Chinese Technology Giants Reject Huawei’s Inferior AI Accelerators As They Show Affinity Towards RTX PRO 5500, Despite NVIDIA’s Uncertainty In Fulfilling Orders

## Episode Summary In this episode, we cover: - **Aleria to deploy Nvidia Blackwell and Vera Rubin GPUs in US and UAE - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMisAFBVV95cUxNR1d4WTJyak9acE5JdEs2MXZhUEhZR1liYmVJeUxDRmpDbnZ5ZUJpWDF0b3JtVE5JWTVHWGcxc3dvNjhWc2xGckVRSnJIdGpwV0F3cEFzSkw2cTZ3X0QwbkU3ZHVZTVlKbGpNcWZQTV9NX1EtMEh4bVZwTkhocW9Ba1JTdmxTeU95NTI3enJmcUV3REZDSnB5VTRsSGFIWGRKZDVHNXJkdUVVZ0s5YmxhRQ?oc=5) - **Chip Industry Week In Review** (semiengineering) - [Read more](https://semiengineering.com/chip-industry-week-in-review-161/) - **GlobalFoundries to make key AI chip component for TSMC in $2 billion deal - Reuters** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxQNWtrQ0tHODFtaXl1NlEybzVfUzhkVUxXWWl0V1pSYTZ2VENWX2ZYc3pZZWVrc0thclRQbkNmaUxJOEpIZzlvZ19CbEJIdkM1c21HemxmMXdhdXZzNWE0NEFwdUdpbnM1cWRWR3hPZ1BBVFRPNlBmTkV4RWlCUDhiZnNXSnhlTFFFXzdnaDZYSURhV1pKVWdsNERRbHRJSWowOHVRMg?oc=5) - **Illegal Nvidia Blackwell Ultra B300 GPUs found inside state-owned China Telecom's network** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/data-centers/illegal-nvidia-blackwell-ultra-b300-gpus-found-inside-state-owned-china-telecoms-network-nvidia-says-chip-smuggling-a-drop-in-the-bucket-insists-smuggling-remains-a-nonfactor) - **The RTX 5090 Isn’t Gone, It’s In Chinese Labs, Where Technicians Rip Off Its Die And 32GB VRAM For AI Servers** (wccftech) - [Read more](https://wccftech.com/the-discontinued-rtx-5090s-are-entering-chinese-labs-where-they-are-turned-into-ai-gpus/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary In this episode, we cover: - **Everspin Expands MRAM Push into AI Servers, Data Centers, Satellite Systems** (eetimes) - [Read more](https://www.eetimes.com/everspin-expands-mram-push-into-ai-servers-data-centers-satellite-systems/) - **NVIDIA's H100 GPU Takes Data Centers to Space - IEEE Spectrum** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiVkFVX3lxTE5LN1Q1d2NQU2JoUFAtcW9OQWdibkY1dk1RbGZYUkpaSFU4V1JNa3M3MnRwbjVmaFV6NkE5bXV5NElOY3IzaUttNlBJdGdVSUZVQ0Zmamdn?oc=5) - **Analysts Estimate Nvidia Owns 98% of the Data Center GPU Market - ExtremeTech** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiogFBVV95cUxQb3Vncl9pYml2RmdRUFlJcDMtZkNEbVNaY0E1OG1JN00yUm1aQmQyV05Gd2RwRUxPNFNCalc2dDlQRERBMjd5ODFjRUw5bFh1UkVscDlLWkpLS0hPVVVDNkhobGNwNHlWazY3aXlhZ1RlWTFCdWRxa29jSHRNVnlLeHZsVEczNHlKc25pQkRDVXoxODc1TFQ1ZUhucUdGYlB3cEE?oc=5) - **South Korea Dominates HBM for AI Chips - 조선일보** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiiAFBVV95cUxPbFZtbXRuNk9oeHV2emFRZlI0TC01QjdMYWk2STdSVno4Rjdock5LOFhuYUJUV0xqNUJOYS0zYUlsYnRhbXlEX3RzUDVvOWhMQWQ5Rl9pQTJQeGdfejB4aWthOXVzNEJqNl8xME53VFlfMU8tV2p3d0dWN2Rpdm8wcXlvR1dYTWUt?oc=5) - **Revolutionizing Data Center Efficiency with the NVIDIA Grace Family - NVIDIA Developer** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipAFBVV95cUxNOEtOLTV6OHUyem11ZFA0M19NOXV3cXZhcFp5anhoQjNXN0UzbC1rZ3hTYWdzbWhTb2I0R0JrRXUxTGdCaEpsOXM0VkNJNC1DaG1LNlRpYXBGQXREZVBXeS1EdTBoWGxqcEJrSUxrVDRHekt5Q0Jha2pZQWpXdVZUZ0JqVzRnd2RKVTNIeFI5UGtGdUFQT1ZKX2ozMmFOU3A0M1ZEOA?