Best Podcast Episodes About Tensor chip
Everything podcasters are saying about Tensor chip — curated from top podcasts
Updated: Apr 09, 2026 – 12 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Tensor chip.
Top Podcast Clips About Tensor chip
“… a different When you wrote about it this week Mayo but the respected analyst Tim Culpin he reported that Apple is basically running out of A18 Pro chips to use in the MacBook Neo We talked about it earlier but the A18 Pro chip used in the MacBook Neo is actually a binned version of the chip that was used in the iPhone 16 Pro It has five GPU cores instead of six GPU cores. So it's basically using chips that were put aside during the cycle of the iPhone 16 Pro. Because right now they don't sell any other machine or device that uses A18 Pro. And what Colpin says in his report is that Apple …”
“… are just different orders of magnitude, right? And yes, the supply chain prioritizes the laptops because Apple's invested in laptop supply chain for many years because more than 80% of their sales are all laptops. Then the MacBook Neo is facing a different When you wrote about it this week Mayo but the respected analyst Tim Culpin he reported that Apple is basically running out of A18 Pro chips to use in the MacBook Neo We talked about it earlier but the A18 Pro chip used in the MacBook Neo is actually a binned version of the chip that was used in the iPhone 16 Pro It has five GPU cores instead of six GPU cores. So it's basically using chips that were put aside during the cycle of the iPhone 16 Pro. Because right now they don't sell any other machine or device that uses A18 Pro. And what Colpin says in his report is that Apple initially planned to make about 6 million MacBook Nios in total, using up all of Apple's Bind A18 Pro inventory. Early demand of the MacBook Neo, however, suggests that they're probably going to outstrip that demand and sell more than 6 million MacBook Nios, and they don't have 16 million A18 Pro chips. They are not actively making the A18 Pro chip …”
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Ridealong summary
Apple's supply chain issues with memory and chips are causing significant production challenges, potentially impacting their sales strategy and product availability.
Apple's MacBook Neo faces supply challenges due to limited A18 Pro chip availability, impacting production and potential sales growth.
“Nick, you were gonna add to this, your analysis. Yeah we actually busy building chips for a bunch of companies We typically work with hyperscalers to build their own chips Think about like the Google Amazon Microsoft Meta type companies who are building their own hardware to do both training and inference And then we also work with semiconductor companies both GPU companies, as well as networking companies. So those are the people we build for. We're building a ton of chips right now. So I would say in the next year and two …”
“Nick, you were gonna add to this, your analysis. Yeah we actually busy building chips for a bunch of companies We typically work with hyperscalers to build their own chips Think about like the Google Amazon Microsoft Meta type companies who are building their own hardware to do both training and inference And then we also work with semiconductor companies both GPU companies, as well as networking companies. So those are the people we build for. We're building a ton of chips right now. So I would say in the next year and two years, you're going to start running on light matter hardware. These will be in the new data centers. think about like the texas stuff yeah core weave what's the one uh not star bay stargate another great film speaking of yes excellent film yeah and so there's a picture of um i think that's stargate and what you see in the middle is that plus i think …”
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Tech giants like Amazon and Google are investing billions to create their own custom chips, optimizing costs and enhancing performance for AI applications. With annual spending reaching over $200 billion, these companies are transitioning from software to hardware, reshaping the infrastructure landscape. This shift is driven by a race for power and efficiency in data centers, leading to innovations like micro nuclear reactors.
“… And at the end of 2025, NVIDIA acquired a company called Groq, G-R-O-Q. It was founded by Jonathan Ross, who was the original designer of Google's Tensor Processing Units, which is Google's specialist chips for serving AI workloads. He'd done that roughly a decade ago, maybe a bit longer. And it was a big, slightly weird acquisition of about $20 billion. People moved and IP was licensed. The company wasn't formally acquired. It's kind of complicated. But that Grok acquisition really, really pointed to the changing shape of the AI market. Up until that point, NVIDIA had survived on a single, …”
“… at the very minimum it's going to be the same, quite likely more than that. So in this changing market, as we move from a world where the compute is dominated by training and move to a world where there's a lot of inference, things do change. And And at the end of 2025, NVIDIA acquired a company called Groq, G-R-O-Q. It was founded by Jonathan Ross, who was the original designer of Google's Tensor Processing Units, which is Google's specialist chips for serving AI workloads. He'd done that roughly a decade ago, maybe a bit longer. And it was a big, slightly weird acquisition of about $20 billion. People moved and IP was licensed. The company wasn't formally acquired. It's kind of complicated. But that Grok acquisition really, really pointed to the changing shape of the AI market. Up until that point, NVIDIA had survived on a single, albeit evolving, architecture.”
