Podcasts about GlobalFoundries

Summer rewind: When we say 'the cloud' what we mean is 'the data centre'. Globally, data centres are projected to consume over 1000 terawatt hours in 2026. What does that mean for energy production, distribution, and consumption? Guest Phil Harris, Cerio President and CEO, joins thinkenergy to shed light on something we all rely on but may not fully understand. From efficiency to sustainability, environmental concerns to Cerio's role improving how data centres manage energy. Listen in for the future of cloud computing. Related links  Cerio: https://www.cerio.ai/ Phil Harris on LinkedIn: https://www.linkedin.com/in/paharris/ Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114  Hydro Ottawa: https://hydroottawa.com/en      To subscribe using Apple Podcasts: https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405 To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl To subscribe on Libsyn: http://thinkenergy.libsyn.com/ --- Subscribe so you don't miss a video: https://www.youtube.com/user/hydroottawalimited  Follow along on Instagram: https://www.instagram.com/hydroottawa  Stay in the know on Facebook: https://www.facebook.com/HydroOttawa  Keep up with the posts on X: https://twitter.com/thinkenergypod  --- Transcript:  [00:00:00] Trevor Freeman: Hi everyone, and welcome to the summer edition of Think Energy. As a reminder, we are in podcast vacation mode, and while our normal day-to-day work continues, we are on a brief pause from our regularly scheduled episodes to recharge, rethink, plan for the fall. But we don't want to leave you without anything to listen to. So, we've pulled some of our favorite insights and episodes from the past year related to the energy transition and where we are. So, welcome to episode two of our summer rewind, the August episode. So, as a reminder, this summer, we're looking at that collision between digital infrastructure and physical infrastructure, how the world of evolving technology is shaping and influencing and changing the way that we interact with energy and, in fact, interact with the energy grid as well. Last month, we looked at my conversation with Lynn Pettis from Overstory and how Overstory and Hydro Ottawa have partnered together to use satellite imagery and AI to protect our grid. In part two of our summer rewind today, or the second episode, we're looking at the world of data centres, and we're hearing lots about data centres as AI grows and takes kind of more of an ever-present role in our day-to-day lives. And I had a conversation with Phil Harris from Cerio. So, we're going to dive back into that episode and look at kind of the staggering energy footprint of AI data centres, of the cloud, etc., and how this boom is really changing how we do data centre design and really forcing a change in how we do data centre design just because of the sheer magnitude of energy required here. And we're going to look at kind of what this means for the future of global power distribution. So, sit back, relax, hopefully somewhere cool in the heat of the summer, and listen to this episode of Summer Rewind with Phil Harris from Cerio. [00:02:18] Podcast Intro: Welcome to Think Energy, a podcast that dives into the fast-changing world of energy through conversations with industry leaders, innovators, and people on the front lines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional, and up-and-coming facets of the energy industry. If you have any thoughts, feedback, or ideas for topics we should cover, please reach out to us at thinkenergy@hydroottawa.com. [00:02:49] Trevor Freeman: Hi everyone, and welcome back. Data centres have come up a number of times on this show, and for very good reason. They have become a key underpinning technology for so much of our lives. Every time we pull out that phone from our pockets to pull up directions or buy something online, or doom scroll on your social media or news site of choice, every time you use your phone, stream a movie, leverage an AI model, whatever you end up using your phone for. It's funny, as I read this list, I'm sure there's like some university student out there who's thinking, man, what is this old man talking about? We don't use our phones for that. Whatever the kids are doing these days, whatever we're doing these days with our phones, with our computers, our tablets, etc., all of that leverages infrastructure that most of us have never seen, and quite frankly, probably don't really understand. We talk about the cloud like it's this amorphous, nebulous thing. But in reality, we're talking about real hardware in a real building that uses real energy, mainly electricity, a lot of water. And this isn't really new. Like, we've been leveraging centralized data centres for many years now. But what is changing is the scale of the data centres that we're seeing now and the pace of growth in computing power that we need to do the things that we want to do and that our data centres are able to deliver. So, just to throw a few numbers at it, the traditional data centre servers that maybe powered the early days of on-demand online streaming services, for example, they used anywhere from 5 to 15 kilowatts per rack. But modern server racks that are used to power AI searches, for example, can hit anywhere from 60 to 100 kilowatts per rack. This is great from a power output per rack perspective, but it means massive energy needs. And that is showing up in the size of load requests that we're seeing from new data centres. New data centres today are asking for service connections that are orders of magnitude higher than those built even just 5 years ago. Globally, data centres are projected to consume over 1,000 terawatt-hours in 2026. And just a quick kind of refresher from high school or wherever you would have learned this, a terawatt is 1,000 gigawatts, which is 1,000 megawatts. So, 1,000 terawatt-hours, which is roughly equivalent to the annual electricity demand from the country of Japan, an entire country. So, given all of this, there are a lot of incentives to find ways to maximize efficiency and reduce some of that energy demand. And that's where my next guest, Phil Harris, and his company, Cerio, come into play. I'll let Phil get into the details of exactly what Cerio does, but essentially, their goal is to reimagine the data centre to maximize sustainability and reduce energy needs. Phil is Cerio's President and CEO, and has been in the networking and data centre industry for over 35 years, including at well-known companies like Intel and Cisco, to name two. And I'm really excited about this conversation, one, to understand how do we make data centres a little bit more efficient, or maybe a lot more efficient, but also just to really understand, like, what are we talking about when we talk about a data centre? What is actually happening, what is physically inside these buildings? And we'll get into a little bit of that in our conversation. So, Phil, welcome to the show. [00:07:05] Phil Harris: Well, thanks, Trevor. I appreciate it. [00:07:07] Trevor Freeman: So, Phil, obviously, we're here today to talk about your work building sustainable data centres, or trying to make data centres a little bit more sustainable. But before we get into that, you know, you've spent your career, you know, decades of your career at different tech giants, let's call them, Intel, Cisco, to two to mention. You've seen quite a bit of change, no doubt, over your time. Has that change, like does this industry change linearly? Does it grow fairly steady, or is it kind of big jumps? And are we on the cusp of any major shifts? What can you kind of tell us about the future of this sector, data, tech, etc.? [00:07:54] Phil Harris: It's interesting. I think as companies start, and I was at companies like Cisco, for example, when it was a very small company to where it was a very large company, and this should be no surprise to anybody, the bigger the company gets, the harder it is to change. And they really find that the only way they change is when they absolutely have to, not because they want to. And that's a combination of just inertia and shareholders' expectations and a whole bunch of things. So, I would say that the bigger the company is, the harder it is for them to react. And so, I think small, nimble companies tend to do much better when there's a lot of transformational technology and development and changes in the overall ecosystem we live in. I think your, the second part of your question, you know, I look at the current situation as a point in time where a lot of companies will have to make some significant changes simply because we are hitting two new walls: technological walls, commercial walls, geopolitical walls, that are really sort of confining what people can do. So, I think what's about to happen is we're about to see a significant change. And this is not atypical in the industry. If we think about back into the start of what we would think of today as computer science around mainframes that were happening in the '60s, you know, for about a decade and a half, two decades, there was a lot of dominance around a particular way of doing things. And then some new innovational technology came along that rapidly changed that, scaled out, and it went from a very dominant set of players to a much larger number of smaller players who could then provide more innovation and more scale and more choice. And I think we're about to see that transition occurring as well. [00:09:47] Trevor Freeman: So, is this, is there sort of like an analogous time, 10 years ago, 20 years ago, are we on the cusp of like the big, the big change that we've seen before? Like, what would you compare this to, you know, in the last 20, 30 years? [00:10:01] Phil Harris: Yeah, I mean, I think there's been eras of compute. And if we say, I mean, we can find analogies outside of the compute world, but let's just stay in the computer science world. I gave the mainframe example as one, and then we went to what we call client-server, which scaled out rapidly. Telephony, we went from large, big telephone exchanges that started in the government space, went to very large organizations. Now, basically, we've completely scaled out how we make phone calls, to use that now 20th-century terminology. Nobody really makes telephone calls anymore. And we went through this with cloud computing and the internet, where there was a change in the approach to the way we did things that suddenly gave us a scale-out mentality rather than a scale-up mentality. And I think that's what we have to key in on here, is that we can, someone, I was on a panel yesterday where we were talking about scale. And I said, well, to scale or not to scale, that is not the question. It's how do we scale? Do we continue to scale up, which is the current model, or do we start to think about scaling out, which is a more distributed model? So, we go from a small number of big things to a large number of smaller things. And typically in computer science, whatever you want to, storage, compute, memory, telephony, everything we've ever done goes through this arc. [00:11:32] Trevor Freeman: Yeah, it's interesting, and there's, obviously, my brain's going to immediately try and find those similarities between my world that I live in on the energy side of things. And it's the same question. There is no path where we're not expanding the amount of energy we need, we're not going to be using more energy. But there are different ways to do that. And there are different paths we can take: the business-as-usual, the just grow, grow, grow, centralized energy production and large-scale transmission, or there's a combination of like grow those things, but also find alternative methods, more DERs, more sort of like close to consumer energy sources and storage, etc., etc. And people that listen to this podcast know I kind of go on ad nauseam about this. So, lots of similarities there. Another kind of framing or foundational thing that I want to talk through before we really get into the meat of our conversation is helping ground both myself and our listeners in what exactly we're talking about here. So, we all use, whether we know it or not, we use, you know, like cloud computing constantly, whether it's in our calls, how we're using the internet, using AI more frequently now. What is the physical reality behind that? What's actually happening? What is, you know, the term "data centre"? What is a data centre for our listeners here? What does that look like? [00:13:17] Phil Harris: Yeah, let's start there. And that's a great question. We started recognizing that the amount of power and space required for computers in companies and government and all sorts of different applications was getting larger than we could put in a room in a closet near maybe where people were using it. We had to start to create dedicated space, because the power requirements, the cooling requirements, just the noise—you can't hear this, but just in my basement, I have a few different compute systems that my wife continually tells me is keeping the neighbors awake. The reality is the environmental aspect of these things became very difficult. So, we created these purpose-built locations that had then different requirements in terms of access and facilities and power and cooling and staffing. And so, they became a new way of thinking about building compute infrastructure at a building level, not just at the individual computers themselves. So, a data centre is usually a very large room, or building, I should say, that houses large amounts of compute and storage and other networking equipment. There's a whole range of different technologies that go into a data centre that allows us to process information. That's what a data centre is. To give you some analogies, in the US, there's about nearly 6,000 data centres, depending on how you measure a data centre. In Canada, we have about 400. In Europe, there's about 750 that we can identify as standalone data centres. You can probably find more places where computers are outside of people's homes, but that's about the ratio we're looking at. [00:15:10] Trevor Freeman: And we're seeing, I think, and tell me if I'm wrong here, like all this talk about the AI proliferation, data centre proliferation, we're seeing an expansion of these. Is that we're seeing the size of these data centres expand, or we're seeing just more of them popping up? Like, what does it mean when we say we're seeing like data centre growth because of AI? What does that mean? [00:15:36] Phil Harris: Well, it's fascinating because now our worlds collide. Because the way we now think about how to describe a data centre isn't in the square footage or the number of computers. It's in how much power it consumes. And we now measure it in megawatts. It starts in 10 megawatts, or single-digit megawatts for very small data centres, into average-sized data centres in the tens of megawatts, up to now the hundreds and the gigawatts of consumption that you look at these hyperscalers. But I think we have to put this into a sort of a human scale. It helps us to put this in human scale. If I were to go back to ChatGPT, actually about now 15 months ago, ChatGPT-4, if you were to put that data centre footprint into the province of Ontario, for example, where you and I both are right now, it would be the equivalent of a million internal combustion engine cars driving 30 kilometers a day. If you ever drive up the 401, you probably don't want to see another million cars on the 401. But that's the amount of energy that we can think of in terms of a data centre of that scale. [00:17:02] Trevor Freeman: Yeah, and again, putting it in the electrical industry's terms, what we consider as a large load—so, we have a specific designation of a large load request—that is anything 5 megawatts and higher. Up until recently, we would get one or two of those every once in a while. Like, it's pretty rare to get a large load request. We are seeing large load requests coming in at a near constant pace now. Like, the number of large load requests we're getting, and a lot of it is because of this—not all because of data centres or anything like that, but a lot of them are certainly driven by that need for more computing power, more facilities that support that. [00:17:53] Phil Harris: That's right. And at the same time, we're seeing a demand on energy around now home EV charging and other aspects of the general distribution of power. Everything is taking a step function. But if I could just say one thing to your point about 5 or 10 megawatts was a high load, I think we may need to change that scale. It's almost inefficient to build a data centre unless you're somewhere above the 10 megawatt range, because at that point, get somebody else to do it for you. [00:18:23] Trevor Freeman: Ah, interesting. Yeah, and that's where sort of like, almost like renting space in a data centre for a request of that size. Interesting. Something that, you know, I've seen kind of in your writing on your blogs is the idea that traditional data centres are really built for peak capacity, which absolutely mirrors the power industry. We build our electrical grids for peak capacity. And obviously, that leads to a fair amount of inefficiency. So, if you're building just to peak capacity, if you're not at peak capacity, there is an inefficiency happening there. Something that you identified, it's a stat from your research, talks about graphics processing unit usage rates as low as 20% or 25%. So, I'm assuming that means kind of like three-quarters of that hardware is sitting idle or not being used valuably. Tell us a little bit about what Cerio, what you're doing, what your composable architecture specifically is doing to reclaim that wasted power and cooling capacity. [00:19:42] Phil Harris: Yeah, and so it starts off with the premise you correctly raised, is that if we think about the equipment, the physical equipment, and how we put these devices and these components together in a data centre, the same model we've been using today is about 30, 35 years old in terms of individual compute systems where we run applications, software, that has memory and central processing units, those typical things you have in a laptop or you have in every computer. But then we put these accelerators, these GPUs, companies like Nvidia now are the one of the most valuable companies on the planet, if not the most valuable company on the planet, because that's the technology they develop. But we're trying to put these new class of accelerators into an existing compute model, which wasn't designed for this. So, that in itself now starts to fragment the ability to leverage those resources in a data centre. And as you accurately said, you know, it's interesting, if I could geek out on this a little bit for the energy consumer in the room... [00:20:53] Trevor Freeman: Please do. [00:20:54] Phil Harris: ...we think about the notion not only of the megawatts of power going into the data, but we think about what we call power usage efficiency. And that basically says, whatever the power delivered to a data centre, how much of that is applicable to the IT systems in that data centre? A good, well-run, efficient data centre is about 1.2. That means that about 1.2 times the amount of power that's used is delivered. Your home, for example, is about 30 times the amount of power we use is delivered. We are very inefficient from our home use, by the way. But that's another problem to solve another podcast. But in this case, that's all true until we then ask the question, but what's actually being used of that equipment? And that's now in that 25% to 30% range at any point in time. And we refer to that as stranded and idle assets that, for whatever reason, aren't where the application is or aren't applicable to be used for the application at that moment, because they're in some other box. Or it's a time of day when people use equipment. And by the way, equipment like that isn't being used 24/7, but it's drawing power 24/7. So, there's lots of inherent inefficiencies in that model. So, what we do is we provide the ability to dynamically have pools of resources where we can dynamically attach resources to a compute system as required, at the scale you required, and allowing you to be much more efficient in the timing of that and the amount of equipment required to meet your end solution. And by doing that, we can increase the number of accelerators that you apply to a compute system, which inherently means you are much more efficient in those compute systems. Because it's not just the computers, as I said before, there's storage, there's firewalls, there's load balancers, there's networking equipment, all of that can now be much more efficiently used, all of that is drawing power. [00:23:01] Trevor Freeman: So, is the idea then that the equipment not being used or when you're at a lower demand time in terms of computing power, you've got physical equipment idling, sort of in more idle mode, drawing less resources that you can then ramp up? So, the peak amount of equipment's still there, you're just being more efficient with it when it's not being used, and you've developed a way to sort of dynamically pull that in. Is that what I'm hearing? [00:23:28] Phil Harris: Exactly. I'll give you an example. A data centre here in Toronto wanted to have a block of 128 GPUs they could service their customers with. With the current systems they were using previously to deploying our infrastructure, they had to deploy actually 200 GPUs and a very large number of servers to house those GPUs. By deploying Cerio technology, they brought that down to 136 actual GPUs, and they reduced the number of compute platforms by a factor of 4. So, they reduced it by 75%. [00:24:10] Trevor Freeman: Wow, that's fantastic. [00:24:11] Phil Harris: With exactly the same outcomes to their customers, with no contention for resources, no oversubscription of resources, just more efficient use of those resources. [00:24:23] Trevor Freeman: Gotcha. So, still able to meet that peak demand, but not firing up that equipment when it's not needed. [00:24:30] Phil Harris: Well, not just not firing, not having to have as much stranded equipment, because we can use all the equipment all the time. [00:24:38] Trevor Freeman: Gotcha, okay. So, in when I was kind of setting up that last question, I used the term "composable architecture," and I'll admit that I pulled that from your material. Help me understand what that means. So, I've also seen you use "composable infrastructure," sounds a bit abstract. What are we talking about here? What does that actually look like? [00:25:02] Phil Harris: When a consumer or someone who's building a data centre buys their computer equipment, they usually will actually buy the computers, the GPUs, the storage, and other things at the same time. And they will get delivered together, and that box now becomes a unit of compute capacity. But the thing about that is, whether you're able to use that entire capacity, the length in which that's useful, there's a lot of innovation churn right now as new things are coming through very quickly. But that box is now statically built for the rest of its life pretty much. IBM did a study, to take a server out of a rack, these big 6-foot racks or bigger where these servers are housed with lots of wires going into them, power and data and all sorts of things, it's about $1,000 a minute to take one of those servers out of the rack and either change something that's broken, update something. So, they just don't get taken out of the rack, because the average time to take a server out of a rack is about an hour. The math on that's pretty simple. So, if I'm spending $60,000 to upgrade a $20,000 or $30,000 server, I'm just going to leave it there and buy another one. So, that creates more of these stranded assets. So, composability says, let's separate these things into, as I said, pools of resources: compute, accelerators, and other devices, and have a fabric between them that allows us to in real time assemble a compute system that I need—that's the composing part—as I need it, because I can now take the resources anywhere in my data centre if you've got the right fabric, which we've built, that allows you then to real time build that compute system with exactly the same capabilities, exactly the same performance, and without having to change any of your software or the way the servers work. Everything has to be off the shelf to make this work, and that's what we've built. [00:27:03] Trevor Freeman: Gotcha. So, two of the terms—and you'll forgive me, this is sort of a new sector for me—two of the terms that are used as metrics to determine performance are power usage effectiveness, and you've kind of talked about GPU usage. Is the industry moving more towards that GPU usage metric? Is that just something that you guys are kind of leading the curve on, or where are we at on that? [00:27:36] Phil Harris: Oh, no, this is very much the industry way of describing not just efficiency, but requirements. And we use very weird terms for this. Every industry has their weird terminology. [00:27:46] Trevor Freeman: Absolutely, yeah. [00:27:47] Phil Harris: And we're now moving to the, for example, in AI, the number of tokens per second. When you and I put a request or a question into ChatGPT or Copilot or Claude, whatever we use, those words get translated into tokens, actually numbers. Every compute system is just a big calculator at the end of the day. We do massive processing on numbers. How many of those tokens can I put into the system? How long does it take to process those tokens and give me a response? And the tokens per second per watt is now what we're asking. So, how many tokens a second and what power per token is it costing me to process information? And that's the interesting way of thinking about how AI, for example, that's where you started this conversation, will be measured, is the most amount of tokens per second per watt. Now, right now, we're focusing on tokens per second. We're not looking at the last denominator, which is watts. So, that's why these data centres are getting so ridiculously large. And, you know, we even heard it in the State of the Union address in the United States earlier in the week where, you know, there's now the administration pushing cloud vendors and AI vendors to say, "Hey, pretty soon, you're going to be on your own about delivering power because, quite frankly, the way you're going, it's going to become untenable to think about that from a national grid perspective." Now, I think that may be a little bit into the future, but I don't think it's a completely unreasonable sentiment at this point. [00:29:32] Trevor Freeman: Yeah, and I mean, you're talking about, and we talked earlier about the just the scale of energy usage here is reaching a new height, a new level. And if we break it down to the individual racks, you know, these these racks of servers or processors that you've got in your data centre, we're now talking about anywhere from 50 kilowatts to 100 kilowatts of cooling need. And that's the big driver of energy usage, I think, is correct here, is the cooling need per rack multiplied by, of course, big numbers to get those, you know, 5, 10, 20, 30 megawatt data centres we're talking about. When we talk about cooling and we talk about hotspots within a data centre, how does your approach differ from kind of the standard way of doing it? [00:30:32] Phil Harris: That's a great question. And I think we should explain why the cooling part, it's a bit like buying really good, expensive Wagyu steak every day and then having to spend a lot of money on a gym membership to then go and burn off those calories. So, we put all this power into power these compute systems, but then we have to keep them cool. The faster they run, the more powerful they run, the hotter they get, but we need to cool them. So, there's this relationship between the more power we draw, the more cooling we need. And cooling is becoming, as I said, that sort of tradeoff for performance. Now, there's lots of exotic ways of cooling computer systems. We can just blow air across them, we can have liquid like the radiator in your car, or we can literally drop these compute systems into baths of solvents. Ferdinand Porsche, I like to use of other industry analogies. Ferdinand Porsche, the guy who obviously designed the first Porsches and the VW Beetle, realized if I could distribute the heat of the engine block with a horizontal block, I could blow air across it, it was much more efficient than trying to put a radiator to actually cool down the engine block the way that other cars who have the engine in the front. And it's because of surface area. Now, if I've got to put all my GPUs and CPUs and memory close together either in the same box or the same rack, that concentration of heat needs to be addressed with cooling. One of the ways we can address this is not only to be very selective when I compose the GPU, it's the only time it's drawing power, but also, I can spread them out through my data centre by having a fabric that allows me to connect them to the compute systems with the same performance. But now I can distribute my heat generation, that means I can cool more efficiently, just like that Ferdinand Porsche analogy of the Porsche 911. Because now, heat over spread of distance and surface area is a more efficient way, which means that it won't mean that we won't ever get to liquid cooling. I don't think immersion cooling is a good idea for lots of other reasons, but it's a necessity more than an optimization. But we can defer the complexity, the cost of those exotic cooling systems if we're more efficient in the way we use and design our data centres. [00:33:10] Trevor Freeman: And I guess there's a similar description there of if you're concentrating all that heat in a specific physical area within a bigger building, room, whatever you want to call it, that cooling system is having to work to that peak cooling need, so to that hotspot effectively. But it's not working just on that spot, it's working across the