Byrne-Wheeler Report, Episode 4
Bob and Joe discuss the RISC-V Summit, Nvidia BlueField 4, the possibility of an Intel-SambaNova acquisition, and Amazon's Indiana data center and Trainium 2.
Other contents
Arm Slows Mobile CPU Introductions
Ugh. It's come to this: like, comment, and subscribe
BWR 17: Hot Chips 2026 Discussion
Hot Chips 2026: Next-Gen AI Accelerators, Memory Innovations, and Arm Surprises
Update: New story finally posted to XPU.pub
Qualcomm closes the loop with Amazon
Qualcomm gains foothold at AWS
IBM discloses Arm-compatible mainframe chip
IBM Collaborates with Arm
Fractile raising yet more money at an even higher valuation