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Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm	Semi Doped	55:31
NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings	Semi Doped	34:53
GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ	Semi Doped	39:33
How Retimers Built an $80B Company: The Story of Astera Labs	Semi Doped	47:44
News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV	Semi Doped	17:56
Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)	Semi Doped	49:11
PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects	Semi Doped	49:20
WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics	Semi Doped	64:11
Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory	Semi Doped	50:55
Qualcomm's HBC Memory, Alphawave, Modular, and more	Semi Doped	59:43
Advanced Packaging, TSMC CoWoS, Intel EMIB	Semi Doped	69:03
Computex Mania 2026: Optics and Power	Semi Doped	48:13
Huawei's Tau Scaling Law: Is the "EUV Killer" Real?	Semi Doped	38:51
Lithography Masterclass	Semi Doped	63:17
Cerebras IPO	Semi Doped	50:36
Gimlet's Cross-Vendor Inference Cloud	Semi Doped	48:52
Power as the Next Physics Wall for AI	Semi Doped	41:34
CapEx is just Memory Tax Now, Deepseek V4 NAND impact	Semi Doped	45:53
Masterclass on Google's TPU v8 Networking	Semi Doped	46:59
Meta VP Matt Steiner on Ads Infra, GPUs, MTIA, and LLM-Written Kernels	Semi Doped	39:56
Credo + Dust Photonics, XPO, Nuvacore	Semi Doped	38:10
Is Intel Finally Back with a $300B market cap? OpenClaw can Dream?	Semi Doped	34:23
Reiner Pope (MatX): Designing AI Chips From First Principles for LLMs	Semi Doped	38:57
$300M for 70K Viewers \| Intel x Elon, OpenAI x TBPN, Citrini's Strait of Hormuz Stunt	Semi Doped	36:14
NVIDIA's Marvell Strategy, Is Memory Different This Time?, Intel's Ireland Fab	Semi Doped	42:01
ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks	Semi Doped	52:15
MicroLEDs Ain’t Dead, Micron Snags Vera Rubin	Semi Doped	43:05
Quick Takes: Nvidia Keynote at GTC	Semi Doped	58:48
Meta's Inference Accelerator & Applied Optoelectronics (AAOI)	Semi Doped	61:56
The Great Optics-Copper Crossroads	Semi Doped	48:16
Optical Supply Chain: What would you buy?	Semi Doped	61:42
Optical Networking Supercycle - ALL the Tech You NEED to know	Semi Doped	46:08
Memory Mayhem & AI Capex Madness	Semi Doped	58:53
The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn	Semi Doped	40:38
A New Era of Context Memory with Val Bercovici from WEKA	Semi Doped	54:27
OpenClaw Makes AI Agents and CPUs Get Real	Semi Doped	47:34
An Interview with Microsoft's Saurabh Dighe About Maia 200	Semi Doped	52:41
Can Pre-GPT AI Accelerators Handle Long Context Workloads?	Semi Doped	38:02
An Interview with Innoviz CEO Omer Keilaf about current LiDAR market dynamics	Semi Doped	46:41
LiDAR, Explained: How It Works and Why It Matters	Semi Doped	35:40

Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm

Semi Doped

55:31

NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings

Semi Doped

34:53

GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ

Semi Doped

39:33

How Retimers Built an $80B Company: The Story of Astera Labs

Semi Doped

47:44