Highlights: What is Akash Systems? A company pioneering synthetic diamond cooling technology to enhance performance and efficiency in AI servers and satellite communications systems.
Synthetic Diamond Technology: How Akash grows lab-made diamonds and integrates them into chips to reduce cooling costs and improve performance by up to 90%.
Massive Market Opportunity: Targeting a $200-$400 billion market spanning data centers, satellite communications, EVs, smartphones, and defense systems.
CHIPS Act Funding: Akash recently secured $68 million in CHIPS funding to scale manufacturing, establish a semiconductor fab in Oakland, and support U.S. economic and national security goals.
Overcoming Tough Times: Reflecting on the challenges during COVID-19, Akash used the “quiet years” to refine its technology, expand into new markets like AI, and emerge stronger.
Staying Non-Consensus: The importance of conviction, foresight into market trends, and building a team that balances optimism and pragmatism.
What’s Next for Akash: Upcoming satellite launches, server shipments in Q1, and a trajectory to becoming the leading high-end AI server company globally.
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Guest Bio: Felix Ejeckam is the Co-Founder and CEO of Akash Systems, a trailblazing company using synthetic diamond technology to transform semiconductor cooling and performance. Under Felix’s leadership, Akash has achieved groundbreaking innovations in AI servers and satellite communications systems, contributing to U.S. manufacturing and technological independence. Felix is passionate about fostering innovation and building resilient companies that thrive in challenging times.
Our Podcast now receives more than 200,000 downloads a month. Are you interested in sponsoring an episode? Please email me at dweisburd@gmail.com.
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Stay Connected: X / Twitter: David Weisburd: @dweisburd Felix Ejeckam: @felixejeckam
LinkedIn: David Weisburd: https://www.linkedin.com/in/dweisburd/ Felix Ejeckam: https://www.linkedin.com/in/felixejeckam/
Links: Akash Systems: https://www.akashsystems.com/
Questions or topics you want us to discuss on How I Invest? Email us at dweisburd@gmail.com.
(0:00) Episode preview (2:08) Akash Systems and the cost of cooling server chips (4:05) Chips Act funding (7:13) Competitive landscape in AI server market (11:33) US election impact on Akash Systems (12:39) Overcoming COVID-19 challenges (14:32) Building resilience and strategic pivots (19:30) Non-consensus investing strategies (22:38) Closing remarks