Alan, Mike, Chris Blask, Kate Scarcella, Futurum president Dan O'Brien and Stephen Foskett, president of the Tech Field Day arm of the Futurum Group, dive into a report that projects by 2029 the revenue value of the semiconductor market will exceed half a trillion dollars by 2029 before debating how the energy needed to achieve that level might actually be provided.

Then the gang discusses the state of the mainframe following a SHARE conference that Tech Field Day attended.