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AI cuts chip design to 3 months; silicon still takes 9

Pat Gelsinger, ex-Intel and VMware CEO, on why 100 AI chip startups will consolidate, why memory and optics are next, and why power limits AI.

Published 21 Oct 2026Free

Nvidia GPUs last 8 years, not 4, Huang argues

Nvidia's Jensen Huang, joined by investor Gavin Baker, covers shipping-container AI factories, chip residual value as loan collateral, and zero-trust sandboxes for autonomous agents.

Published 21 Oct 2026Free