Chipstrat

Chipstrat

Home
About Austin
Optics & Networking
GPUs, XPUs, CPUs
Autonomy / Physical AI
Paid Subscription
TV
Transcripts
Archive

GPUs, XPUs, CPUs

The Multi-Silicon Era Is Here

The Multi-Silicon Era Is Here

Austin Lyons
·
Mar 23
Read full story
Meta's MTIA Roadmap

Meta's MTIA Roadmap

Austin Lyons
·
Mar 12
Read full story
Agentic AI Needs CPUs. Whose CPUs?

Agentic AI Needs CPUs. Whose CPUs?

Austin Lyons
·
Mar 28
Read full story
Right-Sized AI Infrastructure. Marvell XPUs

Right-Sized AI Infrastructure. Marvell XPUs

Austin Lyons
·
October 7, 2025
Read full story
When Broadcom’s Customers Start Buying Chip Startups

When Broadcom’s Customers Start Buying Chip Startups

Austin Lyons
·
October 29, 2025
Read full story
SerDes Matters!

SerDes Matters!

Austin Lyons
·
October 22, 2025
Read full story
Nvidia Q3 Earnings

Nvidia Q3 Earnings

Austin Lyons
·
November 21, 2025
Read full story
Nvidia's Climb to $4T and the Peaks Ahead

Nvidia's Climb to $4T and the Peaks Ahead

Austin Lyons
·
July 22, 2025
Read full story
Jensen, We’re With You. But We’re Not There Yet.

Jensen, We’re With You. But We’re Not There Yet.

Austin Lyons
·
March 27, 2025
Read full story
AMD's Strategic Bets

AMD's Strategic Bets

Austin Lyons
·
June 24, 2025
Read full story
The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings

The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings

Austin Lyons
·
November 4, 2025
Read full story
Enterprise AI: Nvidia, Dell, and Implications for AMD

Enterprise AI: Nvidia, Dell, and Implications for AMD

Austin Lyons
·
June 4, 2025
Read full story
© 2026 Austin Lyons · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture