Semiconductors and Hardware
AI chips and accelerators
GPUs, TPUs, custom ASICs, Nvidia versus challengers
- Episodes
- 87
- Share
- 8.8%
- Shows
- 73
- Net sentiment
- +0.71
Up from 7.8% of episodes in the weeks before; net sentiment was +0.64.
Bullish 50Mixed 16Neutral 19Bearish 2
3 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 50
- Vinci's physics software serves chip designers and AMD, suggesting strong demand for better chip design tools.Drill Down Insider #24: Vinci CEO Hardik Kabaria · The Drill Down · Oct 9
- Custom AI chips from hyperscalers drive demand for Synopsys' application-optimized interface IP and royalty opportunities.Synopsys Will Take a Royalty on Amazon's Chips and Sell GPT-Synopsys: Ravi Subramanian · Semi Doped · Oct 8
- SpaceX buying Nvidia chips is a bullish signal for Nvidia demand.CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26 · Squawk on the Street · Oct 7
- Strong AI demand drives expected growth at Taiwan Semiconductor and ASML, with capex outlook the key watch item.AI Chips And Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA And More · Earnings Cheat Sheet With IBD · Oct 9
- TSMC's record sales confirm sustained AI chip demand across the value chain.PepsiCo Modera Expectativas, TSMC Confirma Demanda y Samsung Factura Récord · Market Insights · Oct 8
- Nvidia's AI demand expansion and strong revenue visibility are presented as major upside, though margins face pressure.Starlink Goes Global Mobile, AWS Powers Prime Day 2026, Nvidia Drives Record Growth Amid Margin Strain, Korea Bets Big on Chips, and more... · Tech News Daily · Oct 8
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- Applied Materials benefits from complex chip manufacturing demand; advanced packaging and HBM need more equipment.Order Pad | AI Growth Meets Defensive Income: Astera Labs (ALAB.NAS) and Charter Hall Social Infrastructure REIT (CQE.ASX) · Talk Money To Me · Oct 8
- Agentic AI boosts CPU demand alongside GPUs, widening the market for chipmakers beyond Nvidia.De los Quants a las CPU & AstraZeneca Apuesta por Summit · Market Insights · Oct 6
- TPU specialization, training and inference chip split, and multi-year hardware gains support demand for accelerators.Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI · Training Data · Oct 6
- Nvidia's chips dominate AI demand, with revenue growth and margins described as extraordinary.BONUS EPISODE: Is Nvidia a bubble? · How We Got Here with Chris Kohler · Oct 5
- Semiconductor stocks rallied sharply, with guests viewing AI chip demand as still outstripping supply.S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 · Power Lunch · Oct 6
- Nvidia's CUDA and GPU architecture is cited as a strong advantage for local inference versus Apple's memory bandwidth.the localhost:0007 | ai goes to work · the localhost · Oct 11
- More transistors and faster chips are needed for AI, self-driving cars and data centers.The Future of EUV: Technology, Innovation & What's Next · NY Creates NanoChat · Oct 9
- Qualcomm is entering data center CPUs and accelerators, betting on energy-efficient inference against Nvidia.Qualcomm’s CEO on the coming AI phone supercycle · Sources with Alex Heath · Oct 8
- AMD is seen gaining a larger share of a rapidly expanding GPU market, with major customer commitments.Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit · Schwab Network · Oct 8
- Nvidia and Broadcom guide to strong multi-year AI revenue growth, though competition is a perceived threat.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
- Trainium is sold out and praised as a strong inference chip, with 2 million Nvidia GPUs also planned.Building the Cloud for an Agentic World | AWS CEO Matt Garman · The a16z Show · Oct 8
- Broadcom's custom chips and CPU demand for AI agents are seen as growing, though valuations look stretched.226. Should You Still Own Bonds? · Investing Unscripted · Oct 7
- Session covers AI-driven chiplets and domain-specific architectures, presented as a major growth opportunity for design.Podcast EP372: An Overview of Some Important New Sessions at Semicon West with Julie Rogers · SemiWiki.com · Oct 7
- Speakers portray NVIDIA's compute platforms as the heart of AI factories driving demand.HS145: The Economics and Architecture of AI Factories (Sponsored) · The Everything Feed - All Packet Pushers Pods · Oct 6
- Chip stocks dipped on the pacing news but the guest sees consistent demand signals for AI hardware.What could slowing the AI frontier mean for the economy? · Marketplace All-in-One · Oct 6
