Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 162 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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chipstrat.comLatest Issues
🎙️The Race to Build the Next Trillion-Dollar AI Chip Company
I recently joined David Goldman, a partner at Celesta Capital, on the TechSurge podcast to talk about the race to build the next trillion-dollar AI chip company.
We debated things like:
What if you could get 10x more tokens, at a fixe...
A Billion Agents Need Somewhere to Run
Grok Bot, Meta Muse, and what consumer adoption means for CPUs, accelerators, memory, and advanced packaging.
It finally seems like the average consumer can adopt agentic AI. Reasoning models were the first milestone, harnesses like Claude...
Oligopoly Equilibrium
Why most semiconductor markets settle at three players
Why do most semiconductor markets have ~3 main companies? … give or take, depending on the market. For example:
Open Models & American Diffusion; Nvidia & Poolside
Nvidia is paying $6 billion for Poolside, a model lab. From the WSJ’s Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI
Nvidia is planning to use a $6 billion deal it struck this week to build one of the wo...
NPO State of the Union
When NPO? Who NPO? Where NPO? Why NPO? Winners, losers, and more.
The scale-up optics trade used to focus on the question “when does CPO displace copper?” But the times they are a-changin’, and this earnings season the industry is clearly...
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Authors
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Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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