Austin Lyons

Austin bridges engineering experience with strategic analysis across AI, autonomy, robotics, semiconductors, chip development, and startup software architecture.

Article · April 17, 2026

XPO

Conventional wisdom says CPO wins by default as next-gen speeds increase power consumption (SerDes and DSP) and heat dissipation. And CPO overcomes this by replacing the long electrical trace with optics. But what if the current pluggable roadmap can be extended to deal with the power problem? XPO k

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Report · March 17, 2025

A Deeper Look at Grace – NVIDIA’s Custom Arm-based Super Chip

Executive Summary Custom CPU development is essential for maximizing the efficiency and performance of accelerated computing architectures. NVIDIA’s strategic approach to CPU design, specifically its purpose-built Arm-based CPUs, delivers significant competitive advantages by addressing the limitati

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