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Ai chips

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Intel CEO Lip Bu Tan shares his strategic vision for turning around the tech giant, focusing on cultural transformation, strengthening the balance sheet with key investments (including the US government and Nvidia), and driving innovation in foundry, advanced packaging, and new materials. He discusses collaborations like Terafab with Elon Musk, the profound impact of AI on the semiconductor supply chain, and his investment philosophy for the evolving industry, aiming to position Intel for agentic and physical AI at the edge and client, not just centralized compute.

The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

Cerebras CEO Andrew Feldman discusses the company's journey from a contrarian bet on wafer-scale computing to a $63 billion public company. He details the technical breakthroughs, the challenge of being ahead of the market, and how the recent explosion in AI demand for fast inference validated their architecture, leading to a landmark $20 billion deal with OpenAI.

Moltbot (Clawdbot): Open-source agents go mainstream

Moltbot (Clawdbot): Open-source agents go mainstream

The panel discusses the rise of Moltbot, a community-driven open-source AI agent, and the debate it sparks around vertical vs. horizontal integration and security. They analyze Anthropic CEO Dario Amodei's essay on AI's "adolescence," exploring the growing pains of the technology, the pace mismatch between innovation and safety, and the need for broader societal engagement. The conversation also covers IBM's GRAMMY IQ, an AI-powered fan experience, and the strategic implications of Microsoft's Maia 200 chip, signaling a shift toward vertical integration in the AI hardware space to challenge NVIDIA's dominance.

Humanoid Robots: Hype vs. Reality

Humanoid Robots: Hype vs. Reality

A deep dive into the key takeaways from CES 2026, covering the surge in humanoid robotics and the evolution of software-defined vehicles, followed by a nuanced analysis of the shifting US-China export controls on advanced AI chips.