
My article on Forbes Councils: Why the AI Boom Depends on Materials Engineering https://www.forbes.com/councils/forbesbusinessdevelopmentcouncil/2025/08/01/why-the-ai-boom-depends-on-materials-engineering/
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EditMy article on Forbes Councils: Why the AI Boom Depends on Materials Engineering https://www.forbes.com/councils/forbesbusinessdevelopmentcouncil/2025/08/01/why-the-ai-boom-depends-on-materials-engineering/
🚀 The New Semiconductor Playbook ⚡️📈 Classic Moore’s-Law scaling is slowing, yet AI workloads are exploding. In this short video I unpack two core insights behind the New Semiconductor Playbook: 🔹 Insight 1 – Architecture Innovation Beats Pure Shrink Chiplets, Advanced Packaging, and domain-specific accelerators deliver up to ~2,500x improvement vs. ~2x with pure shrink (when it worked well) 🔹 Insight 2 – Materials Engineering Makes the “Impossible” Possible Material innovation with new device architectures like Gate-All-Around (GAA), backside power delivery, and 3D DRAM will unlock the next 10,000× energy-efficient performance target by 2040 - critical for #AI growth and grid #sustainability. 👇 Watch the 2min video #MakeItMaterial
Humanoid robots = Physical AI - ready to work in spaces built for people. We expect 30M units by 2030 🤖 But they add EV-level charging plus cloud compute to an already strained grid ⚡️ Time to build sustainable energy abundance. 🎥👇
Bitcoin isn’t the energy villain - it might be the grid’s secret weapon. ⚡️🟠 In my new 2×2 video I show: 1️⃣ Miners fund new hydro/solar by monetizing cheap or stranded power 2️⃣ Their flex-load ramps down when AI datacenters spike Watch the 2-min breakdown 👇 #Bitcoin #AI #CleanEnergy #Semiconductors
Semiconductor executive, former sellside tech analyst, author of Equity Research for the Technology Investor.