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Qualcomm Automotive Primer
Qualcomm’s Next S-Curve?
May 16
•
Austin Lyons
11
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Qualcomm Automotive Primer
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The Long Arc of Semiconductor Scaling
The journey from vacuum tubes to transistors, from small ICs to billion-transistor SoCs. Setting the stage for chiplets.
May 10
•
Austin Lyons
40
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The Long Arc of Semiconductor Scaling
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Intel Foundry’s Cultural Reboot
Rebooting from the outside in. Naga & Kevin showcase cultural progress at Direct Connect 2025.
May 2
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Austin Lyons
18
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Intel Foundry’s Cultural Reboot
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April 2025
Robots That See, Part 2: Vision Transformers
Transformer neural nets are quickly making robotics way more useful.
Apr 23
•
Austin Lyons
7
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Robots That See, Part 2: Vision Transformers
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Robots That See, Part 1: The Evolution of Computer Vision
Computer Vision, ConvNets, MNIST, ImageNet, AlexNet, Yann LeCunn, Fei-Fei Li
Apr 18
•
Austin Lyons
26
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Robots That See, Part 1: The Evolution of Computer Vision
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GPU Networking Basics, Part 2
Front-End & Back-End, North-South & East-West Traffic, DeepSeek Example
Apr 10
•
Austin Lyons
32
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GPU Networking Basics, Part 2
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March 2025
Jensen, We’re With You. But We’re Not There Yet.
Something stood out while watching the Nvidia GTC Financial Analyst Q&A event.
Mar 27
•
Austin Lyons
23
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Jensen, We’re With You. But We’re Not There Yet.
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GPU Networking Basics, Part 1
Communication during Training, Scale Out, Scale Up, Network Architectures, Switches, etc.
Mar 19
•
Austin Lyons
86
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GPU Networking Basics, Part 1
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Dispelling DeepSeek Myths, Studying V3
Training Cost and PTX misunderstandings. Mixed precision FP8 training, communication optimization wizardry, and more
Mar 11
•
Austin Lyons
12
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Dispelling DeepSeek Myths, Studying V3
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Nvidia 4Q25 Earnings
Inference-First Deployments, Refresh Cycles, Ethernet, GPUs vs ASICs, and more
Mar 4
•
Austin Lyons
10
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Nvidia 4Q25 Earnings
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February 2025
DeepSeek Mixture of Experts & V2
Rewinding: DeepSeek’s 2024 research and its impact on the semiconductor industry.
Feb 24
•
Austin Lyons
5
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DeepSeek Mixture of Experts & V2
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AMD's AI Accelerator Business: Puts and Takes
Bears, bulls, and timing. It’s all about the long-term view.
Feb 17
•
Austin Lyons
16
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AMD's AI Accelerator Business: Puts and Takes
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