The President’s Inbox New Podcast Spotlight: The Interconnect
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Feb 14, 2025 
Mark Horowitz, Chair of Electrical Engineering at Stanford, and Sebastian Elbaum, technologist at the Council on Foreign Relations, dive into the future of chip manufacturing and the crucial role of semiconductors in AI innovation. They discuss the implications of Moore's Law and the intensifying U.S.-China competition, alongside the pressing need for skilled labor in chip manufacturing. The conversation highlights strategic investments necessary for the U.S. to maintain its leadership in tech, as well as the intersection of energy sustainability with advanced computing.
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Moore's Law and Cost Scaling
- Moore's Law, stating that transistor count doubles periodically, has held regarding density.
- However, cost scaling, a key aspect of Moore's Law, has dramatically changed.
Shift to Computational Domain
- Falling computation costs incentivized moving functions to the computational domain.
- This shift was driven by cost savings and the ease of adding electronic features.
Optimize the Computing Stack
- Optimize the entire computing stack due to the decrease in cost scaling.
- Focus on efficiency from application to hardware, as hardware cost isn't decreasing rapidly.