Month: November 2025
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The End Is Not Nigh
Leading up to Nvidia’s recent earnings call, concerns mounted that the company would confirm fears that the AI bubble would soon burst. Too many companies are prodigiously spending to build the next data center to create the next foundation model. Profitability is well over the time horizon, and their annular funding arrangements are unsustainable. Nvidia…
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Arm Neoverse Fuses NVLink
Arm is adding Nvidia NVLink Fusion to its Neoverse platform. Neoverse is Arm’s family of infrastructure CPUs. NVLink Fusion is the licensable version of Nvidia’s chip-to-chip interconnect. Companies licensing Neoverse CPUs and peripheral technologies (IP), including soft IP or a CSS hard macro, will now receive Fusion support. This will help them to build chiplets…
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AMD’s Embedded Strategy Lacks Bite
AMD revealed its embedded-processing strategy at its recent analyst day and set growth targets. Less noticed than data-center and client businesses, the embedded unit is called out in the company’s quarterly financial statements. It faces the same growth pressures but unique dynamics. The diverse embedded market is in disarray at the high end, and AMD’s…
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Speedy Nuclei CPU Supports Apps and Real-Time Processing
At the RISC-V Summit North America, Nuclei disclosed its new licensable UX1030H CPU. A midrange configuration of the company’s high-end 1000-series cores, the design complies with RISC-V’s RVA23 profile and supports real-time as well as application processing. Nuclei targets the UX1030H at performance-sensitive systems, such as communications, computing, and storage infrastructure. Based in Shanghai, Nuclei…
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Byrne-Wheeler Report, Episode 4
Bob and Joe discuss the RISC-V Summit, Nvidia BlueField 4, the possibility of an Intel-SambaNova acquisition, and Amazon’s Indiana data center and Trainium 2.