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

Byrne and Wheeler discuss recent developments in the tech industry, including #AMD's acquisition of #MEXT, #NVIDIA's impressive growth, #Broadcom's earnings, and innovative chip technologies like #Tensordyne’s log-domain processing and #Huawei’s Tau scaling. They analyze market trends, product launches, and strategic partnerships shaping the future of semiconductors and AI hardware.

00:00 Introduction and MEXT Acquisition

02:16 Earnings Reports: NVIDIA's Growth and Strategy

06:14 Broadcom's Results and Market Dynamics

08:14 #Broadcom Tomahawk, #Marvell Teralynx, Cisco One Switches and Next-Gen Serdes

14:17 Tensordyne

15:46 Huawei Tau Scaling and Logic Folding

20:18 Nvidia at GTC and with Marvell at #Computex

24:40 #Intel and #SambaNova Announce Collaboration at Computex

Joe and Bob discuss the latest advancements in semiconductor technology, including IBM's sub-1 nanometer process, Intel's new milestones, Qualcomm's data center strategy, Etched, OpenAI, and Oxmiq, interconnect companies/technologies such as CXL and Upscale, and memory company Micron Technology.. They explore how these innovations are shaping the future of chip design and data center infrastructure.

00:00 Introduction and Weather Banter

01:11 IBM's Sub-1 Nanometer Technology Announcement

05:37 Intel's 18A-P Process Updates

08:58 Qualcomm's Investor Day Highlights

13:35 Modular AI Software Stack Discussion

15:42 Qualcomm's C1000 CPU Roadmap

19:36 Qualcomm ASIC Business Growth

22:07 MediaTek's AI Data Center Revenue

24:07 Emerging Startups in the XPU Space: Etched

26:19 OpenAI/Broadcom's Jalapeno ASIC Announcement

29:25 Upscale Secures Funding

30:16 Micron's Earnings and Business Model

31:58 Oxmiq Labs and GPU Innovations

32:59 CXL Technology Resurgence: Meta and Panmnesia