#17—Winning the AI Infrastructure Game
In today’s episode, we speak with Oreste Donzella, former Chief Strategy Officer of KLA, a global leader in semiconductor process control and inspection. Oreste brings over three decades of experience in the semiconductor industry — a sector that quietly powers every technological advance we see today. You know, every strategist planning for AI's future is charting a course on assumptions about computational power, cost curves, and technological capability. But few are examining the foundation on which all of it rests: semiconductors. Without understanding where chip technology is headed—an…