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GPUs / XPUs / CPUs
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Discussions
AI With No Decode (Jev), and What It Means for AI Infrastructure
Jev from TypeSafe answers in one pass instead of writing text token by token. Why LLMs are hard to use inside software, how Jev fixes it, and what a…
Sep 26
•
Austin Lyons
16
1
🎙️The Race to Build the Next Trillion-Dollar AI Chip Company
TechSurge: Deep Tech VC Podcast
Sep 17
•
Austin Lyons
14
2
A Billion Agents Need Somewhere to Run
Grok Bot, Meta Muse, and what consumer adoption means for CPUs, accelerators, memory, and advanced packaging.
Sep 11
•
Austin Lyons
22
3
Open Models & American Diffusion; Nvidia & Poolside
America needs agentic AI to diffuse. Diffusion needs competitive frontier open models.
Aug 28
•
Austin Lyons
22
6
Why Did AMD Buy Taalas?
Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy…
Aug 7
•
Austin Lyons
29
1
The Next Trillion-Dollar Chip Company
It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.
Jul 15
•
Austin Lyons
47
4
The ISA Doesn't Matter Where It Counts
x86's lock-in is real. It's just furthest from the GPU.
Jun 18
•
Austin Lyons
20
1
Are Agentic CPUs a Commodity? It’s Complicated.
Five sockets, different economics. A model for telling them apart, and where each competitor fits. AMD, Intel, Nvidia, Arm, Qualcomm.
Jun 10
•
Austin Lyons
34
4
An Interview with the Gimlet Labs Team About Heterogeneous Inference for AI Agents
Why most neoclouds can't follow Gimlet's silicon-vendor-neutral model, d-Matrix Corsair + NVIDIA B200 delivering 4× Pareto frontier shifts on GPT-OSS…
May 12
•
Austin Lyons
21
2
An Interview with MatX CEO Reiner Pope About LLM Chips
Hybrid SRAM + HBM, MoE interconnect, why frontier labs consider AI ASIC startups, and more
Apr 9
•
Austin Lyons
23
2
Agentic AI Needs CPUs. Whose CPUs?
Nvidia Vera, Arm AGI CPU, Meta, x86, more
Mar 28
•
Austin Lyons
46
4
The Multi-Silicon Era Is Here
Disagg is out of the bag. What it means for Nvidia, CPUs, XPUs, startups, and more.
Mar 23
•
Austin Lyons
20
2
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