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 😀

 The Byrne-Wheeler Report Episode 4 discusses the RISC-V Summit NA, BlueField-4, SambaNova, and AWS Rainier. You can skip to 12:12 if you're uninterested in RISC-V.