BWR Ep 14: Broadcom, Marvell, and Nvidia Earnings Plus New Tech

Byrne-Wheeler Report Ep 14 thumbnail with Joe, Bob, and text overlays "bonkers earnings estimates" and "crazy new technology"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.

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BWR Ep 14: Broadcom, Marvell, and Nvidia Earnings Plus New Tech

BWR Ep 14: Broadcom, Marvell, and Nvidia Earnings Plus New Tech
Tensordyne Napier Slashes Costs and Boosts Token Rates

Tensordyne Napier Slashes Costs and Boosts Token Rates
What is Logic Density, Really?

What is Logic Density, Really?
Qualcomm Outlines Data-Center Ambitions

Qualcomm Outlines Data-Center Ambitions
WSJ Documents Google's Commercial TPU Strategy

WSJ Documents Google's Commercial TPU Strategy
Trainiums on the Loose

Trainiums on the Loose

Young engineers using AI to help you make ASICs
Blowout AMD & Intel Earnings, Google TPUv8, Astera Scorpio-X, RISC-V New, and More: It’s BWR Ep 13.

Blowout AMD & Intel Earnings, Google TPUv8, Astera Scorpio-X, RISC-V New, and More: It’s BWR Ep 13.
Phoronix Shows Nvidia Vera to be Among the Fastest Server Processors

Phoronix Shows Nvidia Vera to be Among the Fastest Server Processors
Bolt Confounds Skeptics, Tapes Out Zeus GPU

Bolt Confounds Skeptics, Tapes Out Zeus GPU