- HBM shortages and locked-in supply contracts could support Micron's upside as AI chip demand persists.My Daily AI & Markets Briefing — Saturday, October 10, 2026 · My Daily AI & Markets Briefing · Oct 10
- Co-designing models with hardware improves token efficiency per watt, strengthening NVIDIA's full-stack position.How open models change the economics of AI · The Deep View: Conversations · Oct 9
- CPU shortages and AMD's rising demand suggest agentic AI is lifting chip demand beyond GPUs.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- Nvidia nearing $6 trillion and AMD and Marvell surging on AI chip demand and forecasts.Closing Bell Overtime 10/6/26 · Closing Bell · Oct 6
- Panel sees Marvell, AMD and Nvidia benefiting from custom silicon and AI infrastructure demand.Stocks Hit Record Highs: Your Next Move 10/6/26 · Halftime Report · Oct 6
- NVIDIA and Broadcom custom chip demand strong; hosts expect continued dominance and ecosystem gains.NVIDIA VS. MICRON, META MUSE: GAME CHANGER?, MIDTERM TRADES, & IS A MARKET CRASH COMING? · Market Mondays · Oct 6
- Nvidia and AMD at record highs, with momentum expected from upcoming guidance raises.3 reasons Nvidia and AMD stocks can't stop climbing · Sozzi Unleashed · Oct 5
- Semiconductors outperformed and Micron's memory business is growing extremely fast.SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story · Investing Experts · Oct 11
- TSMC's strong results and pricing power reinforce demand for advanced AI chips.New Price Targets: Latest OpenAI, TSMC, HOST, DRK, GLXY, MARA, HIVE, IREN, WULF & RIOT News! · Power Analysis · Oct 10
- Cheaper, faster edge AI chips enable onboard semantic models that let robots reason locally.The Silent Killer of Robot ROI · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 8
- Chip supply is limited by fab capacity, and GPUs and TPUs are the highest-value infrastructure component.Myers on Turning Compute Into an Asset Class · Tech Disruptors · Oct 8
- Speakers frame storage and networking as alternatives to chip plays in AI spending.The Big 3: CEG, NTAP, CIEN · Schwab Network · Oct 8
- SpaceX committing exclusively to Nvidia architecture reinforces Nvidia's dominance despite rising competition.OpenAI Math Breakthroughs, SpaceX’s $40B Nvidia Deal, Quant Firms Hiring Idea Guys | Diet TBPN · TBPN · Oct 7
- AI-linked chip winners like AMD and Marvell are driving market gains and raised forecasts.Mad Money w/ Jim Cramer 10/6/26 · Mad Money w/ Jim Cramer · Oct 6
- Semiconductor stocks rallied for a long streak, supporting the AI infrastructure trade.THE POWER BOTTLENECK - Nuclear AI, Autumn Frontlines & The Jobs Calm · The ELEVEN: US Markets · Oct 5
- AMD's data center server share grew from about 1% to over 40%, showing strong accelerator momentum.Lisa Su: The Personal Mission Driving the Next Era of AI · A Bit Personal with Jodi Shelton · Oct 5
- Host expects chip demand to keep accelerating and says there will never be enough chips.Strategy Sunday: XRP, AI & the Machine Economy: Who Powers the Next Wealth Boom? · Strategy Sunday w/Armando Pantoja · Oct 5
- Nvidia breaking out toward a $6 trillion valuation on renewed AI optimism and strong orders.9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · Squawk on the Street · Oct 5
- Speaker highlights Etched's bet on inference chips to challenge Nvidia as compute demand grows.E440: What Steve Jobs Taught Me About Great Founders · How I Invest with David Weisburd · Oct 9
- Positron's memory-heavy inference chip claims large bandwidth and capacity advantages over Nvidia GPUs.AI:AM: A Level We Shouldn't Pass? Notes from The Curve + Tokens vs. Salaries & Is SaaS Cooked? · The Cognitive Revolution · Oct 8
- Memory demand for AI compute has pushed prices up sharply, driving record margins for memory makers.The Asian Opportunities Investors Are Missing with Cameron Robertson · Equity Mates Investing Podcast · Oct 8
- TSMC is a key supplier to Nvidia and Apple, benefiting from AI accelerator demand.Market Watch (08/10): Dollar strength, tech pressure and Asia's AI bet #SGToday · CNA938 Rewind · Oct 8
- Nvidia hit a new all-time high with heavy call activity, suggesting strong momentum in AI chip stocks.The Hot Options Report: 10-05-2026 · The Options Insider Radio Network · Oct 6
