Sourcery: Tony Kim’s AI Winners—Chips, Memory, Robotics & Quantum

About this episode

AI is reshaping the entire tech stack, from chips and memory to robotics, power, and quantum. In this condensed episode of Sourcery, Molly O'Shea speaks with BlackRock’s Tony Kim about his “BCE vs. AD” framework for the AI era, the 10,000x leap in compute, and why bandwidth, heat, and electricity are now central investment questions. The original episode is distilled from its full length into a much shorter listen, so you can catch the key ideas in minutes. Kim explains why HBM and stacked DRAM are becoming critical, why the old software model is giving way to “token flow,” and which AI infrastructure winners may emerge next. He also covers data center redesign, fiber optics, small modular…