Uploaded August 2026 | Updated September 2026, 2 weeks ago
In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Sanjay Gupta, co-founder and president of Velaura AI, joins theCUBE + NYSE Wired's Gemma Allen to discuss why power, not compute, is emerging as the critical constraint on the AI supercycle. Gupta traces Velaura's technology back to Bitcoin mining, where extreme power efficiency was paramount, and explains how those same techniques now apply to AI chips. By running compute at ultra-low voltage, Velaura cuts the power consumed by arithmetic operations on GPUs and other processors by a factor of two to four. He frames the opportunity in stark terms: with roughly 25 gigawatts of new U.S. data center power expected next year, even a 40% reduction represents a multibillion-dollar total addressable market.
The conversation also explores Velaura's expansion into physical AI, where robots and drones demand chips that solve for power, heat and battery life simultaneously. Gupta details why the next wave of automation depends on deterministic, low-latency processing that lets machines react safely alongside humans, moving beyond caged industrial arms. He also weighs in on future power sources, from nuclear and solar to the prospect of space-based data centers, while stressing that near-term gains will come from reducing the energy each chip consumes. Gupta shares insight into Velaura's leadership bench, including co-founders with backgrounds spanning Apple's chip architecture and prior successful exits, which helped the company raise $110 million and reach a valuation of over $1 billion within its first year. From Bitcoin mining roots to hyperscaler roadmaps, Gupta lays out how Velaura is positioning ultra-low-power compute as a foundational layer for the next decade of AI infrastructure.
Find more SiliconANGLE news and analysis siliconangle.com
Follow theCUBE's wall-to-wall event coverage siliconangle.com/events
Learn about the latest theCUBE events thecube.net
00:00 - Exploring AI: Power, Efficiency, and Insights with Sanjay Gupta
02:54 - Optimizing Bitcoin Mining: Business Models and Energy Efficiency
06:40 - Aligning Innovation: Product Design and Market Trends
10:30 - Strategic Advances in Physical AI and Emerging Power Technologies
14:02 - Charting Success: Sanjay Gupta's Journey and Future Vision
#theCUBE #AIFactoriesDataCenters #theCUBEresearch #NYSEWired #VelauraAI #PhysicalAI #DataCenters
In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Sanjay Gupta, co-founder and president of Velaura AI, joins theCUBE + NYSE Wired's Gemma Allen to discuss why power, not compute, is emerging as the critical constraint on the AI supercycle. Gupta traces Velaura's technology back to Bitcoin mining, where extreme power efficiency was paramount, and explains how those same techniques now apply to AI chips. By running compute at ultra-low voltage, Velaura cuts the power consumed by arithmetic operations on GPUs and other processors by a factor of two to four. He frames the opportunity in stark terms: with roughly 25 gigawatts of new U.S. data center power expected next year, even a 40% reduction represents a multibillion-dollar total addressable market.
The conversation also explores Velaura's expansion into physical AI, where robots and drones demand chips that solve for power, heat and battery life simultaneously. Gupta details why the next wave of automation depends on deterministic, low-latency processing that lets machines react safely alongside humans, moving beyond caged industrial arms. He also weighs in on future power sources, from nuclear and solar to the prospect of space-based data centers, while stressing that near-term gains will come from reducing the energy each chip consumes. Gupta shares insight into Velaura's leadership bench, including co-founders with backgrounds spanning Apple's chip architecture and prior successful exits, which helped the company raise $110 million and reach a valuation of over $1 billion within its first year. From Bitcoin mining roots to hyperscaler roadmaps, Gupta lays out how Velaura is positioning ultra-low-power compute as a foundational layer for the next decade of AI infrastructure.
Find more SiliconANGLE news and analysis siliconangle.com
Follow theCUBE's wall-to-wall event coverage siliconangle.com/events
Learn about the latest theCUBE events thecube.net
00:00 - Exploring AI: Power, Efficiency, and Insights with Sanjay Gupta
02:54 - Optimizing Bitcoin Mining: Business Models and Energy Efficiency
06:40 - Aligning Innovation: Product Design and Market Trends
10:30 - Strategic Advances in Physical AI and Emerging Power Technologies
14:02 - Charting Success: Sanjay Gupta's Journey and Future Vision
#theCUBE #AIFactoriesDataCenters #theCUBEresearch #NYSEWired #VelauraAI #PhysicalAI #DataCenters