- Synopsys and OpenAI chip design tools and AMD's AI investments point to strong chip demand.The Six Five Pod | EP 322: AI Writes Its Own Rules, Copilot Bills by the Task, and Memory Names Its Price · The Six Five with Patrick Moorhead and Daniel Newman · Oct 5
- Semiconductor demand still accelerating; hosts watch South Korean export data before taking profits.How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026 · Real Vision · Oct 5
- Nokia partners with Nvidia on AI-RAN, and AI infrastructure is positioned as a growth driver for Nokia.Why AI could change mobile networks forever · The Tech Download · Oct 5
- AI demand drives advanced chip needs, which in turn depend on EUV lithography machines.Christophe Fouquet: Leading the World's Most Indispensable Company · A Bit Personal with Jodi Shelton · Oct 8
- Nvidia's founder persistence is cited as an example of a long-run winner.RWH073: Unstoppable w/ Sir Michael Moritz · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 11
- A pitch describes a PCB interconnect solution for faster GPU-to-GPU data transfer in AI servers, seen as promising.Jason Reacts To Japanese Founder Pitches + Fireside Chat With Yuki Shirato · This Week in Startups · Oct 10
Bearish 2
- Nvidia and Micron sold off, with heavy call volume at strikes that expired worthless intraday.The Hot Options Report: 10-08-2026 · The Options Insider Radio Network · Oct 8
- Europe is well behind the cutting edge of advanced IT technologies dominated by US and Chinese firms.Is Europe falling behind? – In Conversation with Paul Krugman · Euro Matters – the European Central Bank Podcast · Oct 6
Mixed 16
- Nvidia's integrated racks are powerful but hyperscalers' custom silicon threatens to erode its margins.The Trillion Dollar AI Infrastructure Race · Chat GPT Podcast · Oct 10
- Speakers expect many AI chip startups to consolidate around a few winners as scale and capital concentrate.Chips, Memory, and Power | Pat Gelsinger · The a16z Show · Oct 9
- Snapdragon X2 versus Intel and AMD performance, and NVIDIA's RTX Spark entering Windows laptops, are debated with clear strengths and limits.What to expect at Microsoft's October 7 event · The Windows Central Podcast · Oct 6
- Nvidia and Broadcom are seen as strong moats, but memory-cycle and oasis-timing risks cloud the AI hardware trade.Episode 27: Brian Stoffel on Antifragile Portfolios in a Chaotic World · Shooting the Bull With Drowsy and Bear · Oct 11
- Nvidia's plan to borrow against GPUs is seen as lucrative but raises bubble and obsolescence concerns.AI Is Now "SI"?! Trump's Rebrand, Nvidia's $500B Chip Gamble & Is Time Travel Possible? · Bourbon with Brad · Oct 11
- Memory shortages forced GPU despecking, while rising GPU rental prices show strong demand.Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets) | Dan Nishball, Jordan Nanos · SemiAnalysis Weekly · Oct 9
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- Advanced chip availability is seen as the main constraint on AI buildout, with bottlenecks likely to persist for years.AI Factories - Who Will Power the Intelligence Revolution? · The ZMI Podcasts · Oct 6
- Compute capacity is tight, but a possible glut later could lower costs.Anthropic Expands Access to Most Powerful Models as South Korean Banks Are Hacked by AI Agent · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 10
- Strong AI chip demand lifts results, yet high expectations left Samsung and TSMC shares lower.Rising yields, AI momentum and media industry challenges 10/8/26 · Morning Call · Oct 8
- Nvidia set new highs while the semiconductor index lagged; Intel fell on Musk's TSMC chip collaboration comments.Treasury Auctions Next After New Highs for Nasdaq · Schwab Market Update Audio · Oct 6
- Cerebras rebounded on OpenAI comments, but its stock is down about half since May and overly dependent on one customer.White House Launches 'Super Intelligence Force', The Stock Market Is More Divided Than It Looks · The Rundown · Oct 5
- Competition between Nvidia, Broadcom and AMD shapes who captures AI accelerator value and how they finance it.Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · The Circuit · Oct 5
- Nvidia demand is unlimited, but GPUs may be poorly suited to AI workloads long term.What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage · The a16z Show · Oct 10
- Google's TPUs and selling compute to rivals are a strength but may distract from its own model training.Inside Google's AI Slump: Can Gemini 4 Argon Fix It? · In the Loop AI · Oct 9
