Semiconductors and Hardware
AI chips and accelerators
GPUs, TPUs, custom ASICs, Nvidia versus challengers
- Episodes
- 90
- Share
- 8.5%
- Shows
- 78
- Net sentiment
- +0.62
Up from 7.0% of episodes in the weeks before; net sentiment was +0.65.
Bullish 47Mixed 23Neutral 18Bearish 2
2 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 47
- Rubin and TPU v7 show large inference efficiency gains, widening competition beyond Nvidia GPUs.Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan · SemiAnalysis Weekly · Oct 2
- GPU interconnect demand is rising fast as models outgrow single chips, driving need for optics.The $10T AI Buildout Has a Photonics Problem · Sourcery · Sep 30
- Demand for chips is described as endless, with manufacturing and specialized hardware as the main constraints.IMEC Says Today’s AI Will Look Ancient in 10 Years · Sourcery · Sep 30
- Huang frames NVIDIA's GPU and AI computing platform as foundational to a coming phase shift in computing.Jensen Huang: Founder and CEO of NVIDIA · A Bit Personal with Jodi Shelton · Oct 4
- Qualcomm and MediaTek data center push and Nvidia partnerships signal strong growth in AI accelerator demand.Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA · The neXt Curve reThink Podcast · Oct 3
- Hyperscalers building custom chips with Synopsys IP expands its revenue opportunity and royalties.Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser · The Drill Down · Oct 1
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- Specialized dataflow chips can deliver faster inference than GPUs for decode-heavy agent workloads.The Right Chip for the Right Workload: How Inference Speed Shapes the AI Agent Era · Disambiguation · Sep 30
- NVIDIA's full-stack platform and cost-per-token advantage keep it the default choice over AMD and custom chips.Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · Monetary Matters with Jack Farley · Sep 30
- AMD's acquisition strengthens its push to challenge Nvidia with combined software and hardware.What Does AMD Want With Dr. Fei Fei Li and World Labs? · The Daily AI Show · Sep 29
- Powerful desk-side GPUs like Blackwell systems let enterprises run inference locally and cut cloud token costs.1031: Tokenomics: Why Your Agentic AI Bill Is Exploding (and How to Fix It), with Tyler Cox and Ish Shah · Super Data Science: ML & AI Podcast with Jon Krohn · Sep 29
- NVIDIA's Bluefield DPUs and broader hardware stack position it as indispensable infrastructure.Nvidia's hardware wall for autonomous agents · Elon Musk Podcast · Sep 29
- Nvidia's huge profits and AMD's surge show strong demand for AI chips.The Weekly: Women do the work, but men have the power · The Curve · Oct 4
- Nvidia hit record highs and panelists call it cheap with strong growth ahead.Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26 · CNBC's "Fast Money" · Oct 2
- AMD's push into AI accelerators and data center CPUs drove its surge toward a trillion-dollar valuation.How Lisa Su Turned a Dying AMD Into a $1 Trillion Giant | China Insights · China Insights · Oct 1
- Agentic workloads require far more CPUs, pressuring supply and lifting CPU-heavy providers.Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch · The Circuit · Sep 28
- Cisco's Silicon One networking chips are winning hyperscaler business; Nvidia revenue growth discussed as evidence of demand.What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77 · The Real Eisman Playbook · Sep 28
- GPUs are the most valuable data center asset and older chips still earn rising rental rates.20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller · 20VC · Oct 3
- GPUs hold value well beyond six years, with rental prices for older chips rising since launch.20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 3
- Vera Rubin deployment and Vera CPU agent packing show strong demand for NVIDIA-based infrastructure.ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more · ThursdAI - The top AI news from the past week · Oct 2
- Morgan Stanley reinstated Nvidia as top pick with a $300 target, citing broad customer diversity.Morgan Stanley Backs NVDA as Top Pick, Crude Oil & Yields Cool · Schwab Network · Oct 2
- Nvidia hit a new high after Morgan Stanley reaffirmed it as a top AI chip pick.9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · Squawk on the Street · Oct 2
- AMD's $8.2B World Labs deal and spatial tensor chips aim to challenge Nvidia's dominance.[AI DAILY NEWS RUNDOWN] OpenAI B Valuation & GPT-6 Astra, FTC Strict Agent Liability, AMD .2B World Labs, & Google EU Appeal (Sept 30, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 30
