Geoff Tate

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Geoff Tate is a technology strategy advisor. He was the founding CEO of Flex Logix (now part of Analog Devices). Before that, he was the founding CEO of Rambus, and prior to that he was senior vice president of AMD's processor group. He received his BSc in computer science from the University of Alberta, and an MBA from Harvard Business School.

Author's Latest Posts

Physical AI Chip Sales Won’t Rival GenAI Anytime Soon
By Geoff Tate - 11 Aug, 2025 - Comments: 0

Fig. 1: When can we send our humanoid to pick up some milk at the store? Source: ChatGPT image There has been a lot of talk about physical AI, much of it very optimistic. Physical AI is happening, but more slowly than many expect. It will not rival GenAI soon. We’ll analyze humanoids, fully autonomous vehicles, then all application-specific robots (ASRs), ending with a rough estimate ... » read more

Data Center CPU Dominance Is Shifting To AMD And Arm
By Geoff Tate - 14 Jul, 2025 - Comments: 0

Fig. 1: Created by ChatGPT from a text prompt. The data center processor market has seen two major tectonic shifts in the last decade. It used to be that all data center compute was x86, and well more than 90% of that was Intel. GPUs first appeared in the data center in 2016 (Pascal GPU). Now, the majority of computation is done on GPUs. AMD is looking to pass Intel in x86 share, and... » read more

TSMC: King Of Data Center AI
By Geoff Tate - 16 Jun, 2025 - Comments: 0

Large language models (LLMs like ChatGPT) are driving the rapid expansion of data center AI capacity and performance. More capable LLM models drive demand and need more compute. AI data centers require GPUs/AI Accelerators, switches, CPUs, storage and DRAM. About half of semiconductors are consumed by AI data centers now. This percentage will be much higher by 2030. TSMC has essentially 1... » read more

Photonics Speeds Up Data Center AI
By Geoff Tate - 01 May, 2025 - Comments: 0

Photonics is playing an increasingly vital role in the acceleration of AI within data centers. The global market for optical components is already substantial, accounting for $17 billion in revenue last year. Historically, telecommunications — such as undersea cables and fiber-to-the-home — dominated demand. However, the datacom sector, especially AI-driven data centers, now accounts for... » read more

2030 Data Center AI Chip Winners: The Trillion Dollar Club
By Geoff Tate - 07 Apr, 2025 - Comments: 0

At the start of 2025, I believed AI was overhyped, ASICs were a niche, and a market pullback was inevitable. My long-term view has changed dramatically. AI technology and adoption is accelerating at an astonishing pace. One of the GenAI/LLM leaders, or Nvidia, will be the first $10 Trillion market cap company by 2030. Large language models (LLMs) are rapidly improving in both capability and ... » read more

GPU Or ASIC For LLM Scale-Up?
By Geoff Tate - 17 Mar, 2025 - Comments: 1

The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI's progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more than just speculation. The market for AI, and its value, are real today: A human developer with GitHub CoPilot codes 55% faster with AI. GPT-4 scores 88th percentile on the LSAT vs. 50t... » read more

Chiplets: A Technology, Not A Market
By Geoff Tate - 06 Mar, 2025 - Comments: 1

Chiplets are big business, and that business is growing. The total chiplet market today is roughly $40 billion annually. Chiplets account for roughly 15% of TSMC's revenues, and they account for about 25% of all DRAMs. All of the major AI/HPC semiconductor companies (NVIDIA, AMD, Marvell, Broadcom) and the major hyper scalers (Amazon, Google, etc) are looking to chiplets to build superior... » read more

eFPGA Gives You FPGA Speed And Density At Much Less Cost And Power
By Geoff Tate - 07 Dec, 2023 - Comments: 0

FPGAs are everywhere in all types of systems for their flexibility and quick time to market. As your volumes grow and you consider an ASIC to cut cost and power, you can now incorporate an embedded FPGA to continue to give you flexibility for the parts of your chip that need to adapt for changing standards, improving algorithms and customer optimizations. If you are an SoC designer, you c... » read more

eFPGA Architectural Improvements That Lower Test Cost And Increase Quality
By Geoff Tate - 02 Nov, 2023 - Comments: 0

More than 40 chips have been licensed to use EFLX eFPGA and >20 chips are working in silicon. Big customers like Renesas are planning high volume families of chips using embedded FPGA. As a result, we have gained extensive experience and knowledge in almost 10 years of doing eFPGA especially in production test for cost reduction and reliability improvement. eFPGA DFT and MBIST for high q... » read more

Use Cases And Value Proposition Of eFPGA
By Geoff Tate - 07 Sep, 2023 - Comments: 0

Flex Logix EFLX eFPGA is the first eFPGA that enables a customer to match the performance of FPGAs from AMD/Xilinx and Intel (in the same process node) with the same density (LUTs/mm2). EFLX eFPGA has been in use with customers now for more than 5 years, hardware and software. More than 40 chips have been licensed to use EFLX eFPGA and more than 20 chips are working in silicon. Big customers... » read more

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