Year: 2026
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Byrne-Wheeler Report Discusses Nvidia-Groq Deal
Mike Demler joins Bob and Joe to discuss AI-chip juggernaut Nvidia rapturing key Groq staff and licensing the struggling startup’s innovative NPU technology.
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Slash Server Costs Without Hardware or Software Changes
In light of rising DRAM prices, we’re updating this article from June. As of late 2025, server DRAM prices are surging. Memory makers are prioritizing higher-margin HBM for AI accelerators over DDR5. Consequently, DDR5 DIMMs are perhaps the largest and fastest-rising component costs of a server. At the same time, OEMs are passing these cost…

