The business and technology of semiconductors. Alpha for engineers and investors alike.
The podcast explores the escalating costs of memory in semiconductors and its wide-ranging effects on the tech industry. It highlights how the increasing demand for high-bandwidth memory (HBM) in AI accelerators is squeezing the supply and driving up prices of DRAM for consumer devices like gaming GPUs. This shift is i...
Ornn is developing a financial exchange for GPU compute as a standardized commodity, similar to a futures market. Wayne Nelms, CTO of Ornn, explains the company's mission to standardize and financialize compute, addressing the challenge of categorizing risk and determining the value of compute in the Neo cloud industry...
The podcast explores the evolving landscape of AI inference, particularly the critical role of context memory and storage solutions. Val Bercovici, Chief AI Officer at Weka, discusses how the increasing demand for context in AI agents necessitates innovative memory tiering strategies. He highlights the shift from promp...
The podcast explores the burgeoning field of AI agents, particularly focusing on the potential of 2026 as a breakthrough year. It examines tools like Claude Code and OpenClaw, detailing practical applications such as automating news aggregation and managing digital workflows. Vik shares his experiences using Claude Cod...
The podcast episode centers on unpacking NVIDIA's announcements at CES, particularly regarding AI and consumer electronics. It highlights the DGX Spark as a potentially consumer-friendly AI PC, enabling home tinkerers to create custom applications like local chatbots and robot controllers. The discussion then shifts to...
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