필터 결과
12개정렬
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.
1:26:12EN
20VC with Harry Stebbings· 2026년 7월 16일팟캐스트 · 3명20VC Roundtable on AI Competition, Enterprise Spending and Venture Capital게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:50:42EN
Matthew Berman· 2026년 4월 4일The Future Live: Open Models, Compute Markets and the Future of Tech MediaMatthew Berman, Nick Wentz, Ben Pouladian, Wayne Nelms, Jayden Clark · Forward FutureMatthew Berman and Nick Wentz speak with Ben Pouladian, Wayne Nelms and Jayden Clark about AI infrastructure, pricing and OpenAI’s acquisition of TBPN.
12:13ENMatthew Berman· 2026년 1월 15일OpenAI’s Cerebras Deal and the Race for Faster AI InferenceMatthew Berman, Andrew Feldman, Greg Brockman · Forward FutureMatthew Berman explains why inference speed and computing capacity matter, while a closer look at the agreement and benchmark puts his 100-times-faster scenario in context.
14:07ENMatthew Berman· 2025년 10월 23일Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.
1:26:17EN20VC with Harry Stebbings· 2025년 4월 10일팟캐스트 · 3명Tom Hulme and Stan Boland on Talent, Capital and the UK Tech Ecosystem게스트 Tom Hulme, Stan Boland · 진행자 Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
1:44:29ENMatthew Berman· 2024년 9월 5일Discussing TIME’s 2024 AI 100: Leaders, Researchers and OmissionsMatthew Berman, Alex, Melissa · Forward FutureMatthew Berman, Alex and Melissa review TIME’s list, debate its choices and answer viewers’ questions about AI tools and the industry.
1:13:59ENMatthew Berman· 2024년 6월 5일Jensen Huang’s Computex 2024 Vision: NIM, Blackwell and Physical AIMatthew Berman, Jensen Huang · Forward FutureMatthew Berman presents NVIDIA’s keynote on AI infrastructure, digital humans, weather simulation and robot factories, with the demonstrations and vendor claims in context.
12:37ENMatthew Berman· 2024년 4월 2일The Reported Stargate Supercomputer and AI’s Compute BottleneckMatthew Berman, Sam Altman, Elon Musk · Forward FutureIn April 2024, Matthew Berman examines a reported Microsoft–OpenAI data-center proposal and argues that chips and electricity could shape the AI industry.
27:07ENMatthew Berman· 2024년 2월 14일Sam Altman on AI Abundance, Regulation and the Economics of ComputeMatthew Berman, Sam Altman, Chamath Palihapitiya · Forward FutureA 2024 World Governments Summit interview is followed by Matthew Berman’s discussion of chip investment and open-model competition.