Podcast Index
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Semi Doped
Vikram Sekar and Austin Lyons
MYSU - Thy Thanh Pham (Official)
MYSU Thy Thanh Pham
Gysi gegen Guttenberg – Der Deutschland Podcast
Open Minds Media, Karl-Theodor zu Guttenberg & Gregor Gysi
Unveiled by Grace Podcast
Ronald Major
My Lunch Break
MY LUNCH BREAK
90MinSvenskan
K26 Media
Shadow Carriers
Zack Meyer, Orion Couling
Podcast Archives - Discover Lafayette
Jan Swift
GoodMorning Milano
Spazio Umano APS
Kitsune da Semana
Leonardo Kitsune
Locked On Magic - Daily Podcast On The Orlando Magic
Locked On Podcast Network, Philip Rossman-Reich
Tara Brach
Tara Brach
Magic: The Gathering Drive to Work Podcast
Mark Rosewater
Todd N Tyler Radio Empire
Todd n Tyler
Locked On Nebraska - Daily Podcast on the Nebraska Cornhuskers
Locked On Podcast Network, Mitch Sherman, Connor Happer
Vatican & World News
Radio Vaticana - Vatican News
What's Wright? with Nick Wright
iHeartPodcasts and The Volume
kicker WM-Daily - Dein täglicher WM-Wecker
kicker
Imagination Station
Imagination Station
Discovering Truth with Dan Duval
Discovering Truth w Dan Duval
The Erotic Realm
Emma | Psychology of Desire
Reading Smut
Brea Grant, Mallory O’Meara
Positivity Successor
James K
Jefferson City News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Omelie e Catechesi
Don Pierpaolo Maria Cilla
Locked On Bruins - Daily Podcast On The Boston Bruins
Locked On Podcast Network, Ian McLaren
Larry Reidy’s America
larryreidy
Fortune Kit
Fortune Kit
Hondelatte Raconte
Europe 1
Young Radio Magazine
Young Radio
During the Break with Clint Powell
Clint Powell
Best Drum and Bass Podcast – Hosted by Bad Syntax & Stonx | Neurofunk + DNB Weekly
Best Drum and Bass
Asian Glow Podcast with Clarence Angelo
Clarence Angelo
Giggly Squad
Hannah Berner & Paige DeSorbo
Forbidden Knowledge News
Forbidden Knowledge Network
The Manila Times Podcasts
The Manila Times
Are You Freakin’ Kidding Me?!
Joseph Viggiano
All
Vikram Sekar and Austin Lyons
Austin and Vik break down the current memory crisis, where AI demand is driving unprecedented profits for memory makers like Micron, while simultaneously causing inflation and price hikes for consumer electronics. They d...
Qualcomm flew Austin to New York for its investor day, where the communications company laid out a plan to make data center, automotive, and IoT two-thirds of its business by FY29. Austin was in the room and asked Cristi...
New episode: Advanced packaging for AI chips, from wire bonds to TSMC CoWOS and Intel EMIB.Packaging is no longer an afterthought. It is the chip, and Intel's EMIB challenges TSMC's CoWOS.Three CoWOS flavors: silicon, or...
Austin and Vik discuss their recent experience at Computex, where they met for the first time in person after six months of podcasting together. They share insights about the massive show, the people they connected with,...
Huawei dropped a paper claiming 1.4nm-class performance without EUV, and the internet immediately declared ASML dead and US export controls useless. Austin and Vik recorded one day after Memorial Day to unpack what Huawe...
Spend one hour here and you've caught up on the entire arc of semiconductor lithography. Austin and Vik run a masterclass on the technology that decides who gets to make leading-edge chips, and why so few companies can a...
Cerebras IPO is the only thing to talk about this week. 🔥IPO prices at $185/share. Pops nearly 70% right after. The first wafer-scale chip company to make it public — after a 40-year curse killed every prior attempt.A wa...
Gimlet Labs runs an inference cloud built on heterogeneous silicon. Their software traces a PyTorch workload, segments it into its component parts, and schedules each piece onto the best-suited hardware — connecting chip...
What's common to optics and power that ruins everything in the era of AI?Resistance.The same physics that drove interconnects to optics is now driving low-voltage power delivery up to 800V. Austin Lyons (Chipstrat) and V...
The hyperscaler memory tax quarter.More CapEx? Pssh. We knew flops needed scaling.But $25B at Microsoft alone just to pay higher component prices? A memory tax. That's the news.NAND? Sold out. HBM? Sold out.What we cover...
Google's Cloud Next 2026 keynote? Fire. 🔥The TPU is now two chips instead of one — 8t for training, 8i for inference — but more interestingly, it's two scale-up networking topologies too.Austin Lyons (Chipstrat) and Vik ...
Matt Steiner, VP of Monetization Infrastructure, Ranking & AI Foundations at Meta, walks through how Meta's ad system actually works, and why the infrastructure behind it differs from what you'd build for LLMs.We cover A...
Austin and Vik discuss Credo's acquisition of Dust Photonics, XPO as the new standard for scale-out (maybe instead of CPO?) and some thoughts about Nuvacore entering the CPU scene for agentic AI.Gavin Baker's tweet: http...
In this episode, Austin and Vik discuss if Intel is finally back with CPU partnerships with Google, and heterogeneous inference with SambaNova, while market cap soars above $300B. Vik tries to get his OpenClaw instance t...
Reiner Pope is the co-founder and CEO of MatX, the startup building chips designed from first principles for LLMs. Before MatX, Reiner was on the Google Brain team training LLMs, and his co-founder Mike Gunter was on the...
Intel Foundry just partnered with Elon Musk’s Terafab. What is Terafab anyway, why vertically integrated fabs make sense but the economics don’t (yet!), and what Intel is doing here (hint: no idea).Then: OpenAI acquires ...
In this episode, Austin and Vik analyze NVIDIA's $2 billion investment in Marvell NVLink Fusion, exploring its implications for AI infrastructure, interconnect protocols, and the broader chip ecosystem. They also discuss...
In this episode, Austin and Vik analyze recent developments in GloFo patent lawsuits, the impact of TurboQuant on AI inference, and ARM's strategic move into silicon for agentic AI workloads. Read Vik's substack: https:/...
Austin and Vik break down a packed week in semiconductors, covering GTC, OFC, and Micron earnings. The conversation kicks off with Jensen Huang's bold claim that engineers should spend $250K/year on AI tokens, and whethe...
Vik and Austin unpack the Nvidia GTC keynote with fresh, top-of-mind takes while trying to breakdown key announcements, what matters and what doesn't. They discuss Groq's LPX, optics+copper for scale up, new CPU requirem...
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