whole physical area. If you're spreading that cooling need out across the whole room, one, the peak is a little bit lower, and you're just more effectively using your whole cooling system, is that fair to say? [00:33:48] Phil Harris: That's exactly the right way of looking at this. And think about it from this perspective as well. The reason we have to cool is because if we don't cool sufficiently, those devices become very unreliable and reduce their useful lifespan. Without going into who, because they keep this information confidential, but one large cloud provider in the US, for example, a GPU that normally has a lifespan of at least 3 years is going down to about 9 months right now. And the reason for that reduction in the lifespan of the use of that GPU is because of the heating characteristics within these boxes even with all these cooling mechanisms are becoming now a reduction in the lifespan. So, that means we have to create even, remember I said what it costs to take a system out of a rack? [00:34:44] Trevor Freeman: Yeah. [00:34:45] Phil Harris: That means if we don't have to apply an efficient and effective cooling strategy, our power strategy and cooling strategy, then we start hitting problems very quickly. [00:34:56] Trevor Freeman: Gotcha. Okay. Okay, so there's a mantra that I'll admit I hadn't seen before until kind of reading some of your material. It's, "Friends don't let friends build data centres." And I think it's referring to, you know, this move in there's so many industries that kind of do this cycle of centralization to decentralization. And the sort of data movement went towards that centralization, and you saw these big, massive data centres. But there's kind of a move now back to, let's call it, decentralization or repatriation of data. And so, for various geopolitical reasons, organizations, companies, governments are wanting to pull their data back home and have it kind of be more in their control, living in their own servers. So, how are you or how is Cerio helping companies kind of get back into the data centre business or repatriate their data without kind of, you know, getting into the troubles that led for to that centralization in the first place? [00:36:12] Phil Harris: Yeah, and by the way, I can't take real credit for that quote. Cole Crawford, who was one of the early guys at Facebook before it became Meta, and was one of the leading voices in the Open Compute Platform movement, which was trying to standardize how we do these things, Cole is now the CEO of a company called Vapor IO. And what he was really saying is, it's so complicated and difficult to run data centres, let alone build them, the capital expense. AI isn't just one thing. There's lots of stages in the workflow of AI. We train these big models, you have heard of large language models like ChatGPT or Copilot. But what we use them for, the results of those trained models, is what we call inference. Now, you'll now hear about agentic AI, where we turn those results into actions. Okay, that's the agency part of agentic. Well, the use of AI in the corporate world is now becoming, as you said, both regulated, but from an intellectual property perspective, it's about how I control my data and my information. Because if I put that all into somebody else's large language model, I've basically populated somebody else's large language model with what might be my proprietary information or information that's very sensitive. And it's one of the reasons why you'll hear in the press about Anthropic, for example, trying to put guardrails around the use of their AI, because they're very sensitive to this. Most enterprises, governments, of all sorts, have realized, though, they need to run this in their own data centres, because they need to have control over this information and the use of this information. That's the repatriation you're talking about, moving these workloads now into the organization that previously had said, "Hey, cloud computing can take this problem." We've got to now figure out how enterprises, which are far many more of them in far more diverse locations, can now build their own data centres and get the right power, the right efficiency, the right capabilities at the right cost. [00:38:22] Trevor Freeman: Does that open the door? I mean, earlier you talked about, you know, if we're talking about a 5 megawatt data centre, it's almost not worth it. You know, that's just sort of renting space in someone else's. How does how does that track with an organization that won't have enough data or enough computing power, whatever the metric is, to to warrant a 30 megawatt data centre for their own data, but wants to get that that control, wants to bring it more in house? Is your technology helping those smaller data centres exist? Is that the correlation there? [00:38:58] Phil Harris: We can now move it into, another couple of terms that may be you're listeners may not be familiar with, in the compute world or the data centre world, we talk of brownfield and greenfield. Brownfield is that which is already there, greenfield is something I have to build new. A lot of the brownfield world is the predominant quantity of compute power on the planet is primarily brownfield. The question is, can I take that existing infrastructure and put the capabilities we've been describing in this discussion into those brownfields, so I can reduce the cost of the expansion of that, because I can reuse the compute equipment that's there? I can now add just the discrete GPU technology, for example, into an existing data centre that doesn't then far blow the power budget or the cooling envelope within that environment, but I can still now start taking advantage as I figure out what my larger plans are. And at the same time, how do we have a tier of providers who I'll give you an example. There's a company in again in Canada, ThinkOn, who are building a data centre in in Ottawa. It's going to have its own liquid natural LNG as its source of power for its own power requirements. Why? Because they can have the power they need as they need it in that location, and they can provide that secure infrastructure for both government and private enterprises. And ThinkOn is is certainly in Canada one of those companies that's really seen to be a trusted partner in this. So, it'll be a bit of what can I do myself, how do I have a trusted partner. We think of sovereign AI a lot. That means trust more than anything. And that's becoming the new mechanism of thinking about this. [00:41:01] Trevor Freeman: Thinking about the the environmental impact of of tech and of of data, you know, we've talked about the energy usage here, but there's also the physical aspect to it of, you know, the the pace of improvement in technology means we see obsolescence, or we see kind of technology being outdated fairly quickly. We all, like on the personal level, we all see this with our our cell phones, our smartphones, our our whatever tech we have at home that seems to be out of date fairly soon. I think the the stat or the the saying that's out there is, you know, tech is kind of obsolete or becomes trash within 3 years. Obviously, this is not sustainable. Is this part of the drive of what you're doing? Is it are you looking to sort of extend the life of the physical equipment? You've touched on this a little bit, but maybe expand a little bit on that. [00:42:01] Phil Harris: Yeah, this this goes a little bit back to that brownfield, greenfield discussion. But one way of looking at it, I guess, is um when I put all of these components into one the classic model, the current model, I put my my my central processing unit, my memory, my storage, my GPUs, all in the same box. What is the thing in that box that I want to take advantage of as new innovation happens versus that which is happening over a slower evolutionary cycle? Well, right now, if I put everything in the same compute unit, go back to my cost of taking that box out of the rack, I'm pretty much limited by the slowest innovation curve within that platform now as what I can take advantage of over time. Interestingly, GPUs are innovating currently at a clip of about once a year. Nvidia comes out with a new generation of GPUs once a year. Um but now we're getting more GPUs into the market, we're getting much more diversity, and that diversity means I'll have more options more often. But if my compute system itself is only innovating once every 3 years to your point, then if I don't decouple these things, if I don't have the ability to separate these innovation curves, I'm always stuck with the slowest innovation curve. One of the things we've done at Cerio with the fabric that we've built and the platform we've built is to allow you now to, if you like, dislocate those innovation curves and those options so as new technology comes along, I can apply it to the things that are innovating slower and still get the outcomes I'm looking for. And that will significantly increase the existing lifespan of equipment that's in people's data centres. [00:43:56] Trevor Freeman: So, so looking at a data centre of the future, and not, you know, not far into the future, let's say 5, 10 years from now, are we seeing some of the same technology still exist within that data centre, or is it, you know, everything gets cycled out within Like what's the generation of a data centre, for example? Like how often or how soon will we see it all cycle out? [00:44:20] Phil Harris: I think you there's a there's a there's a technical answer to that, and a financial answer to that. The depreciation models, so that the capital infrastructure can be written off people's books over a 3 to 5-year window, is very typical. So, we see that there's just an a financial inhibition to changing more or faster than that 3 to 5-year window. The technical churn, as I said, is happening much more rapidly in the technologies that are drawing most power, but providing most capability. So, one of the things we're we're looking at is how companies now start leasing infrastructure. Because if they lease the infrastructure, they can now recycle that and bring new technology in faster into their organizations. But to do that, you've got to have the ability to bring new technology in and not be stuck with these static systems that we have today. So, there's a set of financial instruments and now, with work that Cerio is doing, technical capabilities that allow customers to really continue to innovate. So, there's no real, "Hey, it's going to be all churned out in 3 years." I'll continue to innovate over those 3 years, recycling the technology that can stay where it is and bringing new technologies as it becomes available at the right financial model. [00:45:39] Trevor Freeman: I'm curious about what that innovation is. Um so, you talked about Nvidia kind of essentially a new GPU every year, there's a new version every year. What is the innovation? Are they just Is it getting faster and more compute power and therefore it's pulling more energy, and is that just like a perpetual increase, or is it kind of same compute power, less energy? Like, do we ever see, I guess what I'm what I'm getting at with this little bit of a ramble here is, do we ever see that that rate of change in energy usage start to flatten out and come down while we still can grow our computing power, or does energy usage just continue to grow, like are we on a bit of a path with no end right now? [00:46:36] Phil Harris: History taught us a little bit about this. Uh Gordon Moore, who was one of the founders of Intel, actually, we had this term called Moore's Law. And Moore's Law was basically this idea that every 18 months, we'll double the number of transistors on a piece of silicon. Now, for those in the computer science world, we all understand what that means. For the rest of the world, the transistor is the smallest unit of technology within the computer. It's the basic building block of how we build computers, the central processing units, all the GPUs, they all come down to taking literally silicon, and in a foundry, we call them, figuring out how to make as many transistors interconnect with each other in a in a smaller area as possible, or the most amount of transistors we can. So, a bit of a geeky answer to your question, but the way that we look at how each innovation improves is are we increasing the number of transistors, which means we can do more math. Remember, all we're doing is processing numbers. [00:47:45] Trevor Freeman: Per unit, per physical unit, right? [00:47:47] Phil Harris: Per physical unit. [00:47:48] Trevor Freeman: Okay. [00:47:49] Phil Harris: And the way we do that is in these big foundries that process all this silicon into these components, they have what are called process nodes. And the and literally how we etch a transistor, it's called lithography, onto a piece of silicon tells us the power of that piece of silicon. And the more I can etch, so we get into what we call the nanometer scale of what we call a process node. So, every time, if you really look into the spec sheets of Nvidia every generation, they'll talk about how many nanometers their silicon process is based on. Because the smaller I can get that number, the more transistors I can have on the same amount of silicon, the more processing I have, BUT every transistor takes power. So, with more transistors, I require more power, even though in the same physical space, it looks like the same amount of silicon. Therefore, your question was a great one. Do we ever get to zero nanometers? Well, no. We're going to hit a wall here eventually. So then the question is, that's the scale-up model: try and make one thing as big as possible. How about if we make lots of things powerful, but we have more of them? In China, last year, we heard of DeepSeek. DeepSeek was a Chinese government-sponsored effort to try and come up with a much more cost-effective way of doing the equivalent to ChatGPT. They didn't do that with bigger GPUs, they did it with much smaller GPUs, but many more of them. And that comes back to how efficient I am in deploying lots of things together. And that goes back to my earlier point about, we start with scale up, inevitably in the industry, we go to scale out. [00:49:50] Trevor Freeman: And there's Is it fair to say that the power usage per transistor, is that fairly static? Like, is there efficiencies to gain there, or your GPU is going to use more power because you're packing more transistors into it, and once you hit that wall, that's going to be the the power consumption level. Is that right? [00:50:15] Phil Harris: Well, this is the games that the silicon manufacturers like Intel, AMD, Nvidia, they're all trying to figure out how to sort of figure out new and interesting ways of packaging all the silicon in these processing units. And we've got a whole industry and science around the packaging mechanism to make those tiles, and we now think of them as little tiles of processing power. And some will be doing very specific jobs, some will be doing very general jobs. It's now getting to the point where the science around the packaging of these dies or these tiles is as much of the of the of the innovation as the actual tiles and the processing on them. So, it's an extremely complex um um technical problem, uh and we are hitting some walls here, which is why I go back to my earlier point. We're now reaching a point where is it just a technical problem to solve or a technical, operational, and commercial problem we have to think about? And this is that wall that you asked me about right at the beginning of this conversation: are we about to hit a wall? And the answer is yes. [00:51:26] Trevor Freeman: Hmm, interesting. It's I mean, I'm always fascinated by like what are the what are the really smart people in the industry focusing their time on. And it's so that's why we're talking to you, um of you know, you're looking at how do we operationalize this, how do we get the most efficient combination and structure of what we're doing here. There's folks that are looking at how do we pack the most computing power efficiency into these specific units. I guess there's an aspect of how do we cool this in the in the most effective way, like what's how do we um, you know, drive down the cooling power needed. Uh what else is out there in terms of like we have smart people focused on this efficiency? What's the thing that's missing from that that sort of list? [00:52:26] Phil Harris: Well, I think maybe what's going on right now, and if I could just add one more layer of complexity, I'll try and keep it concise. Remember I said we were processing silicon? Well, the earth's got lots of silicon, but we don't have lots of places to process that silicon. The companies that are formed to process silicon into these processing units, we call them foundries. The world's largest is TSMC based in Taiwan, um and then we have Intel, we have Samsung, we have a few others around the world, GlobalFoundries is another one. There is a limit, physical limit, because these foundries are huge and they take decades of development and optimization. So, if we start breaking ground on a new foundry tomorrow, we'll see output in about 5 years. So, we have a constrained supply. So, if I'm a if I'm Jensen at Nvidia or any of the big silicon manufacturers, I'm going to optimize that relatively constrained supply to where I'm going to get the best return on my investment, and that's why this scale-up model is happening. So, given that, we know that we won't have any more foundry capacity of scale for another couple of years at least, then the reality is we've got to think differently about how we're thinking about the processing of that silicon. Do I want just ever bigger processors that become more expensive, more limited in where I can deploy them, and quite frankly, the top 15 consumers in the world of silicon consume about 80% of that silicon, if not more. How do I democratize that? Again, it goes from scale up to a scale-out model where I can use that same processing capacity to produce more silicon. [00:54:20] Trevor Freeman: Fascinating. Um yeah, I just I took us down a little bit of a nerd out path. You had me really interested in that. Um okay, so last question here. We hear this term for a bunch of different reasons um around the world right now. Um we're hearing this term "democratizing" happening a lot, and and I know um and you've talked about democratizing AI. What does that mean? What does that mean to you, or or describe that for us? [00:54:51] Phil Harris: Yeah, I think it really means going right to my last point about if if 15 big, big consumers of silicon are going to consume the vast majority of available supply chain, that makes that a losing proposition for the the rest of the organizations and the rest of the governments and the rest of the individuals on the planet. So, how do we make sure that AI can be built both responsibly from a a sustainability perspective, and I don't mean just ecological side, but that's important here too, but also from the ability to I was on a panel yesterday between the UK government and the Canadian government where we were looking at how do countries around the world have the ability to control their own destiny. There's this whole notion of sovereignty and AI sovereignty right now. That isn't because people want to have closed walls around them, they want to have choice. They don't want to be dictated to by very dominant players where they quite frankly don't have the buying power to compete, you know, the amount of capital going into some of the AI companies, we saw $30 billion going into Anthropic last week, that's actually a small increase in their capitalization relative to the other big AI players on the planet. That's $30 billion. So, we've got to think to ourselves, is that a sustainable model commercially? And the answer is no. So, we've got to have technology, we've got to have the right ability to deliver power, we've got to have the right designs of data centres that can keep them cool in an effective and efficient and responsible way, and we've got to be able to give them enough power to make them viable to make them useful. That's the democratization we all have to be focused on. [00:56:46] Trevor Freeman: And we need every I guess to to round out the point is we need everybody to be able, everybody being, you know, whatever, major industry, countries, whoever, to be able to access that equally so that we don't have to rely on the major players out there in order to do those things you just said. Gotcha. [00:57:04] Phil Harris: That's exactly right. And look, there'll always be a pyramid here. There always has been in technology, there's always still the big players, right? But the question is, have the big players stifled out the ability for smaller players to come up, innovate, provide choice, provide alternative ways of looking at things? And that's what we've got to make sure that we keep the the And there's always reliance on some new technology coming along that enables that. Cerio believes that we've created that next layer in the stack, if you like, of technologies that gives us that opportunity to rethink the innovation curve going forward. [00:57:42] Trevor Freeman: Very fascinating. Phil, thanks for your time. I really appreciate it. This has been super interesting. It's not an area that I often get to spend my time thinking about, so it was great to chat today. As you know, we always kind of round out our interviews with the same series of questions to our guests. So, what's a book that you've read that you think everybody should read? [00:58:05] Phil Harris: Well, I'm not sure I can recommend this for everybody. One of the people who basically along the lines of some of the things I've been talking about today, who've revolutionized the computer world was a gentleman by the name of Linus Torvalds in Helsinki in Finland at the time, he's now based in the States. He realized that there was a dominance around how the operating systems on computers, the things that run the software, was limiting basically innovation, choice, and forcing us down a very closed path. So, he wrote something called Linux, which was a new operating system, so be it on your phone, your TV, your microwave, that's running Linux today. Because there wasn't an operating system that we could then generally deploy that meant there was more developers had the ability to write applications, more hardware vendors could now have software they could run on their on their platforms. He gave the world a new innovation curve, and every time this happens, to my last point, good things happen, very good things happen for the world, for every individual on the planet. And Linus was one of those individuals who saw that need. And so, his book, "Just for Fun," and he's a very quirky guy, as you can probably imagine, is a great book about his philosophical approach to what it takes to change really big problems. And I would encourage all of you just even just read the first few chapters. It's a fascinating view of how an incredibly smart man, smart individual took on probably one of the biggest problems we had in the 20th and 21st century of computing and solved it by recognizing you take a different path. [01:00:03] Trevor Freeman: Yeah, very cool. [01:00:04] Phil Harris: As far as as far as shows, I don't know, I'm one of these guys, I've got two 13-year-old daughters, so my wife and I get to watch TV for a very limited amount of time when we can watch it about the things we want to watch. So, we tend to sort of cram things in. But I am I am a huge Aaron Sorkin fan. So, if I ever need something on a rainy day to go back just to think about how the world could be, I watch The West Wing. It's a show that's imaginative, it's got incredible script writing, it's got incredible character development, but it really talks about how to think about doing the right thing as well. Now, whether you agree with the politics or not, that's a different question, but just the thought that smart thinking solves big problems, again, sort of it's a bit like the Linus Torvalds book, it just speaks to me about sometimes we can solve big problems with individuals or people who just have the right way of thinking about things. [01:01:06] Trevor Freeman: Yeah, I think that's that's the kind of, you know, call it entertainment because it is entertainment, but it's the entertainment that sticks with you and that we we go back to time and again is the ones that we can also like see the the underlying philosophy or or, you know, theory of change that goes into that entertainment. And it's it's fun to watch, it's, you know, either humorous or dramatic or whatever, but there's still that underlying message. And I think, yeah, West Wing is a great example of of that. There's a handful of those other sort of classic shows that are in that line, too. Um, a free round-trip flight anywhere in the world, where would you go? [01:01:46] Phil Harris: This is hard. Um, my wife and I were talking about this the other day, and um I've had I've had the luxury of traveling just about everywhere. I think there's 15 countries on the planet I haven't been to. Wow. But if I ever want to go to one place, it's Bali. And there's two reasons: one, my wife and I went there for our honeymoon and it was the beginning of the most important chapter of my life by far. Um, and and secondly, it's because it has that balance of everything. It's I love to scuba dive, I love the rainforests, the jungle, the architecture, the people, the food. It just brings everything into one package for me. And so, um it just, again, it's those things that sort of speak to you emotionally and also intellectually. It's one of those things that I could always go back to. [01:02:40] Trevor Freeman: Oh, fantastic. Um, who is someone that you admire? [01:02:45] Phil Harris: In history or today? [01:02:47] Trevor Freeman: Ah, you pick, anything. [01:02:48] Phil Harris: That's fascinating. Um, I think historically, it's I'm a Brit, it's hard not to go back to some of my my my forebears or my my country's forebears. Alan Turing, who against all adversity, social, political, technical, came up with an inspirational way of thinking about solving what were deemed to be unsolvable. And again, it was a it's a tragic story, I think we've all if you see, you know, the movie that was made about his life, um, it's a very tragic story, but it's an inspirational story about how again, if you just take a different approach to solving what seems to be an unsolvable problem, you can. You get smart people together, doesn't have to be a big army of people. And I think so Turing is one of those people that always comes back for me, thinking, "Wow, if I could have just some of his courage and some of his imagination and some of his intellect, I'd be a very happy person." [01:04:02] Trevor Freeman: Yeah, and it's almost, I mean, obviously a brilliant man, but it's the willing to think in a different way or willing to approach a problem in a different way that, I mean, there's a long list in history of of major turning points that are as a result of someone thinking in a different way or doing something in a different way, and I think that's a great example of it, so. Just about the entire course of human life in the midpoint of the 20th century changed on that that man's inspiration, that man's imagination. Yeah, and that's that's not an understatement. That's fantastic. Uh, okay, last question. What's something about kind of the energy sector or, you know, your sector that that you're really excited about, or something that you see in the future that you're really excited about? [01:04:47] Phil Harris: Actually, I see it now, to be honest. There are things in the future. Hey, I I I have two 13-year-old kids. I want to have a sustainable ecology and world environment for them to live in and bring their own families up in. And I think about how we can use power more efficiently, but how we can make it It does Look, sustainability is important. I want to see renewable, sustainable energy for the general world as a as a thesis. Right now, it's how we can be much more efficient in the use of power and the right power delivery. And I think, as I said, I gave the ThinkOn example, that's incredibly exciting because now if we can do that at scale, that's an opportunity to do that democratization that I spoke about. So, when I think about the things that are really exciting me about the data centre world, the world I live in, actually that power generation and power availability in a clean, effective, well-managed fashion is exactly what we need right now while the rest of us are solving these transistor problems. [01:05:58] Trevor Freeman: Yeah, it's I mean, our listeners are probably going to roll their eyes because I say this all the time, but one of the things that excites me the most is seeing like we're in a period of change, and and that's a really exciting time to be working in this, and I kind of hear that from you in in your sector as well, and I see it in mine, in the energy sector, of we're we're actually getting to see some of this innovation, some of these like leaps and bounds forward. That's not to say there aren't still problems, that's not to say there aren't steps backwards as well, but it it's very cool to be working on this at a time when we're seeing that change, and and that's kind of what I'm hearing from you as well. [01:06:34] Phil Harris: Indeed. [01:06:35] Trevor Freeman: Awesome. Phil, thanks so much for your time. I really appreciate it. This has been great chatting with you. [01:06:39] Phil Harris: Trevor, the pleasure was all mine. Thank you. [01:06:41] Trevor Freeman: Fantastic. Take care. [01:06:42] Phil Harris: Take care. [01:06:43] Podcast Outro: Thanks for tuning in to another episode of the Think Energy podcast. Don't forget to subscribe wherever you listen to podcasts, and it would be great if you could leave us a review. It really helps to spread the word. As always, we would love to hear from you, whether it's feedback, comments, or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.

Episode 256: Apple Expands AppleCare One, AI iCloud+ Teased, Xbox Moves Forward, and GlobalFoundries Gets Government BackingJay and Karl dive into another packed week in tech. Apple expands AppleCare One internationally and hints at a premium AI-focused iCloud+ tier, EA's $55 billion sale edges towards completion, Xbox lays out its post-reset priorities, and the US government backs GlobalFoundries with a major silicon photonics investment. Plus, eBay finally pays the price for one of Silicon Valley's strangest harassment scandals.Full show notes & links:https://techrant.online/weekly-tech-rant-episode-256/Also available on:Apple Podcasts |YouTubeIn This EpisodeNewsApple brings AppleCare One to more countriesApple's unified protection plan continues its global rollout.Tim Cook hints at an AI-focused iCloud+ tierA premium subscription for Apple Intelligence power users may be on the horizon.EA's $55 billion sale nears completionThe blockbuster acquisition appears set to clear its final regulatory hurdles.Xbox outlines priorities after its major resetAsha Sharma shares Microsoft's long-term ambition to dramatically expand Xbox's reach.eBay pays $46M over harassment campaignThe bizarre corporate stalking scandal finally reaches an expensive conclusion.US backs GlobalFoundries with $300M silicon photonics dealWashington deepens its investment in next-generation semiconductor technology.Say hello:@WeeklyTechRant |@weeklytechrant.bs

Should you apply for the promotion? Speak up in the meeting? Say yes to the opportunity that feels out of reach? These moments often come down to one thing: moving forward despite your self-doubt. In this episode, Anita Berthold, manager of learning and development at GlobalFoundries, sits down with host Sam East to explore why we fall into cycles of overthinking, self-doubt, and decision paralysis — and what to do about it. Anita shares how self-doubt almost kept her from applying for the STEM role she holds today, the question from a friend that changed her perspective, and why waiting until you feel ready rarely works. Plus, learn pragmatic, science-based tools you can put to use, including how to respond to your inner critic, treat scary situations like experiments, and recognize the physical signs that stress is taking over. — The Society of Women Engineers is a powerful, global force uniting nearly 45,000 members of all genders spanning 90+ countries. We are the world's largest advocate and catalyst for change for women in engineering and technology. To join and access all the exclusive benefits to elevate your professional journey, visit membership.swe.org

