SIGNAL//SYNTH
Ai

Chips, Memory, and Power | Pat Gelsinger

aired Oct 09, 2026 · 54.0m
Signal
76.6/ 100
High signal
confidence 0.99
Orig43.3
Actn100.0
Dens100.0
Dpth100.0
Clty49.8
Summary

In an AI digital age, energy capacity equals economic capacity.

Why listen

It goes beyond the title with direct discussion of know, right, think, including: Why build a new data center and buy a million GPUs if I can't power that?.

Key takeaways
  1. 01Why build a new data center and buy a million GPUs if I can't power that?
  2. 02Memory innovation for the first time in 30 years is nigh upon us
  3. 03It's like renaissance in front of AI inference accelerator chips
Best for
platform teams improving retrieval and memory