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GPUs / XPUs / CPUs
Latest
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Discussions
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
25
2
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
19
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
22
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, CPUs, Groq, tiered inference economics, SaaS is not dead
Mar 17
•
Austin Lyons
21
3
Meta's MTIA Roadmap
Inference-centric design. ROIC is clear. Implications for the industry.
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
An Interview with Microsoft's Saurabh Dighe About Maia 200
The why behind Maia 200. SRAM–HBM balance, scale-up without scale-out, 30% lower TCO claims, and more.
Jan 28
•
Austin Lyons
7
1
Right Systems for Agentic Workloads
Why post-GPT accelerators may be better positioned for the agentic inference era. Cerebras, Groq, Etched, MatX.
Jan 20
•
Austin Lyons
13
1
Right Tool for the Job
Adding a hyperspeed SKU to Nvidia's portfolio
Dec 29, 2025
•
Austin Lyons
14
1
2
Nvidia, AMD, Amkor, Arista @ UBS Tech Conference
XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.
Dec 9, 2025
•
Austin Lyons
8
2
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