Based on Dylan Patel’s SEMI Industry Strategy Symposium (ISS): Tokens to Infrastructure presentation, one of the most important themes is the emergence of the AI Economic Stack, where every layer of artificial intelligence—from semiconductor manufacturing to cloud infrastructure, model providers, and applications—is… Read More
James Regan is a seasoned technology executive and physicist with over 30 years in optical communications. As Co-Founder and CEO of Oriole, he is pioneering the next radical breakthrough in advanced optical networking systems for AI. James has a proven track record of transforming university research into globally impactful… Read More
Matt Crowley is Chief Executive Officer of Scintil Photonics. A physicist by training, Matt built his career transitioning advanced semiconductor technologies from development to volume manufacturing. Before Scintil, he led MEMS technology company Vesper Technologies to high-volume production and through its acquisition… Read More
SiFive’s newly announced $400 million Series G financing represents a significant technical inflection point for high-performance RISC-V CPU development targeted at agentic AI data center workloads. The funding, which values the company at $3.65 billion, is specifically intended to accelerate next-generation CPU IP, … Read More
Tarun Verma, Managing Partner of Silicon Catalyst, delivered a keynote at Verification Futures Austin titled “Revitalizing Semiconductor StartUps.” Drawing from his role in the world’s only accelerator focused on the global semiconductor industry, Tarun outlined the sector’s resurgence, persistent… Read More
For decades, speculative execution was a brilliant solution to a fundamental bottleneck: CPUs were fast, but memory access was slow. Rather than wait idly, processors guessed the next instruction or data fetch and executed it ‘just in case.’ Speculative execution traces its lineage back to Robert Tomasulo’s work… Read More
Why Latency-Tolerant Architectures Matter in the Age of AI Supercomputing
High Bandwidth Memory (HBM) has become the defining enabler of modern AI accelerators. From NVIDIA’s GB200 Ultra to AMD’s MI400, every new AI chip boasts faster and larger stacks of HBM, pushing memory bandwidth into the terabytes-per-second range. … Read More
That datacenters are power hogs is not news, especially now AI is further aggravating this challenge. I found a recent proteanTecs-hosted panel on power challenges in datacenter infrastructure quite educational both in quantifying the scale of the problem and in understanding what steps are being taken to slow growth in power… Read More
-Where are we in the chip cycle? Why is it different this time?
-No one rings a bell to indicate the top or bottom of a cycle
-Could the lack of self-awareness lead to a worse downturn?
-Who will weather the cycle better & come out on top
Shai Cohen is an entrepreneur and industry veteran, with vast experience in building technology companies from the ground up. He is a co-founder and CEO of proteanTecs, which develops revolutionary Universal Chip Telemetry™ for electronic systems throughout their entire lifecycle. Prior to founding proteanTecs, Shai co-founded… Read More
