Former Intel CEO Pat Gelsinger with a16z's Raghu Raghuram and Guido Appenzeller on the next wave of semiconductor innovation and the physical constraints shaping the AI buildout: Drawing on his experience designing Intel's 386 and 486 processors, Pat explains how AI could transform chip design, but also why faster design alone won't solve the industry's biggest problems. They examine the bottlenecks in manufacturing, memory bandwidth, advanced packaging, and power, and why today's explosion of specialized AI chips may eventually consolidate around a smaller number of architectures. They also discuss the potential for new memory technologies, the shift from copper to optical networking, and why energy capacity could become a major constraint on AI growth. Finally, they revisit Pat's VMware years to ask what virtualization might look like when infrastructure is built for agents rather than humans. YouTube: 1:05 Hired by Intel at 18 3:50 Arguing with Stanford professors 7:25 Will AI design the next gen chips? 8:45 Designing faster than fabs can build 11:55 Why GPUs are stuck with bad memory 13:40 Why 100 AI chips will collapse to a few 19:15 Agents make new chips cheap to run 22:10 No new memory chip since the 90s 27:20 Why 16-layer chip stacks are a fantasy 32:15 The physics that keeps memory next to compute 34:55 "I declared the death of copper" 38:05 AI traffic breaks the internet's design 42:40 "Energy capacity equals economic capacity" 46:25 The 130-year-old power war AI reopened 48:50 VMware for agents @PGelsinger @RaghuRaghuram @appenz

🇮🇹🇺🇦 Italy hired Ukraine’s ousted defense minister to teach it drones. Italian Defense Minister Guido Crosetto made Mykhailo Fedorov his innovation advisor after a Rome sit-down on unmanned systems and air defence, the same file Fedorov ran. At the same time, Kyiv learned to build and kill with cheap aircraft at industrial speed. He is not moving to Italy and still wants a Ukrainian defence fund. Zelensky dumped him in July, and Italy’s defense chief called the next day. Europe keeps buying the lesson of this war in pieces, while Rome got the teacher. Source: Politico / Writer: Lucas

Yesterday, I welcomed Italian Defense Minister Guido Crosetto to the Pentagon. We reaffirmed the strength of the bilateral defense relationship between the United States and Italy and agreed on the urgent need for NATO allies to increase defense spending, expand defense industrial production, and field combat-credible military forces.

The Givenchy Summer 2027 womenswear collection by Sarah Burton. Styling: Camilla Nickerson Casting: Jess Hallett Hair: Guido Palau Makeup: Lucia Pieroni Nails: Ama Quashie Set: James Chinlund Music: Frederic Sanchez Video Director: Ebba Hult Production: La Mode en Images Video production: Indigital. TV

Following #LEAP2026#, AMD Executive Vice President and Chief Commercial Officer Philip Guido shares how AMD is helping advance AI infrastructure and adoption across the Middle East. See how AMD is working across the region to help build what’s next: