Episodi

  • Ep 23: Twenty times more AI compute by 2030 still stalls if memory cannot feed it.

    Ep 23: Twenty times more AI compute by 2030 still stalls if memory cannot feed it.
    Oct 14 2026
    AI Chips & Data Centres Daily Twenty times more AI compute by 2030 still stalls if memory cannot feed it. What You Need to Know: SK hynix told SEDEX 2026 that AI-infrastructure compute demand could reach about 20 times this year’s level by 2030, and that HBM alone will not hold the inference working set. The company is pushing High Bandwidth Flash and 3D-stacked DRAM as new tiers between today’s HBM and SSD. ... Sources: mk.co.kr · semiengineering.com · hpcwire.com · nvidianews.nvidia.com · blogs.nvidia.com · eetimes.com · tradingkey.com · finance.yahoo.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 22: Maia 300's memory bandwidth rises two and a half times, so inference stops waiting on…

    Ep 22: Maia 300's memory bandwidth rises two and a half times, so inference stops waiting on…
    Oct 13 2026
    AI Chips & Data Centres Daily Maia 300's memory bandwidth rises two and a half times, so inference stops waiting on compute. What You Need to Know: Maia 300's memory bandwidth rises two and a half times versus Maia 200, to 18 terabytes per second, while FP4 compute rises about 37 percent. Microsoft says production deployments begin in 2027 and that it will scale Maia to multi-gigawatt deployments as its primary inference system. ... Sources: blogs.microsoft.com · globaltimes.cn · semiengineering.com · blogs.nvidia.com · asia.nikkei.com · semiconductor-digest.com · x.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 21: Seven Virginia sites hold one thousand eighty-five megawatts, but Ohio's bigger map emits…

    Ep 21: Seven Virginia sites hold one thousand eighty-five megawatts, but Ohio's bigger map emits…
    Oct 12 2026
    AI Chips & Data Centres Daily Seven Virginia sites hold one thousand eighty-five megawatts, but Ohio's bigger map emits twice the carbon. What You Need to Know: TRG DataCenters' August 2026 ranking scores Virginia at 100 on seven mapped AI sites totaling 1,085 megawatts, while Ohio's larger mapped fleet is tied to roughly twice the annual CO2. Ohio, Tennessee, Georgia and Texas follow on the same 24-state score. ... Sources: datacenterknowledge.com · semiengineering.com · finance.yahoo.com · semiconductor-digest.com · tradingview.com · eetimes.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 20: A two-point-five-billion-dollar Nvidia-server diversion now has one guilty plea.

    Ep 20: A two-point-five-billion-dollar Nvidia-server diversion now has one guilty plea.
    Oct 11 2026
    AI Chips & Data Centres Daily A two-point-five-billion-dollar Nvidia-server diversion now has one guilty plea. What You Need to Know: A two-point-five-billion-dollar Nvidia-server diversion now has one guilty plea. Broker Ting-Wei Sun admitted the export case; Super Micro co-founder Wally Liaw still faces trial on November 2. ... Sources: tomshardware.com · ad-hoc-news.de · datacenterdynamics.com · servethehome.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
  • Ep 19: Black Hills will build 564 megawatts of gas in Cheyenne for Google's data centre.

    Ep 19: Black Hills will build 564 megawatts of gas in Cheyenne for Google's data centre.
    Oct 10 2026
    AI Chips & Data Centres Daily Black Hills will build 564 megawatts of gas in Cheyenne for Google's data centre. What You Need to Know: Black Hills will build 564 megawatts of gas-fired generation in Cheyenne, Wyoming, for Google's planned data centre, inside a resource mix it puts at about 2.7 gigawatts. ... Sources: power-eng.com · finance.biggo.com · eetimes.com · semiconductor-digest.com · datacenterdynamics.com · datacenterknowledge.com · hpcwire.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 18: A two-billion-dollar pact puts US-made AI interposers into TSMC's CoWoS flow.

    Ep 18: A two-billion-dollar pact puts US-made AI interposers into TSMC's CoWoS flow.
    Oct 9 2026
    AI Chips & Data Centres Daily A two-billion-dollar pact puts US-made AI interposers into TSMC's CoWoS flow. What You Need to Know: GlobalFoundries has signed a $2 billion agreement to supply TSMC with silicon interposers from Malta, New York, for CoWoS packaging. Volume production there is scheduled for the first half of 2028 under an initial five-year contract. ... Sources: industrialinfo.com · hpcwire.com · finance.biggo.com · datacenterknowledge.com · techpowerup.com · tradingkey.com · x.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 17: Eighty billion dollars is Samsung's estimated quarter, topping Nvidia's last operating…

    Ep 17: Eighty billion dollars is Samsung's estimated quarter, topping Nvidia's last operating…
    Oct 8 2026
    AI Chips & Data Centres Daily Eighty billion dollars is Samsung's estimated quarter, topping Nvidia's last operating profit. What You Need to Know: Samsung Electronics estimated third-quarter operating profit at 107.4 trillion won, or $80.2 billion, a figure Euronews says would exceed the $63.7 billion in operating income Nvidia booked in its latest quarter. The estimate is up 782.5% from a year earlier, with sales put at 195 trillion won. ... Sources: euronews.com · seekingalpha.com · eetimes.com · x.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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    9 min
  • Ep 16: Twenty-four percent a year of data-centre power growth still leaves supply behind compute…

    Ep 16: Twenty-four percent a year of data-centre power growth still leaves supply behind compute…
    Oct 7 2026
    AI Chips & Data Centres Daily Twenty-four percent a year of data-centre power growth still leaves supply behind compute demand. What You Need to Know: McKinsey’s Global Energy Perspective 2026 puts data-centre electricity demand on a 24% compound annual path through 2030, and its most likely cases still have power supply below IT compute demand. ... Sources: datacenterknowledge.com · servethehome.com · benzinga.com · x.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