Qualcomm's CEO says AI phones will be defined by third-party agents
Qualcomm CEO Cristiano Amon on what an AI smartphone really is, why a 20% market drop isn't demand weakness, and how 6G turns networks into sensors.
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A third of Chinese cars run on a deliberately terrible business
Yu Kai, founder of Horizon Robotics, tells Nicolai Tangen about his slow-cycle moat, his hands-off to mind-off autonomy dates, and why cars become robots.
Xpeng bets cars are robots, so humanoids reuse the stack
Xpeng president Brian Gu talks to Nicolai Tangen about China's 60%-plus EV share, the speed advantage behind it, and why flying cars and humanoids share the car's AI stack.
Nvidia paid $20 billion because GPUs can't do fast inference
Andrew Feldman, CEO of Cerebras, talks to Matt Turk about why wafer-scale chips beat GPUs at inference, the three shortages that constrain GPU makers, and a decade of nobody buying.
AI capex hits 5-6% of GDP and demand still outruns supply
SemiAnalysis's Dylan Patel and Jordan Nanos on whether $2 trillion of AI capex can pay back, Nvidia's $588 billion of backstops and neocloud security failures.
AI demand grows 10x a year; supply is booked through 2028
Ben Horowitz, Martin Casado and Raghu Raghuram launch the Machine Age fund and get into the supply crunch, agents as employees, and why hardware needs systems founders.
By 2030, AI needs India's power and America's drinking water
Ecolab CEO Christophe Beck covers AI's water and power footprint, closed-loop chip cooling, and whether communities, grids and geopolitics will cap the data center buildout.