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Submitted URL: http://www.chipstrat.com/
Effective URL: https://www.chipstrat.com/
Submission: On April 15 via api from US — Scanned from DE
Effective URL: https://www.chipstrat.com/
Submission: On April 15 via api from US — Scanned from DE
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CHIPSTRAT The semiconductor industry is as important as ever, yet its future is increasingly uncertain. What is certain, though, is that right now is the best time to pay attention. By Austin Lyons · Launched 4 months ago Subscribe No thanks By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice SubscribeSign in Home Fundamentals Nvidia AMD Archive About FPGAs - Speed of Hardware, Flexibility of Software FPGA basics, economics, trade-offs, AI & LLMs Apr 13 • Austin Lyons 2 Share this post FPGAS - SPEED OF HARDWARE, FLEXIBILITY OF SOFTWARE www.chipstrat.com Copy link Facebook Email Note Other Can AMD Bridge Nvidia’s Software Moat? Transient Moats, Betting on Generative AI, AMD's Path Forward Apr 1 • Austin Lyons 2 Share this post CAN AMD BRIDGE NVIDIA’S SOFTWARE MOAT? www.chipstrat.com Copy link Facebook Email Note Other 🎧 Chipstrat + The Circuit Podcast AI Chips: Adoption Challenges, Startup Opportunities, Groq, Hyperscaler Custom Silicon, AWS' Strategy, Legacy Architecture Baggage, and more Mar 21 • Austin Lyons Share this post 🎧 CHIPSTRAT + THE CIRCUIT PODCAST www.chipstrat.com Copy link Facebook Email Note Other Nvidia and Microsoft, Part 1 - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy Microsoft 365 Copilot and GitHub Copilot on Nvidia GPUs ain't cheap. CapEx and OpEx will continue to rise, compelling Microsoft to explore a switch from… Mar 5 • Austin Lyons Share this post NVIDIA AND MICROSOFT, PART 1 - THE IMPACT OF LLM-POWERED COPILOTS ON MICROSOFT'S HARDWARE STRATEGY www.chipstrat.com Copy link Facebook Email Note Other Amazon's Nvidia Entanglement AWS will continue buying Nvidia GPUs even as competition improves. AMD and AI ASICs like Groq can compete for a spot in AWS's portfolio. Feb 26 • Austin Lyons 2 Share this post AMAZON'S NVIDIA ENTANGLEMENT www.chipstrat.com Copy link Facebook Email Note Other Most Popular View all GPU Bloat Stifles AI Feb 2 • Austin Lyons 4 Share this post GPU BLOAT STIFLES AI www.chipstrat.com Copy link Facebook Email Note Other GPUs: General-Purpose Parallel Computing Jan 1 • Austin Lyons 4 Share this post GPUS: GENERAL-PURPOSE PARALLEL COMPUTING www.chipstrat.com Copy link Facebook Email Note Other ASICs: Custom Chips to Improve Performance Jan 11 • Austin Lyons 3 Share this post ASICS: CUSTOM CHIPS TO IMPROVE PERFORMANCE www.chipstrat.com Copy link Facebook Email Note Other Can AMD Bridge Nvidia’s Software Moat? Apr 1 • Austin Lyons 2 Share this post CAN AMD BRIDGE NVIDIA’S SOFTWARE MOAT? www.chipstrat.com Copy link Facebook Email Note Other Nvidia’s Risk Nvidia's overly concentrated revenue is at risk. Could a custom ASIC business help? Feb 17 • Austin Lyons 3 Share this post NVIDIA’S RISK www.chipstrat.com Copy link Facebook Email Note Other GPU Bloat Stifles AI Why Jarvis won’t run on GPUs, and how AI silicon startups like Etched can help Feb 2 • Austin Lyons 4 Share this post GPU BLOAT STIFLES AI www.chipstrat.com Copy link Facebook Email Note Other ASICs: Custom Chips to Improve Performance The benefits of ASICs. How custom silicon can make a company's "beer taste better". AI accelerators. The rationale behind Broadcom and Marvell's ASIC… Jan 11 • Austin Lyons 3 Share this post ASICS: CUSTOM CHIPS TO IMPROVE PERFORMANCE www.chipstrat.com Copy link Facebook Email Note Other GPUs: General-Purpose Parallel Computing A gentle introduction to GPUs. Discusses what GPUs are, why they are useful, how they compare to CPUs, and which GPU companies to watch. Jan 1 • Austin Lyons 4 Share this post GPUS: GENERAL-PURPOSE PARALLEL COMPUTING www.chipstrat.com Copy link Facebook Email Note Other CPUs: Hardware, Yet Infinitely Adaptable Through Software A Beginner's Guide to CPUs and the Top Companies Shaping the Future Dec 21, 2023 • Austin Lyons 3 Share this post CPUS: HARDWARE, YET INFINITELY ADAPTABLE THROUGH SOFTWARE www.chipstrat.com Copy link Facebook Email Note Other Welcome to Chipstrat Comprehensive yet accessible insights into the semiconductor industry Dec 20, 2023 • Austin Lyons 7 Share this post WELCOME TO CHIPSTRAT www.chipstrat.com Copy link Facebook Email Note Other Chipstrat The semiconductor industry is as important as ever, yet its future is increasingly uncertain. What is certain, though, is that right now is the best time to pay attention. Subscribe CHIPSTRAT Subscribe AboutArchiveRecommendationsSitemap © 2024 Austin Lyons Privacy ∙ Terms ∙ Collection notice Start WritingGet the app Substack is the home for great culture Share Copy link Facebook Email Note Other This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts