// TOPIC
Semiconductors
ITEMS 50ACROSS PODCASTS · NEWSLETTERS · PAPERS
// TAGGED
50 ITEMS
PODNO PRIORSJUN 18, 2026
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
ELAD GIL, LIP BU TAN, SARAH GUO
NEWSSTRICTLYVCJUN 18, 2026
Apple Says It Will Jack Up Prices Due to AI Demand for Memory and Storage Chips
CONNIE LOIZOS
NEWSOUR WORLD IN DATAJUN 16, 2026
Data Insight: NVIDIA’s revenue from data centers and AI has grown 1,300-fold in the last 12 years
OUR WORLD IN DATA
PODTHE A16Z SHOWJUN 12, 2026
Samo Burja on Growth, Energy, and AI
SAMO BURJA, THEO JAFFEE
PODALL INJUN 10, 2026
Dan Dreyfus: America's Critical Minerals Crisis is Here
CHAMATH PALIHAPITIYA, DAN DREYFUS, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
PODTRAINING DATAJUN 10, 2026
LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age
JENSEN HUANG, KONSTANTINE BUHLER
NEWSAXIOS AI+JUN 8, 2026
📚 AI's literacy cliff
AXIOS AI+
POD张小珺JÙN｜商业访谈录JUN 8, 2026
144. 对阳萌的4小时访谈：消费电子死与生、第三类公司、AI变量、产品方法、打游戏的模式选择
ZHANG XIAOJUN, 张小珺
PODALL INJUN 6, 2026
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
ANDREW FELDMAN, BRAD GERSTNER, CHAMATH PALIHAPITIYA, WILL MARSHALL
NEWSSTRICTLYVCJUN 4, 2026
Meta Struggles to Be Relevant in AI
CONNIE LOIZOS
PODTHE A16Z SHOWJUN 2, 2026
Steven Sinofsky on Apple at 50, Microsoft, and the Future of Computing
STEVEN SINOFSKY, THEO JAFFEE
NEWSSTRICTLYVCMAY 30, 2026
SpaceX and Dell Score Massive Government Contracts
CONNIE LOIZOS
NEWSSTRATECHERYMAY 29, 2026
Luceing Their Mind (This Week in Stratechery)
BEN THOMPSON
NEWSSTRICTLYVCMAY 27, 2026
SpaceX Spars with the Pentagon
CONNIE LOIZOS
PODDWARKESHMAY 22, 2026
Reiner Pope – Chip design from the bottom up
DWARKESH PATEL, REINER POPE
NEWSAXIOS AI+MAY 21, 2026
🧾 Anthropic's SpaceX bill
AXIOS AI+
PODNO PRIORSMAY 21, 2026
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
ANDREW FELDMAN, ELAD GIL, SARAH GUO
PODINVEST LIKE THE BESTMAY 20, 2026
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
GAVIN BAKER, PATRICK O'SHAUGHNESSY
PODAI + A16ZMAY 19, 2026
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software
ALEX RAMPELL, BEN HOROWITZ
NEWSAXIOS PRO RATAMAY 19, 2026
Axios Pro Rata: PE sports ban
DAN PRIMACK
PODALL INMAY 15, 2026
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, JASON CALACANIS, MARC BENIOFF
NEWSAXIOS PRO RATAMAY 15, 2026
Axios Pro Rata: Cerebras surge
DAN PRIMACK
NEWSNEWCOMER NEWSLETTERMAY 15, 2026
The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
ERIC NEWCOMER
PODSOURCERYMAY 15, 2026
Exclusive Interview: Coatue CIO on AI's Biggest Winners
JAIMIN RANGWALLA, MOLLY O'SHEA
NEWSSOURCERY NEWSLETTERMAY 15, 2026
EXCLUSIVE: Coatue's Public Investments CIO on Anthropic, Semis, & AI's Biggest Market Shifts
MOLLY O'SHEA
PODNO PRIORSMAY 14, 2026
Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg
ADANO PRIORS, JACOB HELBERG, SARAH GUO
NEWSSTRATECHERYMAY 5, 2026
Amazon’s Durability (Stratechery Article 5-5-2026)
BEN THOMPSON
NEWSAXIOS PRO RATAMAY 4, 2026
Axios Pro Rata: Spirited debate
DAN PRIMACK
NEWSLUCINDA SHENAPR 20, 2026
Axios Pro Rata: 🤖 AI-PO
LUCINDA SHEN
NEWSPITCHBOOK NEWSAPR 17, 2026
The business of GPU preorders
PITCHBOOK NEWS
PODDWARKESHAPR 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
DWARKESH PATEL, JANE STREET AD VOICE, JENSEN HUANG, UNIDENTIFIED PARTICIPANT
PODTHE A16Z SHOWAPR 14, 2026
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software
ALEX RAMPELL, BEN HOROWITZ, A16Z (ANNOUNCER/NARRATOR)
NEWSOUR WORLD IN DATAAPR 10, 2026
The OWID Brief: Falling battery prices, new country profiles on population, and more
OUR WORLD IN DATA
PODTHE A16Z SHOWAPR 10, 2026
What Running Windows at Microsoft Taught Steven Sinofsky About Apple
STEVEN SINOFSKY, THEO JAFFEE, A16Z (ANNOUNCER/NARRATOR)
NEWSDATA DRIVEN VCAPR 8, 2026
💥University Ranking by Exit Values, How to Build a Personal Knowledge Hub, Auto-Discovery of What to Automate & More
ANDRE RETTERATH
PODCHEEKY PINTAPR 7, 2026
The history and future of AI at Google, with Sundar Pichai
ELAD GIL, JOHN, SUNDAR PICHAI
NEWSPITCHBOOK NEWSMAR 30, 2026
Wealth advisers in the hot seat
PITCHBOOK NEWS
NEWSSTRATECHERYMAR 27, 2026
So Long to Sora (This Week in Stratechery)
BEN THOMPSON
PODLEX FRIDMANMAR 23, 2026
#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution
JENSEN HUANG, LEX FRIDMAN, UNIDENTIFIED
NEWSAXIOS AI+MAR 19, 2026
⚡️ Nvidia vs. physics
AXIOS AI+
NEWSAXIOS AI+MAR 18, 2026
🎬 Hollywood tests AI
AXIOS AI+
NEWSSTRICTLYVCMAR 17, 2026
Nvidia Lines Up Over $1 Trillion in Orders for Its New Chips
CONNIE LOIZOS
PODDWARKESHMAR 13, 2026
Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
DWARKESH PATEL, DYLAN PATEL, PRODUCER
PODINVEST LIKE THE BESTDEC 9, 2025
The AI Chip Wars Explained | Gavin Baker Interview
UNKNOWN GUEST, PATRICK O'SHAUGHNESSY, GAVIN BAKER
PODA16Z PODCASTDEC 8, 2025
Building The Chip That Could Unlock AGI | Naveen Rao
PODMORE OR LESSNOV 28, 2025
OpenAI vs Google vs Meta: Business Model War
SAM LESSIN, DAVE MORIN, SAM LESSIN, BRIT MORIN, JESSICA LESSIN
POD20VCNOV 27, 2025
NVIDIA’s Core Business Threatened by TPUs, Sam Altman’s ‘War Mode’ & Sierra’s $100M ARR
JASON CALACANIS, UNKNOWN GUEST, HARRY STEBBINGS
PODSTANFORD AI SPEAKER SERIESNOV 23, 2025
Stanford AI Club: Jeff Dean on Important AI Trends
JEFF DEAN
POD20VCNOV 17, 2025
AI Fund’s GP, Andrew Ng: Biggest Bottlenecks in AI & How LLMs Can Be Used as a Geopolitical Weapon?
ANDREW NG, HARRY STEBBINGS
PODTRAINING DATAOCT 29, 2025
Nvidia CTO Michael Kagan: Scaling Beyond Moore's Law to Million-GPU Clusters
UNKNOWN HOST, UNKNOWN HOST, MICHAEL KAGAN