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Episode The drivers of chip design: AI, efficiency and geopolitics

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27 Aug 2026

AI infrastructure costs set to explode as memory prices reshape budgets
25 Jun 2026

OpenAI gets spicy with Broadcom via AI data movement-optimized ‘Jalapeño’ chip
04 Jun 2026

TSMC CEO warns AI demand could outstrip chip supply for ‘years’: report
04 Jun 2026

Broadcom bets big on AI infrastructure as networking and XPU demand hits ‘insatiable’ levels
19 Feb 2025

EnCharge AI closes oversubscribed $100m Series B funding round for development of analog in-memory chips
12 Feb 2025

Meta in talks to acquire AI chip startup FuriosaAI – report
10 Feb 2025

OpenAI finalizing custom AI chip design ahead of 2026 launch - report
15 Jan 2025

AI chip startup Blaize goes public via SPAC merger