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AI may look like software, but underneath it is an enormous physical machine. Every intelligent answer requires chips, memory, electricity, cooling, networking and factories. In this episode, Bryan explores the hidden infrastructure behind the AI boom—from high-bandwidth memory and advanced packaging to optical interconnects, power grids and liquid cooling. Smarter models can appear within months, but fabs and power plants take years to build. The future of AI may therefore be determined not only by intelligence, but by one crucial question: what becomes the next physical bottleneck?
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