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AMD's AI Accelerator Business: Puts and Takes
Bears, bulls, and timing. It’s all about the long-term view.
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Austin Lyons
Reasoning Models and DeepSeek, Semis Implications
Reasoning Models, Compute Demand, Scaling Laws, Competition
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Austin Lyons
DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization
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Austin Lyons
Personal Update
There are decades where nothing happens, and weeks where decades happen.
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Austin Lyons

January 2025

Apple's AI Strategy
Apple Can Unleash Consumer AI. Will Apple Intelligence Deliver?
 • 
Austin Lyons
CPU Server Growth, Enterprise AI Agent Adoption Challenges
A Case for CPU Server Growth, Enterprise AI Agent Usability, Business Model and Process Challenges
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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…
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Austin Lyons
Edge AI at CES 2025
Nvidia Digits, AGX Thor, Qualcomm On-Prem AI, tinybox, Exo Labs
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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

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