BWR Episode 10: More deals, funding, and earnings

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 






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