Semi Doped
The business and technology of semiconductors. Alpha for engineers and investors alike.
Podcasting since 2026 • 12 episodes
Semi Doped
Latest Episodes
Optical Networking Supercycle - ALL the Tech You NEED to know
Austin and Vik delve into the evolving landscape of optics and networking, particularly in relation to AI and data centers. The conversation covers various scales of networking, including scale across, scale out, and scale up, while als...
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46:08
Memory Mayhem & AI Capex Madness
In this episode of the Semi Doped podcast, Austin and Vik delve into the current state of the semiconductor industry, focusing on the memory crisis driven by increasing demand from AI applications. They discuss the implications of rising memory...
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58:53
The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn
In this episode, Vik and Wayne Nelms discuss the emerging financial exchange for GPU compute, exploring its implications for the AI infrastructure market. They discuss the value of compute, pricing dynamics, hedging strategies, and the future o...
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40:38
A New Era of Context Memory with Val Bercovici from WEKA
Vik and Val Bercovici discuss the evolution of storage solutions in the context of AI, focusing on Weka's innovative approaches to context memory, high bandwidth flash, and the importance of optimizing GPU usage. Val shares insights fro...
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54:27
