BWR Episode 6: TPUs, Tsavorite, Marvell switch roadmap, Ventana

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.



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