Month: October 2025
-

Nvidia’s 800 VDC Proves Jensen is Listening
Among the revelations and reintroductions of rack-scale systems at OCP earlier this month, Nvidia’s contribution of the 800 VDC architecture seems to have stolen the show. This past year, Nvidia’s most prominent customers have experienced the rising inefficiencies of using established power architectures as they rapidly ramped up GB200 NVL72 (Blackwell) racks. The announcement of…
-

Byrne-Wheeler Report, Episode 3 (Revenge of the 5 MW Rack)
The boys discuss the AMD-OpenAI deal and OCP news including AMD Helios, Broadcom Thor Ultra, Intel Crescent Island, and SUE/ESUN/SUE-T.
-

SiFive Adds to Intelligence Family
SiFive’s refreshed Intelligence family features vector/matrix units, a low-cost option, and upgrades for AI, encryption, customization, and performance.
-

Intel Details 18A Panther Lake & Clearwater Forest Chips
Intel has revealed architectural updates for its 18A-based PC (Panther Lake) and server (Clearwater Forest) processors, the first chips on the new node. The 18A process features Ribbon FET (GAA) transistors and Power Via backside power delivery. Clearwater Forest uses 12 computing tiles with Darkmont E-cores; it and Panther Lake update their E-cores for better…
-

Tenstorrent Licenses Ascalon RISC-V CPU and Tensix Neo NPU IP
Tenstorrent now broadly licenses its CPU and NPU cores. The Ascalon X delivers IPC approaching Arm’s fastest CPUs, and the Tensix Neo is a scalable NPU block. The company also provides supporting design resources.