- AMD's World Labs deal is seen as a strategic push to challenge Nvidia in physical AI.Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5 · The Information's TITV · Sep 29
- AMD's rising valuation and CPU demand from agents signal strong AI accelerator and CPU opportunity versus Nvidia.Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally · The Six Five with Patrick Moorhead and Daniel Newman · Sep 28
- Nvidia's large buyback and strong growth outlook support confidence in its stock.10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 · Squawk on the Street · Sep 28
- AMD's World Labs deal and Nvidia's memory position are seen as strengthening their AI chip franchises.Payrolls Rose 29,000. Micron Guided $61.5B. AMD Bought World Labs. | Ep 59 · Futurum Equities Podcast · Oct 2
- Rich AI customers keep funding next-generation chips, letting Moore's economics continue.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- Nvidia added $150 billion to its buyback and held up while other chip names sold off.Wreck Of The Tech | Frank Cappelleri, CappThesis | Sep 28, 2026 · PreMarket Prep · Sep 28
- Nvidia is viewed as a safer, cash-generative AI leader with strong buybacks and pricing power.Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | Basis Points · Basis Points · Oct 3
- Huang describes Nvidia's fungible general-purpose chips as the substrate for all AI labs and long-lived compute assets.Jensen Huang Takes the Stand · Destiny · Oct 3
- Hyperscaler AI capex near a trillion dollars is expected to keep rising sharply.Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! · Joe Lonsdale: American Optimist · Oct 2
- HPE's AMD Helios rack order and tight memory supply point to strong AI hardware demand.First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26 · Power Lunch · Sep 30
- Vera Rubin rollout and a possible CPU demand surge are seen as positives for chip makers.9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · Squawk on the Street · Sep 30
- Space GPU constellations sized to token demand that the speaker believes is effectively unlimited.Why Elon Outcompetes Everyone | Casey Handmer, Terraform Industries · Relentless · Sep 30
- Nvidia posted a strong quarter, a record $150 billion buyback and a stock gain of about 19%.Jensen Huang's biggest Q3 moves, Rubrik CEO talks tech & cybersecurity · Sozzi Unleashed · Sep 30
- AMD's World Labs deal extends its reach beyond chips into world-model AI development.Instinct’s $10B | The Pope & Jensen Huang | ElevenLabs CEO In Person | Top 100 TV Shows · etn. · Sep 29
- Nvidia shares rose on a new $150 billion buyback and security software; analyst sees strong upside.11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26 · Squawk on the Street · Sep 28
- Nvidia's record buyback and growth outlook seen as supporting the stock despite a discount multiple.Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26 · CNBC's "Fast Money" · Sep 28
- Nvidia hit an all-time high as semiconductors led the market while its valuation compressed.Closing Bell Overtime: Nvidia hits all-time high 10/2/26 · Closing Bell · Oct 2
- Host notes AI chips need faster data movement, benefiting optical networking suppliers.Strategy Sunday: XRP’s Next Move & the AI Supercycle: Power, Data, and Cybersecurity · Strategy Sunday w/Armando Pantoja · Sep 28
- Scarce compute and rising GPU prices suggest sustained demand for AI hardware.Recursive's $670M Bet on Self-Improving AI, Sonnet 5.5 Hits 70%, Elon Co-Leads Pentagon Push | EP #299 · Moonshots with Peter Diamandis · Oct 3
- Gardner stresses chip supply shortages and the need to win the AI race domestically.It Keeps Getting Worse For Talarico · Ruthless Podcast · Oct 2
- Guest describes AI hardware makers as clear AI winners that have held up well.They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss · Excess Returns · Oct 1
- OpenAI's own chip program is expected to add inference advantage starting in 2027.OpenAI DevDay | Sam Altman, Alexander Embiricos, Andrew Ambrosino, Peter Steinberger, Tibo Sottiaux, Kath Korevec, Casey Neistat · TBPN · Sep 29
- Etched is pitched as a way for Apple to reduce its dependence on Nvidia chips.The 5 Companies Apple Must Buy · This Week in Startups · Sep 28
- NVIDIA expanded its buyback by $150 billion, reflecting strong AI-driven cash generation.Regulators Delay Approval for Boeing’s 737 MAX 10 · WSJ What’s News · Sep 28
- NVIDIA announced a record $150 billion buyback increase and strong investment returns.Meta Poaches A Rival CEO & Costco’s Membership Problem · Brew Markets · Sep 28
