Byrne-Wheeler Report, Ep 6: Qualcomm nabs RISC-V, Marvell tips roadmap, Tsavorite makes bold claims скачать в хорошем качестве

Byrne-Wheeler Report, Ep 6: Qualcomm nabs RISC-V, Marvell tips roadmap, Tsavorite makes bold claims

In this episode, Joe and Bob discuss: 0:48 Anthropic's acquisition of Google TPUs 6:17 The emergence of startup Tsavorite, a challenger to Nvidia's hegemony 13:32 Marvell's industry analyst day and their switch roadmap 18:47 Qualcomm's acquisition of server RISC-V startup Ventana The conversation delves into the implications of these events for the AI processing landscape, data center strategies, and the competitive dynamics in the semiconductor industry. Sample takeways: Anthropic is now a customer for Google TPUs, indicating a shift in their data center strategy and Google's business model. Tsavorite has emerged with significant orders, focusing on CUDA compatibility and innovative chip architecture. Marvell disclosed its roadmap for 102T Ethernet switches and for UALink and ESUN switches. Qualcomm's acquisition of Ventana highlights their commitment to RISC-V and data center expansion. For more info, see https://xpu.pub and https://wheelersnetwork.com keywords #Anthropic, #TPU, #AI, #semiconductor, #tsavorite, #marvell, #Qualcomm, #riscv, #technologynews