Subscribe
Sign in
Home
About Austin
Optics & Networking
GPUs, XPUs, CPUs
Autonomy / Physical AI
Paid Subscription
TV
Transcripts
Archive
Substrate
X-ray lithography worked. The industry chose a different path. Substrate wants to go back. Here's why.
Apr 15
•
Austin Lyons
23
2
An Interview with MatX CEO Reiner Pope About LLM Chips
Hybrid SRAM + HBM, MoE interconnect, why frontier labs consider AI ASIC startups, and more
Apr 9
•
Austin Lyons
21
2
The Agentic Computer: New S-Curve or Another iPad?
The next device category is here. But will the economics work?
Apr 7
•
Austin Lyons
17
Most Popular
View all
GPU Networking Basics, Part 1
Mar 19, 2025
•
Austin Lyons
211
23
Credo AECs
Sep 22, 2025
•
Austin Lyons
63
12
GPU Networking Basics, Part 2
Apr 10, 2025
•
Austin Lyons
64
8
GPU Networking Basics Part 3: Scale-Out
Sep 9, 2025
•
Austin Lyons
50
12
SerDes Matters!
Oct 22, 2025
•
Austin Lyons
48
5
Agentic AI Needs CPUs. Whose CPUs?
Mar 28
•
Austin Lyons
43
4
Recent posts
See all
Coherent's Vertical Integration Strategy
Coherent makes more of the optical stack in-house than any competitor. We walk through the business, the growth vectors, and whether breadth beats…
Apr 1
•
Austin Lyons
26
4
Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
Mar 28
•
Austin Lyons
43
4
The Multi-Silicon Era Is Here
Disagg is out of the bag. What it means for Nvidia, CPUs, XPUs, startups, and more.
Mar 23
•
Austin Lyons
20
2
Chipstrat
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
Subscribe
Chipstrat
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
