AI in NYC Ep. 10: Nvidia vs AMD & the AI Power Crunch — Doug O’Laughlin, SemiAnalysis

In Episode 10, we sit down with Doug O’Laughlin, President of SemiAnalysis and author of Fabricated Knowledge, to break down the truth behind GPUs, the semiconductor supply chain, and the massive power demands coming with AI’s next phase. From the behind-the-scenes AMD exposé that forced a turnaround, to why Nvidia’s GPU dominance is not just about specs, to how fragile the global chip ecosystem really is—this episode dives deep into the hardware, economics, and geopolitics driving the AI boom. We also cover the rise of alternative accelerators, the future of U.S. chip manufacturing, Intel’s identity crisis, nuclear vs. on-site generation for data centers, and whether we’re already sliding into an AI bubble. GUEST Doug O’Laughlin – President, SemiAnalysis Founder, Fabricated Knowledge Leader in AI semiconductor + data center research