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Byrne-Wheeler Report, Episode 2
I’ve suspended my solo YouTube channel to focus on the Byrne-Wheeler report. In this, our second pilot episode, we discuss the Nvidia-Intel and the rumored Nvidia-Enfabric deals, Upscale emerging from stealth, and the MediaTek and Qualcomm smartphone chips. continue reading
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AMD Inks OpenAI Deal
OpenAI has agreed to buy AMD AI accelerators; in exchange, AMD grants it warrants for about 10% of the company. Somehow, this will be accretive to AMD. Spanning five years, the deal calls for OpenAI to purchase 6 gigawatts of AMD-based hardware. The first 1 GW tranche will deploy in the second half of next… continue reading
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Never Mind the Agentic Bollocks, Here’s the Snapdragon
Revised CPUs, a bigger NPU, and improved multimedia functions mark Qualcomm’s Snapdragon 8 Elite Gen 5 smartphone processor. The same CPUs propel the Snapdragon X2 PC processor to 5 GHz. continue reading
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Log-Computing Pioneer Recogni Rebrands as Tensordyne
The newly renamed Tensordyne is shifting its focus from automotive to generative-AI systems differentiated by its power-efficient logarithmic number system. continue reading
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The MediaTek Dimensity 9500 Adds AI Options
For its newest flagship smartphone processor, MediaTek has adopted the most recent Arm technology, including the SME2 capabilities that speed up CPU-based AI processing. That’s not the only AI-related enhancement, however. The Dimensity 9500 includes a second-generation AI accelerator (NPU) that doubles the peak execution rate of its predecessor and adds a new low-power NPU… continue reading
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Introducing The Byrne-Wheeler Report
Bob Wheeler and I have launched a video podcast covering chip news. Episode 1 covers the Hot Interconnects and Hot Chips conferences, as well as Arm’s Lumex and Nvidia’s Rubin CPX announcements. We hope you enjoy this new format, which will complement our respective written analysis. continue reading
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