Limit-Less AI, Inc. · EN
Skyler Monroe breaks down the latest in AI hardware - from GPUs and TPUs to custom silicon and data center tech. Get the scoop on chips, accelerators, and the hardware powering the AI revolution, explained in plain English.
3episodes
Episodes
Newest firstAll episodes
AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt
4w agoTap to summarize## Episode Summary In this episode, we cover: - **AMD Fires Back At NVIDIA’s Groq Bet, Fuses The Cerebras Wafer-Scale Engine With Helios For 5x Higher Tokens Per Second Per Watt** (wccftech) - [Read more](https://wccftech.com/amd-fires-back-at-nvidias-groq-bet-fuses-the-cerebras-wafer-scale-engine-with-helios-for-5x-higher-tokens-per-second-per-watt/) - **Cerebras Systems' AI Chip 58 Times Larger, 15 Times Faster Than NVIDIA GPUs - 조선일보** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxNaTVRc1cwcjMyTW1PY1ZOZ1VvMm85a3Jid0JuNk5QWmYtUGVyZEFZdGdqRWdiYmNpWTlqNTA0RkxLYUFDYkRPdjBuTkZwbUFlQVhvSVRaUUR1YS1sWnUxT1RIV0ZudUhuVk8zd0w5QW5ET0QyN3BZY2VDTWpleENHT1hJOTFSOGVo?oc=5) - **AMD and Cerebras join forces against Nvidia’s Groq LPUs** (the_register) - [Read more](https://www.theregister.com/systems/2026/07/23/amd-and-cerebras-join-forces-against-nvidias-groq-lpus/5277817) - **Local AI clustering with Dell's Pro Max GB10 — connecting two Nvidia Grace Blackwell to scale out AI compute at home** (toms_hardware) - [Read more](https://www.tomshardware.com/pc-components/gpus/local-ai-clustering-with-dells-pro-max-gb10-connecting-two-nvidia-grace-blackwell-to-scale-out-ai-compute-at-home) - **Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference) --- *Sponsored by LimitLess AI*
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NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures
May 4Tap to summarize## Episode Summary In this episode, we cover: - **NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures** (wccftech) - [Read more](https://wccftech.com/nvidia-feynman-gpus-push-power-semi-content-17-times-higher-vs-blackwell/) - **Analyst Warns Google’s Intel TPU Bet Hinges on a Brutal Yield Jump From 90% to 98%** (wccftech) - [Read more](https://wccftech.com/analyst-warns-googles-intel-tpu-bet-hinges-on-a-brutal-yield-jump-from-90-to-98/) - **Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China — Megaspeed previously alleged to have spent roughly $2 billion on AI processors for illicit distribution - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.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?oc=5) - **AI chipmaker Cerebras targets up to $4 billion in IPO - ET Telecom** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs) --- *Sponsored by LimitLess AI*
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Cerebras Files for IPO as It Takes on NVIDIA in AI Chip Market - Mugglehead Investment Magazine
Apr 20Tap to summarize## Episode Summary In this episode, we cover: - **Cerebras Files for IPO as It Takes on NVIDIA in AI Chip Market - Mugglehead Investment Magazine** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMijwFBVV95cUxQWVJQR2c3UkNVYjAwbzBCX0dTOFhrVDJBcUE1blBCMUxzWk1GMnlRVmJvaTl3YmtuQ1Y5d3AwWF9MVlFoRi1WNlJuUHVRaWZUTkUxbHhMb3V3YWpzdElFdjM1SWF6YmtlWG9pUktzVzVDUnVYUHF1VjMtUUtCYjkwLUJ0d2EyZzcwa0xsbk1taw?oc=5) - **Google Taps Nvidia Partner Marvell to Develop AI Inference Chips - Seoul Economic Daily** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxOUlZ2eEkzXzc1OGNHa2tGdlhiRUppWHVqczRQMGllQzhXbzdkWGh5RjVQTDY0MjVibExQZnJDeWZleXZ4UHFOTDJsYmpPTlhnSGswa1FwaUR1RGUxZjJNMkFWLVpUUkE1Qnd3aW1xaHdacTBxcTBpZGh3b29teG9mb0szdG02bmlnS0lvYW9DWkdjcGxvUGRRUFlXd0xpdDBNMTh6aUVTWHZSQQ?oc=5) - **Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTFBiLXZYX1ZjaTRaenZCcmpJT0FZTksxVFpNOWhYOXBHenZDUjlKLXBoTDJuOHluYzRiSWx0YVV6Slljb3NBem9CLVlJUHlTR1FIQk15ODZGRm4yaXduckZ6YW9DNTJoYkZveDFwS3Y1amFOTkRiSi1lNDYxZlQwMFXSAYQBQVVfeXFMTVBJeVBlbFhKZDhpWE56QTZ4VDFJYjlrSk50eFgtQzViYUduMHRZRmJ2amNRdjZDeVFmUnpfNE54LUhqR2ZTSWR0eXBDcE13Q2wxekszejRCTFlKSHRZWDlWZDgzb0pqZjE4QTdrd0FhZDhQSTNHWDZDMlQtNUYya1RTVkJO?oc=5) - **Cerebras Files for IPO Again. Its AI Chip Has Big Backers—and Big Risks. - Barron's** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiggFBVV95cUxNdmpUeUt5a1laMlE2Wk5RdUp0WTNFSUwtRHpzMkdpWGhNd196Zmd6NUtGQjVSZ0k5aVFuWXAzQnJkM2JJUzNHS3A2eWUtRVNVQ0tvSUprWFY3U3plZWQ3QXBkaTh0Nlh5NVBvazdQMGZ2WjBNZDBhM3Frci1VVE92ZUpn?oc=5) - **AWS Trainium3 Deep Dive | A Potential Challenger Approaching** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/aws-trainium3-deep-dive-a-potential) --- *Sponsored by LimitLess AI*
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