The Hidden Supply

AI Infrastructure, Exposed. The Hidden Supply is a podcast about the engineering, economics, and infrastructure behind production AI. Hosted by Moshe Tanach, Co-founder and CEO of NeuReality, each episode features conversations with the people building, financing, and operating AI infrastructure, including semiconductor leaders, cloud providers, investors, researchers, and AI platform teams. The show explores the challenges shaping the next generation of AI, including inference economics, GPU utilization, networking, heterogeneous compute, energy, AI factories, and the systems required to run AI at production scale.