No posts match.
2026
- AMD on Agentic CPUs, and Why There's No One Size Fits All
Madhu Rangarajan, Corporate VP at AMD, on why there's no one-size-fits-all for agentic infrastructure, and why the workloads under the "agentic rack" label are too varied for one SKU.
- Why Did AMD Buy Taalas?
Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy than it sounds.
- 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.
- The MI450 Waiting Game
AMD delivered its best quarter ever. Yet the market wants to know why to own it right now.
- When Frontier AI Goes From Cloud to Desk in Five Years
Implications of running yesterday's frontier models on today's local supercomputers. Rhymes with Minicomputers in Mainframe Era. Nvidia, AMD, Intel, Dell, TSMC, Micron.
2025
- Nvidia, AMD, Amkor, Arista @ UBS Tech Conference
XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.
- AMD & Apple Earnings
What to make of AMD until MI450 is here? And a vintage Apple quarter, but what about AI?
- Thinking Bots + Nvidia’s Robotics Play
Vision Language Action (VLA) Models, Nvidia’s Robotics, Semiconductor Industry Implications, Competition (Google, AMD, Intel, QCOM, more)
- AMD's Strategic Bets
FP6 Advantage, Rack Density, HBM, AI NIC, TCO, Openness, UALink, more. Customer Momentum.
- Enterprise AI: Nvidia, Dell, and Implications for AMD
Nvidia vision, Dell validation, AMD questions.
- Nvidia 4Q25 Earnings
Inference-First Deployments, Refresh Cycles, Ethernet, GPUs vs ASICs, and more
- AMD's AI Accelerator Business: Puts and Takes
Bears, bulls, and timing. It’s all about the long-term view.
2024
- AMD's AI Woes & Trust Crisis
Concerns and Next Steps After the SemiAnalysis Report
- X86 Commoditization and Competition
Desperate times call for desperate measures
- ZML's Hardware-Agnostic Distributed Inference
Contemplating the trade-offs and implications
- Understanding Intel
Explaining Intel's Strategy, Recent Challenges, and Subsequent Strategy Shifts.
- AMD's Earnings: Playbook Strength and New Strategic Update
Strategy update, Microsoft wins, Llama 3.1 assist, Demand concerns, Training worries, Client flex, Semi-custom drag
- Intel CPU follow-up, Nvidia Superchips, AMD MI300A
Intel Inside (AI data centers), Grace Hopper & Grace Blackwell, MI300A
- Is Intel's CPU Role Diminishing In The Age of AI?
Is Intel's Datacenter AI Tailwind Slowing? What Pat G Says.
- Lisa Su - Steady As She Goes
Lisa Su's Recent Stratechery Interview And Computex Keynote
- Qualcomm’s Opportunity
Consumer Device AI, Hands-Free UX, Meta Ray-Bans, Apple, Arm, QCT and QTL, Developer Economics, AMD
- Rethinking AMD
Modular vs integrated, "right tool for the job" value prop, rethinking the org chart
- The Future of Edge Inference Hardware
NPUs, GPUs, ASICs at the edge. LLMs, iOT. Apple, Qualcomm, AMD, Intel, Google, Hailo, and others.
- Can AMD Bridge Nvidia’s Software Moat?
Transient Moats, Betting on Generative AI, AMD's Path Forward
- 🎧 Chipstrat + The Circuit Podcast
AI Chips: Adoption Challenges, Startup Opportunities, Groq, Hyperscaler Custom Silicon, AWS' Strategy, Legacy Architecture Baggage, and more
- Amazon's Nvidia Entanglement
AWS will continue buying Nvidia GPUs even as competition improves. AMD and AI ASICs like Groq can compete for a spot in AWS's portfolio.
- Nvidia’s Risk
Nvidia's overly concentrated revenue is at risk. Could a custom ASIC business help?
- GPUs: General-Purpose Parallel Computing
A Gentle Introduction to GPUs and Insights into Leading GPU Companies
2023
- CPUs: Hardware, Yet Infinitely Adaptable Through Software
A Beginner's Guide to CPUs and the Top Companies Shaping the Future
