TechSurge: Deep Tech Podcast

In this episode, host David Goldman speaks with legendary graphics chip architect Raja Koduri, who explains why every gigawatt of AI infrastructure now costs $50 to $60 billion, and why China's goal of doing it for under $10 billion is the real threat to Western AI. Raja twice led graphics at AMD, directed Apple's graphics architecture and was chief architect at Intel. He argues that the real AI race isn't Nvidia vs. Google vs. Bro...

Almost 2% of U.S. GDP will be spent on AI infrastructure this year, nearly double 2025's figure. But beneath those headline numbers, the composition of that spending has quietly flipped: for the first time, dollars spent on running models in production now outweigh dollars spent training them.

In this episode of TechSurge, host David Goldman speaks with Austin Lyons, a semiconductor analyst at Creative Strategies, co-host of the Sem...

In this episode, Nobel Prize-winning physicist Dr. John Martinis reveals how his breakthrough in superconducting qubits made quantum physics real at macroscopic scale and what it means for the future of technology. The former lead of Google's Quantum AI lab explains why quantum computing is so fragile, why a lot of hype has a low chance to work, and why his fabless company Qolab could be the Nvidia of quantum computing

In this conve...

Silicon Valley was built on semiconductors, but for nearly two decades, venture capital shifted its attention towards software. Today, AI is changing that as the demand for compute, memory and networking explodes, hardware is once again at the centre of the industry's biggest bets. 

In this episode of TechSurge, host Michael Marks speaks with Lip-Bu Tan, CEO of Intel and one of the semiconductor industry's most influent...

Artificial intelligence is often discussed through models and GPUs. This episode looks beneath that surface, at the power delivery and networking required to make AI work at scale.

Host Sriram Viswanathan speaks with Rajiv Khemani, a serial deep tech entrepreneur whose career has tracked several major infrastructure cycles: internet networking, cloud switching, blockchain compute and now AI networking. Khemani reflects on his early ...

Canada produces world-leading science, engineering, and AI research. So why does so much of that research still commercialize outside of Canada?

In this episode of TechSurge, host Nic Brathwaite puts that question to four leaders at two of Canada's top research universities: Mary Wells (Dean of Engineering) and Chris Houser (Dean of Science) at the University of Waterloo, and Heather Sheardown (Dean of Engineering) and G...

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Search began as a way to find pages. AI is turning it into a way to ask, reason, decide, and act.

Search has always been more than a technical problem. It is a way of organising knowledge, connecting intent with information, and increasingly, turn...

Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now shaping the speed, cost, and strategic direction of modern computing.

In this episode of TechSurge, host Michael Marks speaks with Stacy Rasgon, Managing Director and Senior Analyst covering U.S. semiconductors and semiconductor capital eq...

For most of human history, space has been a place we visited. The next chapter may be about building there.

For decades, space was the domain of governments, astronauts, and science fiction. Today, falling launch costs, reusable rockets, and a new generation of ambitious founders are turning orbit into something else entirely: a place to build. The question is no longer whether humanity can construct large-scale infrastructure in sp...

For years, the United States told itself a reassuring story: China could manufacture and copy, but it couldn't innovate. That story is no longer credible. From DeepSeek's compute-efficient AI model to BYD's dominance of the global EV market, China is producing both volume and quality across sectors that matter. The question is no longer whether China can compete — it's whether the United States is playing its own hand well.

In...

For thirty years, the United States largely ignored critical minerals. We mined less, processed less, and stockpiled less — while China quietly built the most dominant mineral supply chain in modern history. When China imposed rare earth export restrictions in 2024, manufacturers from Detroit to Tokyo scrambled. The invisible inputs powering electric vehicles, semiconductors, AI data centers, and defense systems had suddenly ...

For years, crypto policy in the United States was defined less by clear rules than by the threat of enforcement. Startups and institutions building in the space operated in a gray zone: no clear guidance, no path to compliance, and always the possibility of a regulatory hammer coming down. In 2025, that began to change.

In this episode of TechSurge, host Sriram Viswanathan speaks with Commissioner Hester Peirce of the U.S. Secur...

Digital imaging is so ubiquitous today that it’s easy to forget how improbable it once was. In this episode of TechSurge, guest host Nic Brathwaite sits down with Dr. Eric Fossum, inventor of the CMOS active pixel image sensor, to unpack the breakthrough that made it possible to embed cameras into billions of devices and the deeper lessons behind it.

Eric explains how his work began not with consumer electronics, but with a NA...

As artificial intelligence becomes a strategic capability for nations as well as companies, questions of governance, safety, and geopolitical competition are moving to the forefront. In this episode of TechSurge, host Sriram Viswanathan speaks with Helen Toner, Interim Executive Director of the Center for Security and Emerging Technology (CSET) at Georgetown and a former OpenAI board member, about the rise of sovereign AI stack...

As generative AI systems move from novelty to infrastructure, questions of safety, trust, and governance are becoming urgent. In this episode of TechSurge, host Sriram Viswanathan is joined by Dr. Rumman Chowdhury, CEO of Humane Intelligence PBC and responsible AI Pioneer, about what AI safety really means and why the industry may be focusing on the wrong problems.

Rumman argues that the most overlooked lever in AI development is ev...

As global supply chains fracture, AI reshapes productivity, and technology becomes a core instrument of national power, India is making an ambitious push to redefine its role in the world economy from IT services provider to deep tech superpower.

In the season 2 premiere of  TechSurge, host Sriram Viswanathan brings together three defining perspectives to examine how India is positioned to become a global leader in frontier tec...

TechSurge returns for an all-new season exploring the forces reshaping the future of deep tech, where breakthrough innovation meets real-world market dynamics. In season 2, we dive deeper into the intersection of emerging technology, market forces, and entrepreneurial discovery, featuring candid conversations with Silicon Valley leaders, visionary founders, investors, and bold builders shaping the future of deep tech. From AI and a...

In TechSurge’s Season 1 Finale episode, we explore an important debate: should AI development be open source or closed? 

AI technology leader and UN Senior Fellow Senthil Kumar joins Michael Marks for a deep dive into one of the most consequential debates in artificial intelligence, exploring the fundamental tensions between democratizing AI access and maintaining safety controls.

Sparked by DeepSeek's recent model release...

Legendary technologist and investor Bill Tai joins our latest episode for a wide-ranging conversation spanning decades of Silicon Valley innovation. Bill shares his remarkable journey from being employee #1 at TSMC to becoming one of the first seed investors in Zoom and Canva, and his early embrace of Bitcoin when it was priced at just 7 cents.

The conversation explores Bill's unique investment philosophy shaped by mentorship from D...