2026
- The Next Trillion-Dollar Chip Company
It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.
2024
- 🎧 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.
2023
- CPUs: Hardware, Yet Infinitely Adaptable Through Software
A Beginner's Guide to CPUs and the Top Companies Shaping the Future
