How Big Tech Is Preparing for the Next Chip Architecture Leap

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How Big Tech Is Preparing for the Next Chip Architecture Leap

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The semiconductor industry is at a crossroads. As Moore's Law slows, the next big leap may not be smaller transistors but entirely new architectures — from chiplets to optical interconnects. On this episode of The Big Tech Podcast, Lucas and Luna examine how Apple, Google, and Microsoft are quietly positioning themselves for a post-silicon era. They break down the recent $2.3 billion chiplet deal between AMD and TSMC, why NVIDIA's latest GPU uses a novel memory architecture, and what Apple's M5 chip's 'compute fabric' tells us about the future. Lucas argues that the companies that control the chip architecture stack will control AI, and Luna asks whether this is a repeat of the RISC vs. CISC wars or something altogether different. Plus: why this matters for investors watching the XLK and VGT ETF performance this June. #ChipArchitecture #BigTech #Apple #Google #Microsoft #NVIDIA #AMD #TSMC #Semiconductors #AI #Chiplets #MooresLaw #M5Chip #OpticalComputing #Technology #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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