Sitemap - 2024 - Chipstrat
Jensen The Great and His 50% Edge AI Price Cut
Arm's Edge AI Strategy: Is It Enough?
Meta & Contextual AI at the Edge
Gelsinger Retires; Intel's Future
Why America Must Invest in Intel Foundry
Tokens Per Second Per Watt: A Useful Metric for Edge AI
GenAI for Gaming, Netflix, CapEx
X86 Commoditization and Competition
Etched's Oasis: Creating a Market For Sohu
Android, AI, and Qualcomm Phones
Groq's Business Model, Part 3: Competing with Google, AWS, Microsoft
Groq’s Business Model, Part 1: Inference API
Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power
Chipstrat Chat with Groq's Mark Heaps
Data Center Energy, National Security, Nuclear Power
ZML's Hardware-Agnostic Distributed Inference
Semis Funding Heats Up, Groq, Block and China
AMD's Earnings: Playbook Strength and New Strategic Update
Jack Dorsey's Bitcoin Push: A Noble Effort, But Will It Matter?
Hardware as a Differentiator: Block's Unique Approach to Financial Services
Memory: From Caches to Commodity Cycles
Arm's Journey to Value-Based Pricing
Etched: Silicon Valley's Speedrun
Intel CPU follow-up, Nvidia Superchips, AMD MI300A
Is Intel's CPU Role Diminishing In The Age of AI?
The Rise of Groq: Slow, then Fast
🎧 Chipstrat + The Circuit - Episode 70 - NPUs
The Future of Edge Inference Hardware
FPGAs - Speed of Hardware, Flexibility of Software
Semiconductor 101 - The Fundamentals
Can AMD Bridge Nvidia’s Software Moat?
🎧 Chipstrat + The Circuit Podcast
Nvidia and Microsoft - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy