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CPU Server Growth, Enterprise AI Agent Adoption Challenges
A Case for CPU Server Growth, Enterprise AI Agent Usability, Business Model and Process Challenges
 • 
Austin Lyons
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…
 • 
Austin Lyons
Edge AI at CES 2025
Nvidia Digits, AGX Thor, Qualcomm On-Prem AI, tinybox, Exo Labs
 • 
Austin Lyons
What Happens If TSMC Controls It All?
Why Foundry Competition is Necessary
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Austin Lyons
The Power of Nvidia's Systems Thinking Approach
Systems Thinking, AI Engineers as the Primary Customer, Vertical Integration, Beating Competition
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Austin Lyons

December 2024

AMD's AI Woes & Trust Crisis
Concerns and Next Steps After the SemiAnalysis Report
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Austin Lyons
Jensen The Great and His 50% Edge AI Price Cut
Jetson Orin Nano Super Dev Kit and Nvidia's Liberal Interpretation of “New”
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Austin Lyons
Semiconductor Metrology
Measure What Matters!
 • 
Austin Lyons
Arm's Edge AI Strategy: Is It Enough?
Can Arm’s NPUs Handle GenAI at the Edge?
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Austin Lyons
Meta & Contextual AI at the Edge
Contextual AI, VLMs, custom silicon for edge AI
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Austin Lyons
Gelsinger Retires; Intel's Future
Creating a Products group is a win, but challenges still ahead for Holthaus.
 • 
Austin Lyons

November 2024

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