Show Notes
AI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI infrastructure buildout. At the same time, the semiconductor industry is approaching the physical limits of simply making transistors smaller. I sat down with Steven Latré, VP of AI at imec and Thema Board Member, and Adam Chambers of Strike Capital, to talk about what comes after the GPU and where the next wave of value in AI infrastructure could be created. We get into › Why memory is already one of AI's biggest bottlenecks › The power, cooling and data transfer constraints behind inference › Why photonics could become a critical technology for the next generation of chips › What happens as Moore's Law approaches the limits of physics › Why Steven thinks we'll laugh at today's AI in 5–10 years Steven describes imec as the “hidden gem” of semiconductors. The organization works years ahead of the commercial market, with the world's biggest chip companies coming through its facilities to develop technologies that may not reach the market for another 7–10 years. His hottest take is that today's LLMs will eventually look like dial-up internet. “I think we're gonna laugh 5-10 years from now at how old-fashioned AI was today.” Recorded at the Strike x Sourcery Summit in the South of France.
Steven Latre: https://x.com/slatre Adam Chambers: https://www.linkedin.com/in/adam-chambers-0b2009274 Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy
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