The Next Wave of Semiconductors: Innovations in Computing and Infrastructure
PLUS: Former Scale AI CTO building something new
Behind The Scenes
Semiconductors have become the silent drivers behind nearly every technological advancement this year, powering innovations across diverse fields. From AI-generated e-vites to autonomous rides with Waymo, edge computing, and beyond, semis are at the heart of transformative technologies. In 2024, breakthroughs in high-performance computing, bespoke chip architectures, and intelligent workload distribution are redefining what is possible, laying the groundwork for a more connected and intelligent world.
Advances in materials science have propelled these innovations further. Materials like graphene, gallium nitride (GaN), and silicon carbide (SiC) have significantly enhanced chip performance and energy efficiency, pushing boundaries in speed and reliability. At the same time, cutting-edge fabrication techniques, such as Arieca’s liquid metal elastomers, are shrinking node sizes while tackling heat dissipation challenges, ensuring chips operate efficiently under growing demands. Some chipmakers are even innovating at the infrastructure level—take Fungible Systems (now part of Microsoft), for example, which employs disaggregated systems to accelerate data-centric workloads in data centers, redefining scalability and efficiency.
The semiconductor landscape is brimming with innovation, each breakthrough opening doors to unprecedented possibilities. At Lotus, we are particularly excited about advancements in three key areas shaping the future:
High-Performance Computing: Revolutionizing speed and processing power for complex workloads.
Customization and Modularization: Enabling adaptable and tailored solutions for diverse applications.
Intelligent Compute Placement: Optimizing where and how computing tasks are executed for maximum efficiency.
As semis continue to evolve, their role in shaping industries and powering global progress cannot be overstated. We look forward to seeing these technologies drive innovation across sectors in the years to come…
For full version of this article, you can read them here.
Geeks of the Week
Startup Name: Narrative BI
Geography: US
One-liner: Generative analytics platform for growth teams that turns raw data into actionable narratives using AI.
Founder(s) Background: Founder & CEO at FriendlyData (acquired by ServiceNow (NYSE:NOW)).
Founder(s) building in stealth
Episode of the Week
Russell is the CEO & Co-Founder of CyberFilm AI, and the co-creator of the first and leading Generative AI app for screenwriters and filmmakers called SAGA (see more at WriteOnSaga.com). He has a background in Electrical Engineering & Computer Science, and has worked for the last 15 years as a Product Manager at companies like Microsoft, Samsung’s AI Lab “Viv Labs”, and JPMorgan’s Palo Alto AI Lab.
He founded the company with his brother Andrew, an accomplished Hollywood filmmaker and indie writer / screenwriter / actor / director / producer, who has worked on shows including “Suits” and “The Boys” out of Toronto where he also runs an award-winning Production Company “Synapz Productions”. Russell and Andrew have been building SAGA since 2021 to democratize Hollywood film production, enabling people to make more of their best work faster, and break in to Hollywood career with a portfolio of films they can create on indie budgets with small teams that look like Hollywood productions.