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.