Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 159 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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chipstrat.comLatest Issues
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...
Build Your Own DRAM Supply Model
Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
I’ve been thinking about the pros and cons of long-term agreements in the memory market, for both customers an...
AMD on Agentic CPUs, and Why There's No One Size Fits All
Madhu Rangarajan spent 26 years in servers, at Dell, then Intel, then Ampere. Now he is Corporate VP at AMD for Compute and Enterprise AI Products, which covers the EPYC CPUs and every GPU that isn’t rack-scale. I sat down with him for the...
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Drew Henry ran GeForce at Nvidia for 11 years. He launched Arm’s Neoverse infrastructure business. Now he leads Arm’s Physical AI unit. I sat down with him for the latest Bit by Bit conversation.
His main argument: robots, humanoids, and a...
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Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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