필터 결과
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34:35EN
SemiAnalysis· 2026년 10월 23일팟캐스트 · 3명SemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool Ecosystem게스트 Sherry Zhang, Howie · 진행자 Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:00:39EN
a16z· 2026년 10월 23일팟캐스트 · 3명Amazon CEO Andy Jassy on the $220 Billion AI Buildout게스트 Andy Jassy · 진행자 Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:00EN
Dwarkesh Patel· 2026년 10월 22일팟캐스트 · 9명Dwarkesh Patel: What will computer chips look like in 2045?게스트 Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · 진행자 Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
1:10:15EN
Sequoia Capital· 2026년 6월 30일팟캐스트The 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 6월 18일팟캐스트 · 2명Lip-Bu Tan took the hardest job in chips to save Intel진행자 Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
42:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 12월 12일팟캐스트 · 2명They Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI Chips진행자 Sarah Guo, Elad GilAkash Systems founders Felix Ejeckam and Ty Mitchell tell Sarah Guo why heat is the real limiter on AI, and how lab-grown diamond bonded to semiconductors is their answer.
39:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 2월 29일팟캐스트 · 2명MI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled Garden진행자 Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
1:09:10EN
Lex Fridman· 2022년 4월 27일팟캐스트 · 2명The Same Snapdragon That Flies on Mars Powers a Galaxy Phone게스트 Cristiano Amon · 진행자 Lex FridmanQualcomm CEO Cristiano Amon talks with Lex Fridman about 5G, Snapdragon, cars, the chip shortage, and how to map the border of your own competence.
26:02ENLex Fridman· 2020년 2월 9일팟캐스트Moore’s Law Is Not Dead—It Is a Cascade of S-Curves진행자 Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.
1:34:44ENLex Fridman· 2020년 2월 5일팟캐스트 · 2명Moore's Law Has Been About to Die for Forty Years게스트 Jim Keller · 진행자 Lex FridmanChip architect Jim Keller tells Lex Fridman why a cascade of diminishing-return curves still looks exponential, why you rewrite the CPU every five years, and why driving a car is not a super-hard problem.
1:30:18ENLex Fridman팟캐스트Night Markets and Chip Foundries: A Week in Taiwan with Jensen Huang진행자 Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.