GPU Networking Basics Part 3: Scale-Out

InfiniBand, UEC, Spectrum-X, Surprising Misconceptions

Sep 9 • 

Austin Lyons

26

August 2025

Building the Chiplet Ecosystem

Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment

Aug 20 • 

Austin Lyons

18

Eliyan: The Ultimate Chiplet Interconnect

Backed by Every Major HBM and Foundry, Built by Networking Pioneers

Aug 15 • 

Austin Lyons

20

2

AWS Is Missing the AI Infra Moment

Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth

Aug 6 • 

Austin Lyons

22

July 2025

Why GenAI is Good for Google

Also: Google vs OpenAI, vs Meta, and risks

Jul 30 • 

Austin Lyons

27

Nvidia's Climb to $4T and the Peaks Ahead

Inference is scaling, autonomy and robotics are trillion-dollar markets, strength of annual cadence + limited supply, China's big future upside & risks

Jul 22 • 

Austin Lyons

21

Intel’s 18A: Misstep or First Step?

RibbonFET, PowerVia, Foundry Roadmap, Reuters Write-off, Comparing TSMC

Jul 10 • 

Austin Lyons

23

Thinking Bots + Nvidia’s Robotics Play

Visual Language Action (VLA) Models, Nvidia’s Robotics, Semiconductor Industry Implications, Competition (Google, AMD, Intel, QCOM, more)

Jul 2 • 

Austin Lyons

17

June 2025

AMD's Strategic Bets

FP6 Advantage, Rack Density, HBM, AI NIC, TCO, Openness, UALink, more. Customer Momentum.

Jun 24 • 

Austin Lyons

22

WWDC25: Apple’s Playing a Different Game

The strategy makes sense. The narrative is missing. Let’s examine Apple’s AI approach from first principles and assess whether WWDC delivered.

Jun 16 • 

Austin Lyons

14

Enterprise AI: Nvidia, Dell, and Implications for AMD

Nvidia's vision, Dell's validation, AMD questions.

Jun 4 • 

Austin Lyons

20

May 2025

Chiplets and the Future of System Design

How chiplets keep integration scaling alive. Benefits, trade-offs, and the need for open standards.

May 29 • 

Austin Lyons

71