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Securities
"Securities" Podcast: Chip demand and the future of the climate with Mythic AI’s Mike Henry
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transcript
All our transcripts are made by human listeners and reviewed by our team for accuracy. Though we try hard to keep them error-free, there may be differences between the recorded audio and written transcripts. Please verify any statements in the audio before quoting in print.
There’s a huge expansion in demand for compute power going on, with AI models, cryptocurrencies, autonomous vehicles and our social media algorithms all guzzling more chip cycles than ever before. But we’re also in the midst of a climate emergency, and chips are a major cause of energy demand. How do we reconcile the two? Joining me to talk about this as well as the future of the semiconductor industry, the CHIPS act, and other national industrial policies is Lux’s Shahin Farshchi and Mythic AI CEO and founder Mike Henry.