Shailesh Chitnis
Showing 1–3 of 3 transcripts.
- The Economist8 min
Are AI models running out of power? | The Economist
Facing severe hardware shortages and monopoly choke points where Nvidia and TSMC dominate supply, major AI developers like OpenAI and Anthropic are throttling services and redirecting resources to manage capacity. In response to these constraints, five cloud providers plan a $700 billion infrastructure build-out while companies grapple with three-to-five-year lead times for essential components and aging chip inventories. This fundamental mismatch between rapid software cycles and slow physical production is projected to reverse declining inference costs, potentially raising prices and slowing overall industry adoption.
- The Economist26 min
Intel in slide: a chipmaker on the ropes
Jason Palmer, Shailesh Chitnis, Sarah Lorniuk, John Fasman
Following a $16.5 billion quarterly loss and a 60% stock decline, Intel CEO Pat Gelsinger faces potential removal as the semiconductor giant struggles with missed technological inflection points and a failed foundry restructuring strategy. While the company seeks over $100 billion in public and private funding to maintain its role in advanced chip manufacturing, legal and political hurdles complicate potential acquisitions or spin-offs amid geopolitical tensions with China. Simultaneously, the International Criminal Court is examining a Lithuanian referral alleging crimes against humanity by the Belarusian regime, a move that could set a legal precedent for investigating non-signatory states while viral food trends continue to disrupt global supply chains and reshape the culinary entertainment industry.
- The Economist24 min
Talk to EU later: Georgia’s fiery protests
Rosie Bloor, Jason Palmer, David Rennie, Anna Toklikishvili, Shailesh Chitnis, Moeka Iida
Escalating violence in Tbilisi has erupted following the ruling party's decision to pause EU accession talks and enforce a Russian-style foreign agent law, sparking a decentralized grassroots movement that challenges Prime Minister Irakli Kobakhidze and President Salome Zurabichvili over election legitimacy. While Kremlin propaganda frames the unrest as a Western-backed color revolution, international observers warn that harsh state suppression could trigger a bloody revolution while the EU faces a geopolitical dilemma regarding how to respond to the government's authoritarian pivot.