Executive Summary
Naveen Rao, founder of Unconventional AI and former Intel executive, presents a radical thesis: the digital computing paradigm that has dominated for 80 years is fundamentally mismatched for artificial intelligence workloads. His argument centers on a stark energy efficiency gap—human brains operate on 20 watts while AI data centers now consume 4% of the US power grid, with demand requiring 400 additional gigawatts over the next decade. Rao's solution involves analog computing systems that mirro...
Key Investment Opportunity
The Manufacturing Moat: TSMC as the Analog AI Foundry
TSMC's advanced manufacturing capabilities position them as the critical partner for next-generation analog AI chips. Rao explicitly identifies TSMC as essential for scaling analog computing, noting they 'met with them recently' and need to 'work closely with them.' As the industry explores alternat...
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