Austin Lyons
Senior analyst at Creative Strategies focused on hardware and systems, offering analysis on NVIDIA's potential M&A and photonics/optics opportunities for 2026.
Best podcasts with Austin Lyons
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22 snips
Dec 31, 2025 • 38min
Uber Considers Buying SpotHero, xAI’s New Supersized Data Center, Nvidia Predictions | Dec 31, 2025
Austin Lyons, a senior analyst at Creative Strategies, delves into NVIDIA's potential M&A targets, particularly in photonics, while highlighting the strategic relevance of optical IO chiplets. Miles Kruppa, an AI & Finance reporter, brings insights into Oracle’s innovative chip-backed asset-backed securities, explaining how they might revolutionize AI chip financing. The discussion also covers Brookfield's ambitious plans with its Radiant cloud aimed at AI customers, showcasing a blend of energy and infrastructure strategies. Intriguing predictions and industry dynamics unfold!
18 snips
Oct 6, 2025 • 33min
AMD-OpenAI Partnership, Crescendo’s AI Rollup Strategy, Founders Fund’s Big AI Bet | Oct 6, 2025
Austin Lyons, a Senior Analyst at Creative Strategies, delves into the implications of the OpenAI-AMD compute deal for the chip market, highlighting AMD's strategic counter to NVIDIA. He explains how heterogeneous compute opens paths for AI chip startups, yet identifies challenges against NVIDIA's flexible GPUs. M13's Anna Barber discusses startup opportunities in finance and healthcare despite OpenAI's dominance. Lastly, Crescendo's Matt Price talks about transforming contact centers with AI, illustrating the shift towards AI-native operations and improved customer trust.
