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EpisodeTuesday, July 7, 2026 · 24 min
$episode№065·date2026-07-07·duration24 min·turns141

ByteDance's Gryphon Puts DPUs Inside the Switching ASIC Path

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ByteDance's Gryphon Puts DPUs Inside the Switching ASIC Path
12 sources · quality 4/5

ByteDance's Gryphon shows hyperscalers building DPUs directly into the switching ASIC forwarding path, while two more papers make the case that AI training infrastructure is really a networking problem in disguise. Plus Texas bets big on transmission lines, Anthropic bets bigger on a Kentucky smelter, and a molecule gets spun by light inside liquid helium.

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141 turns · ~19 min read
HOST A

Welcome to Amaze Networks for Tuesday, July seventh.

HOST B

Can I jump in? There's a paper from ByteDance I've been thinking about since I read it this morning, and it's basically a hyperscaler admitting, on the record, that neither pure switch silicon nor pure DPUs were ever going to get them to petabit scale alone.

HOST A

That's a hell of a way to start a Tuesday. Let's get into it.

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