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The shift to reasoning models and increased AI usage is driving a million-fold expansion in compute demand, underscoring Nvidia's critical role in meeting this explosive growth.
“… I think there's like, look, you cannot regulate this stuff. I mean, it is going to be, just like life will find a way. And like just, it's, NVIDIA chips will find a way is basically like the idea here. And the A infrastructure is an all out race. it is a matter of national security energy is a matter of national security these like sectors and industries wars are being fought like around these assets in particular and so i think what i'm we've fought over oil for a hundred years oh my gosh yeah i mean like now we're fighting over the chips and the oil now we have two things to we got employees …”
“… is also allowing it to be exposed. I think it's kind of just like a, look, we can break the rules. We can go around things. And also like you interviewed with Jensa. I mean, it's opening back up and there's a lot of folks that are looking to buy this. I think there's like, look, you cannot regulate this stuff. I mean, it is going to be, just like life will find a way. And like just, it's, NVIDIA chips will find a way is basically like the idea here. And the A infrastructure is an all out race. it is a matter of national security energy is a matter of national security these like sectors and industries wars are being fought like around these assets in particular and so i think what i'm we've fought over oil for a hundred years oh my gosh yeah i mean like now we're fighting over the chips and the oil now we have two things to we got employees in the middle east right now like we we uh in uae in particular we've like i can't comment on the the sites that have been hit but just to let you know like there is this is all very real for us at gecko well if you yeah if you do share it the uae government's like please don't share pictures of dubai getting hit a little sensitive to it which i …”
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We're in an all-out cold war over semiconductor chips, a battle as critical as oil was in the past. As nations scramble for dominance in AI and energy sectors, the U.S. must ramp up its defense spending and regulation to keep pace. This geopolitical struggle highlights the urgent need for government intervention to protect national security and foster innovation in chip technology.
“… to accelerate a partner's existing technology roadmap on a dedicated line. Exactly. When you are projecting a need for hundreds of billions of chips for autonomous vehicles, robots, and satellites, you simply cannot wait in line behind Apple and NVIDIA for manufacturing capacity. You have to fund your own line. The consequence here alters the core business model of vehicle manufacturing. By funding their own silicon production, they insulate themselves from global supply chain shocks and create a massive, dedicated compute foundry for the space economy. Space applications require highly …”
“… volume demand while partnering with established foundries to utilize their existing process technology. So they're not inventing the manufacturing process from scratch. No, not at all. They are providing the billions of dollars and the guaranteed demand to accelerate a partner's existing technology roadmap on a dedicated line. Exactly. When you are projecting a need for hundreds of billions of chips for autonomous vehicles, robots, and satellites, you simply cannot wait in line behind Apple and NVIDIA for manufacturing capacity. You have to fund your own line. The consequence here alters the core business model of vehicle manufacturing. By funding their own silicon production, they insulate themselves from global supply chain shocks and create a massive, dedicated compute foundry for the space economy. Space applications require highly specific radiation-hardened hardware. When a computer is operating outside the Earth's atmosphere, stray cosmic rays can actually strike the silicon and flip a bit from a zero to a one. Just a single ray. Yes. And that single microscopic event can cause a rocket navigation system to fail instantly. You need specialized physical shielding and …”
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Tesla's new approach to semiconductor production could revolutionize the industry by funding its own chip fabrication plant. By leveraging established foundries and ensuring high demand, they aim to produce specialized chips for space applications and autonomous vehicles. This strategy not only secures their supply chain but also transforms the vehicle manufacturing business model.
“… that Cerebris solved six years ago says Andrew Feldman the CEO and founder of Cerebris Shots fired Shots fired indeed He says their next inference chip not available yet has 140 times less memory bandwidth than Cerebris. To run a single 2 trillion parameter model, you need 2,000 GroK chips. On Cerebris, that's just over 20 wafers. Even paired with GPUs, GroK's max is out at 1,000 tokens per second. We run at thousands of tokens per second today and every day in production now. Why? When you connect 2,000 chips together, every interconnect has latency. Every cable has overhead. It doesn't …”
“… let me also tell you about Lambda. Lambda is the super intelligence cloud, building AI supercomputers for training and inference that scale from one GPU to hundreds of thousands. Nvidia biggest GTC announcement was a billion bet on the same problem that Cerebris solved six years ago says Andrew Feldman the CEO and founder of Cerebris Shots fired Shots fired indeed He says their next inference chip not available yet has 140 times less memory bandwidth than Cerebris. To run a single 2 trillion parameter model, you need 2,000 GroK chips. On Cerebris, that's just over 20 wafers. Even paired with GPUs, GroK's max is out at 1,000 tokens per second. We run at thousands of tokens per second today and every day in production now. Why? When you connect 2,000 chips together, every interconnect has latency. Every cable has overhead. It doesn't matter what your memory bandwidth is on paper if you're bottlenecked by the wiring between the thousands of tiny chips. We solved this with wafer scale, one integrated system, little interconnect tax. Jensen told the world that fast inference is where the value is. He's right. It's why the world's leading AI companies and hyperscalers are choosing …”
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Ridealong summary
Cerebris claims their chip architecture outperforms NVIDIA's Grok by a staggering margin, requiring only 20 wafers for a 2 trillion parameter model compared to Grok's 2,000 chips. This efficiency comes from Cerebris's innovative wafer-scale design that minimizes latency and interconnect overhead, making it the choice for leading AI companies. As the CEO of Cerebris points out, speed in inference is where the real value lies in AI technology.
