Chipstrat
Austin LyonsThe semiconductor industry is as important as ever, yet its future is increasingly uncertain. What is certain, though, is that right now is the best time to pay attention.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | chipstrat.com |
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Latest Issues
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FPGAs - Speed of Hardware, Flexibility of Software
GPUs are all the rage, but have you ever given a second thought to FPGAs? No? Well, I can't blame you. They're a bit of an acquired taste. But let’s explore them together and see if they have a role to play in this GenAI world.
Can AMD Bridge Nvidia’s Software Moat?
Transient Moats, Betting on Generative AI, AMD's Path Forward
🎧 Chipstrat + The Circuit Podcast
I’m excited to share my recent chat on The Circuit podcast with Jay Goldberg and Ben Bajarin discussing AI accelerators. There are some real gems in there - give it a listen or check out the transcript below.
Nvidia and Microsoft, Part 1 - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy
We’re in a mini-series examining which of Nvidia's biggest customers are most likely to migrate to competitive GPUs or AI ASICs. The first article explored Amazon’s dependence on Nvidia.
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Authors
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Chipstrat + MSEE + MBA + Product Manager
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