Micron CEO Sanjay Mehrotra: The AI Data Center Transformation

Micron CEO Sanjay Mehrotra discusses his journey in the semiconductor industry and the growing strategic importance of the memory industry in the age of AI. He highlights innovation in high bandwidth memory (HBM), which enables faster data access and lower power consumption. Sanjay also discusses Micron’s plans to build new U.S. semiconductor factories and the role of the CHIPS Act in bringing semiconductor manufacturing back to the U.S. He shares his insights on the resurgence of hardware innovation and what it takes to drive technological leadership in a rapidly evolving industry. Chapters 00:00 Introduction and Background 08:10 The Resurgence of the Semiconductor Industry 17:34 The Importance of High Bandwidth Memory 23:13 Bridging the Cost Gap: The Role of the CHIPS Act 27:57 Investing in Workforce Development 31:01 Building New Fabs to Meet the Growing Demand Links https://www.ktvb.com/article/news/local/microns-memory-chip-manufacturing-facility-officially-begins/277-7caa484a-c16f-4ea2-aa42-cbce86fae0c3 https://www.reuters.com/technology/micron-set-get-6-billion-chip-grants-us-bloomberg-reports-2024-04-17/ https://www.nytimes.com/2022/10/04/technology/micron-chip-clay-syracuse.html https://www.cnbc.com/2024/05/14/ai-boom-to-keep-supply-of-high-end-memory-chips-tight-through-2024.html https://www.youtube.com/watch?v=q5OY7D_JfoY&t=1s

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The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business. For entrepreneurs, investors, tech professionals, or anyone interested in where technology is headed next. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Email feedback and show ideas to techsurge@celesta.vc. Join us as we examine the next major tech cycle, uncover emerging global tech hubs, and analyze where VC investment dollars are headed. Tune in to hear directly from Silicon Valley leaders, daring new founders, and visionary thinkers. Past guests on the podcast and TechSurge Live summits include Kara Swisher, Vinod Khosla, former PepsiCo CEO Indra Nooyi, Micron CEO Sanjay Mehrotra, and others. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offering insights into the vast opportunities and complex challenges ahead. Episode topics include AI, data center transformation, blockchain, cyber security, healthcare innovation, VC investment trends, tips for first-time founders, and more. New episodes release every two weeks. Visit techsurgepodcast.com for more details and to sign up for our newsletter and other content!