“… like. And what the purpose of this station is, is to put everything under one roof. It's to put that lithography, the packaging, all the elements of chip making in one roof so that they can iterate quickly. traditionally what happens is you submit a chip design and then it takes months to years to go through the revision cycle to actually improve the chip design what they're doing here is under one roof they have everything in one place and they can design build and then test over and over and over again so they could iterate very quickly on these chips and what's amazing is the current output …”
“… start with the first thing that was actually announced and shown in the presentation, which it's their advanced technology fab. It's basically their R&D center. And they're building this one in Texas. And they have this great visual of what it looks like. And what the purpose of this station is, is to put everything under one roof. It's to put that lithography, the packaging, all the elements of chip making in one roof so that they can iterate quickly. traditionally what happens is you submit a chip design and then it takes months to years to go through the revision cycle to actually improve the chip design what they're doing here is under one roof they have everything in one place and they can design build and then test over and over and over again so they could iterate very quickly on these chips and what's amazing is the current output for this or the projected output that they're hoping to reach is one terawatt of energy per year and for reference the united states of america annually consumes half of that so we have some visual references here. Elon says this large factory, the actual TerraFab, not the R&D center. So once they've gone through the R&D, they figured out the chip …”
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The TeraFab project is a groundbreaking attempt to vertically integrate the entire AI chip stack under one roof, promising unprecedented speed and scale in chip manufacturing.
“announced in March a team-up between the two tech companies he leads to develop chips for AI compute, satellites, and SpaceX's mooted space data center and to support the possibility of autonomous Tesla vehicles and robots. However, building a chip fab is one of the most difficult and expensive corporate infrastructure projects out there, typically requiring years of time and more than $20 billion to create a facility with a huge clean room for thousands of ultra-precise machines to carve silicon. It wasn't obvious how SpaceX …”
“announced in March a team-up between the two tech companies he leads to develop chips for AI compute, satellites, and SpaceX's mooted space data center and to support the possibility of autonomous Tesla vehicles and robots. However, building a chip fab is one of the most difficult and expensive corporate infrastructure projects out there, typically requiring years of time and more than $20 billion to create a facility with a huge clean room for thousands of ultra-precise machines to carve silicon. It wasn't obvious how SpaceX and Tesla, two companies with no experience in the sector, could team up to execute the project efficiently. Now, though, we have a better idea. Intel's gonna do it for him. The company has been hunting for large anchor customers to support its foundry business and now it has too. Still, if investors thought that TerraFab would be a green field …”
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Intel is stepping in to help SpaceX and Tesla develop chips for AI and future space projects, a move that could reshape the chip manufacturing landscape. Despite initial doubts about their ability to execute such a complex project, Intel's involvement brings expertise and resources to the table. This partnership highlights the growing need for advanced semiconductor capabilities in the era of autonomous vehicles and space technology.
“Can we just get like a no context quote card? Chip Patterson on Cincinnati football. I'm grateful I'm not a fan of the team. Hey, listen, I appreciate Danny. You had some good fact checking there. We are about to be clipping season You know we slip up with something This is about the time where we could really get burned on it So I appreciate you doing that research and adding our in context so we can be able to have that one Aaron Nolan, there's a name. He's going to be part of the battle at …”
“Can we just get like a no context quote card? Chip Patterson on Cincinnati football. I'm grateful I'm not a fan of the team. Hey, listen, I appreciate Danny. You had some good fact checking there. We are about to be clipping season You know we slip up with something This is about the time where we could really get burned on it So I appreciate you doing that research and adding our in context so we can be able to have that one Aaron Nolan, there's a name. He's going to be part of the battle at Memphis for Charles Huff's first season with the Tigers. Marcus Stokes. Y'all remember the Marcus Stokes story? Yeah. he was a florida commit and then a viral video of him singing some rap lyrics oh it's the white kid led to it being pulled he went to west florida where he absolutely they throw it all over don't they yeah yes so he's nice uh it is …”
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Aaron Nolan is set to make waves at Memphis under new coach Charles Huff, while Marcus Stokes seeks redemption after a viral incident derailed his Florida commitment. With intriguing quarterback battles shaping team prospects, keep an eye on these players as they could redefine their teams' futures this season.
