Sign in Get started

Publication // Intelligence

Chipstrat

Technology · English · by Austin Lyons

Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Audience

13K

subscribers

Momentum

—

recent change

Sponsors detected

0

in recent articles

Recent content

🎙️The Race to Build the Next Trillion-Dollar AI Chip Company

A Billion Agents Need Somewhere to Run

Oligopoly Equilibrium

Open Models & American Diffusion; Nvidia & Poolside

NPO State of the Union

Build Your Own DRAM Supply Model

AMD on Agentic CPUs, and Why There's No One Size Fits All

The Hardest Computing Problem Ever, According to Arm's Physical AI Chief

Why Did AMD Buy Taalas?

Topics

AI Infrastructure LLM inference Nvidia systems AMD Helios rack Semiconductor startups

Audience signals

Semiconductor industry analysts AI infrastructure engineers Cloud architects Venture capitalists Startup founders in AI hardware AI industry analysts Enterprise technology leaders AI researchers

Sponsors

No sponsors detected yet.

Recent guests

Partner at Celesta Capital discussing AI infrastructure trends.

Partner · Celesta Capital · 9d

Analyst asking about NPO adoption among GlobalFoundries' customers.

BNP Paribas · 36d

CEO of GlobalFoundries explaining NPO as an intermediate step to CPO.

CEO · GlobalFoundries · 36d

CEO of Macom positioning products for NPO and CPO architectures.

CEO · Macom · 36d