Conversations at the intersection of emerging tech, VC, and business. Hosted by @CelestaCapital
Silicon Valley
Joined February 2026
- Tweets160
- Following137
- Followers93
- Likes43
"Customers today don't care about a chip. They don't care about the package. They don't care about the board."
@RajaXg on why AI infrastructure buyers just want electricity in and tokens out.
New Episode of Techsurge with Host @dgoldman627 on YouTube 🎙️
"The competition is not between Nvidia, Google, or Broadcom. It's between China Inc. and the rest of the world."
@RajaXg is on the real AI hardware race everyone's missing with Host @dgoldman627
New Techsurge Episode live on YouTube 🎙️
"That's a lot of capital. I don't think we have that capital."
@RajaXg Koduri on the math behind AI infrastructure's price tag: 400GW of new computers needed by 2030, at $50-60B per gigawatt. That's $24 trillion.
Full Episode of Techsurge with Host @dgoldman627 on YouTube
"You need to render the entire world in 16 milliseconds."
@RajaXg on why decades of gaming's brutal performance constraints are what still make Nvidia formidable today.
Full Episode link given below 👇
Techsurge: Deep Tech Podcast retweeted
Thanks @dgoldman627 for a fun conversation. Topics: the $24T capital math behind AI compute, why inference is a whole memory hierarchy problem, why the spec is now 90% of chip design, a Steve Jobs decision story, and token mills. Worth a listen.
Every gigawatt of AI infrastructure costs $50–60 billion in the West. China's target? Under $10 billion. New episode of TechSurge: gaming chip legend @RajaXg (Founder & CEO,@realoxmiqlabs) joins host @dgoldman627
Every gigawatt of AI infrastructure costs $50–60 billion in the West. China's target? Under $10 billion. New episode of TechSurge: gaming chip legend @RajaXg (Founder & CEO,@realoxmiqlabs) joins host @dgoldman627
The top 3 AI neocloud players are worth ~$125B in public markets. We talk endlessly about chip startups.
We barely talk about them. @austinsemis on AI infrastructure's most under-discussed layer.
Frontier models command a premium. Older, smaller models don't. Senior AI Chip Analyst @austinsemis on why landing a frontier anchor might be a prerequisite for the next breakout chip company.
Nvidia invests in neoclouds → neoclouds buy GPUs → GPUs become collateral for debt → revenue flows back to Nvidia → Nvidia invests in more neoclouds.
@austinsemis on the circular financing question everyone's asking.
"We had GPUs, and they kind of morphed to fit the shape of what we're doing... no one has really brought a chip to market designed specifically for LLMs."
@austinsemis on AI hardware's next evolution.
Techsurge: Deep Tech Podcast retweeted
I joined David Goldman on @CelestaCapital's TechSurge podcast to talk about the race to build the next trillion-dollar AI chip company.
The main idea we dig into is that no one has yet brought a chip to market designed specifically for LLMs. Blackwell is a GPU that morphed toward the workload. Nobody has yet stood up a gigawatt of clean-sheet LLM silicon, and that gap is where the next trillion-dollar chip company comes from.
We cover:
• Why AI infrastructure now sells as full systems, and how Nvidia got to rack scale first
• Prefill vs. decode, and why the SRAM bets Groq and Cerebras made years ago suddenly paid off
• How neoclouds built $125B+ of public-market value while most investors missed them
• Circular financing, and why I land on the demand being real
• My four conditions for the next trillion-dollar chip company
• Clean-sheet architectures: @OpenAI's Jalapeno, @TensordyneInc's log math, @Etched's low-voltage inference
• Why enterprise and on-prem inference could end up bigger than the cloud
Full episode: youtube.com/watch?v=bXNJU3Rh…
100 qubits is easy. A million is the problem.
Nobel laureate John Martinis says quantum computing's real bottleneck isn't physics anymore, it's manufacturing.
Trailer for the new TechSurge episode, out now:
Link given below⬇️
"To get 50 or 53 qubits all working together, that's really hard." Nobel laureate John Martinis breaks down Google's quantum supremacy experiment and what it actually proved. 🧵
Full podcast link in comments section
#QuantumComputing #GoogleSycamore #DeepTech #TechSurge
"AI relies on huge amounts of memory. Quantum computers don't have that, but they have a lot of powerful computation. Why not combine them?" Nobel laureate John Martinis on quantum-classical hybrid systems being the next big thing. 🧵
Full Podcast in comments👇
#QuantumComputing