“There's a capacity crunch for chips. There's a capacity crunch for RAM. How is that working for you? Are you able to get the flexibility you need? When you look at fab capacity, we could use more, but the world could use more. I don't think you get anybody on here who builds chips that wouldn't say, I'd love to have more capacity. Same thing for memory. We're in a crunch for probably 18 months, something like that. We're doing everything we can to try to secure what we need, and …”
“There's a capacity crunch for chips. There's a capacity crunch for RAM. How is that working for you? Are you able to get the flexibility you need? When you look at fab capacity, we could use more, but the world could use more. I don't think you get anybody on here who builds chips that wouldn't say, I'd love to have more capacity. Same thing for memory. We're in a crunch for probably 18 months, something like that. We're doing everything we can to try to secure what we need, and we feel pretty good about where we are right now, but we'll see how the demand plays out over the next year and a half. It occurs to me, just talking to people about RAM margins, I've talked to consumer laptop vendors who say there might not be consumer laptops this year. It might just be… Priced out? Priced out. Just to put a stick of memory in a …”
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There's a looming chip shortage that could lead to a significant decrease in consumer laptops this year. Cisco CEO Chuck Robbins explains that the entire industry is feeling the crunch, with RAM and chip prices rising dramatically, impacting the availability of affordable devices. As manufacturers struggle to secure components, the future of budget laptops hangs in the balance.
“You know, chips are harder for sure because it's a very specialized thing. And that, you know, in terms of like, if you had to ask, if you asked me what would be the most likely reason we wouldn't get economy transforming AI in the next few years, I would say something happening to the chip fabs in a major way that throws production off to the point where chips are super scarce and you know maybe we can't scale the training runs full stop or even if the …”
“You know, chips are harder for sure because it's a very specialized thing. And that, you know, in terms of like, if you had to ask, if you asked me what would be the most likely reason we wouldn't get economy transforming AI in the next few years, I would say something happening to the chip fabs in a major way that throws production off to the point where chips are super scarce and you know maybe we can't scale the training runs full stop or even if the training runs you know can kind of still scale there's just not enough inference to go around and so you know even we might have like really powerful systems but we just don't have enough access you know economy wide for people to deploy them and like automate all the things that seem like we're on track to automating. So I guess if I had to pick …”
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A major disruption in chip production could halt the advancement of transformative AI technologies. Nathan Labenz highlights that geopolitical tensions, particularly concerning Taiwan, pose significant risks to chip availability, which is crucial for scaling AI systems. Despite some positive developments in U.S. chip production, the looming threat of scarcity remains a critical concern for the future of AI.
“… do go crazy enough that this happens because we just need incremental compute and the compute is worth the higher cost power, et cetera, of these chips. But it's also unlikely to some extent, to a large extent, because of, I think, just comparing, you know, some of these are like not fair comparisons, right? For example, you know, from A100, which is 312 teraflops, to Blackwell, which is like a thousand-ish of FP16, or maybe it's 2000, and then Rubin is like 5,000 or so FP16. It's not a fair comparison because these chips have vastly different design targets, right? At A100, that is what …”
“to just bring on seven nanometer wafers and then oh that gives you a another 50 or 100 another 100 gigawatts um yeah tell me why that's naive yeah so i think you know we potentially do go crazy enough that this happens because we just need incremental compute and the compute is worth the higher cost power, et cetera, of these chips. But it's also unlikely to some extent, to a large extent, because of, I think, just comparing, you know, some of these are like not fair comparisons, right? For example, you know, from A100, which is 312 teraflops, to Blackwell, which is like a thousand-ish of FP16, or maybe it's 2000, and then Rubin is like 5,000 or so FP16. It's not a fair comparison because these chips have vastly different design targets, right? At A100, that is what NVIDIA optimized for was FP16, BFlood16 numerics. When you look at Hopper, they didn't care as much about that. They cared about FP8. When you look at Rubin, they don't care about FP16 and BF16 as much. They care mostly about FP4 and 6, right? um and so numerics like are what they've designed the search designed their chip for um and so there's a …”
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Ridealong summary
Comparing chip performance purely by flops can lead to misleading conclusions. Different chips like NVIDIA's A100 and Blackwell are optimized for distinct numerical formats, impacting their performance in ways that flops alone can't capture. This highlights the importance of understanding the design targets behind each chip to truly grasp their capabilities.
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