Invested by Aleph · 2026-05-06 · 1h 0m
On this episode of Invested, Michael Eisenberg sits down with Elad Raz, Founder and CEO of NextSilicon, for a deep dive into the future of compute - and why the AI revolution may be bottlenecked by the very chips powering it. In this technical and provocative conversation, Michael and Elad unpack what it actually means to “reinvent compute,” why today’s dominant architectures from Nvidia, Google, and Amazon may be fundamentally limited, and how NextSilicon is taking a radically different approach - one that replaces traditional CPUs and GPUs with a dynamically reconfigurable chip architecture. Drawing on Elad’s background in elite Unit 8200 and decades of experience in high-performance computing, he explains why most AI chips are solving for the present - not the future - and why the real breakthroughs may come from entirely new paradigms like dataflow computing. He also shares bold claims about performance, including running workloads up to 10x faster at a fraction of the power, and discusses NextSilicon’s role in building next-generation supercomputers for U.S. national labs.
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