The Byrne-Wheeler Report

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.

The Byrne-Wheeler Report is a business podcast hosted by Unknown Host, with 7 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Byrne-Wheeler Report, a business show with 7 episodes published.

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  Episode #17

  Hot Chips 2026: AMD, Cerebras, Intel, Nvidia, & OpenAI | BWR 17

  Sep 1, 202640 minS1

  Caliente and Picante! Joe and Bob Inside Hot Chips 2026 to Find The Designs Shaping AI Semiconductors. Join Byrne-Wheeler Report hosts Joe and Bob as they discuss key disclosures from Hot Chips 2026, including Intel’s Diamond Rapids Xeon, AMD’s Helios MI450 platform, NVIDIA’s LPX/LPU architecture, Cerebras’s CS-4 wafer-scale engine, and OpenAI’s Jalapeño ASIC. If you work in AI hardware, semiconductors, GPUs, CPUs, interconnects, or data center architecture, this episode delivers insight unavailable in press releases vendor pitches. 00:00 Episode Highlights 00:53 Introduction and overview of Hot Chips 2026 02:51 Intel Crescent Island GPU 08:05 Intel Diamond Rapids CPU 13:59 AMD Helios and MI400 18:22 Nvidia Scale-In Networks, Bluefield 4 DPU 21:10 Nvidia Groq LPX LP30 29:20 Cerebras WSE-4 34:23 OpenAI Jalapeno 39:23 Goodbyes https://wheelersnetwork.com https://XPU.pub Music licensed through Soundstripe. Code: T1SPLXVECWXDHVM1

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  Episode #14

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

  Jul 7, 202627 minS0

  <p>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.</p><p></p><p>00:00 Introduction and MEXT Acquisition </p><p>02:16 Earnings Reports: NVIDIA's Growth and Strategy </p><p>06:14 Broadcom's Results and Market Dynamics </p><p>08:14 #Broadcom Tomahawk, #Marvell Teralynx, Cisco One Switches and Next-Gen Serdes </p><p>14:17 Tensordyne </p><p>15:46 Huawei Tau Scaling and Logic Folding </p><p>20:18 Nvid...

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  Episode #14

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

  Jul 7, 202627 min

  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

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  Episode #15

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

  Jul 7, 202639 minS0

  <p>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.</p><p></p><p>00:00 Introduction and Weather Banter</p><p>01:11 IBM's Sub-1 Nanometer Technology Announcement</p><p>05:37 Intel's 18A-P Process Updates</p><p>08:58 Qualcomm's Investor Day Highlights</p><p>13:35 Modular AI Software Stack Discussion</p><p>15:42 Qualcomm's C1000 CPU Roadmap</p><p>19:36 Qualcomm ASIC...

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  Episode #15

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

  Jul 7, 202639 min

  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

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