State of the Future

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🔮E19: Trusted Execution Environments (TEEs) and Confidential Computing (feat. Ilja Aizenberg)
The most important bit of hardware, you've never heard of.
4
🔮E14: The Real AI Bottleneck: High Bandwidth Memory (HBM)
Without HBM there are no LLMs
3
🔮 E13: Chiplets - How Chip Lego is Driving AI Progress
Yo, chipsets be monolithic, inflexible and gigantic. Chiplets break it down, make it small, modular and automatic
🔮E12: Nanomechanical Computing- Gears of Space War? Old Ideas at New Scales
Novel combination of low power consumption and radiation hardness; low TRL and challenging manufacturing mean 2030+ timeline
🔮E10: Pushing Moore's Law to the Limit with High-NA EUV (aka Nanoscale Chip Printing)
Underrated: High-NA EUV will manufacture chips worth $200 billion annually
1
🔮 E09: Analog Computing: The Once and Future King
Underrated: Mixed-signal analog-digital ICs capture 50% of the $60bn edge AI hardware market.
2
🔮E08: Optical Computing
Are electronic computers the result of path dependency, or are they the only computers we will ever reliably produce cheaply and at scale?
🔮E07: Decentralised AI
A top-3 large language model by the number of users will be a decentralised AI
🔮 E06: Large Language Models and the Assembly Line
By 2030 LLMs will have increased labour productivity by 20% in OECD countries versus 2022 benchmark levels.
🔮 E05: Neuromorphic Computing & The Future of Edge AI
By 2030, neuromorphic chip designs win 20% of the edge AI hardware market
8
🔮 E04: No10 Downing Street and Vector Databases (titles you never expect)
Shorter format today, mainly about vector databases and enabling the AI stack + some stuff on driving investment and innovation in the UK tech sector …
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