Bearish 2
- Nvidia's control over allocation and margins squeezes partners and consumers, hurting the GPU market.Witcher 3 Remastered, Gears E-Day, Ray Tracing Weirdness, Nvidia Upset EVGA · The Hardware Unboxed Podcast · Oct 2
- Startup struggled to get enough GPU capacity as usage grew faster than expected.Inside The Startup Building Uncensored AI (Abliteration AI) | EP 2345 · This Week in Startups · Oct 3
Mixed 23
- AMD's data center GPU and CPU growth is strong, but Nvidia still holds about 90% share and CUDA lock-in limits gains.Episode 104 | Can AMD Gain Ground on Nvidia? · Market News with Rodney Lake · Oct 1
- Diverse custom accelerators are emerging, but Nvidia's multi-chip systems and in-house efforts keep the competitive field complex.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors · Oct 2
- Discussion of custom ASICs versus Nvidia shows a diverse but fragmented market with differentiated inference opportunities.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors: Artificial Intelligence | Technology | Startups · Oct 2
- Custom inference silicon can beat merchant GPUs on cost, but Nvidia's performance lead remains formidable.Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU · TechSurge: Deep Tech Podcast · Sep 29
- Nvidia's CUDA software moat is eroding as rivals like AMD and custom chips gain ground.Jensen Huang's Moat Is Dead. But He Has A Plan · Marketing School - Digital Marketing and Online Marketing Tips · Sep 29
- Automotive chips face high entry barriers and long cycles, a tough business that rewards incumbents.Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed · In Good Company with Nicolai Tangen · Sep 30
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- Nvidia's record buyback and AI safety tools are positive, but flat stock and competition weigh.Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26 · Power Lunch · Sep 28
- US chip export loosening meets Chinese reluctance to buy, favoring domestic chip efforts.Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · The Lawfare Podcast: Patreon Edition · Oct 2
- Nvidia's China chip export restrictions and 15% revenue-share deal cut both ways for the company.All-In: How AI Power Chooses Sides in US Politics · Dan's AI Intel · Sep 30
- Nvidia looks cheap at 17x forward earnings, but growth doubts and rival share loss weigh.Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity · Prof G Markets · Sep 29
- Micron earnings are a key AI test, but a high bar means beating consensus may not lift the stock.Three questions for the Week Ahead! · 🇬🇧 Stay ahead of the markets with Swissquote · Sep 28
- Inference hardware is wasting power on memory bottlenecks, while specialized chips may displace GPUs.The Rise of Autonomous Digital Workers · Chat GPT Podcast · Oct 4
- Debate over whether selling advanced chips to China helps or hurts US strategic position.The great US-China superpower rivalry, with Elizabeth Economy · GZERO World with Ian Bremmer · Oct 3
- Google tested its tensor processing units in orbit, but radiation, heat and chip aging make the approach uncertain.Walmart Rolls Out Digital Price Tags & Does AI Feel Pain? · Morning Brew Daily · Oct 2
- Nvidia's Cloud Leptin ambitions and its friendly but competitive relationship with CoreWeave were discussed as a shifting power dynamic.Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton · TBPN · Oct 1
- China may allow limited Nvidia purchases while pushing domestic chips, creating uncertain demand.#39 - An OpenAI Agent Walked Into Australia's Government Systems. Nobody Told Them for Three Months · AI Neanderthal by Malcolm Werchota · Sep 29
- Nvidia was the early AI check-the-box, but winners may extend beyond it to other firms.How to Lead in a Fast Changing World | Cathie Wood's Advice in 17 Minutes · Evan Carmichael - Believe: Unlocking Your True Potential · Oct 4
- GPUs are indispensable for large models, but many AI projects could run on cheaper CPUs.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
- Nvidia and AMD trading is discussed, with an audience poll on whether the AI uptrend continues.The Hot Options Report: 09-28-2026 · The Options Insider Radio Network · Sep 29
- Chinese chip challengers are emerging under export constraints, while Nvidia and TSMC remain central.Kevin Carter says China is now favored to win the AI race outright — and he built two ETFs around that bet · Crypto Coin Show · Sep 28
- AMD's valuation looks stretched while Broadcom appears cheaper, though both benefit from AI demand.Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points · Basis Points · Sep 28
