I had the privilege to participate as panelist in the opening panel hosted by Carolin Seward of Google at the Global Executive Summit hosted by SEMI in Tokyo. Ajit Manocha of SEMI opened GES by describing energy constraints driven by AI as an urgent crisis.

I shared two calls to action:

1. Embrace the abundance mindset. To address the most important global macroeconomic challenges of demographics and debt, we as the semiconductor and computing industry should aim to deliver massive productivity boosts through AI - i.e. “infinite compute with zero cost energy”.

2. Invest in the Electricity Grid. The grid is the single biggest bottleneck for AI, as well as decarbonization. Collaborate with us Applied Materials to explore market-based mechanisms to encourage companies to invest in the grid. Ping me if you’d like to join us in extending our work on Sustainable Energy Abundance for AI.

Greatly enjoyed insightful conversations with my fellow panelists Jinman Han of Samsung Electronics, Sam Naffziger of AMD and Jens Liebermann of BASF as well as Saifi Usmani, Dr. Mousumi Bhat, So Young Jang, Dharmesh Jani (DJ) and many others. Thank you Carolin Seward and Bruce Gall for the opportunity to participate!

Thank you team Applied - Chris Librie, Elena Kocherovsky, Nasreen Chopra, Benjamin Gross, Robin Connell, Katie Ferrick, Aashiv Shah, David Britz, Kostas Mallios, Shreyas Kher and many others for your strong leadership of sustainability at Applied.

Yes! User choices greatly better than algorithm choices.

I had the privilege of presenting Sustainable Energy Abundance for AI at the Applied Materials Technical Symposium during SEMICON Europa in Munich.

As AI transforms industries, its energy demands are skyrocketing. Europe’s leadership in sustainability and innovation can guide development of electricity grids that are secure, efficient and clean. Thank you to customers, partners and well-wishers who joined the conversation. Together we can power the future abundantly!

Great pleasure presenting overview of Applied Materials’ white paper on Sustainable Energy Abundance for AI at the Extreme Tech Challenge summit. Enjoyed connecting with fellow panelists Aart de Geus, Jerry Hsiao, and Tadao Yanase.

Thank you Young Sohn for inviting me to join the panel!

🔥🧠 I was privileged to host an insightful conversation with fellow University of Minnesota grad and 30-year friend Ashish Karandikar on Future Vision at Applied Materials. Ashish leads strategy and development of all of NVIDIA’s SoC products as well as specialized silicon solutions for cutting-edge applications in AI, datacenters, and advanced computing.

🚀 👥 We discussed Nintendo Switch, NVLink Fusion and where the next breakthroughs in semiconductor design will come from in the post-Moore’s Law era of AI. Ashish offered invaluable lessons on leadership, collaboration and talent development.

Thanks Ashish and congrats on your massive success at Nvidia!

Well said. I wonder if there are enough projects focused on privacy of usage. There seems to be a lot to learn on that front, towards making Bitcoin more and more anti-fragile.

🎤 I had the privilege of presenting “Sustainable Energy Abundance for AI” at the World Climate Industry Expo (WCE) in Busan 🇰🇷

Our message: when Sustainability and Corporate Strategy operate as one team, we can turn decarbonization into sustainable energy abundance, grounded in the grid (Pillar A), accelerated by energy-efficient computing (Pillar B), and funded by monetizing new semiconductor opportunities (Pillar C).

Two standout sessions for me:

• Google’s work with PJM and Tapestry felt like a practical blueprint for grid-level impact. Great presentation by Spencer Low, Google’s APAC Regional Head of Sustainability, and team Xuefei Bai and Rina Ariizumi.

• Samsung Electronics’ perspectives on collaboration across the value chain presented by Boram Lee, Corp VP and Head of Sustainability.

I also enjoyed connecting with leaders across the industry, including Seongbong CHO, VP of Sustainability at SK hynix, Rich Powell, CEO of CEBA, and Heetae Kim, Professor at KENTECH.

Huge thanks to the organizers at SEMI, especially host So Young Jang and regional lead Taeyoung Jung for an exceptional program and warm hospitality, and our Applied Materials ESG team Chris Librie, Elena Kocherovsky, Therese Chen, and Robin Connell for their encouragement and support.

What’s next:

• Study the Google × PJM × Tapestry approach as a follow-up to our white paper

• Keep sharing what’s working - playbooks, not just principles

Grateful to the organizers, fellow speakers, and everyone who shared thoughtful feedback. If you’d like our white paper or my WCE deck, comment “send” and I’ll share.

#AI #Sustainability #MaterialInnovation #Semiconductors

Media Source: 2025 World Climate Industry Expo (2025 WCE)

Your decision to share your journey on Nostr is already inspiring a lot of people and resonates with me. nostr:nprofile1qyxhwumn8ghj7mn0wvhxcmmvqyehwumn8ghj7mnhvvh8qunfd4skctnwv46z7ctewe4xcetfd3khsvrpdsmk5vnsw96rydr3v4jrz73hvyu8xqpqsg6plzptd64u62a878hep2kev88swjh3tw00gjsfl8f237lmu63q8dzj6n has talked about this at length, and I expect more users to make the switch over time. Not to mention some platforms like X claim to stand for free speech while arbitrarily censoring content. Keep going!⚡

My article on Forbes Councils: Why the AI Boom Depends on Materials Engineering

https://www.forbes.com/councils/forbesbusinessdevelopmentcouncil/2025/08/01/why-the-ai-boom-depends-on-materials-engineering/

https://open.substack.com/pub/sbajikar/p/how-to-buy-bitcoin-and-store-it-safely?r=ok0wk&utm_medium=ios

https://open.substack.com/pub/sbajikar/p/what-is-bitcoin-worth?r=ok0wk&utm_medium=ios

🚀 The New Semiconductor Playbook ⚡️📈

Classic Moore’s-Law scaling is slowing, yet AI workloads are exploding. In this short video I unpack two core insights behind the New Semiconductor Playbook:

🔹 Insight 1 – Architecture Innovation Beats Pure Shrink

Chiplets, Advanced Packaging, and domain-specific accelerators deliver up to ~2,500x improvement vs. ~2x with pure shrink (when it worked well)

🔹 Insight 2 – Materials Engineering Makes the “Impossible” Possible

Material innovation with new device architectures like Gate-All-Around (GAA), backside power delivery, and 3D DRAM will unlock the next 10,000× energy-efficient performance target by 2040 - critical for #AI growth and grid #sustainability.

👇 Watch the 2min video #MakeItMaterial

https://blossom.primal.net/d94a3b7604b756bbf79095757525c4b3063cd97a1ce7b643c3690a9ef18652e0.mp4

https://open.substack.com/pub/sbajikar/p/what-is-bitcoin-and-why-you-should?r=ok0wk&utm_medium=ios

Humanoid robots = Physical AI - ready to work in spaces built for people. We expect 30M units by 2030 🤖

But they add EV-level charging plus cloud compute to an already strained grid ⚡️

Time to build sustainable energy abundance. 🎥👇

https://blossom.primal.net/0777d5b8a221613d58fd379473a9bba455fe57ddbc7914e59c4611cccb7da22f.mp4

Bitcoin isn’t the energy villain - it might be the grid’s secret weapon. ⚡️🟠

In my new 2×2 video I show:

1️⃣ Miners fund new hydro/solar by monetizing cheap or stranded power

2️⃣ Their flex-load ramps down when AI datacenters spike

Watch the 2-min breakdown 👇

#Bitcoin #AI #CleanEnergy #Semiconductors

https://blossom.primal.net/cfb3f2dd74f7f2ea862f535a07509da914fe71dab9abe44f2f52410429095788.mp4

AI is scaling fast, but can our energy infrastructure keep up?

🚀 Together with industry partners we just released "Sustainable Energy Abundance for AI", a white paper exploring how to unlock AI’s full potential without hitting the energy wall. In this 2 minute video I am sharing two key takeaways.

White Paper: https://lnkd.in/gUAinjRY

https://blossom.primal.net/82ca1fdf523b9d67770267b44b0498f43f78c3d18826ec0f1991c4a5f30aad56.mp4

https://t.co/h1c6TYmqpj

AI is scaling fast, but can our energy infrastructure keep up?

🚀 We just released a white paper with insights from across the ecosystem. In this 2-minute video, I share 2 key takeaways.

#AI #Sustainability #Semiconductors

https://blossom.primal.net/0a9b7da752e3cbe8bafaea112b78ea4ee11f61dcafc0d0e6b0e0fd408ae101bd.mp4

There is a fee to sell Bitcoin, less than 1%. Great convenience to have for bill pay.

Congrats!

Love nostr:npub1xnf02f60r9v0e5kty33a404dm79zr7z2eepyrk5gsq3m7pwvsz2sazlpr5 wallet. Would be great if remote TOR worked back to node.