In this episode, Joe and I tried a little different format, doing some quick-hit news items in the first 5 minutes before diving into items that warranted more analysis. My networking audience may want to skip to 4:21, where we discuss the Nvidia and Upscale AI announcement around Spectrum-X. Next, we discuss startup Eridu's funding and product positioning. From OFC, I cover the new Optical Compute Interconnect Multi-Source Agreement (OCI-MSA) and Broadcom's surprise announcement of Taurus, the industry's first 400G/lane PAM4 optical DSP. From GTC, we discuss the addition of Groq plus new disclosures around Rubin Ultra, Feynman, and the Kyber rack.

Joe and I did another speed round as we tried to catch up with all of the news in the AI chip world. For my networking audience, you can skip to 22:07 to catch Ayar Labs' funding, followed by Nvidia and Broadcom earnings commentary. If you're interested in all the recent hyperscaler deals, you can start at the beginning. We cover Nvidia's Grace at Meta, the 6GW AMD-Meta deal, and OpenAI deals with Amazon and Nvidia. Chip-startup funding rounds include MatX, Talaas, HyperAccel, and SambaNova, as well as Ayar. If you missed Episode 9, you can find a playlist here:  https://youtube.com/playlist?list=PLg8_XIsi4WPd5CAOGgLTfGO7lpXKNjtvf&si=8tQloJuNsIpVs37j