▶ 5:55 · $INTC · $ARM · $AMD · AMD pursuing rack-scale systems to compete with Nvidia and hyperscalers

episode briefing

Can Big Tech’s AI Chips Rival Nvidia?

2026-08-12 · 9 company · 5 thematic

sentiment

4 bull0 bear5 neu

speakers

Co-founded Eliyan; previously worked in semiconductor industry; provides deep technical perspective on memory bottleneck, hyperscaler custom silicon, and interconnect landscape.

patrick

Guest on The Information podcast discussing AI chip competition, hyperscaler custom silicon, and rack-scale infrastructure; appears to be an executive at a company providing interconnect technology to hyperscalers and chip makers.

ramin farjadrad

Co-founded Eliyan, a chiplet interconnect startup that raised $145M at $1B valuation; focuses on die-to-die and optical rack-to-rack connectivity for AI systems.

ramin

Guest on The Information podcast discussing memory supply chain dynamics and semiconductor ecosystem; appears to be an executive at a company with strategic investments from memory suppliers, foundries, switch vendors, and major chip makers.

quote

“AMD for example unveiling their full rack scale system... the AMDs, the Intels, the Arms of the world, they have no intention of walking away from this market, either. In order to be more competitive against Nvidia and to think about how t…”

—patrick

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