Topics & People

A hypothetical, advanced form of artificial intelligence. Johnson posits that its emergence will make human survival ('Don't Die') the most important virtue.

The interconnected network of companies, technologies, talent, and capital required for the development and deployment of AI, from chip design to software applications.

Graphics Processing Unit, the standard hardware for AI that Cerebras purposefully chose not to build.

Specialized processors, like GPUs and custom ASICs, designed to accelerate artificial intelligence computations for training and inference.

An island nation heavily arming itself and shifting defense budgets, driving demand for materials.

The US state where TSMC is building its massive new semiconductor plant. It is cited as an example of the re-industrialization happening in America.

Taiwan Semiconductor Manufacturing Company, the primary foundry for advanced AI chips.

The strategic initiative to relocate advanced semiconductor manufacturing facilities to the United States to enhance supply chain security and technological leadership.

Chipmaker mentioned as historically missing the mobile compute shift and competing in the AI silicon space.

The CEO of AMD, described as a 'total warrior' for making a 'bet the farm' decision on the deal with OpenAI to challenge Nvidia's market dominance.

An aggressive economic strategy used by China, involving heavy government subsidies and market manipulation to dominate strategic industries like rare earths, effectively driving out international competition.

AI systems that understand and interact with the physical world, representing a $50 trillion industry.