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Autonomy / Physical AI
GPUs / XPUs
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Credo’s Reliability Thesis
Can Credo Reach Beyond AECs?
Jan 15
•
Austin Lyons
9
Intel's Product Marketing at CES: B-
Better grasp of reality, but yet again the AI pitch missed. PTL 18A looks great though!
Jan 13
•
Austin Lyons
5
1
When Frontier AI Goes From Cloud to Desk in Five Years
Implications of running yesterday's frontier models on today's local supercomputers. Rhymes with Minicomputers in Mainframe Era. Nvidia, AMD, Intel…
Jan 8
•
Austin Lyons
7
Lithography Economics
The Problem With Lithography. ASML, xLight, Substrate.
Jan 3
•
Austin Lyons
24
2
3
Right Tool for the Job
Adding a hyperspeed SKU to Nvidia's portfolio
Dec 29, 2025
•
Austin Lyons
14
1
2
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GPU Networking Basics, Part 1
Mar 19, 2025
•
Austin Lyons
197
21
GPU Networking Basics, Part 2
Apr 10, 2025
•
Austin Lyons
57
8
Credo AECs
Sep 22, 2025
•
Austin Lyons
55
10
GPU Networking Basics Part 3: Scale-Out
Sep 9, 2025
•
Austin Lyons
43
11
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Discussions
Optics Primer, Part 1: Traditional Pluggable Optics
Optical interconnects, pluggable transceivers, optical and electrical engines, DSP overhead, power and latency trade-offs
Dec 23, 2025
•
Austin Lyons
70
9
GPU Networking, Part 4: Year End Wrap
NVIDIA, Broadcom, Marvell, AMD, Arista Networks, Cisco, Astera Labs, Credo. NVLink v UALink v ESUN. AEC competition. Optical v Electrical. And More!
Dec 20, 2025
•
Austin Lyons
36
1
7
Nvidia, AMD, Amkor, Arista @ UBS Tech Conference
XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.
Dec 9, 2025
•
Austin Lyons
8
2
Rivian's Silicon & Physical AI
Silicon everywhere, autonomy, GPUs, product experience, Rivian’s multibillion-dollar CapEx bet, and more
Dec 3, 2025
•
Austin Lyons
29
5
Nvidia Q3 Earnings
Great print, Trailing indicator of AI bubble, Value capture, AI lab profitability concerns, Networking business, Meta, China & Taiwan, Google, and more
Nov 21, 2025
•
Austin Lyons
33
Intel is "All In On 14A"
Takes from Intel at RBC's TIMT conference
Nov 19, 2025
•
Austin Lyons
11
Understanding SkyWater
Deep Dive on $SKYT
Nov 15, 2025
•
Austin Lyons
36
5
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Chipstrat
Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
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