Byrne-Wheeler Report, Episode 3 (Revenge of the 5 MW Rack)

Byrne-Wheeler Report, 19 October 2025The boys discuss the AMD-OpenAI deal and OCP news including AMD Helios, Broadcom Thor Ultra, Intel Crescent Island, and SUE/ESUN/SUE-T.

Other contents

Third-Gen Ceva PentaG Targets Satcom and the IoT

Third-Gen Ceva PentaG Targets Satcom and the IoT
HyperAccel Promises Power Efficiency Gains

HyperAccel Promises Power Efficiency Gains
New Funding and Chip Whisk SambaNova to its Next Stage

New Funding and Chip Whisk SambaNova to its Next Stage
Disgraced Arm China CEO Wu to Lower Custom NPU Development with RISC-V

Disgraced Arm China CEO Wu to Lower Custom NPU Development with RISC-V

Capping GPUs?
Super Cores and Chiplets Define new Apple M5 Processors

Super Cores and Chiplets Define new Apple M5 Processors
US Faces Unintended Consequences of China Trade Policy

US Faces Unintended Consequences of China Trade Policy
Wimpy Cores Fight Back

Wimpy Cores Fight Back
Nvidia to Resolve Dilemma

Nvidia to Resolve Dilemma
Amazon Doubles Down on OpenAI

Amazon Doubles Down on OpenAI