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AMD on Agentic CPUs, and Why There's No One Size Fits All
Madhu Rangarajan, Corporate VP at AMD, on why there's no one-size-fits-all for agentic infrastructure, and why the workloads under the "agentic rack…
Aug 12
•
Austin Lyons
21
41:58
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Arm's Physical AI chief on why humanoid robots are the hardest computing problem yet, and why the physical economy still runs on a tenth of the digital…
Aug 10
•
Austin Lyons
27
1
42:56
🎙️ PicoJool’s Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects
GaAs VCSELs at 200G/lane, unconstrained supply vs. indium phosphide, the 8×200 / 16×100 / 32×50 flavors, WIN Semiconductors, the roadmap to 12.8T, and…
Jul 16
•
Austin Lyons
14
1
An Interview with Nvidia's Deepu Talla About Physical AI and Robotics
Industrial businesses orchestrating across embodied & digital agents, world models, hybrid edge-cloud & "phone a friend," Nvidia Mega, Newton physics…
May 25
•
Austin Lyons
22
44:47
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 Meta VP Matt Steiner About Ads Infrastructure
MTIA, co-designed NVIDIA SKUs, LLM-written kernels, a 1T-parameter recommender at sub-second, and more
Apr 20
•
Austin Lyons
14
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
An Interview with Rivian’s Mukund Chavan About RAP1
Rivian designed its own autonomy SoC. Why?
Mar 5
•
Austin Lyons
8
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
An Interview With Mohamed Awad About Chiplets
Arm's Chiplet Ecosystem Announcement
Oct 15, 2025
•
Austin Lyons
8
1
Chipstrat Chat with Jared O’Leary, CEO of SirenOpt
PhD to Entrepreneur, Non-Destructive Metrology, Entering Established Industries, Berkeley Skydeck, Advice for PhD Students, Physics-Informed Machine…
Jan 14, 2025
•
Austin Lyons
5
2
Chipstrat Chat with Groq's Mark Heaps
API business and "ramp to hardware" model, differentiation, next-gen chip, and more
Oct 4, 2024
•
Austin Lyons
6
1
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