AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in

## Episode Summary In this episode, we cover: - **AMD Explores Samsung Foundry Deal as AI Chip Demand Drives Supply Expansion - The420.in** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTE9rY2pvT1VpQkJLMHBpempLRWk3ZTRMLTJRYmNkUDRXZmt4SFNRcjZaQ2xSenNqU05WaXBEMmJaTUJiaGd5Vi1tRlBhRE5TZnNPY0p3VzJEcDVZMGI4VzF4R0EtU3VpOG5PVEhMWUpUWlFJTHlKdHc?oc=5) - **JPMorgan says AI chip rally could slow as hyperscalers close the performance gap - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMilgFBVV95cUxNemRSbk52aW5QSm5RMC0wdElCUXdWOVlvQk50YjVDSWlsb3dDRVNNZEhXeTFHY3ptT0RzTlpqUUVTR0E2eUdUckFlOE5laFNxclNmNWJZOHB6Z3RadnVpVkhSU3pXNE9JYTNiUm5xcWJqZl9WakpuYnk4ZTNQakwzMzNIQzhUemFJRWJhWFJneDhzdG9ERkE?oc=5) - **Cerebras vs Nvidia: The AI Inference Fight - NVIDIA (NASDAQ:NVDA), Cerebras Systems (NASDAQ:CBRS) - Benzinga** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimAFBVV95cUxON2xSQnpZeGFVaUxLZjJtWXI2N0FyZ21pb1AyUnp6YWJzeWEyTEZmT3BEWmt0a21PVkV5ZDlHWjZqMWQxN2RRdTlVRndKYVN1ckdZMEhtQlZtNHR3OURhbm9vRzF1NF95T2F6R001dnVRLTRtU3c5akhfSVVYMlpZcEh0Y25XcDFGUkhzMTZHczdMVHY5NkpnMw?oc=5) - **Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom) - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMingFBVV95cUxOWm1rcjBRSks2ODRLM1RGOFo5dXhsUmZtTmRJWW5wUUE0S0toY3dZdDdaemxKaFFhQ3RzTTB6NWl6SjV0TkVrd19oODRDR3Fob0ZORVh0Z3ZFZlJYVGtRT3h0Zl9WaDBGSFgyamoxUnJVSkhXSXExWVVNQmFQcGtUbWJfWWwwVXkzNkg5alJTZkxIXzlZd0hvRDh1SVlrdw?oc=5) - **Gigabyte W775-V10-L01 Hands-on Bringing NVIDIA GB300 Deskside** (servethehome) - [Read more](https://www.servethehome.com/gigabyte-w775-v10-l01-hands-on-bringing-nvidia-gb300-deskside/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*