Join Byrne-Wheeler Report hosts Joe and Bob as they discuss key disclosures from Hot Chips 2026, including Intel’s Diamond Rapids Xeon, AMD’s Helios MI450 platform, NVIDIA’s LPX/LPU architecture, Cerebras’s CS-4 wafer-scale engine, and OpenAI’s Jalapeño ASIC. If you work in AI hardware, semiconductors, GPUs, CPUs, interconnects, or data center architecture, this episode delivers insight unavailable in press releases and vendor pitches.
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00:00 Episode Highlights
00:53 Introduction and overview of Hot Chips 2026
02:51 Intel Crescent Island GPU
08:05 Intel Diamond Rapids CPU
13:59 AMD Helios and MI400
18:22 Nvidia Scale-In Networks, Bluefield 4 DPU
21:10 Nvidia Groq LPX LP30
29:20 Cerebras WSE-4
34:23 OpenAI Jalapeno
39:23 Goodbyes