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary In this episode, we cover: - **AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMixAFBVV95cUxPVDBqcUlXdU5sa0R5OWFJdnJNSmUzOW9ONWIxejVfTnJZTkxPbjlsV3l1TER0Ti1neGwwT2x1V2VyQnF2RDlaUkQyOU4zUkxXNXBjUWhvcU9LOXFHUnJUSnVJOHBNd2VtcUxIWjdZd3c0RlUwdE03QVFRZl9JVjBWT25NN2xzV0tvTldtc3dkdk04VXZ4MzFrMERULS1PY1g0ZWJEZ05WQ0tNRy0xTk5zVVJaSE1KeWVzeEcwWlVVb3R1LXBo?oc=5) - **NVIDIA Groq 3 LPX: Interactive AI Inference Accelerator for Agentic AI - NVIDIA** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiWEFVX3lxTE16ZklPT3k4WU9mQ0JTekJiZXVOUXo4YlpUTGFpdHZsMlNUN1IzbUVJcUJKUDFSTXVWczM0ZlEybjhiQ0JtRnRHa3BKaURBcC1PdXJINjZYZTQ?oc=5) - **Google Teases Synaptics Edge AI Chip, Cuts Power 40% [2026] - shattered.io** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMifkFVX3lxTE5vd0FvRkhoZC1hc1JuWUNybGhPdEhGYTlpQWZiVTZNRG85UDhHVjdQeXJ1U3YyRVVXcGgyV3BpV3BsRVFSZ1lKVV8tbW54Z0xETEgyekNQbFF5YXpZSlFEaE9lT3F2REc4eXlNODNuVG92TEtsZ1lMRWl1bElwUQ?oc=5) - **AI chip stocks rebound as hyperscaler earnings and Meta's funding plans draw investor focus - Pluang** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxQTWtJbmt0ZVpZeVdEN3J1QURJcXZzVzBrN2EwcUNjbGh1UVp4Qm5WemQ5WTZNOWcxVU5hVXFFdG1qd2JENHVQLW5qemJadU9EVjU3OXFXQmYxVWhTdTFDaVVicGpvc2YwSmp5Sks2MkhHMDJmekd3TjlVUG5hSUNQaThaRnJ5cDdJR0k0dGlHMWVNUWZsVTRZWUhDT3ZLU0I5eGlOYlZsZjc?oc=5) - **TSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM) - Seeking Alpha** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMirwFBVV95cUxQRGxobGF4OXF2YnBnR0kxNmN4ZXhmMXhpdHJFNGpobkNqRzhGNEVRdWlGaU56VWY5a014a1pUUGxQVW5kZHNOeEVOTW1QX1RnSVd1S29iaE04dlhxOTZxbUt4ODRLdmkwcFFqR2s5U0tzZV9GdERmeXpacS16d1VMV0JCUHk4ekE4eTZCYnpHQW9FVXdhZUIyR3RYeUtyU0RtWF9fZkMxSE1nT3JrMHE0?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary In this episode, we cover: - **How NVIDIA NVLink 6 Delivers Multi-Layer Resiliency for AI Factories** (nvidia_dev) - [Read more](https://developer.nvidia.com/blog/how-nvidia-nvlink-6-delivers-multi-layer-resiliency-for-ai-factories/) - **Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - TradingView** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi6gFBVV95cUxQME4xRFV6RTIxcklKMXNGaXhUYkNoa0xjWG55Skk1azJsd2FYTTN6QmNwTlBjTW1DS3lPWUlpa1BBUDRXRWVVeW9BMlRMUnRtSDdLVWxDMG5FbHV3OE9ncmxNZ2VOWGNtNUNOR1hwVFdiREdCV1F1NGhRYzczLTVmVmh5ZE8wS2M5RnV1U0NSdGlYRVhEbS1aSHR4NUpSTXVBWGRXNzlwQ0JJSURrMzZMWkh5OTNDSU5rVzJGQS12TzBiaU5QakF2d1dENHlheE4tOU5iaE8wY2cyVHpvQzYzN0Q5Z1NJTkY0VEE?oc=5) - **Siemens and NVIDIA Accelerate Lithography for Next-Generation AI Chips** (semiwiki) - [Read more](https://semiwiki.com/eda/siemens-eda/374917-siemens-and-nvidia-accelerate-lithography-for-next-generation-ai-chips/) - **AI Chip Market