Recorded June 15, 2026, Episode 14 covers: NVDA, AVGO, MRVL earnings Marvell T100 102.4Tbps Ethernet switch Tensordyne logarithmic math Huawei Tau scaling (roadmap to 14A-equivalent density) GTC Taipei RTX Spark announcement Marvell keynote at Computex with Jensen cameo Intel+SambaNova AI inference racks plus Clearwater Forest Congratulations to MEXT on being acquired by AMD. Good things come to our sponsors 😀