Subscribe
Sign in
Home
About Austin
Paid Subscription
Fundamentals
Nvidia
Startups
AI
Intel
AMD
Qualcomm
Arm
Archive
Latest
Top
Discussions
Jensen, We’re With You. But We’re Not There Yet.
Something stood out while watching the Nvidia GTC Financial Analyst Q&A event.
Mar 27
•
Austin Lyons
22
Share this post
Chipstrat
Jensen, We’re With You. But We’re Not There Yet.
Copy link
Facebook
Email
Notes
More
GPU Networking Basics, Part 1
Communication during Training, Scale Out, Scale Up, Network Architectures, Switches, etc.
Mar 19
•
Austin Lyons
63
Share this post
Chipstrat
GPU Networking Basics, Part 1
Copy link
Facebook
Email
Notes
More
Dispelling DeepSeek Myths, Studying V3
Training Cost and PTX misunderstandings. Mixed precision FP8 training, communication optimization wizardry, and more
Mar 11
•
Austin Lyons
12
Share this post
Chipstrat
Dispelling DeepSeek Myths, Studying V3
Copy link
Facebook
Email
Notes
More
Nvidia 4Q25 Earnings
Inference-First Deployments, Refresh Cycles, Ethernet, GPUs vs ASICs, and more
Mar 4
•
Austin Lyons
9
Share this post
Chipstrat
Nvidia 4Q25 Earnings
Copy link
Facebook
Email
Notes
More
1
February 2025
DeepSeek Mixture of Experts & V2
Rewinding: DeepSeek’s 2024 research and its impact on the semiconductor industry.
Feb 24
•
Austin Lyons
5
Share this post
Chipstrat
DeepSeek Mixture of Experts & V2
Copy link
Facebook
Email
Notes
More
AMD's AI Accelerator Business: Puts and Takes
Bears, bulls, and timing. It’s all about the long-term view.
Feb 17
•
Austin Lyons
16
Share this post
Chipstrat
AMD's AI Accelerator Business: Puts and Takes
Copy link
Facebook
Email
Notes
More
Reasoning Models and DeepSeek, Semis Implications
Reasoning Models, Compute Demand, Scaling Laws, Competition
Feb 10
•
Austin Lyons
10
Share this post
Chipstrat
Reasoning Models and DeepSeek, Semis Implications
Copy link
Facebook
Email
Notes
More
DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization
Feb 3
•
Austin Lyons
7
Share this post
Chipstrat
DeepSeek Pulls Forward Copilot+ PC adoption
Copy link
Facebook
Email
Notes
More
Personal Update
There are decades where nothing happens, and weeks where decades happen.
Feb 3
•
Austin Lyons
24
Share this post
Chipstrat
Personal Update
Copy link
Facebook
Email
Notes
More
January 2025
Apple's AI Strategy
Apple Can Unleash Consumer AI. Will Apple Intelligence Deliver?
Jan 26
•
Austin Lyons
13
Share this post
Chipstrat
Apple's AI Strategy
Copy link
Facebook
Email
Notes
More
CPU Server Growth, Enterprise AI Agent Adoption Challenges
A Case for CPU Server Growth, Enterprise AI Agent Usability, Business Model and Process Challenges
Jan 18
•
Austin Lyons
10
Share this post
Chipstrat
CPU Server Growth, Enterprise AI Agent Adoption Challenges
Copy link
Facebook
Email
Notes
More
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
•
Austin Lyons
5
Share this post
Chipstrat
Chipstrat Chat with Jared O’Leary, CEO of SirenOpt
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts