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Thinking Bots + Nvidia’s Robotics Play
Visual Language Action (VLA) Models, Nvidia’s Robotics, Semiconductor Industry Implications, Competition (Google, AMD, Intel, QCOM, more)
 • 
Austin Lyons
AMD's Strategic Bets
FP6 Advantage, Rack Density, HBM, AI NIC, TCO, Openness, UALink, more. Customer Momentum.
 • 
Austin Lyons
WWDC25: Apple’s Playing a Different Game
The strategy makes sense. The narrative is missing. Let’s examine Apple’s AI approach from first principles and assess whether WWDC delivered.
 • 
Austin Lyons
Enterprise AI: Nvidia, Dell, and Implications for AMD
Nvidia's vision, Dell's validation, AMD questions.
 • 
Austin Lyons
Chiplets and the Future of System Design
How chiplets keep integration scaling alive. Benefits, trade-offs, and the need for open standards.
 • 
Austin Lyons
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Understanding Intel
 • Austin Lyons
GPU Networking Basics, Part 2
 • Austin Lyons
GPU Networking Basics, Part 1
 • Austin Lyons
Jensen, We’re With You. But We’re Not There Yet.
 • Austin Lyons
Anticipatory Intelligence and the Return of Windows
How Local Inference Could Revive Windows
 • 
Austin Lyons
Qualcomm Automotive Primer
Qualcomm’s Next S-Curve?
 • 
Austin Lyons
The Long Arc of Semiconductor Scaling
The journey from vacuum tubes to transistors, from small ICs to billion-transistor SoCs. Setting the stage for chiplets.
 • 
Austin Lyons
Intel Foundry’s Cultural Reboot
Rebooting from the outside in. Naga & Kevin showcase cultural progress at Direct Connect 2025.
 • 
Austin Lyons
Robots That See, Part 2: Vision Transformers
Transformer neural nets are quickly making robotics way more useful.
 • 
Austin Lyons
Robots That See, Part 1: The Evolution of Computer Vision
Computer Vision, ConvNets, MNIST, ImageNet, AlexNet, Yann LeCunn, Fei-Fei Li
 • 
Austin Lyons
GPU Networking Basics, Part 2
Front-End & Back-End, North-South & East-West Traffic, DeepSeek Example
 • 
Austin Lyons
Chipstrat
Chipstrat
Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy.
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