Quick post from San Jose (for OCP Global Summit). In this episode of The Byrne Wheeler Report, Joe and I discuss the shifting architectures of data-center compute, custom memory interfaces, and AI infrastructure. We analyze the mechanics behind NVIDIA’s NV HBM announcement with Amazon, CXL 3.2 memory pooling and fabrics, and why vendor claims about "agentic AI" CPUs require a closer look.   The discussion also examines Velaura as it pivots toward physical AI and robotics, as well as recent MLPerf Inference benchmark results. 00:00 Introduction and episode overview 01:06 NVIDIA's NV-HBM and custom memory interface 03:16 Moving memory controllers to base die and implications 06:31 Astera's second-generation CXL memory controllers 09:17 Are CPUs made for agentic AI just hype? 13:55 Is local AI worthwhile? 15:06 What is the CPU market TAM? 19:17 Having received a Series A, what is Velaura doing? 25:19 MLPerf benchmarks and AMD's performance 31:25 What's the Qualco...