Archive - Chipstrat

Tokens Per Second Per Watt: A Useful Metric for Edge AI

A systems-level perspective on performance and energy efficiency

18 hrs ago •

High-Bandwidth Memory

What is HBM and why is it important for Generative AI?

Nov 13 •

GenAI for Gaming, Netflix, CapEx

Could generative video impact CapEx spend?

Nov 7 •

X86 Commoditization and Competition

Desperate times call for desperate measures

Nov 4 •

Etched's Oasis: Creating a Market For Sohu

Etched dropped a huge announcement on Halloween.

Nov 2 •

Android, AI, and Qualcomm Phones

Does Qualcomm's dependency on Android negatively impact Snapdragon-powered AI phones?

Nov 1 •

October 2024

AI Phones: Qualcomm Gets It

Nuvia, Oryon for Smartphones, Qualcomm's AI Phone Strategy

Oct 30 •

Monopsony and TSMC

Monopsony and Oligopsony, Bilateral Monopsony, Market Correlation, Bullwhip Effects, and more

Oct 26 •

Groq's Business Model, Part 3: Competing with Google, AWS, Microsoft

Advantages and Disadvantages of Competing Against The Big Dogs

Oct 25 •

Groq's Business Model Part 2

Managed Services, Colocation, Traditional Hardware Sales.

Oct 21 •

Groq’s Business Model, Part 1: Inference API

Simplifying The User Journey, Business Model Innovation, Customer Benefits

Oct 15 •

Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power

How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts

Oct 8 •

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