Archive - Chipstrat

Right Tool for the Job

Adding a hyperspeed SKU to Nvidia's portfolio

Dec 29, 2025 • Austin Lyons

Optics Primer, Part 1: Traditional Pluggable Optics

Optical interconnects, pluggable transceivers, optical and electrical engines, DSP overhead, power and latency trade-offs

Dec 23, 2025 • Austin Lyons

GPU Networking, Part 4: Year End Wrap

NVIDIA, Broadcom, Marvell, AMD, Arista Networks, Cisco, Astera Labs, Credo. NVLink v UALink v ESUN. AEC competition. Optical v Electrical. And More!

Dec 20, 2025 • Austin Lyons

Nvidia, AMD, Amkor, Arista @ UBS Tech Conference

XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.

Dec 9, 2025 • Austin Lyons

Rivian's Silicon & Physical AI

Silicon everywhere, autonomy, GPUs, product experience, Rivian’s multibillion-dollar CapEx bet, and more

Dec 3, 2025 • Austin Lyons

November 2025

Nvidia Q3 Earnings

Great print, Trailing indicator of AI bubble, Value capture, AI lab profitability concerns, Networking business, Meta, China & Taiwan, Google, and more

Nov 21, 2025 • Austin Lyons

Intel is "All In On 14A"

Takes from Intel at RBC's TIMT conference

Nov 19, 2025 • Austin Lyons

Understanding SkyWater

Deep Dive on $SKYT

Nov 15, 2025 • Austin Lyons

AMD & Apple Earnings

What to make of AMD until MI450 is here? And a vintage Apple quarter, but what about AI?

Nov 6, 2025 • Austin Lyons

The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings

Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and…

Nov 4, 2025 • Austin Lyons

October 2025

When Broadcom’s Customers Start Buying Chip Startups

How will these acquisitions impact Broadcom?

Oct 29, 2025 • Austin Lyons

Intel Q3 2025 Earnings: Doing Fine

18A Progress, 14A Gambit Worked, Supply and Demand Problems

Oct 24, 2025 • Austin Lyons

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