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AI Chips & Data Centres Daily

AI Chips & Data Centres Daily

By: Patrick · Nerra Network
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Summary
 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 Politics & Government
Episodes
  • Ep 50: TSMC's 17.61 billion dollar October shows AI chip demand still filling the foundry.

    Ep 50: TSMC's 17.61 billion dollar October shows AI chip demand still filling the foundry.
    10 Nov 2026
    AI Chips & Data Centres Daily TSMC's 17.61 billion dollar October shows AI chip demand still filling the foundry. What You Need to Know: TSMC's October consolidated revenue reached 17.61 billion dollars, the foundry's clearest monthly print yet that AI chip orders are still filling leading-edge capacity. The month beat August's record, and the company's own fourth-quarter range still implies two more heavy months. ... Sources: aninews.in · asiae.co.kr · techpowerup.com · servethehome.com · semiconductor-digest.com · hpcwire.com · semiengineering.com · technode.global 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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    16 min
  • Ep 49: Two billion dollars in restricted AI chips are tied to the probe now sitting with NVIDIA's…

    Ep 49: Two billion dollars in restricted AI chips are tied to the probe now sitting with NVIDIA's…
    9 Nov 2026
    AI Chips & Data Centres Daily Two billion dollars in restricted AI chips are tied to the probe now sitting with NVIDIA's board. What You Need to Know: Two billion dollars in restricted AI chips are now tied to an independent probe NVIDIA's board has opened around Jensen Huang. Korea's memory makers are spending well above 100 trillion won this year while Yangtze Memory raises the share of domestic tools in new NAND fabs. ... Sources: techpowerup.com · tomshardware.com · nvidianews.nvidia.com · eetimes.com · blogs.nvidia.com · servethehome.com · utilitydive.com · datacenterknowledge.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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    14 min
  • Ep 48: 120 megawatts went up in a year in Inner Mongolia, at a fifth of US cost.

    Ep 48: 120 megawatts went up in a year in Inner Mongolia, at a fifth of US cost.
    8 Nov 2026
    AI Chips & Data Centres Daily 120 megawatts went up in a year in Inner Mongolia, at a fifth of US cost. What You Need to Know: 120 megawatts went up in a year in Inner Mongolia, at a fifth of US cost. SemiAnalysis puts Galaxy, in Ulanqab, at up to 800 megawatts of IT capacity, with four phases built to suit two internet giants. ... Sources: newsletter.semianalysis.com · chosun.com · servethehome.com · techpowerup.com · tokenpost.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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    8 min
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