Research / Topics
Interviews
Conversations with the engineers and executives building this hardware.
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2026
- 🎙️The Race to Build the Next Trillion-Dollar AI Chip Company
TechSurge: Deep Tech VC Podcast
- 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" label are too varied for one SKU.
- 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 side's compute.
- 🎙️ 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 more
- 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 engine, Jetson Thor & Orin, the 10-second mark
- 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 120B, and more
- 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
- An Interview with MatX CEO Reiner Pope About LLM Chips
Hybrid SRAM + HBM, MoE interconnect, why frontier labs consider AI ASIC startups, and more
- An Interview with Rivian’s Mukund Chavan About RAP1
Rivian designed its own autonomy SoC. Why?
- 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.
2025
- An Interview With Mohamed Awad About Chiplets
Arm's Chiplet Ecosystem Announcement
- 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 Learning
2024
- Chipstrat Chat with Groq's Mark Heaps
API business and "ramp to hardware" model, differentiation, next-gen chip, and more
