The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.)

Materials science, accelerated by SandboxAQ's physics-based AI models, may become as critical a semiconductor bottleneck as chip design itself.

• LQMs vs LLMs: SandboxAQ builds large quantitative models grounded in quantum mechanics/physics rather than language, generating synthetic training data to simulate molecules as 'digital twins' before lab testing.
• $500M CHIPS award: Department of Commerce grant funds four verticals — PFAS-free chemistries, catalysts/precursors, fab backup batteries, and rare-earth-free magnets — aimed at domesticating the chip supply chain.

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