Archive - Chipstrat

Eliyan: The Ultimate Chiplet Interconnect

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

Aug 15 •

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 •

July 2025

Why GenAI is Good for Google

Also: Google vs OpenAI, vs Meta, and risks

Jul 30 •

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 •

Intel’s 18A: Misstep or First Step?

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

Jul 10 •

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 •

June 2025

May 2025

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