Subscribe
Sign in
Home
About Austin
Paid Subscription
Interviews
TV
Disclosure
Optics & Networking
GPUs, XPUs, CPUs
Foundry
Memory
Autonomy / Physical AI
Chiplets & Packaging
Edge AI & Devices
Big Tech & Cloud
Fundamentals
Transcripts
Archive
GPUs / XPUs / CPUs
Latest
Top
Discussions
Open Models & American Diffusion; Nvidia & Poolside
America needs agentic AI to diffuse. Diffusion needs competitive frontier open models.
Aug 28
•
Austin Lyons
22
6
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…
Aug 7
•
Austin Lyons
28
1
The Next Trillion-Dollar Chip Company
It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.
Jul 15
•
Austin Lyons
47
4
The ISA Doesn't Matter Where It Counts
x86's lock-in is real. It's just furthest from the GPU.
Jun 18
•
Austin Lyons
20
1
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.
Jun 10
•
Austin Lyons
34
4
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…
May 12
•
Austin Lyons
21
2
An Interview with MatX CEO Reiner Pope About LLM Chips
Hybrid SRAM + HBM, MoE interconnect, why frontier labs consider AI ASIC startups, and more
Apr 9
•
Austin Lyons
23
2
Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
Mar 28
•
Austin Lyons
46
4
The Multi-Silicon Era Is Here
Disagg is out of the bag. What it means for Nvidia, CPUs, XPUs, startups, and more.
Mar 23
•
Austin Lyons
20
2
GTC 2026 Keynote Debrief
Scale-up copper & optical, Groq, CPUs, tiered inference economics, SaaS is not dead
Mar 17
•
Austin Lyons
21
3
Meta's MTIA Roadmap
Inference-centric design tradeoffs are smart. ROIC is clear. Implications across the supply chain.
Mar 12
•
Austin Lyons
13
1
The MI450 Waiting Game
AMD delivered its best quarter ever. Yet the market wants to know why to own it right now.
Feb 6
•
Austin Lyons
9
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
