AMD AI Day, Nvidia Vera, OCP APAC and Hot Chips, Plus More! | BWR 16
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AMD AI Day, Nvidia Vera, OCP APAC and Hot Chips, Plus More! | BWR 16
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In Episode 16 of the Byrne-Wheeler Report, Joe and Bob discuss the latest developments in AI hardware, including disclosures at AMD's Advancing AI day, NVIDIA Vera, and upcoming conferences Hot Chips and OCP APAC. They analyze new processor architectures, interconnect standards, and market implications for AI and data center computing.
00:00 Introduction and episode overview
00:24 Upcoming Conferences: Hot Chips and OCP APAC
01:07 Intel Processor and GPU Disclosures at Hot Chips
04:24 AMD AI Day: Helios Wide Rack and Interconnect
06:54 AMD AI Day: EPYC Venice Gen 6 Processors
10:37 AMD AI Day: Verano and XGMI/UALink/SUE-T Interconnect for Helios 500
12:09 AMD AI Day: GPU Roadmap--MI 500 Scales Beyond 72 GPUs and Ratchets Up Performance
15:31 AMD AI Day: MI455X GPU Architecture Improvements and Performance vs Nvidia Rubin
16:44 AMD AI Day: Pensando Roadmap and Helios Scale-Out Bandwidth
18:03 AMD AI Day: Microsoft Azure and Anthropic Customer Announcements
20:07 Alphabet/Google Earnings and AI Infrastructure Investments
22:37 Introduction to Astera Labs Taurus Re-Timers and Re-Drivers
26:07 NVIDIA Vera: A High-Bandwidth CPU for GPU Hosts and App Sandboxing
30:13 Closing Remarks and OCP-APAC, Hot Chips Reminders
Joe: https://xpu.pub
Bob: https://wheelersnetwork.com
#AI hardware, #AMD, #NVIDIA, Hot Chips, #OCP APAC, processor architecture, interconnect standards, data center, AI inference, #GPU
AMD's AI Day 2026 - https://www.amd.com/en/corporate/events/advancing-ai.html
NVIDIA Vera Platform - https://www.nvidia.com/en-us/data-center/vera-cpu/
Hot Chips Conference - https://www.hotchips.org
OCP APAC Summit - https://www.opencompute.org/summit/2026-ocp-apac-summit/theme
Astera Labs Taurus Re-timers and Re-drivers - https://www.asteralabs.com/news/astera-labs-expands-taurus-family-with-industrys-first-ocp-standard-footprint-compatible-3-2t-smart-retimers-and-smart-redrivers/
Google Cloud Earnings Report Q2 2026 - https://abc.xyz/investor/earnings/
Music licensed through Soundstripe.
Code: J5RRCCF40OGJOX7B