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AI Chips & Data Centres Daily

AI Chips & Data Centres Daily

Di: Patrick · Nerra Network
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The silicon, the buildings and the power behind AI. Every day: the chips and systems that shipped, the data centres that broke ground or switched on, the grid and cooling constraints that decide where they go, and the supply chain and export rules underneath it all — with the numbers. Engineering and capex first, never hype. AI Disclosure: This podcast is curated by Patrick but uses AI-generated voice synthesis for audio production.Copyright 2026 Politica e governo
Episodi
  • Ep 26: Second Arizona fab volume production begins third-quarter twenty twenty-seven, advancing US…

    Ep 26: Second Arizona fab volume production begins third-quarter twenty twenty-seven, advancing US…
    Oct 17 2026
    AI Chips & Data Centres Daily Second Arizona fab volume production begins third-quarter twenty twenty-seven, advancing US three-nanometer supply. What You Need to Know: TSMC's second Arizona fab is slated for volume production in the third quarter of 2027, slightly ahead of the previous schedule, which moves US three-nanometer supply forward. Chairman and CEO C.C. Wei said on the October 15 call that the shell is built and tools are moving in. ... Sources: azbigmedia.com · hpcwire.com · sammyguru.com · techpowerup.com AI Disclosure: This podcast is curated by Patrick but uses AI-generated voice synthesis for audio production. If this episode was useful, a rating or a short review on Apple Podcasts or Spotify is how the next listener finds the show — and following it in your app means the next episode is there when you are. 📝 Full show notes, transcript & sources: read the episode page 🌐 Part of the Nerra Network — explore every show at nerranetwork.com.
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    10 min
  • Ep 25: Taiwan plans a Texas supplier park worth up to four billion dollars while tightening AI…

    Ep 25: Taiwan plans a Texas supplier park worth up to four billion dollars while tightening AI…
    Oct 16 2026
    AI Chips & Data Centres Daily Taiwan plans a Texas supplier park worth up to four billion dollars while tightening AI-chip export rules. What You Need to Know: Taiwan’s economics minister says the government plans a Texas industrial park worth up to four billion dollars for chip suppliers, in the same interview that sets criminal penalties for restricted AI-chip exports to China. On the show floor, an open AMD Helios switch tray shows why 224G in-rack copper still needs retimers. ... Sources: asiae.co.kr · techpowerup.com · nvidianews.nvidia.com · datacenterknowledge.com · datacenterdynamics.com · executivegov.com · datacenters.economictimes.indiatimes.com AI Disclosure: This podcast is curated by Patrick but uses AI-generated voice synthesis for audio production. If this episode was useful, a rating or a short review on Apple Podcasts or Spotify is how the next listener finds the show — and following it in your app means the next episode is there when you are. 📝 Full show notes, transcript & sources: read the episode page 🌐 Part of the Nerra Network — explore every show at nerranetwork.com.
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    8 min
  • Ep 24: Twenty-four hours after install, a photonics quantum computer was already running customer…

    Ep 24: Twenty-four hours after install, a photonics quantum computer was already running customer…
    Oct 15 2026
    AI Chips & Data Centres Daily Twenty-four hours after install, a photonics quantum computer was already running customer work in London. What You Need to Know: Orca Computing's PT-3 photonics system was installed and operational within twenty-four hours at Digital Realty's LHR19 in London and is already powering two projects. TSMC followed a sixth record quarter with a fourth-quarter revenue guide of $52.3 billion to $54.3 billion. ... Sources: datacenterdynamics.com · semiengineering.com · tikr.com · startupfortune.com · finance.yahoo.com · theinformation.com AI Disclosure: This podcast is curated by Patrick but uses AI-generated voice synthesis for audio production. If this episode was useful, a rating or a short review on Apple Podcasts or Spotify is how the next listener finds the show — and following it in your app means the next episode is there when you are. 📝 Full show notes, transcript & sources: read the episode page 🌐 Part of the Nerra Network — explore every show at nerranetwork.com.
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    7 min
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