- Nvidia's forward multiple has compressed sharply, but hosts debate whether that reflects real risk.Investors Are Turning Against Data Centers (Here's Why) · Prof G Markets · Sep 28
- Nvidia's earnings look strong but Huawei is closing the gap and contracts could be cancelled.October 2nd, 2026| AI Credit Card Spending, Office Real Estate Opportunities, The Fed’s Tough Decision, Huawei vs Nvidia, Nasdaq’s Hidden Market Weakness, Municipal Bonds Aren’t Tax-Free & More · Smart Investing with Brent & Chase Wilsey · Oct 2
Neutral 18
- Hosts describe AI chip startups as numerous and worth watching, but unproven, with access and system design central.Adventures in Chip Design · Supply Chained · Sep 29
- Covers Carrot EDA and Siemens-TSMC AI-driven chip design tools without a clear investment verdict.Bank of America gets serious about IonQ’s Quantum Computing, CaretEDA goes the Agentic AI route at Semicon India 2026, Apple’s Tim Cook to receive the Robert Noyce Award, Siemens and TSMC leverage AI together, and LatticeSpec’s Synthetic Diamonds shi · Silicon Bridge · Oct 3
- Hardware choice for inference is discussed, with discrete GPUs favored for memory bandwidth.E24 Practical Local LLMs: Hardware, Tools, and Trade-offs · Embedded AI Podcast · Oct 2
- Describes Nvidia's chip design role and the concentrated supply chain without a clear investment call.Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading · In Good Company with Nicolai Tangen · Oct 2
- GPU rental price indexes and hyperscaler versus neocloud pricing are discussed factually.AI:AM: Was Trump-Xi Anything? What Counts as Utopia? + AWS GPUs Cost 3X & AI Diagnoses Rare Diseases · The Cognitive Revolution · Oct 1
- Discussion of GPU cooling, power spikes and efficiency of Nvidia hardware in facilities.NVIDIA on Whether AI Can Fix Its Own Power Problem | Recorded Live at Climate Week NYC · Energy Empire · Oct 2
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- Copper cable connection rates to XPUs and how interconnects serve accelerator clusters.Scaling AI with Wide, Parallel Interconnects · AI with Sally Ward-Foxton · Oct 2
- Mentioned as a likely user of larger chips and a potential funder of the mask transition.EUV Photomasks Are Getting Bigger · Asianometry · Oct 1
- GPU rack technology advances are the driving force behind higher power requirements, discussed factually.Powering the Future: Why Overhead Busway Is Built for High-Density Data Centers · The Data Center Frontier Show · Oct 1
- Brief mention of analog in-memory compute as a future path for AI workloads with high GPU power draw.Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever · Semi Doped · Sep 29
- Discussion of HBM content per GPU in Nvidia and AMD designs and SRAM alternatives.Micron: 'We Are Absolutely in a Bubble' · The Deep End: Stock and Earnings Analysis from Futurum Equities · Sep 28
- Discussion of Cerebras-attributed fast inference and OpenAI's own silicon is mostly factual, not investment-focused.Why Dwarkesh is Wrong about Computer Use + How OpenAI shipped its Jev competitor in 1 Week · Latent Space · Sep 30
- GPUs with their own HBM memory are suggested as a way to offload memory-heavy inference.Rewind 05 – RAMmageddon Part 9: The Kitchen-Table Moment · RAMmageddon – DigitalWasteland · Oct 2
- Comparison of edge mobile chips versus Nvidia GPUs and support across AMD and Intel hardware.Your phone is AI’s newest hardware · The Stack Overflow Podcast · Sep 29
- Brief mention of AI-enabled targeting tools and military AI software deployment.Tech Is Getting Smarter. War Is Still Messy. · Goat Rodeo · Oct 2
- US and China agreed to start an AI dialogue, but no competitive breakthrough was reached.U.S.-China : A new superpower détente? · In Focus by The Hindu · Oct 2
- Discussion of compute limits and the cost-efficiency of models touches on compute capacity briefly.OpenAI DevDay: New AI Tools, Subscription Changes and What They Mean for Your Business · Authority Hacker Podcast – AI & Automation for Small biz & Marketers · Sep 30
- Discussion of GPU compute used in factoring and cryptanalysis, without investment angle.JP Aumasson on Quantum Risk, AI Attacks and Too Much Crypto · Zero Knowledge · Sep 30
Around it
Companies named
Shows that covered it most
- Squawk on the Street4
- Basis Points2
- CNBC's "Fast Money"2
- Power Lunch2
- Prof G Markets2
- This Week in Startups2
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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