BWR Episode 8: Nvidia@CES, Upscale AI, Marvell Xconn, RISC-V

The latest episode of The Byrne-Wheeler Report covers a slew of deals from funding to outright acquisitions. In my coverage space, Upscale AI has raised another $200 million at a unicorn valuation. Marvell is acquiring CXL-switch startup Xconn Technologies. Joe and I discuss two announcements in the RISC-V arena.


In case you're wondering about Episode 7, it was a special episode with guest Mike Demler discussing Nvidia's Christmas Eve $20 billion bombshell Groq deal.



Comments

  1. SemiProFebruary 26, 2026 at 8:08 AM

    Hi, do you know if NVLink6 is really SBD? I can't figure out if the line rate is still 200G and they are running it simultaneously or is it in fact true 400G or it's just 200Gx2 extra lanes, when Jensen says "400G SerDes".

    ReplyDelete
    Replies
    1. Bob WheelerFebruary 26, 2026 at 11:45 AM

      Please see my previous post. Hopefully, we'll get confirmation at GTC. https://www.wheelersnetwork.com/2025/11/decoding-nvidias-rubin-networking-math.html

      Delete

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