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Groq's Business Model Part 2
Managed Services, Colocation, Traditional Hardware Sales.
4 hrs ago
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Austin Lyons
1
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Groq's Business Model Part 2
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Groq’s Business Model, Part 1: Inference API
Simplifying The User Journey, Business Model Innovation, Customer Benefits
Oct 15
•
Austin Lyons
8
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Groq’s Business Model, Part 1: Inference API
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Follow Ups: Intel AI PC, Apple Intelligence, Microsoft Recall, Nuclear Power
How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts
Oct 8
•
Austin Lyons
3
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Follow Ups: Intel AI PC, Apple Intelligence, Microsoft Recall, Nuclear Power
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Chipstrat Chat with Groq's Mark Heaps
API business and "ramp to hardware" model, differentiation, next-gen chip, and more
Oct 4
•
Austin Lyons
4
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Chipstrat Chat with Groq's Mark Heaps
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Data Center Energy, National Security, Nuclear Power
OpenAI's Training and Inference Scaling Laws Call For More Nuclear Power
Oct 2
•
Austin Lyons
11
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Data Center Energy, National Security, Nuclear Power
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September 2024
Qualcomm + Intel
The "Inference Everywhere" Angle
Sep 24
•
Austin Lyons
3
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Qualcomm + Intel
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Intel's AI PC Mirage
Hype, Hope, and Harsh Realities
Sep 19
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Austin Lyons
11
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Intel's AI PC Mirage
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IDM Death Spiral
Can Intel escape the IDM Death Spiral?
Sep 13
•
Austin Lyons
6
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IDM Death Spiral
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Intel Skips 20A
Should We Be Concerned?
Sep 11
•
Austin Lyons
5
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Intel Skips 20A
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ZML's Hardware-Agnostic Distributed Inference
Contemplating the trade-offs and implications
Sep 4
•
Austin Lyons
3
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ZML's Hardware-Agnostic Distributed Inference
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August 2024
Understanding Intel, Part 2
Foundry Significance, Intel's Future, Hardware's Bitter Lesson, Does x86 Matter, Are CPUs Dead, What About Gaudi, Client Brand Strength.
Aug 30
•
Austin Lyons
48
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Understanding Intel, Part 2
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Understanding Intel
Explaining Intel's Strategy, Recent Challenges, and Subsequent Strategy Shifts.
Aug 17
•
Austin Lyons
71
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Understanding Intel
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