Intel's leadership walks through how advanced process nodes are brought to volume, from yield learning and the lessons of 10nm to the shift from planar transistors to gate-all-around, High-NA EUV, backside power, and CFET. The discussion widens to the chip-to-chip bottleneck that hybrid bonding targets, the supply limits on EUV tooling as AI compute demand grows, and the economics that make foundry scale decisive.
Valar Atomics, led by Isaiah Taylor, is redefining nuclear energy by building and iterating advanced reactors, including powering an NVIDIA Blackwell chip directly with a live nuclear reactor for a website. This episode delves into Valar's hardware-first approach, their navigation of regulatory pathways, and their vision for how cheap, abundant nuclear power, especially with AI-driven demand, will lead to 'hyper-technoindustrialism' and vastly improve human quality of life.
Valar Atomics founder Isaiah Taylor discusses how his company is rapidly advancing nuclear energy through hardware iteration, manufacturing, and a unique regulatory pathway. He explains their intrinsic safety philosophy, the strategic importance of vertical integration for speed and cost reduction, and their venture-backed approach to building gigasites. Taylor highlights how the demand for AI compute is a major driver for nuclear, showcasing their direct powering of an NVIDIA Blackwell chip, and casts a compelling vision for a future of "hyper-technoindustrialism" enabled by abundant, cheap atomic energy.