The Byrne-Wheeler Report

Joseph Byrne for Xampata Insights LLC
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Long-time semiconductor-industry analysts Joe Byrne and Bob Wheeler discuss trends and recent news. Covering microprocessors (CPUs), AI accelerators (GPUs, NPUs), and interconnect such as Ethernet, The Byrne-Wheeler Report delivers technology and business insights unavailable elsewhere.

Episodes

  1. Jul 30

    AMD AI Day, Nvidia Vera, OCP APAC and Hot Chips, Plus More! | BWR 16

    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

  2. Jul 7

    BWR 14: Nvidia and Broadcom Earnings and News, Plus More

    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

  3. Jul 7

    BWR 15: Qualcomm Discloses ASIC Strategy, CXL Resurfaces, and Much, Much More!

    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

  4. May 26

    BWR 12: The Memory Episode

    This episode of The Byrne-Wheeler Report explores topics in computer memory, particularly with respect to AI processing and servers. Hosts Joe and Bob begin with a discussion of Caltech spinout PrismML’s 1-bit weights and Google's TurboQuant method of reducing KV cache entries to 4 bits, discussing their implications for on-device AI and memory efficiency. Next, the hosts welcome Gary Smerdon, CEO and founder of MEXT to discuss the company’s innovative software solution to reducing DRAM costs and improve memory utilization in servers. Tune in to learn how AI-driven memory management can transform data center efficiency and lower expenses. Finally, Jim Handy, a renowned memory analyst, joins Joe and Bob to discuss the recent dramatic rise in memory prices, its impact on tech products, and the future outlook of the memory market amid AI-driven demand and manufacturing challenges.

  5. May 26

    AMD Tops Intel, Google Tips TPUv8, Astera Scales Up, RISC-V Companies Duck Out: BWR 13

    The conversation covers a range of topics. Amazon's internal chip business is making a significant impact on the merchant marketAMD's data center business has exceeded that of Intel's for the first timeGoogle's TPU V8 introduces a new topology for inference clustersAstera Labs's Scorpio X switch targets AI scale-up fabricRISC-V companies are diversifying into chip business and adding silicon to their portfolios, indicating IP-business challenges, particularly in Europe Chapters 00:00 Introduction and News Items07:19 AMD's Earnings Call13:32 Google's TPU V820:37 Astera Labs's Scorpio X Switch26:36 RISC-V Related Announcements

  6. Mar 30

    Surprise Broadcom Announcement, Groq's Role Revealed, Arm AGI CPU Stuns, Plus More: BWR 11

    So much news from GTC and OFC! Covered companies include AMD, Tesla (Terafab), Cerebras, Amazon, AWS, Upscale AI, Nvidia, Eridu, Meta, Broadcom, and Arm.

  • 6 Episodes

About

Long-time semiconductor-industry analysts Joe Byrne and Bob Wheeler discuss trends and recent news. Covering microprocessors (CPUs), AI accelerators (GPUs, NPUs), and interconnect such as Ethernet, The Byrne-Wheeler Report delivers technology and business insights unavailable elsewhere.

Information

  • Creator
    Joseph Byrne for Xampata Insights LLC
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © 2026 Joseph Byrne for Xampata Insights LLC