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Micron's Blowout and the Case for a Memory Supercycle
Micron's GM hit 84.9%, it booked $10B of take-or-pay through 2030, and supply shortage stretched further out. Peak? When does supply increase? SK Hynix…
Jun 26
•
Austin Lyons
17
1
The ISA Doesn't Matter Where It Counts
x86's lock-in is real. It's just furthest from the GPU.
Jun 18
•
Austin Lyons
18
1
Are Agentic CPUs a Commodity? It’s Complicated.
Five sockets, different economics. A model for telling them apart, and where each competitor fits. AMD, Intel, Nvidia, Arm, Qualcomm.
Jun 10
•
Austin Lyons
30
3
May 2026
Power Moves Into the Package. Empower, PowerLattice, and the IVR Socket
Why did ADI agree to pay $1.5B for Empower Semi? Because XPUs are about to draw 3,000+ amps at 0.7V. Transients and I²R both blow up. Move the regulator…
May 27
•
Austin Lyons
20
1
An Interview with Nvidia's Deepu Talla About Physical AI and Robotics
Industrial businesses orchestrating across embodied & digital agents, world models, hybrid edge-cloud & "phone a friend," Nvidia Mega, Newton physics…
May 25
•
Austin Lyons
21
44:47
Inside the 800G → 1.6T → 3.2T Race
Timing is everything. What the industry said about 800G, 1.6T, 3.2T in recent earnings calls
May 19
•
Austin Lyons
21
1
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
20
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
119
16
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
21
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
14
2
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