October was a busy month, between the OCP Global Summit and being the lead author on the LightCounting switch report. The new report adds another level of granularity to the scale-up switch forecast, which incorporates NVLink, UALink, Scale-Up Ethernet (SUE), and non-Nvidia proprietary interconnects. There are many other changes to the report, including revisions to the methodology for the co-packaged optics (CPO) forecast. The newsletter summary is freely available: Co-packaged Optics Grow the Scale-out Switch Pie Source: Wheeler's Network

In Episode 3, Joe and Bob discuss OCP-related announcements and the AMD-OpenAI deal. 00:00:26 OCP recap 00:01 AMD Helios rack 00:06:46 Broadcom Thor Ultra 00:12:32 Intel Crescent Island 00:19:11 AMD-OpenAI deal 00:26:33 Signing off

 In case you missed it, Episode 2 of The Byrne-Wheeler Report is available. In this episode, Joe and I discuss the Intel-Nvidia deal, the Nvidia-Enfabrica combination, and Upscale AI's launch.