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
Suresh Vasudevan is CEO of Clockwork.io, pioneering Software-Driven AI Fabrics™ that recover the 60-80% of cluster capacity that today goes completely unutilized. Previously, he led Nimble Storage to IPO and HPE acquisition, and served as CEO of Sysdig. Prior to that, he was at NetApp and McKinsey & Co.
His focus: making … Read More
Intel has posted three consecutive years of falling revenue and an $18.76 billion loss in 2024 alone—and the U.S. government has handed it tens of billions of dollars to fix the problem. The government money isn’t fixing the real issue, which isn’t technical. It’s cultural. Intel got slow, political, and risk-averse—the… Read More
Dan is joined by Dylan Patel of Semianalysis.com covering Intel, GF, TSMC, the semiconductor shortage and more. This is a candid discussion between analysts on current semiconductor events.
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the… Read More
