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 6 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 6 episodes published.

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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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  Episode #12

  BWR 12: The Memory Episode

  May 25, 202630 minS1

  <p>This episode of The Byrne-Wheeler Report explores topics in computer memory, particularly with respect to AI processing and servers. Hosts Joe and Bob begin with a discussion of Caltech spinout PrismML’s 1-bit weights and Google's TurboQuant method of reducing KV cache entries to 4 bits, discussing their implications for on-device AI and memory efficiency.</p><p></p><p>Next, the hosts welcome Gary Smerdon, CEO and founder of MEXT to discuss the company’s innovative software solution to reducing DRAM costs and improve memory utilization in servers. Tune in to learn how AI-driven memory management can transform data center effi...

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