Battle for the AI Data Center: Deep Dive on the Semiconductor Supercycle

Podcast: TechSurge: Deep Tech Podcast · Celesta Capital | Deep Tech Venture Capital Firm

Opublikowano: 2026-06-16

Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now shaping the speed, cost, and strategic direction of modern computing. In this episode of TechSurge, host Michael Marks speaks with Stacy Rasgon, Managing Director and Senior Analyst covering U.S. semiconductors and semiconductor capital equipment at Bernstein Research. Stacy has spent years analyzing the chip industry across cycles, but argues that the current moment feels different in scale: AI demand has created an unprecedented...