Episodes
Original interviews, analyst breakdowns, and deep technical dives.
33:14
Will Chu & David Lazovsky, Marvell
21:59
Rodney Liu & Lanford Liu, Delta Electronics, Inc.
11:23
Mara Maehara Baiao, TOTVS & Diego Puerta, Dell
21:18
Jordan Nanos, SemiAnalysis
0:00
Derek Dlugosh-Ostap, Delta-X Imagine
21:49
Gilad Shainer, NVIDIA
24:13
Jimmy Cheng, CASPA
20:27
Tony Kim, BlackRock
18:33
Bora Goekbora, BCG
24:18
Horace Zona, DigitalBridge
25:41
Darren Chien, Positron AI
22:05
Emilio Andere, Wafer
18:44
Faraj Aalaei, Cognichip
18:05
Rodrigo Liang, SambaNova Systems
18:31
Jodi Shelton, GSA
17:39
Lukas Gentele, vCluster Labs
12:00
Dan Wright, Armada
25:15
Paweł Czech & Cole Crawford, NATIVX
18:01
Sanjay Gupta, Velaura AI
10:03
Danilo Zimmermann, Banco BS2 & Diego Puerta, Dell Technologies
0:00
Raghib Hussain, Altera
28:13
Jason Goodison, General Compute
15:50
Wayne Nelms, Ornn
23:55
Jordan Nanos, SemiAnalysis
00:21:37
Duncan Abbot, Zenbul Labs
11:43
Alexis Crowell, Axelera AI
20:29
Alan Butler, SF Compute
22:51
Gautier Cloix, H Company
14:52
Carmen Li, Silicon Data & Compute Exchange
19:51
Mansour Karam, Aria Networks
20:59
Ramin Hasani, Liquid Ai
23:05
Gopi Sirineni, Axiado
26:22
Eiman Ebrahimi, Protopia & Haseeb Budhani, Rafay
17:20
Darren Chien, Positron AI
27:06
Max Kan, SemiAnalysis
17:38
Faraj Aalaei, Cognichip
14:33
Mike Han, SILICON BOX
17:40
Sunghyun Park, Rebellions
24:08
John Roese, Dell Technologies
33:44
Sid Nag, Tekonyx & Corey Quinn, Duckbill
21:42
Amit Eyal Govrin, Agentcy Labs
17:07
Mahdi Yahya, Radiant
17:39
Jeff Tatarchuk Tensorwave
15:33
Xin Guo, Solidigm
18:52
Alex Bouzari, DDN
33:01
Trevor Hansen & Serge Shevchenko, Blunom.ai & Brandon Kissinger, Snapsoft
20:47
Pamit Surana, Akash Systems
11:24
Waleed Atallah, Makora
16:10
Olzhas Amirov, Enegix Global
13:55
Scott Morton, Revel
23:40
Shahin Farshchi, Lux Capital
19:23
Greg Matson, Solidigm
12:25
Pawel Czech, Natively AI
28:27
Varun Chhabra, Dell Technologies & Anne Hecht, NVIDIA
17:12
Kush Bavaria, Ornn
19:30
Srujan Linga, Kandou Ai
12:17
Kevin Delane, DDN
16:25
Devin Poolman, Cosm
33:39
Faris Sbahi & Craig Churchill, Normal Computing
23:40
Charlie Boyle, NVIDIA
19:00
Erwan Menard, Crusoe
11:57
Quantum Leap: The Next Frontier of AI Computing
40:19
Feeding the Factory: Storage at the Heart of AI
34:03
The Inference Engine: Building AI That Performs at Scale
48:57
Pioneers of Next Gen Datacenter Infra
20:27
Autonomous By Design
18:44
Seshu Madhavapeddy, Frore Systems
20:43
Paul Appleby, Virtana
23:15
Justin Lopas, Base Power
21:21
Steve Tuck, Oxide Computer Company
14:59
Felix Ejeckam, Akash Systems
14:29
Alexis Crowell, Axelera AI
19:56
Sami Issa, Global AI
16:28
Jim Fowler & Ryan Asdourian, Lumen
17:44
Rodrigo Liang, SambaNova
19:27
Matthew Kinsella, Infleqtion
19:23
Gary Niederpruem, Forgent
11:44
Allen Salmasi, Veea Inc
14:55
Mitesh Agrawal, Positron AI
20:58
Stu Miniman, Red Hat
21:54
Honghao Deng, Butlr.com
19:02
Greg Twinney, General Fusion
48:28
Howie Xu, Gen
25:16
Bob Beachler, Efinix
23:14
Carmen Li, SiliconData
16:15
Andrew Sobko, Argentum AI
20:09
Doug Schmitt, Dell Technologies
25:17
Jeff Clarke, Dell Technologies
24:44
Abhas Ricky, Cloudera
25:05
Eran Kirzner, Lightbits Labs
26:05
Dan Wright, Armada
28:08
Sid Nag, Tekonyx
17:06
Sami Shalabi, Maven AGI
23:40
John Roese, Dell Technologies
23:04
James Kellerhouse, Vanderbilt University
20:40
Ramin Hasani, Liquid AI
29:05
Gilad Shainer, NVIDIA
19:35
Gio Albertazzi, Vertiv
21:28
Mindy Cancila, Dell
26:01
Satish Iyer, Dell & Sri Ambati, H2O.ai
10:13
Ali Ghodsi, Databricks
25:52
Kyle Leciejewski, Dell
24:31
Peter McKenna, MSIG & Jim Sullivan, NWN
20:13
Scott Sloan & Lauren Witter, Omni
23:31
Jerry Tang, TigerDC & Atlas Cloud
26:23
Vivek Mohindra, Dell
18:20
Jan Goetz, IQM Quantum Computers
14:40
Asher Genoot, Hut 8
24:48
Andrew Sobko, Argentum AI
23:18
Ramin Hasani, Liquid AI
20:40
Anush Elangovan, AMD
0:00
Sid Sheth, Founder, d-Matrix
20:29
Justin Borgman, Starburst
34:16
Jason Hoffman, Switch
20:27
Michael Dell, Dell Technologies
14:59
Arthur Lewis, Dell Technologies
27:16
Anne Hecht, NVIDIA
18:26
Dan Roberts, IREN
20:26
Roman Chernin, Nebius
25:34
Chris Stephens, Groq
15:05
Rob Biederman, Asymmetric Capital
24:27
Vipul Prakash, Together AI
21:59
Vladimir Stojanovic, Ayar Labs
16:37
Steve Klinger, Lightmatter
14:42
Sid Nag, Tekonyx
17:37
Dave Driggers, Cirrascale
17:54
Beth Williams, Dell Technologies
20:01
Mary Kiernan, Dell
26:07
Zeus Kerravala, ZK Research
25:21
Kenneth Patchett, Lambda
18:42
Autumn Moulder, Cohere
16:11
Mindy Cancila, Dell
20:03
Charles Sansbury, Cloudera
28:37
Dion Harris, NVIDIA
23:36
Josh West, Red Hat
22:51
Andrew Feldman, Cerebras Systems
27:15
Bill Tai, Hut8
20:52
Sravana Karnati, Walmart
26:39
Diane Bryant
19:14
Satish Iyer, Dell
25:11
Preet Virk, Celestial
16:34
Pete Shadbolt, PsiQuantum
1:01
Pawel Czech, NativelyAI
35:04
Arvind Jain, Glean
42:47