Month: December 2025
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BWR 5: AI Creates Seismic Waves in Data Center Interconnect
Bob and Joe discuss Marvell’s Celestial.AI acquisition, Amazon Trainium using NVLink Fusion, Meta deploying Google’s TPU, and more.
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Google TPU Draws Attention Amid Meta’s Interest
The recent focus on Google’s TPU, following Gemini 3.0 and Meta’s potential adoption, signals an evolving AI chip landscape. Meta’s move to own and house a TPU pod would be a significant shift from Google’s standard cloud-service model, posing a fresh challenge to GPU vendors.
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Power11 Is a Small Step for IBM, Lodestar for Others
IBM’s Power11 processor introduces technologies like external memory buffers, AI acceleration, and SMT that will become common in other systems. Power11 refines the Power10 design, achieving a 14–50% speedup in IBM’s applications and offering up to 256 cores in a chassis.