It’s not just AI software that’s rapidly shifting. One could argue that the very map of high performance computing is being redrawn, from OpenAI investing more than $10-billion in wafer-scale chips to breakthroughs in quantum research that are making that architecture much more useful. 

This episode was taped in front of a live audience in Davos, Switzerland, on stage at The Drawing Room: AI and Exploration Salon held alongside the Annual Meeting of the World Economic Forum. 

We Meet: 

Cerebras Systems CEO and Co-Founder Andrew Feldman

IonQ CEO and Chairman Niccolo de Masi

Credits:

This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco. A special thank you to our event sponsors: The House of Collaboration Davos 2026, Futurum Group and J3D.AI.