We recorded Episode 6 of The Byrne-Wheeler Report on December 19, 2025, i.e., before Nvidia's Christmas Eve bombshell (Groq). More on the latter to follow soon. Meanwhile, Joe and I caught up the latest on Google TPU customers, Tsavorite coming out of stealth, Marvell's Industry Analyst Day disclosures, and Qualcomm acquiring Ventana.

The Byrne-Wheeler Report Episode 5 is now available. In this episode: Marvell Technology has announced the acquisition of Celestial AI, a move that positions Marvell as a leader in next-generation co-packaged optics (CPO). Unlike traditional CPO focused on standards compliance, this deal targets the bleeding edge of scale-up interconnects for AI accelerators. In a surprising shift at AWS re:Invent, Amazon disclosed that its upcoming Trainium 4 AI accelerator will support NVLink Fusion. While Amazon typically relies on its proprietary NeuronLink, this move allows for a cookie-cutter rack design. AWS will be able to mix and match Nvidia GPUs and Trainium chips within the same physical infrastructure, speeding up deployment velocity. Reports indicate a massive shift in Google’s strategy: the company may be moving from strictly using TPUs for its own cloud services to acting as a merchant silicon supplier. Rumors suggest Meta is planning to deploy its own on-premise TPU cluster. Please exc...