Byrne-Wheeler Report Discusses AI Deals, Broadcom and Nvidia Earnings

BWR 10 thumbnail: Joe, Bob, some text, a background imageJoe and Bob discuss deals (Nvidia-Meta, AMD-Meta, Amazon-OpenAI, Nvidia-OpenAI), AI-chip startup funding (MatX, Taalas, HyperAccel, SambaNova, Ayar Labs), and earnings announcements (Nvidia, Broadcom).

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Meta Bares MTIA Roadmap, Accelerates NPU Development

Meta Bares MTIA Roadmap, Accelerates NPU Development
Byrne-Wheeler Report Discusses AI Deals, Broadcom and Nvidia Earnings

Byrne-Wheeler Report Discusses AI Deals, Broadcom and Nvidia Earnings
s/CPX/LPX/g

s/CPX/LPX/g
CPU > GPU ? Vera : Rubin

CPU > GPU ? Vera : Rubin
AWS and Cerebras Team Up on AI Inference

AWS and Cerebras Team Up on AI Inference
FT Also Reports Nvidia Will Announce a Groq-Based Chip at GTC

FT Also Reports Nvidia Will Announce a Groq-Based Chip at GTC
Meta Has a Lot Riding on the MTIA

Meta Has a Lot Riding on the MTIA
Nvidia Partners with Startup Upscale on Scale-Out Switches

Nvidia Partners with Startup Upscale on Scale-Out Switches
Ubitium's Universal Processor Challenges Conventional Wisdom

Ubitium's Universal Processor Challenges Conventional Wisdom
Third-Gen Ceva PentaG Targets Satcom and the IoT

Third-Gen Ceva PentaG Targets Satcom and the IoT