The Race to Build the Next Trillion-Dollar AI Chip Company

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

Opublikowano: 2026-09-16

Almost 2% of U.S. GDP will be spent on AI infrastructure this year, nearly double 2025's figure. But beneath those headline numbers, the composition of that spending has quietly flipped: for the first time, dollars spent on running models in production now outweigh dollars spent training them. In this episode of TechSurge, host David Goldman speaks with Austin Lyons, a semiconductor analyst at Creative Strategies, co-host of the Semi Doped podcast, and author of the Chipstrat newsletter. Lyons previously worked as a hardware engineer at Intel and as a product manager on John Deere's autonomous t...