BWR Episode 11: Eridu Funding, OFC Highlights, GTC Highlights

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.