Wafer-Scale vs. Chiplets: The New War? Part 1

By Nandan Nayampally - 28 May, 2026 - Comments: 0

Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital. Cerebras... » read more

From Standards To Systems: The Chiplet Era On Arm

By Nandan Nayampally - 30 Apr, 2026 - Comments: 0

For three decades, Arm didn’t just participate in industry transformation — it redefined it. From mobile to cloud to automotive, Arm’s architecture and the AMBA ecosystem have become the backbone of scalable compute. Now the industry faces its next structural shift: The era of monolithic SoCs is tapering and giving way to the era of chiplet systems. While complex SoCs are going to b... » read more

Shaping The Future Of AI Processors: A Tech Threads Conversation With Jim Keller

By Nandan Nayampally - 25 Nov, 2025 - Comments: 0

I had the pleasure of hosting renowned computer architect and Tenstorrent CEO Jim Keller, on the latest episode of Baya Systems’ Tech Threads podcast. If you haven’t already, listen to get his insights on the need for “open” intelligence architectures and what would be needed to drive the semiconductor industry forward. What is an “open” intelligent architecture and ecosystem? As... » read more

Ubiquitous AI

By Nandan Nayampally - 23 Mar, 2017 - Comments: 0

We have witnessed an amazing expansion of compute power over the past four years. Go inside the numbers of the recent 100 billion ARM-based chips milestone and you will see that 50 billion were shipped by our partners from 2013 to 2017, which demonstrates the industry’s insatiable demand for more compute. Even more extraordinary is that we expect our partners to ship the next 100 billion ARM-... » read more

To Bolster IoT Security, Think Holistically

By Nandan Nayampally - 10 Nov, 2016 - Comments: 0

On Friday Oct. 21, a new phrase captured the public’s imagination: “script kiddie.” That’s what security experts suspect was at work when a denial-of-service attack slipped in through thousands of security cameras and home entertainment devices and brought much of the Internet to its knees. If you’re not familiar with the term, “script kiddie” refers to an unskilled person who ... » read more