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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. continue reading
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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. continue reading
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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… continue reading
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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. continue reading
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Byrne-Wheeler Report, Episode 2
I’ve suspended my solo YouTube channel to focus on the Byrne-Wheeler report. In this, our second pilot episode, we discuss the Nvidia-Intel and the rumored Nvidia-Enfabrica deals, Upscale emerging from stealth, and the MediaTek and Qualcomm smartphone chips. continue reading
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AMD Inks OpenAI Deal
OpenAI has agreed to buy AMD AI accelerators; in exchange, AMD grants it warrants for about 10% of the company. Somehow, this will be accretive to AMD. Spanning five years, the deal calls for OpenAI to purchase 6 gigawatts of AMD-based hardware. The first 1 GW tranche will deploy in the second half of next continue reading
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