Dylan Patel of SemiAnalysis discusses the AI arms race, highlighting the massive $200B+ hyperscaler capex, the true semiconductor bottlenecks shifting from data centers back to fabs, the geopolitical chess game surrounding Taiwan and TSMC, and Nvidia's strategic battle against vertical integration.
AI is driving an unprecedented buildout of physical infrastructure. Experts from Google and Cisco discuss the "AI industrial revolution," where power, compute, and networking are the new scarce resources, demanding a complete reinvention of the technology stack from silicon to software.
Jacob Helberg, Under Secretary of State designate, discusses how AI will act as a productivity engine to reindustrialize America, the geopolitical race for AI dominance in the "superintelligence century," and the critical need for nuclear energy to power this transformation.