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semiconductor royalty business.IBM claims NanoStack delivers up to a 50% jump in compute performance or a 70% gain in energy efficiency versus its 2021 two-nanometer IP. IBM sold its chip manufacturing business to GlobalFoundries back in 2015, yet it still holds one of the largest patent portfolios in the industry, and IP licensing and custom development income made up nearly 10% of IBM's GAAP net income in 2025. We break down IBM's 2025 revenue, R&D spend, and licensing income, then identify who benefits most across the supply chain, including ASML, Lam Research, Tokyo Electron, and Screen Holdings as advanced lithography, etch, deposition, and wafer-cleaning suppliers to Rapidus, the Japanese foundry startup aiming to ramp production by 2027.This is part of our ongoing coverage of the semiconductor manufacturing supply chain and the next 15 years of chip advancement.Full research is available for members at Semiconductor Insider — join at chipstockinvestor.com.Get 15% off your membership with our link: fiscal.ai/csiContent in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

SpaceX ville rejse penge via obligationer - og efterspørgslen var så voldsom, at de kunne have lånt mange gange mere, end de bad om. Det siger noget i sig selv: långivere er konservative af natur, så når de står i kø for at låne SpaceX penge, vurderer de risikoen for konkurs som forsvindende lille. Samtidig vælter nye compute-aftaler ind med Google, Anthropic og nu Reflection AI, og Mads' pointe er, at SpaceX kan komme til at fordoble omsætningen på et enkelt kvartal - og at markedet stadig ikke aner, hvad den gris skal koste.   Den anden store historie er memory. Micron mangedoblede omsætningen - ikke fordi de producerer flere chips, men fordi prisen er eksploderet. Memory er gået fra commodity til knaphedsgode: AI æder high bandwidth memory, nye fabrikker tager år at bygge, og Micron er udsolgt langt ud i fremtiden. Spørgsmålet er bare, hvad prisen er om nogle år, når SK Hynix, Samsung og Elon alle skruer op for produktionen. Allerede nu har Apple måttet hæve priserne på deres Macs på grund af det.   Ugens tema er New Deal Invests rebalanceringsmøde med Simon og Jordan fra Convequity. Efter første gennemgang lå porteføljen tungt i datacenter og chip - lækkert, så længe musikken spiller, men farligt den dag stolelegen stopper. Så de spredte sig bredere: ud røg blandt andre TSMC, Lumentum, Figma, Samsara, Galaxy Digital og Monolithic Power, og ind kom GlobalFoundries, UMC, Planet Labs, Onto Innovation, Nova, Cohu, tyske LPKF, Cerebras, SpaceX, Enphase og SolarEdge. Rammet ind af klassikeren: invester så lidt i hver tech-aktie, at du faktisk håber, den falder.   Derudover: hjerneflugt fra Google, hvor Transformer-medopfinderen Noam Shazeer går til OpenAI og Nobelpris-vinderen John Jumper forlader DeepMind til fordel for Anthropic - mens Gemini skranter. Plus Dark Fleet og hvordan USA via Irans olieeksport kan få et kvælertag på Kina, Trump der truer Europa med told over Digital Services Tax, Alan Greenspans død og 90'er-parallellen til Kevin Walsh, Palantir der ryger ud i Frankrig, Meta der køber sig ind i indiske Cred, OpenAI's nye chip med Broadcom, kapitaljagten hos Robinhood og DeepSeek, og en executive order der gør quantum computing til national sikkerhed.   Plus ugens køb i Pluto.Markets-porteføljen: UMC, Enphase, Amprius og Intuitive Machines (samt Figma på Jespers regning) - og et lille salg af SanDisk hjem efter en kæmpe optur.     Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden på Vipp.com. Du kan også blive medejer af en unik bolig på Mallorca gennem Vippresidences.com.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.     Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. 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What happens when a single lost network packet can disrupt hours of manufacturing? Recorded at Cisco Live, this episode features John Hoenemier, Director of Network Security Operations at GlobalFoundries, one of the world's leading semiconductor manufacturers. While most people think about microchips only when they buy a smartphone, laptop, car, or connected device, the reality is that modern life depends on a vast ecosystem of manufacturing facilities operating around the clock with extraordinary levels of precision. During our conversation, John explains why semiconductor manufacturing is one of the most demanding operational environments in the world. Production runs continuously throughout the year, and even minor disruptions can have significant consequences. In this environment, the network serves as the digital nervous system of the factory floor, connecting equipment, systems, data, and people in real time. We discuss the challenges of maintaining resilience in an environment where downtime is rarely an option. John shares how visibility, observability, security, and automation have become increasingly important as manufacturing operations grow more connected and more dependent on digital infrastructure. The conversation explores what happens when connectivity is interrupted and why reliability remains one of the most important measurements of success. We also examine the growing role of AI, operational intelligence, and unified management platforms. John explains why bringing together data from multiple systems is helping teams make faster decisions and why technologies such as Cisco Cloud Control are generating so much interest among infrastructure leaders. Along the way, we discuss cybersecurity, identity management, observability, and the unique realities of protecting highly distributed manufacturing environments. Despite operating in a very different industry, many of the challenges GlobalFoundries faces are remarkably familiar to technology leaders everywhere: balancing innovation with reliability, improving visibility, and finding ways to manage increasing complexity. What stood out most was the reminder that behind every AI application, cloud service, connected device, and modern technology platform sits a manufacturing ecosystem that must operate with extraordinary consistency and precision. As industries become increasingly connected, how important will resilient digital infrastructure become to the products and services we rely on every day?

Er is een interessante doorbraak bereikt in de Europese chip-sector, door de Delftse chip-ontwikkelaar Qualinx, die daarvoor samenwerkt met chip-producent GlobalFoundries. Mede dankzij Europese chipsubsidies kan zowel de ontwikkeling als productie van hun chips (bij Qualinx zijn dat ontvangers van draadloze signalen, zoals GPS, via een energiezuiniger digitaal systeem) volledig in ons werelddeel plaatsvinden, zonder afhankelijkheid van de VS of Azië. Joe van Burik vertelt erover in deze Tech Update, waarin je ook Tim Allemeersch, Senior Director Customer Success bij Qualinx, aan het woord hoort.See omnystudio.com/listener for privacy information.

On today's episode of the Smashi Business Show, Abdul Majid Awan breaks down four major stories shaping business across the region. We look at why the Trump-backed Gaza reconstruction board remains stalled despite billions in pledges, Bahrain's Mumtalakat reporting an 87 percent jump in earnings driven by McLaren and Alba, the UAE's trade response to regional disruption as outlined by Dr. Thani Al Zeyoudi at GLOBSEC Forum 2026, and Mubadala raising nearly $2 billion through the sale of GlobalFoundries shares. From sovereign wealth to geopolitics and global trade, here's your essential roundup of the day's top business headlines.  Newsletter: https://lnkd.in/dAkTDhJ6WhatsApp: aug.us/40FdYLUInstagram: aug.us/4ihltzQTiktok: aug.us/4lnV0D8Smashi Business Show (Mon-Friday): aug.us/3BTU2MY

- CHIPS Act awards for Quantum Tech - IBM foundry for superconducting quantum - Global Foundries factory for various quantum modalities - NSF X-Labs, other initiatives - Emergence of what might be called a National Discovery Infrastructure - Cerebras IPO - IPO Mania: SpaceX, OpenAI, Anthropic - ~$650B: Just 4 hyperscalaers's announced AI investments for 2026 - Intel + Tenstorrent acquisition rumors and implications [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260525.mp3"][/audio] The post HPC News Bytes – 20260525 appeared first on OrionX.net.

Back in 2010, author Ian Bremmer warned “We are no longer in a global, free-market economy. There are now two systems out there. There is a free-market system, largely in the developed world. There is a state-directed capitalist system in China, Russia and the Persian Gulf. The systems are mutually incompatible. When your principal actors are multinational corporations in the private sector and they rely for their growth on unfettered access to global markets, and state capitalist systems don't do that, you are going to have a problem. And we are just at the beginning of that problem.” Here in 2026, that is starting to look like a prophecy that is now being fulfilled under Donald Trump with the rise of state-directed capitalism, the antithesis of America First. That warning shot to Trump's ear back in 2024 at the rally in Butler, PA, is now paying big dividends for the Deep State.“And the devil, taking him up into an high mountain, shewed unto him all the kingdoms of the world in a moment of time. And the devil said unto him, All this power will I give thee, and the glory of them: for that is delivered unto me; and to whomsoever I will I give it. If thou therefore wilt worship me, all shall be thine.” Luke 4:5-7 (KJB)On this episode of the Prophecy News Podcast, 16 years ago Ian Bremmer warned that the world was no longer operating under one global free-market system. He said there were now two systems: the free-market system of the United States and other western nations, and the state-capitalist system of China, Russia, and the Persian Gulf. Sixteen years later, under Trump, America is not merely confronting that system, Washington is busy adopting it. Government equity stakes, national-security industrial policy, strategic corporate ownership, and taxpayer-backed national champions are exactly the mechanics of state-directed capitalism. The latest reports say the Trump administration is moving beyond traditional grants, loans, and tax credits and is now taking direct equity stakes in strategic companies. Today's reporting says the Commerce Department is backing a roughly $2 billion quantum-computing initiative involving equity stakes or minority-investment arrangements across companies including IBM, Intel, US Steel, GlobalFoundries, Quantinuum, PsiQuantum, Atom Computing, Rigetti, D-Wave, Infleqtion, and Diraq. State-directed capitalism is ripped straight out of the Council on Foreign Relations playbook going back as far as 2016 when Trump first became president. The global economic model is shifting under our feet. The same state-capitalist machinery once associated with China and Russia is now being repackaged in America with patriotic language and labeled as ‘America First'. This is where we are on Day 2,258 of 15 Days To Flatten The Curve!

Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Die Wall Street eröffnet nach den Verlusten der letzten Tage erneut schwächer, wobei vor allem Technologiewerte unter Druck stehen. Belastend wirken weiter steigende Renditen am US-Anleihemarkt, mit den Renditen der 10-jährigen Staatsanleihe bei 4,62% und damit auf den höchsten Stand seit Februar 2025. Gleichzeitig sorgen die Unsicherheit rund um Iran sowie anhaltende Inflationssorgen für Nervosität. Zwar hatte Donald Trump einen offenbar geplanten Angriff auf Iran kurzfristig gestoppt, die Märkte bleiben aber angespannt, da jederzeit neue geopolitische Eskalationen drohen. Im Fokus stehen heute Home Depot nach soliden Quartalszahlen und bestätigtem Jahresausblick sowie Google und Blackstone, die mit einem neuen KI-Cloud-Joint-Venture direkten Konkurrenzdruck auf CoreWeave auslösen. Die Aktie verliert vorbörslich deutlich. Auch Halbleiterwerte stehen im Mittelpunkt: Nvidia, AMD, Broadcom, Marvell und GlobalFoundries erhalten teils kräftige Kurszielanhebungen von Evercore und HSBC mit Verweis auf den anhaltenden KI-Boom und steigende Nachfrage nach Inferenz- und Rechenkapazitäten. CrowdStrike profitiert ebenfalls von positiven Analystenkommentaren, während Meta laut Reuters einen Stellenabbau von rund 10% plant. Insgesamt bleibt die Marktstimmung fragil: starke KI-Fantasie trifft auf steigende Zinsen, hohe Ölpreise und wachsende geopolitische Risiken. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street eröffnet nach den Verlusten der letzten Tage erneut schwächer, wobei vor allem Technologiewerte unter Druck stehen. Belastend wirken weiter steigende Renditen am US-Anleihemarkt, mit den Renditen der 10-jährigen Staatsanleihe bei 4,62% und damit auf den höchsten Stand seit Februar 2025. Gleichzeitig sorgen die Unsicherheit rund um Iran sowie anhaltende Inflationssorgen für Nervosität. Zwar hatte Donald Trump einen offenbar geplanten Angriff auf Iran kurzfristig gestoppt, die Märkte bleiben aber angespannt, da jederzeit neue geopolitische Eskalationen drohen. Im Fokus stehen heute Home Depot nach soliden Quartalszahlen und bestätigtem Jahresausblick sowie Google und Blackstone, die mit einem neuen KI-Cloud-Joint-Venture direkten Konkurrenzdruck auf CoreWeave auslösen. Die Aktie verliert vorbörslich deutlich. Auch Halbleiterwerte stehen im Mittelpunkt: Nvidia, AMD, Broadcom, Marvell und GlobalFoundries erhalten teils kräftige Kurszielanhebungen von Evercore und HSBC mit Verweis auf den anhaltenden KI-Boom und steigende Nachfrage nach Inferenz- und Rechenkapazitäten. CrowdStrike profitiert ebenfalls von positiven Analystenkommentaren, während Meta laut Reuters einen Stellenabbau von rund 10% plant. Insgesamt bleibt die Marktstimmung fragil: starke KI-Fantasie trifft auf steigende Zinsen, hohe Ölpreise und wachsende geopolitische Risiken. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

What if the thing you struggle with most could become your greatest strength? In this episode, I sit down with Dennis Szymanski, a semiconductor engineer who has lived with a stutter his entire life and learned to manage it through a powerful mix of science, self-awareness, and holistic living. Dennis shares how his journey through speech therapy, stress management, and personal growth shaped both his mindset and his career in nanoscale engineering and compound semiconductors. You will hear how early support, resilience, and curiosity helped him move from struggling to speak to confidently presenting, creating, and even writing a children's book. I believe you will find this conversation inspiring as it shows how challenges can guide you toward purpose, clarity, and an unstoppable mindset. Highlights: 00:10 Learn how early support and environment shape confidence and long term growth 09:43 Understand what it means to live with a stutter and manage it daily 11:10 Discover why the root cause of stuttering is still not fully understood 35:07 Learn how speech therapy has shifted toward treating the whole person 47:32 Understand how stress directly affects speech and performance 56:01 Discover how creativity and purpose come together through writing and innovation About the Guest: Hello everyone! My name is Dennis Szymanski, and I was born and raised on Long Island, New York. Over the course of my life, I have moved 11 times up and down the East Coast of the U.S., meeting many people and having amazing experiences, all the while working on my relationship with my stutter. I currently embrace my inner beach bum and reside in a sleepy North Carolina beach town with my girlfriend Samantha and Lennie the turtle. I have spent the better part of my academic and professional career in the semiconductor industry. I hold a Ph.D. in Materials Science and Engineering from North Carolina State University and currently work as a Product Engineer for a U.K. semiconductor manufacturing firm. In my personal life I enjoy playing disc golf, reading, playing the trumpet, yoga, entrepreneurship, public speaking, and any water sport you can imagine. The beach has always been, and forever will be, my home, my place of peace and solitude, a place to "Be As You Are". As a stutterer, I have practiced the physical art of communication ever since I have been able to talk. As a trumpet player, I understand the power of controlled breath. As an Engineer, I always strive to dig deeper. As a communicator, I believe it is all about connecting with people. As a human being, I endeavor to live a holistic life, where each facet compliments the others. My stutter made me a better engineer, just like my understanding of controlled breath as a trumpet player has made me a better communicator. I find myself to be a lifelong learner, believing that there is room for constant improvement even if, somewhat ironically, the area for necessary improvement is my (in)ability to rest and recharge. I love to travel and take much of my inspiration from the world around me. A change of scenery, pace, environment, and/or people is almost always welcomed in my life. No matter if I am out on the surfboard, generating an engineer data sheet, or giving a talk on stage, I live my life by once simple sentence: “It is all about the people.” Ways to connect with Dennis: website link is www.drdennyeddie.com LinkedIn: https://www.linkedin.com/in/dennisszymanski/ TikTok: https://www.tiktok.com/@drdennyeddie Instagram: https://www.instagram.com/drdennyeddie/ Facebook: https://www.facebook.com/dennis.szymanski.35 About the Host: Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog. Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards. https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/ accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/ https://www.facebook.com/accessibe/ Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset . Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. Transcription Notes: Michael Hingson  00:04 What if the biggest thing holding you back isn't what's in front of you, but rather what you believe Welcome to unstoppable mindset where inclusion, diversity and the unexpected meet. I'm your host. Michael hingson, speaker, author and advocate for inclusion and possibilities, this podcast explores how the beliefs we carry shape the way we live, lead and connect with others. Each week, I talk with people who challenge assumptions, face adversity head on and show what's possible when we choose curiosity over fear. Together, we focus on mindset resilience and the small shifts that lead to meaningful change. Let's get started. Well, howdy, once again, everyone and welcome to another episode of unstoppable mindset. It is a wonderful time here. We're recording this just a couple of days before Thanksgiving, and I especially give thanks for the fact that I get to join all of you and do these podcasts. So I want to thank you all for being here, and I want to thank our guest, Dennis Edward Szymanski, we're going to stick with Dennis, but we really appreciate you being here. And Dennis is involved with semiconductors. He lives life to the fullest. We were just talking before we started about his turtle. Lenny the turtle, he can he can talk about that if he wishes. And he also has some other interesting things that I'm looking forward to chatting about since he brought it up, and that is that he is, among other things, or he was, a stutterer, and so he lives with his stutter. He now lives in North Carolina on a beach, so it's his inner beach bum that he is supporting anyway. Dennis, without all without going in any much more detail about any of this, welcome to unstoppable mindset. We're glad you're here, Dennis Szymanski  02:15 Michael, not just because it's Thanksgiving. I am very grateful and thankful to be here with you, to have met you, as well as to be here with all the guests on unstoppable mindset and all the listeners to us, whether you're watching listening, it's great to be here and happy to have this great discussion here with you today. Michael Hingson  02:36 Well, we're glad you're here, and this will I'm looking forward to it. This will be a lot of fun. Why don't we start with kind of the early Dennis. I don't always start that way. Start with kind of the early growing up person, and let's go from there. Dennis Szymanski  02:50 Of course, I think a good place to start a lot of the time is the beginning. So I I'm a New Yorker, born and raised on Long Island to two very loving parents who have been supportive throughout all of my endeavors, from supporting me and my stuttering journey to encouraging me to pursue other outlets like music, encouraging me to stick to my academics and and even supporting my love of pets, which, as you alluded to, I have a turtle right now. Her name is Lenny, but she she is one of many dogs, lizards, hamsters, ferrets, chinchillas, birds. We've had a lot of pets growing up, and you know that that has informed, actually a lot of my current worldview, but we can, we can get to that later. Michael Hingson  03:45 What does your girlfriend think about all that? Dennis Szymanski  03:48 Well, my girlfriend is a four legged pet woman herself staying outside of tanks. That's, that's one of her remits. So Lenny, we got to realize our shared dream, me, my girlfriend, and Lenny of getting Lenny out of the house, out of the tank and into a pond in the backyard of my home here on the coast of North Carolina. So we're all happy. It's, it's been a, it's been an amazing summer. They are getting us all out of the house. So that's a good thing. You know, she's she's very supportive of of Lenny. We, we had two dogs together. Unfortunately, they were old and have since passed on. But we're planning to get some some, some new four legged friends down the line. And we are even in the process of courting, adopting a stray cat that is hanging around our our neighborhood. So it's a nice it's a nice middle ground there not as much responsibility as a dog, you know, a stray cat, but still the potential for the companionship and for the routine and for taking care of something that I know we. Both miss being absent dogs. Not that Lenny doesn't take taking care of it's just a different companion, yeah, different kind of pet Michael Hingson  05:10 we we have my guide dog, Alamo, and as listeners know, we also have stitch, the cat, who will be 16. We think in January, we rescued her. We think at about the age of five, family didn't want her, and they said, Take her to the pound. And we said, No, we'll find her a home. And along the way, I happened to ask what the cat's name was, and they told me that the cat's name was stitch. And I knew this cat wasn't going to go anywhere, since Karen had been a professional quilter since 1994 so quilters aren't going to give up an animal named stitch. Dennis Szymanski  05:44 No, too, too many coincidences there to just not, not go ahead with stitch. Yeah, so, Michael Hingson  05:53 so stitch is with us. Dennis Szymanski  05:55 We, we, we think a very similar way all the pets that I had, I actually never had a cat that was my own, just parents were allergic. Sister was allergic, things like this. Brother was allergic. But when our most recent dog passed, we noticed that this cat started coming around at a very at only a few weeks before he passed. So we think that they had a little bit of a conversation to say that, you know, a little changing of the guard, a proper handoff, if, if you will. So we're looking forward to having our tuxedo cat, which we named very appropriately and affectionately tuxy. We're unsure if it's a boy or a girl, yet. So we went with tuxi butcher, straying back from, from, from the original topic, coming back on, yes, the stray cat pun was somewhat intended. I get it born and raised, Long Island, New York. I left there when I was 17 out of high school to pursue my undergraduate degree in engineering, I stepping back a little bit. My father's a insurance agent, but a serial entrepreneur. He cut his teeth in the insurance industry, but now is heavily involved in a cybersecurity startup. So a man who wears many hats, and my mother is in it. So my first desk job, if you will, was in computers, and that kind of led me down the path of some sort of engineering related to computers. So I went up to the colleges of nanoscale science and engineering up in Albany, New York, for those familiar with the SUNY system, it's a State University in New York up in Albany, where I did four years there, and I studied nano scale engineering, which is a fancy way to say material science, with a focus in semiconductors, which led me to take my first job in industry while I was actually still getting my undergraduate degree, which bolstered my decision to continue on down here to North Carolina. I actually took my first step down in Raleigh as a PhD candidate at NC State, where I studied material science and engineering as well. And two things I've always you know, kept close is the love of business as it relates to technology. So I have a minor in business from my time in undergrad, as well as I took several MBA courses and got a technology Entrepreneurship Certificate from from NC State. So I take the business and the technology. I've married those into a career here as a product engineer for a compound semiconductor manufacturer, all of which we can get into a little bit more. But the other love that I keep close and have recently had a renaissance in my life, is my love of music. I was actually faced with a choice of music or engineering back when a lot of us started to apply to college or university at that time in their life, in high school, and I chose the engineering route, but but always kept the love of music. It was my first paying job, playing in a gig, playing gigs in bars when I was younger and right now I actually, like I said, I'm having a renaissance. I took a little bit of a hiatus while life got busy in grad school and getting my feet under me in the corporate world, taking my first job, but learned to to understand the need, the need that my brain, you know, to have that left brain, right brain, creative mind, logical mind flexed, and just to to have the time to myself. It's something that I enjoy, something that I've enjoyed since I'm eight years old. And, you know, I'm happy to keep continuing it. And I want to finish the opening monolog here, if you will. With. With something you said that I'm a lifelong stutterer, and ever since I opened my mouth, I can remember having disfluent speech, and I have to say that the biggest support that my parents ever gave me was encouraging me, as well as helping me at a very young age start in speech therapy, I I have met so many people in my life that Dennis Szymanski  10:32 did not have supporting parents or a supporting situation, and to To see that impact and that thread be traced throughout my life, and, you know, and juxtaposing it to other people's lives, it really makes a difference to have that supporting environment, that belief, because, you know, you said it, I live with the stutter Every day. It's very well managed. Now in my life, there was a time where I could not finish a sentence when I was in elementary school, early middle school, without having a stutter. But now I've learned through speech techniques, living my life in a relatively holistic way, how stress relates to my stutter and so many other things that I can manage it a lot better. But as my fellow stuttering people out there that might be listening, you always live with it. You know you're you're never, quote, unquote, cured. You're always having that stutter, managing it, whether it's overtly or covertly, it's always there. But very happy to get into all of that and more here with with you Michael, as as we kick off the episode. Michael Hingson  11:54 So what? What causes stuttering? Do we really know Dennis Szymanski  11:59 that's what, in part, is so fascinating is that we can't really pinpoint it, whereas to say this part of the brain for sure is, you know, impacting this part of your vocal cord in this way. And if we get in there and treat it however way it's going to go away there, of course, is ideas that you know certain parts of your brain have more of an impact or influence, and that it does directly relate to your vocal cords, because, at least from my stutter, how It works, and how I could, you know, most effectively explain it is my vocal cords simply lock up. So normal vocal cord operation, it's like a string on a violin, right, or string on a guitar. If you pluck it, it resonates, vibrates, makes sound. Your vocal cords work just the same, but their mechanism of quote, unquote, plucking is the air that you breathe. So if they lock up, you don't have vibration, you don't have sound, you don't have speech. And what's interesting is that if you were to put your your your ear or your hand to my mouth during a stuttering episode, there's still air flow like there's still air leaving my mouth, just as it does during fluent speech, but there's just no action and something else that is very interesting about the You know, my my stutter, and I've talked to other stutterers that have a similar experience, is that we know what we want to say. It's all upstairs. It's all formulated. It's just the physical blocking of the vocal cord, at least in my case and I, I make the, you know, the I make it important to say my case, because there is very different manifestations of stuttering, stammering, how one might block, how one might repeat a word. What are different triggers, etc. So in a nutshell, we don't really know which is why there's so many different theories, methodologies of treatment, how to cope, deal with, treat the the stud itself. Michael Hingson  14:32 Yeah, it's, it's fascinating, and I appreciate you giving us that explanation of it. It is something that I think is very important to point out that one of the things you mentioned is extremely crucial. Your parents were supportive. They helped you. My parents did the same thing when it was discovered that I was blind. Yeah, and a number of parents have really bought into helping their children recognize they can do whatever they choose and that they can deal with so many different issues. And oftentimes we also hear about parents who don't support some people succeed in spite of it, and some do not. But it's so important to really know that we, some of us, have parents who really help and and will do anything that they can to assist us in making life better for us Dennis Szymanski  15:41 and when we first got connected, and then afterwards, doing more listening to your talks, and other episodes of unstoppable mindset, I had learned that your parents were were supportive as well, and that made a mental note, as a matter of fact, to bring this up here in this talk, because I could not agree more the importance of support of your parents, especially as a young child, that's where everything starts. But then even as we grow our friends, you know, larger family and the networks that that that we keep is are so important to our development success as individuals. Michael Hingson  16:24 Yeah, so your parents are still with us. Dennis Szymanski  16:28 They both. Are they both? Are they divorced when I was very young, but that, again, you know, had no bearing on the support and the love I have a stepfather and a stepmother who are equally incredible and supportive. I always said I just got double the family that loves and cares. There you go. And my mother still lives on Long Island in the house where I grew up, so I love to go visit. Was just back there a couple of weeks ago, and are heading back up, you know, a couple of weeks time. And my dad actually lives in South Carolina. He relocated with my stepmother and my brother. They are around the Columbia area, so we're actually both Dennis' in the Carolinas. So that's actually quite nice. And I'm just just just saw him a couple of days ago, and I'm gonna see him, you know, on the Thanksgiving holiday as well. So looking forward to, looking forward to that. Michael Hingson  17:31 Well, last time I was back in the New York area for any length of time, I spent a week last year in Lindenhurst speaking to the Lindenhurst union free school district, and that was a lot of fun. Fortunately, it was before the snow hit. Oh, yeah, Lindenhurst. Dennis Szymanski  17:51 Lindenhurst was about a half an hour from where I grew up, one of the many, many towns that is the infinite urban sprawl of Long Island. Michael Hingson  18:00 Yeah. Well, yep. Well, it was fun. I was there for almost a week, and spoke to lots of sixth, seventh and eighth graders, did some faculty training, but enjoyed the area, and I've enjoyed Long Island every time I've been out there. So it was kind of fun. Well, I want to go back to this idea of nano scale. Tell me a little bit more about nano scale engineering. Dennis Szymanski  18:26 Absolutely, like I said, it's basically material science and engineering, but with a focus in semiconductors. So having had the hindsight now traditional material science background from NC State. When I went to do my graduate work, things like traditional material science, so metal stress strain curves. Didn't learn that in undergrad, focusing in semiconductors, I learned about transistors and the ethics of scaling semiconductor technology and computer programming at a very basic level that could help run certain parts of a semiconductor process. So very specific, very targeted focus that was nanoscale engineering. I was very fortunate to be the sixth graduating class out of the small colleges of nanoscale science and engineering. Like I said, that was part of the SUNY Albany system, and very hands on. I was in a building on the University's campus that was essentially an office building with 250 private companies pooling their resources in the office space as well as laboratory space, clean room space, but with a couple of classrooms. So not only was I rubbing shoulders with classmates, I was rubbing shoulders with people who worked at IBM or global founder. Or ASML Tokyo electron. These are big international companies that play in the semiconductor manufacturing space, and little did I know that was going to kickstart this incredible journey that has led me here to being a product engineer for a compound semiconductor manufacturer focused on gallium nitride power technology. So where people might be hearing this is in the AI data center talk. This material is going to enable faster, cheaper, cooler, more efficient chips, as well as you might have noticed, electric vehicles, your laptop, even your cell phone, charging a little faster and in recent years, and those bricks that used to sit on your lap and burn your lap get there, they're cooler. They're not as hot. All of these are direct advancements in compound semiconductor technology, semiconductor technology and essentially nanoscale engineering. And to go to its most fundamental route, you know engineer, nanoscale engineering is engineering on the nanoscale. And where we're at with semiconductor technology is we are looking at in silicon, a transistor is about a nanometer, two nanometers, which to put it in perspective for everybody listening, your hair, the width of your hair is 60 to 80 micrometers and nanometers are three orders of magnitude smaller, smaller than micrometers. So you can imagine that the reason we need clean rooms in semiconductor manufacturing is because one of your hair could wipe out hundreds, if not 1000s, of transistors on one of the chips, which nobody wants, right? You want a good manufacturing process that has high yield. So nano scale engineering has been was, was the start for for me with you know, the continuation of that has been to go into, as I said, material science in a more quote, unquote, proper sense, learning those stress strain curves, learning a little bit of polymer science, All applications and material science, but staying focused from age 17 till now on nanoscale engineering, which is material science focused, and semiconductors, Michael Hingson  22:51 if I recall, right, transistors were developed somewhere around 1948, so I mean, my gosh, that's only 77 years ago, ago, and look how far we've come. Dennis Szymanski  23:05 It truly is mind boggling. Michael Hingson  23:08 Michael, at the same time, we need to do something to figure out how to stop so many lithium ion batteries from causing fires somewhere. Dennis Szymanski  23:19 It's they're both material science problems for sure that that need to be tackled. I agree, Michael Hingson  23:26 yeah, one of those things that we're we're on the cusp of so many different developments. People talk about autonomous vehicles and so on. But, you know, the reality is, we're on the cusp. We're living through the the change that is coming. And personally, from my perspective, in my opinion, I can't wait for the time that we get to take driving out of the hands of drivers, because too many drivers don't do very well. Dennis Szymanski  23:55 You know, I have a very similar opinion, even though I will say one of my childhood dreams was to become a race car driver. So I do love to drive. I had an eighth of a mile go kart track in my backyard growing up, and one of the things that kept my sanity during my PhD program was going to the local go kart track and getting to put in some time trials. So I love to drive, but from a safety perspective, I could not agree with you more that it's high time that that we can implement some better safety and probably less traffic. Michael Hingson  24:33 Well, given the way most people seem to drive up here in Victorville or out here in Victorville, I am of the absolute opinion that I can drive as well as they can anyway, so Dennis Szymanski  24:44 we'll see. You know coming, coming from the New York driving environment to the North Carolina driving environment. Some things are similar, some things are very different, but, but it's definitely been, been fun spending almost half of my life. You know now down down down here in North Carolina, we had Michael Hingson  25:04 some people visiting us when my wife and I lived in New Jersey, and we drove into the city, and they said that the people who are with us, these cab drivers, are crazy. Just look at the way they drive. I would never want to be in a cab with with any of those drivers. And Karen pointed out, my wife pointed out something very relevant and so true for most cab drivers, at least back then, she said, look at those cabs. Do you see any dents? Do you see any dings? And they said, No. And she said, So what do you mean? You wouldn't want to be in those cars. You're probably safer in those cars than most anywhere else. Dennis Szymanski  25:48 She was right. She makes a good point. Michael Hingson  25:50 Practice. Makes perfect. It does. I love checker cabs, but we don't see those anymore. That's too bad. But oh well. But you know, one of the one way or another, I think that the time will come when autonomous vehicles will will make driving a lot safer, and that'll be good. But we're not there yet, and we're not there with with so many things I mentioned, the lithium ion batteries, they would they too will get better, and we will get over all of that. Now, of course, what we need to do is to make sure that we still have rare earth elements around. But that's going to be another challenge that we face over time. Dennis Szymanski  26:27 Yes, that's that's part of the fun, Michael, of being actually in material science as a discipline that it encompasses so many different touch points that we have in our life. One of my closest friends and was a colleague in my PhD program, is working on solid state battery technology that could potentially replace lithium ion technology and solve some of those problems just and it spans the whole gamut. I have a friend doing nuclear waste remediation. So very, very cool material science as a whole. You know, I'm obviously very enveloped in and my love is semiconductors, but my insatiable curiosity, I think I'm in the right field at Michael Hingson  27:20 large, yeah. What's the difference between incumbent semiconductors and compound semiconductors? Dennis Szymanski  27:30 Incumbent semiconductor technology has been predominantly silicon. So the raw material is you go to the beach and you get sand. That's obviously very oversimplifying. I'm not saying that you know TSMC or Global Foundries, or any of these guys are going to the nearest beach, but that is the raw material. It's very high purity. Silicon and compound semiconductors, on the other hand, are still very pure. That's one of the biggest material challenges of semiconductors at large, is to make them pure. But, and I'm glossing over a ton of physics and a ton of material science when I say pure. So just for any any fellow material science colleagues out there listening, I am aware that I glossed over a lot, but compound semiconductors are compound so you have two or more elements that come together that have semiconducting properties. So indium phosphide, indium and phosphorus, gallium nitride, gallium and nitrogen, aluminum gallium nitride, aluminum gallium and nitrogen. So they all come together. And what's very, very handy about these compound semiconductors is they can address a lot of niche applications in a much more efficient way than the incumbent silicon technology. So silicon technology can do a lot, I'm going to venture to say, almost everything we need. But the perfect example, and is on the top of everybody's mind is AI. You're not going to have AI in the form that we know it, if at all, without these compound semiconductors, silicon is just too inefficient. It's, you know, we've, we've reached certain limits at the material level that we need these compound semiconductors to get more efficient, AI, faster data interconnects, even, you know, charging your phone, laptop, electric vehicle, quicker, all of these are enabled. Enabled, and then to continue to iterate and improve, necessitate improvements and compounds. I mean, yeah, Michael Hingson  30:07 and that's, of course, the real key, speed and efficiency have a lot to do with it. I don't know. I remember having being a ham radio operator. I remember some of the early radios that I worked with. It was before, as ham operators would tell you, they went dark and went from tubes to transistors. So I remember vacuum tubes. My father was a TV repairman in Chicago before we moved out to California when I was five. And of course, then the biggest thing you ever replaced in a TV was a tube, although you did resistors and other things as well. But now, of course, it's a totally different animal. Oh, yeah, absolutely. Dennis Szymanski  30:50 I mean, the the vacuum tubes are exactly replaced with transistors. You replace with LEDs and all the different different things that modern semiconductors have enabled. Michael Hingson  31:00 They take a whole lot less power and are a lot a lot cooler in in the sense of, Well, I guess in cool in all ways. I had one I had one ham radio. It was a Polycom, and I forget the model number, but it ran extremely hot. We finally put a fan on one end of it to pull air through it. But without the fan, I could actually thaw and heat tater tots on it. It was so hot. Dennis Szymanski  31:29 Wow, you, you, you had a two in one. There you had, I did, and the ham radio Michael Hingson  31:35 all at the same time. It was great. But, yeah, I understand, and tubes are were replaced, and rightly so, by transistors. But a tube is a great way to teach the whole theory of how it all works and give you a way to see it in a very visual way that you're not going to see with transistors very well. Dennis Szymanski  31:57 That's true, and something that I was actually just kind of reappreciating Today was the history of it all, and how it's so important to realize that science and history are obviously inextricably linked from the progression standpoint, And then from what you said, it's it's so easy to to forget fundamentals and kind of get lost in the sauce, if you will. But I fully agree with what you say, that sometimes the quote, unquote old technology is actually just as good, if not better, a way to teach the fundamentals of the new technology, yeah, because so often they just build off of one another, right? Michael Hingson  32:49 The reality is that the process hasn't changed in terms of what they do. It's just that the product itself has changed, and it's become a lot more efficient and so on. But still, you're, you're moving electrons and and controlling them with positive and negative charges through the whole transistor process, just like you used to do with tubes, exactly, exactly. That's what makes it so, so interesting. And as you said, we take it way too much for granted. But I think that overall, it's it's great to have the old technology and the perspective to learn from, which is extremely important to do well. So what did you get your PhD in? Dennis Szymanski  33:40 So my PhD is in material science. Okay, that's what it is. My dissertation was on Super junction devices, a novel way to utilize gallium nitride in that particular device structure, super junction. So I again PhD, high level material science, compound semiconductors. And I focused on one particular material system, gallium nitride. And the goal was to learn about the material itself, make the material better and more suitable to be utilized in this type of transistor architecture that's called a super junction. Michael Hingson  34:32 So have we yet discovered a way to have any kind of superconductor operate at room temperature? Dennis Szymanski  34:39 Well, I didn't discover that there's been I mean, I keep up to date as best I can on other areas of the science world, and I know that we're doing really cool research that was previously thought to be impossible, right? Like most cutting edge scientific research.

Send us Fan MailIn this episode of Embedded Insiders, Ken sits down with Sakyasingha Dasgupta, PhD., Founder, CEO, & Chairman of Edge Cortix, to discuss Edge AI and the impact both software and hardware have when they work together efficiently at the edge.Next, Rich and Ed Kaste, the Senior Vice President of the Ultra-Low Power Business at GlobalFoundries, discuss power consumption when building an Edge-based device. GlobalFoundries is one vendor that has a lot to say about power and the rules they set around it. But first, we're highlighting some important upcoming events:Register for the 2026 Automotive Technologies Virtual Conference on May 14th. For more information, visit embeddedcomputing.com

If you're building an Edge-based device, you need to be concerned about power consumption. If you're building an Edge-based device that's running on a battery, power consumption rockets to the top of the priority list. One vendor that has a lot of say in where power levels reside is GlobalFoundries. Along with its customers, the company sets many of the rules when it comes to power. To see what those rules are and where those levels currently reside, I spoke to Ed Kaste, the Senior Vice President of the Ultra-Low Power Business at GlobalFoundries, on this week's Embedded Executives podcast.

Au sommaire :Le comité d'alerte des finances publiques est convoqué pour annoncer jusqu'à 6 milliards d'euros d'économies supplémentaires afin de compenser les effets de la guerre au Moyen-Orient sur le budget de l'État et de la sécurité sociale.La Cour des comptes remet en question l'efficacité des aides publiques accordées aux fabricants de semi-conducteurs, notamment le projet Liberty porté par STMicroelectronics et GlobalFoundries.Le gouvernement souhaite accélérer l'électrification du pays en aidant financièrement les ménages modestes à installer des pompes à chaleur pour remplacer les chaudières à gaz.La Chine s'inquiète des conséquences économiques de la guerre au Moyen-Orient, notamment sur ses approvisionnements en soufre et en matières plastiques essentielles à son industrie.Les syndicats du plastique alertent sur les risques de pénurie de matériels médicaux en plastique, tels que les seringues et les poches à perfusion, en raison des tensions sur l'approvisionnement en pétrole.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering if it's a buying opportunity.CSI says: not so fast.In this episode, they pull back the curtain on the base materials layer of the semiconductor supply chain — the specialty wafer and ingot suppliers that exist before a single chip ever reaches a fab like TSMC or GlobalFoundries. It's a part of the industry that rarely gets coverage, and right now it's generating some of the most speculative price action in the entire semiconductor market.They break down exactly what AXT does, why Indium Phosphide (InP) and Gallium Arsenide are driving the hype, and why the fundamentals don't yet support the valuation. The issues are serious: a third of revenue blocked by geopolitical export restrictions, negative free cash flow history, a $60M backlog that requires a $100M greenfield fab to convert into actual revenue, and a recent dilutive stock issuance. The same warning flags are appearing in other specialty names like IQE in the UK.The bigger picture: this is what a bull market hype cycle looks like at the base materials level. The market is good at sniffing out bottlenecks — but traders and long-term investors diverge sharply at a certain point, and Nick and Kasey explain exactly where that line is.They close with where they'd rather put capital today: Broadcom, Coherent, Lumentum, and Sumitomo Electric.What we cover:— The semiconductor wafer supply chain: ShinEtsu, Siltronic, Sumco, Global Wafers, Soitec— Specialty compound wafers: what InP and GaAs are and why data centers need them— AXT Inc. revenue reality vs. the $4B market cap narrative— The China JV geopolitical risk blocking ~33% of revenue— Free cash flow, dilution, and the greenfield fab dilemma— IQE and other penny stock warning signs in the sector— Where Nick and Kasey are deploying capital insteadDisclosure: Nick and Kasey hold positions in Broadcom, Coherent, and Lumentum. Content is for general information only and is not individual investment advice. All investing involves risk.Subscribe to the free weekly newsletter at chipstockinvestor.comWant deeper research and live discussion? Join our Semi Insider community at chipstockinvestor.com.

Could smart glasses replace the smart phone as the number one consumer device? If you're like me, you probably remember the failure of Google Glass, which ended in 2015. Google may have exited the space early considering in 2025 global shipments of smart glasses hit 8.7 million units, which quadrupled 2024's level. Meta currently holds 85% of the market but realize that Apple, Alphabet/ Google, and Samsung are expected to launch AI equipped eyewear soon. I do wonder if this will hurt or help Apple since people may be buying more smart glasses and less high-end iPhones? There are concerns about privacy and data collection. Currently Meta is facing a lawsuit in the US that is seeking class action status. Seems like Meta can't get out of the news or the courtroom, but they do state that what the glasses collect stays on the user's device unless they choose to share it with the company. The smart glasses can see what you see and hear what you hear. You can have a conversation with the glasses the same as if you're talking to a person. Which means you may look like a crazy person standing there talking to yourself if people don't realize you have smart glasses on. Companies that would benefit from an increase in manufacturing of smart glasses, excluding the big companies I already mentioned, would include companies such as EssilorLuxottica, which is the owner of Ray-Ban and Meta's manufacturing partner, Qualcomm, which provides the central processor or the brains of the glasses, and Global Foundries. which takes care of the display technology. It appears this time; smart glasses may become as common as a smart phone in the next few years.   Is the market too expensive to buy the dip this time? With the increasing cost of oil and the turmoil in Iran the markets did see a correction, which is a drop of 10% or more from the peak. People have become so accustomed to just buying the dips without knowing the valuations of what they're buying, and many will probably do the same thing this time. Unfortunately, dip buying does not always work and given the current valuations, investors could be in for a bad surprise. Even with the recent pull back, the forward price/earnings ratio for the S&P 500 sits at 20 and is still 20% higher than the 20-year average. So even with the dip you're not buying companies on sale at these levels. Earnings can be adjusted and moved around with accounting rules, which means you're probably paying more than you believe if you don't understand accounting. Another indicator to look at is the forward price to free cash flow. This indicator takes out all the accounting craziness of how much some tech companies are spending on capital expenditures for artificial intelligence. Often, I find these two measures converge once the accounting catches up to the heavy capex spending and understanding both earnings and free cash flow is an important balance. The index currently has a forward price to free cash flow of 27.4 and that is nearly 40% above the 20-year average. Smart investors really should stop and think. They should realize they're paying a lot more for the S&P 500 than they thought. Free cash flow is not an accounting measure, and companies are not required to compute it for you. It's not that hard to calculate though as you start with cash from operations and then deduct all the capital expenditures. This is where the devil is in the details because this is where you will see how overvalued many tech companies are because of the billions of dollars they're spending. The big risk here is the return on investment will likely not come very quickly and maybe not at all. This doesn't mean you shouldn't invest in stocks as you can still find good quality equities that are generating very good cash flow and that you're not overpaying for the earnings or the free cash flow. Personally, those are the types of businesses I'm looking for when investing for myself and my clients.   Consumer prices spike in March due to Iran war While it was in line with expectations, the headline CPI rose 3.3% compared to last year. This was the highest annual rate since April 2024, and it was substantially higher than February's reading of 2.4%. The obvious reason for the increase was the change in oil prices. Energy showed an increase of 12.5%, largely due to a spike of 18.9% in gasoline prices. Month over month gasoline prices climbed 21.2%, which was the largest monthly increase since 1967 when the series was first published. Outside of the energy spike, prices did not look problematic considering core CPI, which excludes food and energy, saw an increase of 2.6% on an annual basis. This was relatively in line with recent months and was 0.1% below the forecast. While the Fed may be able to look through these inflation numbers, if energy remains elevated the concern is it will start to impact core CPI as well. Companies will need to start raising prices to offset their higher expenses due to energy costs. For example, airline fares, which rose 14.9% over the past 12 months would see further pressure. Deutsche Bank estimates that if jet fuel prices stay near current levels for a full year, airlines would have to increase ticket prices by about 17% to offset those cost pressures. Transportation would also be problematic with companies like Amazon, UPS, and FedEx needing to pay more to move goods around the economy. We have already seen the introduction of fuel and logistics surcharges and those will likely climb further if problems persist. On a positive note, the shelter index rose just 3.0% on an annual basis, which was tied for its lowest level since August 2021. As I have mentioned before, I anticipate shelter inflation will continue to decline as the year progresses. Overall, the main takeaway is if this Iran war can be contained and energy prices start to decline, which I think they will, inflation should not be a problem in 2026.     Financial Planning: Reporting a Backdoor Roth IRA Normally when income is above $236k for joint filers or $150k for single filers, the ability to make Roth IRA contributions is phased out.  A backdoor Roth IRA is a strategy that allows high-income taxpayers to fund Roth IRAs, but it needs to be done correctly.  It is a two-step process that involves making a traditional IRA contribution and then converting that contribution into a Roth IRA.  This can only be done if the account holder does not have any other pre-tax IRAs.  When the initial contribution is made to the traditional IRA, it needs to be reported as a non-deductible contribution.  When the funds are converted, a 1099-r is generated, and as long as the initial contribution was reported correctly, the conversion is not taxable.  The end result is a Roth IRA that can grow tax-free.  While this can be a benefit, it is crucial that everything is reported correctly to prevent filing errors, overcontributions, and amended tax returns.   Companies Discussed: ServiceNow, Inc. (NOW), NIKE, Inc. (NKE), RH (RH) & Invesco Ltd. (IVZ)

Pradip Singh, chief manufacturing officer at semiconductor manufacturer GlobalFoundries, has seen it all when it comes to AI. Well, he would see it all if there wasn't so much AI thrown at him that he needs people to weed through the slop and get to the good stuff – and even only a few “good” AI pitches ever get through. That's because AI developers don't understand manufacturing. They don't grasp the unique challenges of what AI might actually do for industry and instead focus on developing AI seemingly for its own sake. In this episode of Great Question, Singh speaks with IndustryWeek senior editor for technology, Dennis Scimeca, about AI boondoggles, what the technology should never be used for and the words to listen to during an AI pitch that means the tech is worth considering.

Send a textIn this episode of Embedded Insiders, Editor-in-Chief Ken Briodagh sits down with Dennis Nikles, the recently appointed Managing Director of Vodafone IoT Americas, to talk connectivity, IoT, AI, and embedded trends for 2026.Watch the video segment here: https://www.youtube.com/watch?v=IfE9gkjC_iYNext, Rich and Sandra Rivera, a long-time Intel veteran and former CEO of Altera, now Chairwoman of the Board at VSORA, discuss the company's claim to "make AI more accessible, efficient, and sustainable than ever.”But first, Rich and Ken dive into the industry's most recent and impactful acquisitions. From Texas Instruments to Silicon Labs, to Infineon Technologies, Synopsis, GlobalFoundries, and much more. For more information, visit embeddedcomputing.com

Der Januar-Arbeitsmarktbericht fiel wesentlich stärker aus als die Wall Street erwartet hatte. Statt 65.000 geschaffenen Jobs, wurden 130.000 Stellen geschaffen. Wir sehen in Reaktion feste Futures, einen freundlichen US-Dollar und anziehende Renditen der langlaufenden Staatsanleihen. Investoren hatten Bedenken, dass der Arbeitsmarkt nach all den schwachen Vorboten enttäuschen würde. Die Reaktion auf die seit gestern Abend gemeldeten Ergebnisse sind gemischt. Während die Aktien von Shopify, Cloudflare, Vertiv und Global Foundries teils deutlich durchstarten, sehen wir starken Abgabedruck bei den Aktien von Mattel, Kraft Heinz, Lyft, Unity Software und Robinhood. Heute Abend stehen die Zahlen von insbesondere Cisco im Fokus. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Daniel is joined by Mark Kuemerle, Vice President of Technology, Custom Cloud Solutions at Marvell. Mark is responsible for defining leading-edge ASIC offerings and architects system-level solutions. Before joining Marvell, Mark was a Fellow in Integrated Systems Architecture at GLOBALFOUNDRIES and has held multiple engineering… Read More

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Sam Altman im Attacke-Modus, die prominenten MDax-Aufsteiger und 7 Bücher, die Euch helfen, das globale Chaos besser zu verstehen. Außerdem geht es um Alphabet, Nvidia, Tencent, Softbank, T-Mobile, Nvidia, Arm, Biogen, Lululemon, ON Semiconductor, GlobalFoundries, CDW, The Trade Desk, Alnylam Pharmaceuticals, Seagate, Western Digital, Insmed, Monolithic, Ferrovial, Meta, Tesla, Apple, Microsoft, Broadcom, T-Mobile, Applovin, Palantir, Aumovio, TKMS, Hellofresh, Gerresheimer, Teamviewer, Ottobock, Tonies, Verbio, PSI Software, LPKF, Stratec, Thyssenkrupp Nucera, Formycon, Procredit, Amadeus Fire, iShares MSCI EM SRI ETF (WKN: A2AFCZ), Xtrackers MSCI World Health Care ETF (WKN: A113FD), L&G Cyber Security ETF (WKN: A14WU5), iShares STOXX Europe 600 Construction & Materials ETF (WKN: A0H08F), iShares Core MSCI World ETF (WKN: A0RPWH), (Xtrackers MSCI Emerging Market ETF (WKN: A12GVR), Amundi Core MSCI Japan ETF (WKN: LYX0YC), iShares Core MSCI Europe ETF (WKN: A0RPWG), Xtrackers MSCI USA ETF (WKN: A1XB5V), NASDAQ-100 ETF (WKN: A0F5UF), JPMorgan US Research Enhanced ETF (WKN: A2DWM7), Xetra-Gold (WKN: A0S9GB, Euwax Gold II (WKN: EWG2LD), iShares Global Corporate Bond EUR (WKN: A1W02Q), Xtrackers II EUR Overnight Rate ETF (WKN: DBX0AN). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Daniel is joined by Dave Eggleston is senior business development manager at Microchip with a focus on licensing SST SuperFlash technology. Dave’s extensive background in Flash, MRAM, RRAM, and storage is built on 30+ years of industry experience. This includes serving as VP of Embedded Memory at GLOBALFOUNDRIES, CEO… Read More

Tim 'Mithro' Ansell returns to The Amp Hour to discuss his new Singapore based wafer sharing service called wafer.space. Now that Efabless is no more, this venture will aim to make silicon even more accessible to the masses, driving down the costs on a per chip basis. For $7K, you get 1000 chips delivered on a 180 nm process from Global Foundries.

Pat Hindle and Del Pierson talk with Shankaran Janardhanan, SVP of RF Product Line at GlobalFoundries, about RF a key enabler of on-device AI and the future of RF semiconductor technology. 

Host: Sebastian HassingerGuest: Andrew Dzurak (CEO, Diraq)In this enlightening episode, Sebastian Hassinger interviews Professor Andrew Dzurak. Andrew is the CEO and co-founder of Diraq and concurrently a Scientia Professor in Quantum Engineering at UNSW Sydney, an ARC Laureate Fellow and a Member of the Executive Board of the Sydney Quantum Academy. Diraq is a quantum computing startup pioneering silicon spin qubits, based in Australia. The discussion delves into the technical foundations, manufacturing breakthroughs, scalability, and future roadmap of silicon-based quantum computers—all with an industrial and commercial focus.Key Topics and Insights1. What Sets Diraq ApartDiraq's quantum computers use silicon spin qubits, differing from the industry's more familiar modalities like superconducting, trapped ion, or neutral atom qubits.Their technology leverages quantum dots—tiny regions where electrons are trapped within modified silicon transistors. The quantum information is encoded in the spin direction of these trapped electrons—a method with roots stretching over two decades1.2. Manufacturing & ScalabilityDiraq modifies standard CMOS transistors, making qubits that are tens of nanometers in size, compared to the much larger superconducting devices. This means millions of qubits can fit on a single chip.The company recently demonstrated high-fidelity qubit manufacturing on standard 300mm wafers at commercial foundries (GlobalFoundries, IMEC), matching or surpassing previous experimental results—all fidelity metrics above 99%.3. Architectural InnovationsDiraq's chips integrate both quantum and conventional classical electronics side by side, using standard silicon design toolchains like Cadence. This enables leveraging existing chip design and manufacturing expertise, speeding progress towards scalable quantum chips.Movement of electrons (and thus qubits) across the chip uses CMOS bucket-brigade techniques, similar to charge-coupled devices. This means fast (

Not only do we talk about the things in the description, but we talk (oh so much) about many other things! See the time stamps below for a list of most of them (because the list of digressions would exceed the character limit of this description).Come on in for the food, but stay for the review.Timestamps00:00 Intro00:28 Patreon01:59 Food with Josh04:30 NVIDIA is now a 4 trillion dollar company11:00 GlobalFoundries acquires MIPS16:47 ZLUDA lives on21:51 RTX 50 Series lands on Steam hardware survey25:17 RDNA 5 being co-developed by Sony?28:04 Windows 11 hits 50 percent marketshare31:32 Shocker - running an RTX 5090 on a Gen3 x4 connection slows it down33:11 Intel might cancel 18A38:07 HP wants CarFax style reports for PCs42:28 Podcast sponsor bzigo43:59 (In)Security Corner58:27 Gaming Quick Hit1:04:20 XFX Mercury Radeon RX 9070 XT OC Magnetic Air Edition review1:12:54 Picks of the Week1:21:12 Outro ★ Support this podcast on Patreon ★

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor industry. They also delve into Intel's challenges with its manufacturing processes and the shifting landscape of AI, highlighting the potential for both growth and caution in the current market dynamics.

video: https://youtu.be/aig4jdVoL6o Comment on the TWIL Forum (https://thisweekinlinux.com/forum) This week in Linux, we have another jam packed episode of TWIL. Red Hat announced No-Cost RHEL for business developers, MIPS has been acquired, the Bazzite team have a brand new app store, and we have new releases from Thunderbird, OBS Studio, Bash and more! All of this and more on This Week in Linux, the weekly news show that keeps you up to date with what's going on in the Linux and Open Source world. Now let's jump right into Your Source for Linux GNews! Download as MP3 (https://aphid.fireside.fm/d/1437767933/2389be04-5c79-485e-b1ca-3a5b2cebb006/d91f1a56-0ece-4e0b-ac35-7747be11678d.mp3) Support the Show Become a Patron = tuxdigital.com/membership (https://tuxdigital.com/membership) Store = tuxdigital.com/store (https://tuxdigital.com/store) Chapters: 00:00 Intro 00:36 Red Hat Announces No-Cost RHEL For Business Developers 03:42 GlobalFoundries acquires MIPS 05:33 Bazzite gets new app-store & devices 09:34 Sandfly Security, agentless Linux security 11:38 OBS Studio 31.1 Released 14:30 Mozilla VPN Linux App is Now Available on Flathub 18:04 Thunderbird 140 Released 21:06 Bash 5.3 Released 22:03 Outro Links: Red Hat Announces No-Cost RHEL For Business Developers https://www.redhat.com/en/about/press-releases/red-hat-introduces-red-hat-enterprise-linux-business-developers-aligning-application-development-production-consistency (https://www.redhat.com/en/about/press-releases/red-hat-introduces-red-hat-enterprise-linux-business-developers-aligning-application-development-production-consistency) GlobalFoundries acquires MIPS https://mips.com/blog/mips-and-globalfoundries-powering-the-next-wave-of-physical-ai/ (https://mips.com/blog/mips-and-globalfoundries-powering-the-next-wave-of-physical-ai/) https://gf.com/gf-press-release/globalfoundries-to-acquire-mips-to-accelerate-ai-and-compute-capabilities/ (https://gf.com/gf-press-release/globalfoundries-to-acquire-mips-to-accelerate-ai-and-compute-capabilities/) Bazzite gets new app-store & devices https://universal-blue.discourse.group/t/bazzite-july-2025-update-bazaar-z13-kernel-6-15-steam-hardware-survey/9501 (https://universal-blue.discourse.group/t/bazzite-july-2025-update-bazaar-z13-kernel-6-15-steam-hardware-survey/9501) Sandfly Security, agentless Linux security https://thisweekinlinux.com/sandfly (https://thisweekinlinux.com/sandfly) OBS Studio 31.1 Released https://github.com/obsproject/obs-studio/releases/tag/31.1.0 (https://github.com/obsproject/obs-studio/releases/tag/31.1.0) https://www.omgubuntu.co.uk/2025/07/obs-studio-31-1-whats-new (https://www.omgubuntu.co.uk/2025/07/obs-studio-31-1-whats-new) Mozilla VPN Linux App is Now Available on Flathub https://flathub.org/apps/org.mozilla.vpn (https://flathub.org/apps/org.mozilla.vpn) https://www.omgubuntu.co.uk/2025/07/mozilla-vpn-linux-app-available-flathub (https://www.omgubuntu.co.uk/2025/07/mozilla-vpn-linux-app-available-flathub) Thunderbird 140 Released https://blog.thunderbird.net/2025/07/welcome-to-thunderbird-140-eclipse/ (https://blog.thunderbird.net/2025/07/welcome-to-thunderbird-140-eclipse/) https://www.thunderbird.net/en-US/thunderbird/140.0esr/releasenotes/ (https://www.thunderbird.net/en-US/thunderbird/140.0esr/releasenotes/) Bash 5.3 Released https://www.gnu.org/software/bash/bash.html (https://www.gnu.org/software/bash/bash.html) https://www.omgubuntu.co.uk/2025/07/bash-5-3-new-features (https://www.omgubuntu.co.uk/2025/07/bash-5-3-new-features) https://lwn.net/Articles/1029079/ (https://lwn.net/Articles/1029079/) https://www.phoronix.com/news/GNU-Bash-5.3 (https://www.phoronix.com/news/GNU-Bash-5.3) Support the show https://tuxdigital.com/membership (https://tuxdigital.com/membership) https://store.tuxdigital.com/ (https://store.tuxdigital.com/)

We speak with FIFA World Cup champ Sam Mewis as she prepares to coach two women's exhibition games for the Burlington-based Vermont Green FC soccer club. Plus, cuts to federal food benefits could affect thousands of low-income Vermonters, computer chip manufacturer Global Foundries announces a 16 billion dollar investment in its New York and Vermont plants, a federal pause on the nationwide Job Corps program leads to the expected closure next month of a workforce development center in Addison County, and the search is on in New Hampshire for a missing three foot long fiberglass banana. 

Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.  Das Buch zum Podcast? Jetzt lesen. China will Flugzeuge, aber nicht aus den USA. Amazon und Globalfoundries wollen investieren, und zwar in den USA. Asana wächst, aber nicht stark genug. CrowdStrike könnte nicht stark genug wachsen, Wells Fargo wächst künftig ohne Grenze. Auch in Deutschland gibt's weniger neue Teslas auf den Straßen, bei SFC Energy und Thyssenkrupp Nucera dafür neue Großaufträge. Klagen in den USA sind teuer. Und lukrativ. Der Beweis: Burford Capital (WKN: A2QE5M). 2.000% Rendite in 10 Jahren. Der Schweizer Krypto-Highflyer Swissquote (WKN: 938312) macht's möglich. Diesen Podcast vom 05.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Wir sehen auf die seit gestern Abend gemeldeten Ergebnisse überwiegend negative Reaktionen. DoorDash, Palantir, Hims & Hers, Ford und Clorox tendieren nach den Zahlen teils deutlich schwächer. Lediglich die Aktien von Marriot und Global Foundries können von den Zahlen leicht profitieren. Die Aktien von Tesla könnten aufgrund der weiter einbrechenden Verkaufszahlen in Europa unter Druck geraten. Die politischen Turbulenzen in Deutschland werden an der Wall Street kaum zur Kenntnis genommen. Wir sehen das auch bei dem dennoch leicht freundlichen Euro, und den stabilen Renditen der Bundesanleihen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Wir sehen auf die seit gestern Abend gemeldeten Ergebnisse überwiegend negative Reaktionen. DoorDash, Palantir, Hims & Hers, Ford und Clorox tendieren nach den Zahlen teils deutlich schwächer. Lediglich die Aktien von Marriot und Global Foundries können von den Zahlen leicht profitieren. Die Aktien von Tesla könnten aufgrund der weiter einbrechenden Verkaufszahlen in Europa unter Druck geraten. Die politischen Turbulenzen in Deutschland werden an der Wall Street kaum zur Kenntnis genommen. Wir sehen das auch bei dem dennoch leicht freundlichen Euro, und den stabilen Renditen der Bundesanleihen. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=wallstreet +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Zoll-Angst bei Pharma & Autos. Behörden-Angst bei Moderna, BioNTech, Sarepta & Sartorius. Giga-IPO bei Newsmax. Deals bei: Aston Martin, AMD, Globalfoundries, United Microelectronics, Rocket Companies, Mr. Cooper & Fortnox. Die Lieblingsaktie von Bill Gates. Eine Automatisierungswette. Halb so viel Volatilität wie die Börse. Das ist Waste Management (WKN: 893579). Tom Tailor, die Wolverhampton Wanderers und der Erfinder des Kinderwagens haben eins gemeinsam: Sie gehören Fosun (WKN: A0MVLL). Diesen Podcast vom 01.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Have you ever heard these myths about talent development and career growth in diverse cultures? Myth 1: You have to wait for opportunities to come to you. Myth 2: Technical skills are the only path to success. Myth 3: Adapting to a new culture means sacrificing your own values. I'll share the truth about these myths, but let's just say there's a game-changing strategy that high achievers could use to accelerate their growth. Get ready for a mindset shift that can transform your career. In this episode, you will be able to: Unleash the power of talent development strategies for global teams and propel your career to new heights. Master the art of navigating career growth in diverse cultures and set yourself apart as a global leader. Elevate your leadership skills for the modern workplace and become a sought-after leader in a culturally diverse environment. Harness the benefits of mentorship in career advancement and accelerate your professional growth on a global scale. Embrace the challenge of adapting to technological changes in talent management and stay ahead in the global career landscape. My special guest is Dr. Shveta Miglani. Dr. Miglani excels in constructing skills-based organizations and offers expert career coaching. She leverages her extensive two-decade experience to provide superior organizational solutions and learning initiatives. Her core competencies encompass corporate learning and development programs, diversity and inclusion strategies, performance management, and executive coaching To dive further, with a robust career at industry giants like Micron Technology, GlobalFoundries, SanDisk, Palo Alto Networks, and Salesforce, she has been a catalyst for meaningful change and innovation in workplace culture. Her upcoming book 'Take Charge of your New Job - Your Success Playbook', is your essential guide to thriving in a new position. Whether you're stepping into a leadership role or joining a new company, this book provides actionable strategies to set you up for success. From navigating company culture to forging key relationships, you'll discover how to excel in your first 100 days and beyond. The key moments in this episode are: 00:03:15 - Cultures and Career Impact 00:05:30 - Career Inspiration and Specialization 00:10:25 - Avoiding Mistakes in a New Role 00:13:59 - Information Overload and Proactiveness in the Workforce 00:18:06 - Work-Life Balance and Avoiding Burnout 00:20:23 - Trends in Talent Development: Upskilling and Reskilling 00:24:57 - The Role of AI in Talent Development 00:27:08 - Emotional and Cultural Intelligence in Upskilling for AI Partnership 00:27:55 - Importance of AI in Instructional Design 00:30:44 - Taking Ownership of Career Growth 00:35:47 - Embracing Cultural Differences in Teamwork 00:39:41 - Navigating Career Growth Within a Team 00:41:05 - Advice for New Leaders 00:41:18 - Stepping into a New Leadership Role 00:44:46 - Thriving as a Leader 00:47:53 - Making a Difference in Your Career 00:48:09 - The Success Playbook Visit Shweta Miglani's website at shwetamiglani.com to sign up for her newly released book, Take Charge of Your New Job, Your Success Playbook. Connect with Shweta Miglani on LinkedIn for more insights and resources on career development and leadership. Share this episode with someone who is starting a new job, navigating a career change, or seeking career growth to help them gain valuable insights. Connect with us: https://www.aworldofdifferencepodcast.com Linkedin YouTube Substack FaceBook Instagram Threads Patreon (for exclusive episodes just for Difference Makers, including one with Dr. Shveta Miglani only available for patrons) Bluesky TikTok Subscribe to the podcast, leave a review, and share this episode with someone who might need to hear it. Your support helps the community grow and keeps these important conversations going. If you need professional help, such as therapy: https://www.betterhelp.com/difference Learn more about your ad choices. Visit megaphone.fm/adchoices

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Krisen-Comeback-Versuche bei Kering, Boeing und Intel. GlobalFoundries und Mobileye spielen auch mit. Ansonsten gab's DAX-Rekord, Alibaba-Apple-KI, TUI-Marriott-Enttäuschung, Renk-Verkauf, Shopify-Boom & Aktivisten bei Phillips 66. Trump will den Ölpreis senken und mehr Öl fördern. Kann er das? Was ist der Ölpreis überhaupt? Und was haben MLP ETFs wie der von Invesco (WKN: A1T96S) damit zu tun? Pepsi (WKN: 851995) und Coke (WKN: 850663) leiden unter Sparsamkeit & Gesundheitsbewusstsein. Die Lichtblicke: 4% Dividende bei Pepsi. High-Performer-Milch bei Coke. Diesen Podcast vom 12.02.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

SEMRON is pioneering the development of revolutionary 3D AI chips that pack massive computing power into a tiny silicon area without overheating. By leveraging an innovative semiconductor device that's ultra-efficient, SEMRON aims to enable the next generation of edge AI capabilities. In this episode of Category Visionaries, I sat down with Aron Kirschen, CEO and co-founder of SEMRON, to explore how they're tackling the fundamental hardware limitations holding back AI at the edge.   Topics Discussed: The development of SEMRON's novel semiconductor technology that avoids electron movement The current state of edge AI hardware and its limitations The impact of ChatGPT on the semiconductor industry Building a deep tech startup in Dresden, Germany's microelectronics hub The long-term vision for democratizing AI compute power   GTM Lessons for B2B Founders: Patience in Deep Tech: The semiconductor startup timeline requires thinking in 3-5 year horizons for go-to-market, not the typical 1-year timeline of software startups. SEMRON spent four years developing their core technology before reaching process freeze and beginning customer demonstrations. Focus on Enterprise-Scale Relationships: Rather than pursuing a broad customer base, SEMRON targets 5-6 major customers who can each generate millions in revenue. This shapes their entire go-to-market approach, emphasizing deep technical engagement over traditional marketing. Leveraging Technical Feedback Loops: SEMRON's strategy involves working directly with customer engineering teams to deploy proprietary AI models on their hardware. This creates valuable feedback loops that reshape product development based on real application needs. Strategic Location Advantages: While Dresden may not be Silicon Valley, its history as Europe's microelectronics hub provides crucial advantages for semiconductor startups - from talent to manufacturing partnerships with companies like TSMC, Infineon, and Global Foundries. Cost-Driven Innovation: True hardware revolutions happen when the driving technology becomes extremely cheap. SEMRON focuses not just on technical performance but on dramatically reducing the cost per compute to enable mass adoption of edge AI capabilities.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co  

At CES 2025, NVIDIA CEO Jensen Huang introduced Cosmos, a new AI model trained on 20 million hours of video to help machines better understand and interact with the physical world, available via Hugging Face and NVIDIA's GPU Cloud. He also urged businesses to adopt a three-computer AI system, featuring tools like Project DIGITS for AI development and the Llama Nemotron models for autonomous agents. Meanwhile, Dell announced a full rebrand, replacing familiar names like XPS and Latitude with Dell, Dell Pro, and Dell Pro Max, along with Plus and Premium tiers, aiming to attract customers seeking AI-powered PCs. Critics noted the naming is familiar, but it could help Dell appeal to new users. This and more on the Gestalt IT Rundown. Time Stamps: 0:00 - Welcome to the Rundown 1:38 - Anthropic Raising More Money 6:15 - Net Neutrality Neutralized 10:01 - GlobalFoundries and IBM Find Their New Years Resolution 14:56 - FCC Opens Lower 6GHz Band for Low Power Devices 19:54 - HashiCorp Acquisition by IBM Reviewed by UK 24:41 - Ingram Micro To End Relationship with Broadcom/VMware 28:59 - Big News from CES 29:33 - NVIDIA Cosmos Brings AI Into the Real World 43:48 - Dell to Rebrand PC Line 54:24 - The Weeks Ahead 55:26 - Thanks for Watching Hosts: Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #CES2025, #AI, @GestaltIT, @TechFieldDay, @NVIDIA, @AMD, @IBM, @DellTech, @Broadcom, @VMware, @IngramMicroUSA, @HashiCorp, @GlobalFoundries, @TheFuturumGroup, @AnthropicAI,

Who decides what robots look like? How do robots work and move? How are they controlled? And are robots alive? We tackle all your robot questions in this episode, and we're taking a field trip to a local factory that uses hundreds of robots to help humans do their jobs. GlobalFoundries, in Essex Junction, Vermont makes microchips that go in all kinds of electronics. In fact, if your adults have a smartphone, more than likely it has a chip made at this very facility. Engineers Adrien Plouffe and Lucy White work with the robots at GlobalFoundries and answer your questions about robots, including: Why are robots made of metal? Why do people like robots? Do robots cry?Download our learning guides: PDF | Google Slide

What President-elect Donald Trump's record on environmental protections could mean for Vermont during his second presidency. Plus, Gov. Phil Scott wants to keep property taxes flat next year, Green Mountain Transit cut services on nine bus routes this week due to a budget gap, GlobalFoundries will use a $1.5 billion federal grant to expand manufacturing, rural dialysis patients are wondering about the future of their care and Upper Valley researchers are using a 3D printer to create objects out of ice.

Our 189th episode with a summary and discussion of last week's big AI news! Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: * OpenAI's acquisition of chat.com and internal shifts, including hardware lead hire and hardware model leaks, signal significant strategy pivots and challenges with model scaling and security.  * Saudi Arabia plans a $100 billion AI initiative aiming to rival UAE's tech hub, highlighting the region's escalating AI investments.  * U.S. penalties on GlobalFoundries for violating sanctions against SMIC underline ongoing challenges in enforcing AI-chip export controls.  * Anthropic collaborates with Palantir and AWS to integrate CLAWD into defense environments, marking a significant policy shift for the company. Sponsors: The Generator - An interdisciplinary AI lab empowering innovators from all fields to bring visionary ideas to life by harnessing the capabilities of artificial intelligence. The AI safety book “Uncontrollable" which is not a doomer book, but instead lays out the reasonable case for AI safety and what we can do about it. Max TEGMARK said that “Uncontrollable” is a captivating, balanced, and remarkably up-to-date book on the most important issue of our time" - find it on Amazon today! If you would like to become a sponsor for the newsletter, podcast, or both, please fill out this form. Timestamps + Links: (00:00:00) Intro / Banter (00:01:28) News Preview (00:02:10) Response to listener comments (00:05:02) Sponsor Break Tools & Apps (00:07:31) OpenAI Introduces ‘Predicted Outputs' Feature: Speeding Up GPT-4o by ~5x for Tasks like Editing Docs or Refactoring Code (00:11:55) Anthropic's Haiku 3.5 surprises experts with an “intelligence” price increase (00:17:10) Introducing FLUX1.1 [pro] Ultra and Raw Modes (00:19:11) X is testing a free version of Grok AI chatbot in select regions Applications & Business (00:21:39) OpenAI acquired Chat.com (00:23:40) Saudis Plan $100 Billion AI Powerhouse to Rival UAE Tech Hub (00:28:28) Meta's former hardware lead for Orion is joining OpenAI (00:31:38) OpenAI Accidentally Leaked Its Upcoming o1 Model to Anyone With a Certain Web Address (00:35:50) Nvidia Rides AI Wave to Pass Apple as World's Largest Company Projects & Open Source (00:37:53) ‘Unrestricted' AI group Nous Research launches first chatbot — with guardrails (00:41:48) FrontierMath: The Benchmark that Highlights AI's Limits in Mathematics (00:46:29) Hunyuan-Large: An Open-Source MoE Model with 52 Billion Activated Parameters by Tencent Research & Advancements (00:49:55) Applying “Golden Gate Claude” mechanistic interpretability techniques to protein language models. (00:58:3) Relaxed Recursive Transformers: Effective Parameter Sharing with Layer-wise LoRA (01:05:55) From Naptime to Big Sleep: Using Large Language Models To Catch Vulnerabilities In Real-World Code (01:10:22) OpenAI reportedly developing new strategies to deal with AI improvement slowdown Policy & Safety (01:19:52)  What Donald Trump's Win Means For AI (01:28:44) Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions (01:33:57) US fines GlobalFoundries for shipping chips to sanctioned Chinese firm (01:36:55) Anthropic teams up with Palantir and AWS to sell its AI to defense customers (01:39:23) Outro

Americans head to the polls and the Fed heads to its November meeting – we'll look at what matters the most to you money. Plus, how could former President Trump's proposed tariffs plans impact the retailers and the prices you pay. And, the CEO of semi giant GlobalFoundries with a look at the state of the industry and the impact of the election. 

APAC stocks were ultimately mixed with most major indices in the green after further encouraging Chinese PMI data.The RBA decision provided little surprise and the SoMP included a reduction in GDP and household consumption forecasts.US equity futures were rangebound, DXY was flat, and UST futures traded sideways as all eyes now turn to the US Presidential Election.European equity futures are indicative of an uneventful cash open with the Euro Stoxx 50 future flat after the cash market closed lower by 0.5% on Monday.Looking ahead, highlights include UK Composite/Services Final PMI, US International Trade, Canadian Exports/Imports, US ISM Services, NZ HLFS Jobs, BoC Minutes, BoJ Minutes, US Election, Speakers including ECB President Lagarde & Schnabel, Supply from UK & US, Earnings from UniCredit, Ferrari, Oersted, Fresenius Medical Care, Hugo Boss, Zalando, Deutsche Post, Emerson Electric Co, Super Micro Computer & Global Foundries.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mixed and trading tentatively on either side of the unchanged mark; US futures are incrementally firmer/flat.Dollar is slightly softer on US election day, Antipodeans benefit from constructive Chinese PMIs and Aussie was fairly unreactive to an unsurprising hold at the RBA.USTs are essentially unchanged, Bunds are pressured alongside Gilts; the latter was weighed on by its 2034 auction.Upward bias across industrials amid geopolitics and encouraging Chinese PMI data.Looking ahead, US International Trade, Canadian Exports/Imports, US ISM Services, NZ HLFS Jobs, BoC Minutes, BoJ Minutes, US Election, Speakers including ECB President Lagarde & Schnabel, Supply from the US, Earnings from Emerson Electric Co, Super Micro Computer & Global Foundries.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Every day around the world, engineers get dressed to go to work. But due to a variety of appearance-based biases, picking out what to wear can be complicated for some women in STEM. Dr. Lindarti Purwaningsih, principal process engineer, integration engineering at GlobalFoundries, delves into the societal norms, biases, and personal experiences that shape the way women engineers dress in the workplace in this episode of Diverse. Drawing from her popular talk at WE Local Munich, Purwaningsih explores how dressing authentically can empower women in engineering and how organizations and leaders can foster a more inclusive workplace environment for all.

Podcast host Reese Tisdale talks with Bluefield Analyst Amber Walsh to get the low down on top takeaways from Q2 industrial water analysis. Industrial water markets are seeing a lot of change—from rising demand for data, the energy transition, and a focus on corporate sustainability strategies. In this discussion, Bluefield's water experts share their insights on three hot industries making waves in industrial water management + corporate sustainability, highlighting key water events and trends impacting they way in which companies respond to and address water management challenges and opportunities. Discussed in the podcast: 1. Bluefield keeps a close eye on government funding in the semiconductor manufacturing industry because of all the capital going towards Greenfield development—and with that comes water management spend and innovative solutions (i.e., reuse) especially in areas of water stress. In Q1, there were questions around the status of government funds from the U.S. CHIPS Act and market challenges. Q2 analysis shows the slow roll out of funds to semiconductor manufacturers GlobalFoundries, TSMC, Micron, Intel, and Samsung. What is the status of the funds and how are these companies responding? 2. In the hydrogen space, although still in early development, we are seeing significant investment being poured into green hydrogen. As Bluefield follows the money, we are expecting this to drive water management opportunities. As water is a key input in hydrogen production—and nearly 2,000 projects have been announced worldwide—Bluefield is estimating US$26.3 billion to be spent on water management in this sector through 2030. 3. Bluefield is tracking several trends in the food & beverage industry. Wastewater treatment remains a large area of spend for these facilities, increasingly stringent discharge regulations are pushing for advanced treatment. What is the impact of municipal surcharges for treatment that can range from a couple thousand dollars annually to millions? And how are companies dealing with higher operational costs and commodity prices? 4. Let's not forget about corporate sustainability. What is the reality of corporate sustainability in industrial water? Is it a driving factor in corporate water management decisions? Companies have largely been motivated to set water reduction targets and disclose water use. But what does this mean and is the goal actually meaningful? How do 'replenishment projects' work and what are attractive 'sustainable' business models (i.e., Water-as-a-service, operation management contracts). If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis The Hydrogen Economy: Water Demands, Management Strategies, and Global Forecasts, 2024–2030 Water for Food & Beverage: Market Trends and Forecasts, 2024–2030 Water for Semiconductors: Market Trends and Forecasts, 2023–2030 Corporate Sustainability: Water Management Targets and Goals

It's big news for your wallet: Capital One is set to acquire Discover in a $35.3B all-stock deal, pending any regulatory hurdles. In the run-up to the 2024 election, Axios co-founder Mike Allen is watching two key issues: President Biden's upcoming State of the Union, and former President Trump's days in court. In DC, the Biden administration is awarding chipmaker GlobalFoundries $1.5B for semiconductor production; National Economic Council Director Lael Brainard discusses the White House's program to bolster jobs and chips in the US. Plus, crude prices and bitcoin prices are on the rise.  Lael Brainard - 10:46Mike Allen - 21:09 In this episode: Mike Allen, @mikeallenJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie