Can Custom Chips Make AI Profitable? | Utilizing AI Podcast Episode 51
Educational, News, Talk Show, 04-Nov-2026
Tech companies are spending billions of dollars building artificial intelligence, but how will this massive industry ever make that money back?
This week on Utilizing AI, host Stephen Foskett and regular panelist Guy Currier sit down with Futurum semiconductor analyst Brendan Burke to unpack the real economics behind running AI models.
The panel explores how custom silicon, TPUs, and smarter inference clusters could slash computing bills and finally turn AI into a profitable business.
From Anthropic’s path to positive cash flow to the showdown between traditional GPUs and newer CPU-heavy server racks, this episode breaks down what the future of AI hardware actually looks like in the real world.
This and more on Utilizing AI, part of the Futurum Media Podcast Network.