Share
FT Tech Tonic
The show that looks at the way technology is changing our economies, societies and daily lives.
Latest episode
4. The geopolitics of chips: Nvidia and the AI boom
23:30||Season 13, Ep. 4Amid the artificial intelligence boom, demand for AI chips has exploded. But this push for chips also creates new challenges for countries and companies. How will countries cope with the huge amounts of energy these chips consume? Will anyone compete with Nvidia to supply the AI chips of the future? And can China develop its own chips to fuel its own AI development? James Kynge visits a data centre to find out how advanced AI chips are causing new problems for the sector. In Phoenix, Arizona, James meets Mark Bauer, co-leader with JLL's Data Center Solutions group, and Frank Eichenhorst, vice president of data centre operations at PhoenixNAP. How will the clash of titans play out between NVIDIA and Big Tech? And we hear from Amir Salek, senior managing director at Cerberus Capital and the brains behind Google’s TPU chip; Tamay Besiroglu, associate director of Epoch AI; Dylan Patel, lead analyst at consulting firm SemiAnalysis; and the FT’s global tech correspondent Tim Bradshaw to find out more about the battle for AI chips. SMIC did not respond to a request for comment.Free links to read more on this topic:Nvidia and the AI boom face a scaling problemChip challengers try to break Nvidia’s grip on AI market Amazon steps up effort to build AI chips that can rival NvidiaTSMC says it alerted US to potential violation of China AI chip controlsPresented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Joseph Enrick Salcedo, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.Read a transcript of this episode on FT.com
More episodes
View all episodes
3. The geopolitics of chips: Taiwan’s ‘Silicon Shield’
22:45||Season 13, Ep. 3The global tech industry depends on Taiwan’s semiconductor chips and many believe the sector plays a key role in the island’s national security, helping stave off an invasion from mainland China. But as relations between China and Taiwan worsen, some countries are taking steps to become less reliant on Taiwanese chips. Already, the US, Germany and Japan have lured Taiwanese semiconductor makers to their own shores. Could that make Taiwan a more vulnerable target for attack?Presenter James Kynge visits the island and speaks to FT greater China correspondent Kathrin Hille, Taiwan's science and technology minister Cheng-Wen Wu, the president of Taiwan's semiconductor industry association Chih-I Wu, UMC associate vice-president Michael Wang, and Hsin-mei Cheng, writer and producer of 'Zero Day', a TV show about a hypothetical invasion from the mainland.Free links to read more on this topic:US and Taiwan seek to strengthen drone supply chain to keep out China Taiwan’s new leader faces China threat and voters left behind by chip boom Taiwan on the faultline Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Sam Giovinco, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Kathrin Hille.Read a transcript of this episode on FT.com2. The geopolitics of chips: A manufacturing miracle
31:10||Season 13, Ep. 2Semiconductors are one of the most complex and technically difficult pieces of hardware to make in the world – which is why they’ve become a flashpoint for tensions between the US and China. For years, semiconductor technology has advanced at a breakneck pace - but there are signs that this might be slowing down. What will that mean for the global fight for chips? The FT’s longtime China correspondent James Kynge travels to the Netherlands to see ASML’s extreme ultraviolet lithography system, one of the most complex machines on the planet. Plus, we hear from the man at Intel charged with keeping Moore’s Law going, and from Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology. Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Joseph Salcedo and Breen Turner, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.Read a transcript of this episode on FT.com1. The geopolitics of chips: Chips in the USA
27:08||Season 13, Ep. 1The next superpower will be a tech superpower, and to be that superpower you need to have some control over the semiconductor industry which is driving the AI revolution. But almost all advanced semiconductors are made in Taiwan — and it is under constant threat of a Chinese invasion. President Joe Biden’s Chips Act promises lavish subsidies to companies working to bring semiconductor manufacturing back to US soil. Will those subsidies survive once Donald Trump, the president-elect, is in the White House? The FT’s James Kynge, is in Phoenix, Arizona, the former heartland of American chip manufacturing. He speaks to those trying to revive the US chipmaking industry.Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Breen Turner and Samantha Giovinco, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.Clips: The Joe Rogan Experience, CNBCRead a transcript of this episode on FT.comComing soon: The fight for the future of chips
01:04||Season 13There's a battle going on for control of the global semiconductor industry – the chips that are in virtually every piece of electronics we use from our phones to our cars to the latest AI software. For the past half century, chips have quietly powered the technological revolution. In this series, James Kynge goes deep into the miracle of modern chip manufacturing and the struggle over who commands its future.Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Breen Turner and Samantha Giovinco, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Tim Bradshaw.2. The Telegram case: Privacy vs security
27:50||Season 12, Ep. 2What are the limits of privacy when it comes to our online lives? If authorities are investigating a crime, should they be able to access private messages sent between two individuals? In this episode of Tech Tonic, John Thornhill interviews Eva Galperin, director of cybersecurity at the Electronic Frontier Foundation, which campaigns for the right to digital privacy. After the detention of Telegram CEO Pavel Durov for failing to cooperate with French authorities, they discuss encryption technology and what sort of messaging data companies do share with governments.Want more?How France embraced Telegram’s Pavel Durov – before turning on himPavel Durov, Telegram’s self-mythologising founderHow Telegram chief Pavel Durov miscalculated on moderationEmmanuel Macron hits back at claims Telegram chief’s arrest is politicalThe Durov case is not about free speechRead a transcript of this episode on FT.com1. The Telegram case: Pavel Durov
34:52||Season 12, Ep. 1The FT’s Innovation editor John Thornhill and San Francisco tech correspondent Hannah Murphy have in the past both met and interviewed Pavel Durov, the secretive founder of Telegram who was arrested in France for alleged failure to address criminality on the messaging app. In the first episode of a two-part series, they discuss how Durov went from free speech hero to a wanted man, and what the charges against him mean for the future of Telegram – and Big Tech – and the limits of free speech. Does his arrest flag a turning point in the regulation of social media platforms? Want more?Pavel Durov, Telegram’s self-mythologising founderHow Telegram chief Pavel Durov miscalculated on moderationEmmanuel Macron hits back at claims Telegram chief’s arrest is politicalThe Durov case is not about free speechRussian lawmakers hit back at arrest of Telegram chief Pavel Durov in FranceThis episode of Tech Tonic is presented by John Thornhill and Hannah Murphy. The producer is Persis Love. Edwin Lane is senior producer. The executive producer is Manuela Saragosa. Sound engineering by Breen Turner. The FT’s head of audio is Cheryl Brumley.Read a transcript of this episode on FT.com