Episode (16)
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#16 - The Korean AI Bet. And the Rise of NPUs
Mar 26, 2026In this episode, we break down why power is becoming the real bottleneck for AI, and how that’s shifting the industry away from GPUs: The Biggest Constraints of GPUsWhat NPUs change and why efficienc...
#15 - Printing the Impossible: X-Ray Lithography and the Future of Chips
Mar 15, 2026In this episode, we break down a bold U.S. startup betting on X-ray lithography to rewrite chip manufacturing Watch full episode here: https://youtu.be/R539FPNAwes Hit subscribe to stay ahead and tha...
#14 - World's Largest AI Data Center and AI’s Next Phase
Mar 03, 2026In this episode, we break down Meta's Hyperion and what it reveals about where AI is headed: How Meta is building a 5-gigawatt AI factory from scratchWhy power, not algorithms, is now the real constra...
#13 - From Idea to Silicon. How New Microchip Technologies Are Invented
Jan 25, 2026In this episode, we go inside an advanced microchip lab where future chip technologies are developed long before they appear in commercial products. I'll cover: Why transistor scaling slowed downHow t...
#12 - What’s New in Photonics. Deep Dive into Co-Packaged Optics
Jan 18, 2026In this episode, I dive into: Why copper is becoming the biggest bottleneck in AI infrastructureHow silicon photonics brings light directly onto the chipThe most recent advancements in this fieldWhy o...
#11 - The Graphene Shift: New Factory, New Chips, and Why Light Matters
Dec 08, 2025What if the next revolution in computing doesn’t come from silicon at all? In this episode, I'll dive into: Why graphene unlocks extreme speed and efficiencyHow graphene–based chips worksWhy computing...
#10 – Inside the New $50B Chip Factory in Texas. What It Really Takes to Build One
Nov 30, 2025In this episode we’ll go step by step through what it really takes to build the most advanced chip factory on Earth. And to compete with TSMC. Today we’ll cover: why even billions of dollars can’t gua...
#9 - New Colossus 2: The World's Largest AI Datacenter Explained
Nov 23, 2025In this episode, we dive into xAI’s new Colossus 2, a gigafactory built to power the next generation of artificial intelligence: How xAI is building a million-GPU supercomputer from scratchWhy AI comp...
#8 – This New AI Chip Computes With Probabilities
Nov 16, 2025In this episode, we explore stochastic computing, where chaos replaces logic. We deep dive into: How stochastic computing worksModern startups turning noise and physics into computationWhat this means...
#7 – Inside Xanadu’s New Photonic Quantum Computer
Oct 20, 2025In this episode, we dive into the new photonic quantum computer. We discuss: Why use light for quantum computing?How Xanadu’s quantum computer worksThe challenges of optical loss and scaling quantum d...