With so many August events, we chose to focus this BWR episode exclusively on Hot Chips 2026. Joe and Bob discuss key disclosures, including Intel’s Diamond Rapids Xeon, AMD’s Helios MI450 platform, NVIDIA’s LPX/LPU architecture, Cerebras’s CS-4 wafer-scale engine, and OpenAI’s Jalapeño ASIC. As always, you can find timestamps on YouTube if you want to skip to items of interest.

My colleague Joe Byrne and I launched a video podcast covering the latest news in the chip world. Episode 1 covers Hot Interconnects and Hot Chips news from August as well as Arm's Lumex announcement and Nvidia's Rubin CPX. We hope you enjoy this new format, which will complement our respective blogs.