Archive - Chipstrat

March 2025

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 •

GPU Networking Basics, Part 1

Communication during Training, Scale Out, Scale Up, Network Architectures, Switches, etc.

Mar 19 •

Dispelling DeepSeek Myths, Studying V3

Training Cost and PTX misunderstandings. Mixed precision FP8 training, communication optimization wizardry, and more

Mar 11 •

Nvidia 4Q25 Earnings

Inference-First Deployments, Refresh Cycles, Ethernet, GPUs vs ASICs, and more

Mar 4 •

February 2025

DeepSeek Mixture of Experts & V2

Rewinding: DeepSeek’s 2024 research and its impact on the semiconductor industry.

Feb 24 •

AMD's AI Accelerator Business: Puts and Takes

Bears, bulls, and timing. It’s all about the long-term view.

Feb 17 •

Reasoning Models and DeepSeek, Semis Implications

Reasoning Models, Compute Demand, Scaling Laws, Competition

Feb 10 •

DeepSeek Pulls Forward Copilot+ PC adoption

What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization

Feb 3 •

Personal Update

There are decades where nothing happens, and weeks where decades happen.

Feb 3 •

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