『AI Chips & Data Centres Daily』のカバーアート

AI Chips & Data Centres Daily

AI Chips & Data Centres Daily

著者： Patrick · Nerra Network
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10月19日まで。※適用条件あり
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 政治・政府
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  • Ep 27: Only 2.3 gigawatts looks delayed despite more than 300 local data-center bans.

    Ep 27: Only 2.3 gigawatts looks delayed despite more than 300 local data-center bans.
    2026/10/18
    AI Chips & Data Centres Daily Only 2.3 gigawatts looks delayed despite more than 300 local data-center bans. What You Need to Know: SemiAnalysis finds that more than 300 local data-center moratoriums are likely to delay only about 2.3 gigawatts, inside roughly 21 gigawatts sitting in moratorium areas. The same audit still has 38 gigawatts of U.S. data-center IT capacity coming online in 2027. ... Sources: tomshardware.com · theedgemalaysia.com · techpowerup.com · semiconductor-digest.com · finance.biggo.com · thenews.com.pk · itwire.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 📬 Get the sources and notes by email, free: join the newsletter 🌐 Part of the Nerra Network — explore every show at nerranetwork.com.
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    13 分
  • 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…
    2026/10/17
    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 分
  • 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…
    2026/10/16
    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 分
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