- Nvidia broke out then pulled back, with a possible bull trap but a fundamentally undervalued stock.Morning Call 10/9/26 · Morning Call · Oct 9
- Future supply versus demand depends on Nvidia and AMD chip output, and the outlook is uncertain.Google Just Made a $13 Billion Bet (Here's the Next AI Hot Spot) · MarketBeat | Stock Market News & Analysis · Oct 8
Neutral 19
- Discussed factually as the rising power and heat density of GPU racks driving cooling needs.The truth about data center water usage · Catalyst with Shayle Kann · Oct 8
- Discussed as hands-on ASIC design for neural recording, a technical story rather than an investing angle.#52 - Building A Brain ASIC With A Team Of Three, Robot Fleets, and Breaking Into Deep Tech with Jeff Ciesielski of LeafLabs · Passion Play Profit · Oct 8
- Discussed factually via throughput modeling of upcoming GPUs and memory specs for inference simulation.Ep. 035 - Tech DD’s, Performance Projections, Benchmarks, Supply Chain, Investment Thesis (Consulting)| Abhilash Jain, Jordan Nanos · SemiAnalysis Weekly · Oct 5
- East-west network traffic and server load from multi-agent execution are discussed as infrastructure strain.Google Gemini Launches Autonomous Synthetic Coworkers · Elon Musk Podcast · Oct 9
- The new Nvidia RTX Spark processor is discussed factually as the hardware basis for local AI.Microsoft's Hybrid AI Windows Event and the Surface Laptop Ultra · Double Tap · Oct 8
- Discussed as inputs for inference throughput modeling and chip roadmap strategy, without a clear investment call.Ep. 035 - Inside SemiAnalysis Consulting (Consulting) | Abhilash Jain, Jordan Nanos · SemiAnalysis Weekly · Oct 5
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- Discussion of cheap, fast classifier models and their API pricing without a clear investment angle.#44 - Your AI Thinks You're Rich: Who Decides When the AI Can? · AI Neanderthal by Malcolm Werchota · Oct 9
- GPU-based compute is mentioned as an enabler of faster physics processing, not as an investment call.Podcast EP371: How Vinci is Revolutionizing Hardware Design with John Bruggeman · SemiWiki.com · Oct 6
- GPU cluster sizing, configurations and utilization are described without a clear investment lean.Data Center Infrastructure Podcast - Ep 9 - Dell's David Holmes on the Data Center-Aware Grid · Data Center Infrastructure Podcast · Oct 5
- Nvidia's daily price action and record options volume are reported factually.The Hot Options Report: 10-09-2026 · The Options Insider Radio Network · Oct 9
- H100 pricing softness reflects generational migration to H200 and B200, not broad demand weakness.Charter House Rules - Ep 3 | A Tax, Not a Verdict · Charter House Rules · Oct 8
- GPU load behavior and throttling are discussed factually as they affect power design.AI Is Rewriting the Energy Storage Playbook · The Data Center Frontier Show · Oct 6
- Brief discussion of Steam Machine hardware and RAM prices without a clear investment angle.535: Next-Gen Siri: Disappointingly Not the Chatbot We Wanted · Merge Conflict · Oct 5
- GPU hardware lead times and configuration choices shape how quickly capacity comes online.Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou · Empire · Oct 5
- Reflection trains on large GPU clusters, including a reinforcement learning run on around 10,000 GB300s.Reflection’s founders on building a DeepSeek of the West · Sources with Alex Heath · Oct 5
- Mentions Nvidia's backing and strategic interest in an ecosystem of varied models running on its hardware.Reflection AI's Beam - The $25 Billion Threat to OpenAI and Anthropic · Inspiring Tech Leaders - AI & Technology Strategy · Oct 11
- Cheap commercial chips in the Geran-4 are noted only as a supply chain detail.Air-Dropped Ground Robots & Geran-4 Teardown | Oct 09, 2026 · The AI War Brief · Oct 9
- Discussed only briefly in the context of military technology; no investing angle.How Big Tech Is Fueling The Future Of War · Commonwealth Club of California Podcast · Oct 7
- AI data-center demand for HBM memory is cited as the cause of the memory squeeze.Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal) · The Rundown · Oct 5
Around it
Shows that covered it most
- SemiAnalysis Weekly3
- The Options Insider Radio Network3
- The a16z Show3
- A Bit Personal with Jodi Shelton2
- Sources with Alex Heath2
- Squawk on the Street2
Travels with
Themes in the same episodes, against chance.
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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