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An Interview with the Gimlet Labs Team About Heterogeneous Inference for AI Agents
Why most neoclouds can't follow Gimlet's silicon-vendor-neutral model, d-Matrix Corsair + NVIDIA B200 delivering 4× Pareto frontier shifts on GPT-OSS…
May 12
•
Austin Lyons
17
2
Advanced Packaging: Intel's EMIB vs TSMC's CoWoS
Is Intel's EMIB better than TSMC's CoWoS for AI accelerators? A primer on both, an honest look at the trade-offs, and where it goes from here.
May 12
•
Austin Lyons
61
10
VCSELs + 200G Wall In AI Datacenters?
Decades of short-reach dominance, the supply chain holding it up today, and the problems at the 200G transition
May 6
•
Austin Lyons
16
1
April 2026
Rethinking Amazon + Not All SaaS Is Dead
AWS Shows a Survival Path for Enterprise Software
Apr 30
•
Austin Lyons
15
TSMC's Margins in Uncharted Territory
66.2% in the weakest quarter of the year. The biggest sequential jump on record. And 10 points above the long-term target they just raised.
Apr 23
•
Austin Lyons
5
1
An Interview with Meta VP Matt Steiner About Ads Infrastructure
MTIA, co-designed NVIDIA SKUs, LLM-written kernels, a 1T-parameter recommender at sub-second, and more
Apr 20
•
Austin Lyons
13
2
Substrate
X-ray lithography worked. The industry chose a different path. Substrate wants to go back. Here's why.
Apr 15
•
Austin Lyons
24
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
20
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
18
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
March 2026
Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
Mar 28
•
Austin Lyons
46
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
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