to Grow at 22% CAGR Through 2032 as Hyperscaler Custom Silicon Reshapes Semiconductor Demand - EIN Presswire** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi6AFBVV95cUxNZkE5T2tFMGs4LS12V0pUOTRWN2dyX1ppNmxVR25KZXZicUI2Tmg4N0hzblItTDJtRFBhM3FqRndfaGtZcGVjelRuTWNsZGV0X0pvVlI0YWo2WTF5QTVGb0o4RWFVbzlaYWtwQWZ6b19lckRacUpDSjU2MW90eEdsamszRXJpRGRSUVZzWVhfTXNRV3VXM0xkYkE5blB6ZWxodTJPMzNjdkVicXFDcnhLX2VmcllQSVBIVlJBRDlNQmpIckRfeWltNmNPZmItUWhPR3ZDT3RZMWRpOGhCLVd5ZHVmUWtzRndo?oc=5) - **TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock. - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMikgFBVV95cUxPT2JhQVVYRlR0dWIxZjBLVVI1eEM5bWF0UWU2LUNtdXVZN19vVTJlTG50Rk9YX3hNSzdMTUxKNTBCYjFXR1FRT1pBSFBlVlBBQ3dwNmJIcTRiSGQ2QXZWRGdfUWh6YnF5RjFOcjJkMWZseVpZeDltTEdJVUJTSE9xMm1wVGQyNXdTQU9UUGpBdC1qZw?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

## Episode Summary In this episode, we cover: - **Europe Data Center GPU Market Size, Share and Analysis, 2034 - Market Data Forecast** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMihgFBVV95cUxNTXBILVhEUjVRb3pHZ0NtUFdpUDdDSzF2NUQxM1M0NnFBYVN5dG5DZWVKMXBfM0V6TGRjeXZ6UTRUNXdjaFJSZjZWQ0xaOFBFbGFfMkdTVUJucWduQUFwNzVJdjlIWUNPNVRCYU5faU9GcVBHVHhrdFllTDF0VVZSbHJnYUFWQQ?oc=5) - **Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE1ydVhNMHFzRmctZVp2Sjlsd0tXMm5pNTN6UGoyczRpZlBUTjhITy1ybEQ4SDh0MWNZb09ldElzWEZWS3BBTVZwdnlzQXRBM0FFSzEzOXNCVlJneEFydmdXQWc1MVVCZlZRN1lyWG1KM3U0OXd4aUHSAXtBVV95cUxQSWlJd0JfRlNxTVIwNjEyaG5JQWZwYTRic0lfNFVha09oLVF0UGlyemVpOW1USGN5SlpiWXRiVUxSaVllTnZoaXhGZ3dpR0lkUUlIYTVUWkxTaDJYOUYzYXktbnVRNmgzeDJiWFNLWE5icW5UZTRxVzU2UXc?oc=5) - **Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production. - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxNcUx0aVowcldxZUptbXVWRC1QbWxSWEJJc2VDOFk3eV9HQWlSemRwcVBlVUFSUUluZDNodEY2RGVwS3VHeWxkdHZuSF96eTRkNFRNaVlNUXE1UUJxdDVWem5jNVVMeW5MbnoxYUdKSk43MkpqUmVPWlpDNkFlUW56cmprU0JfdWk3NGRCWVI1N3VTeVNTZGVkSw?oc=5) - **Nvidia has shipped 'hundreds of thousands of Grace standalone servers’ — GPU firm pivots messaging as CPUs take center stage in agentic data centers - Tom's Hardware** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMinAJBVV95cUxNZDFUd1hlVWNlN3hwRE9saXBmUHBqbS1wcGxwb002bGN6SVpXYnN0UHhGNng0N25EcWZORlAzWVZfLXdPLVpHalItSkZDUFgyMC0tMUU0MG8wOTlVVERLaDQyYnB0YVNyWW1ZYm9xZUZjUEwxOWpBOEdLVGtqXzFWNl9EUEdkQnBEd0kwbFg2T0xCSTVpVDlramtrN3pUcnhENkVXMjRUc1pOSURaenlLNWJLbklLQkV3S2FQN01aVU0xS1p0cHlvdWZsb3FUSHBFcU1GOHhYQ1dmNVNCY0RESm1FRE11c2xzb28xSTFjZGQ5YzBFUnZfX1I4N2RCMmRGRjMzekJrc3p4aDJlVmdDV1Y4Rk8tNWQyV1lVeQ?oc=5) - **TSMC’s profit jumps 69% on AI chips while cheaper phones feel the squeeze - Martin Cid Magazine** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxONmNiUG1MUEUxYjRtM1VwWDdVUWdJM21jczBtUzd5UEV2Q1NfLUIzX19FNURZTmYxSERBVjFfMnV6NnpWOHFCNHZvdm9QTTVLUmxuS3dtaUV2eUtKamVVc0RocXQ2c2E2VjlqakN3d0xNVE1FNnIyVUQzbEdVRW4zbjlVZkExckxPUmpqMGYyLXJYeTBDbDVXX252V3E?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*