The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-10-23

Is chip materials science, not just GPUs, becoming the next AI bottleneck? In this video: what large quantitative models (LQMs) are and how they differ from LLMs, why the shift to 3D chips makes new materials critical, and how SandboxAQ plans to use its $500M CHIPS award.Shalini Sharma, Ph.D., who leads semiconductor materials innovation at SandboxAQ and previously worked at Applied Materials, joins us to explain how AI and quantum-based simulation can screen millions of candidate chemistries before anything reaches a lab.We cover SandboxAQ's business model and four CHIPS focus areas: PFAS-free chemistries, catalysts...