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2026
- Open Models & American Diffusion; Nvidia & Poolside
America needs agentic AI to diffuse. Diffusion needs competitive frontier open models.
- 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.
- 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 engine, Jetson Thor & Orin, the 10-second mark
- 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 120B, and more
- 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
- The Agentic Computer: New S-Curve or Another iPad?
The next device category is here. But will the economics work?
- Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
- The Multi-Silicon Era Is Here
Disagg is out of the bag. What it means for Nvidia, CPUs, XPUs, startups, and more.
- The Nvidia Business Hiding in Plain Sight
And it's bigger than Wall Street thinks
- 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
- Right Tool for the Job
Adding a hyperspeed SKU to Nvidia's portfolio
- Nvidia, AMD, Amkor, Arista @ UBS Tech Conference
XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.
- Nvidia Q3 Earnings
Great print, Trailing indicator of AI bubble, Value capture, AI lab profitability concerns, Networking business, Meta, China & Taiwan, Google, and more
- 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
- Thinking Bots + Nvidia’s Robotics Play
Vision Language Action (VLA) Models, Nvidia’s Robotics, Semiconductor Industry Implications, Competition (Google, AMD, Intel, QCOM, more)
- Enterprise AI: Nvidia, Dell, and Implications for AMD
Nvidia vision, Dell validation, AMD questions.
- GPU Networking Basics, Part 2
Front-End & Back-End, North-South & East-West Traffic, DeepSeek Example
- Dispelling DeepSeek Myths, Studying V3
Training Cost and PTX misunderstandings. Mixed precision FP8 training, communication optimization wizardry, and more
- 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.
- Edge AI at CES 2025
Nvidia Digits, AGX Thor, Qualcomm On-Prem AI, tinybox, Exo Labs
- The Power of Nvidia's Systems Thinking Approach
Systems Thinking, AI Engineers as the Primary Customer, Vertical Integration, Beating Competition
2024
- Jensen The Great and His 50% Edge AI Price Cut
Jetson Orin Nano Super Dev Kit and Nvidia's Liberal Interpretation of “New”
- ZML's Hardware-Agnostic Distributed Inference
Contemplating the trade-offs and implications
- 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.
- 🎧 Chipstrat + The Circuit - Episode 70 - NPUs
Why NPUs exist, consumer impact, the trouble with TOPS, predicting the future, and more
- Rethinking AMD
Modular vs integrated, "right tool for the job" value prop, rethinking the org chart
- 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
- Nvidia and Microsoft - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy
Running Microsoft 365 Copilot and GitHub Copilot on Nvidia GPUs ain't cheap. CapEx and OpEx will continue to rise, compelling Microsoft to explore a switch from GPUs to AI ASICs.
- 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?
