The Ledger, every show

“And I came back to Intel that was, you know, mismanaged for over a decade.”

“We're not gonna let Moore's Law die until the periodic table is exhausted, and we have a lot of elements yet to go.”

“Yeah, and it very much is that way, and Jensen and I, you know, we've known each other for 35 years, you know, this general purpose workload, and we always are adding more capabilities to the CPU, but over here, it was always just go really fast for graphics, …”

“In the five years five, six years before I came back, you know, Intel gave a hundred billion dollars to shareholders.”

“It hadn't built a new factory in a decade when I got there.”

“The island of Taiwan has less than three weeks, a big article in the Wall Street Journal two weeks ago on this, less than three weeks of energy reserves.”

“I think China has blockaded the Taiwan Straits seven times over the last four years.”

“I am an optimist, you know, that we're in a couple of decade build out. Right. Not a couple of years, a couple of decades.”

“You know, 20, 2020, 32, 20, 33, when we solve, you know, things like encryption, right, you know, where, you know, he'll have the fundamental Q day, you know, kind of implications.”

“But this decade, we will see quantum supremacy results across multiple industries.”

“Where silicon and technology supply chains is more important for the next five decades.”

“There's only two companies in the world, we believe, that can be that leading edge technology manufacturer at scale. And, you know, one of those is in Asia. One of them is an American company who's done our R&D here in the US.”

“And frankly, I want to manufacture for NVIDIA, for AMD, for Google, for Amazon. We want to be that supply chain provider because the world needs a Western supply chain at scale.”

“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”

“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”

“By the end of the decade, so, you know, seven, eight years, I think we can get close to fifty-fifty by the end of the decade, and if we accomplish that, right, over a seven or eight year period, I think the world is going to sleep much better at night”

“Where oil reserves are has defined geopolitics for 50 years. Where technology and fabs are for the future is more important.”

“Fundamentally this is a technology business and you need technologists running technology”

“Five to one, and now it's more like seven to one in terms of wafers, you know, to TSMC to Intel.”

“When I came back, the U.S. Was building about 12% of leading edge. Today, that number is more like 18%.”

“When you turn off a fab, it doesn't come back on for 90 days, right?”

“But the next two years, we're going to have the next chat GPT. And then two years later, the next one and the next one and the next one. You know, we see a decade or more of continued evolution.”

“Like Boston Consulting Group, one of our partners that we've worked with, you know, they were demonstrating 10 X productivity improvements on the part of their consultants being able to develop proposals for their clients.”

“And for my standard CPUs today in the data center, you know, we see about a third of the purchases are being based For AI workloads.”

“We're now seeing our growth rate and quarter to quarter, we approximately doubled the growth rate, you know, but we're still small market share, you know, today, but we're rising quickly because customers are looking for alternatives, you know, today because t…”

“Well, you know, they used to use Intel chips and when Intel stumbled Apple stepped in and did their own chips.”

“And I remember that Steve said, I've been working on that the last four releases. He had been preparing the core technologies inside of Apple For something that might happen in the future, you know, and he was already, you know, to me, I just remember, I was j…”

“In my first departure from Intel, the project was killed a week after I left. And the world would have been so much different.”

“We think of the AI PC as that same ushering in major new use cases that it'll drive the change in form factors of the PC, new applications.”

“Today, you know, on the order of 20% of the entire GDP of the nation, right, and almost 50% of the growth in the GDP is a direct result of technology.”

“I believe that you know, the industry as a result, we'll look back on what we do in the last year and say that was the turning point for the entirety of the semiconductor industry. And we will be living on that for the next five decades.”

“And Ponte Vecchio and Gaudi, we're bringing those together into a single product line, you know, going forward, because we're going to compete in that space as well.”

“So this is now a very profitable business. You know, almost as profitable as the chip business itself in many respects”

“You know, it takes us about five years to have one of these factories up up and running on a leading edge process technology. You know, the total project is about thirty billion dollars, right, to build one of these factory complexes.”

“We see this AI PC Having that same kind of shift where all of a sudden, maybe I don't type to my computer anymore. I just talk to it in the future. It knows when I'm there. It translate languages. You know, it has new insights and capabilities. It becomes my p…”

“We probably have a 120, 130 AI projects inside of Intel, a big company going on.”

“And Intel before was very proprietary. So if you wanted to use my foundry, you had to be proprietary on me. Well, now we have standardized our processes like the rest of the industry. So it's much easier to use us as a foundry.”

“A GPU, instead, is really built for a very specific class of workloads, and generally those have been called throughput workloads, so it does lots of floating point processing and matrix operations, You know, and so it's very dedicated for things like graphics…”

“So it's designed basically, you can sort of think about it, you know, as your general purpose sedan, that's sort of the CPU and the GPU. All it does, it gets on the F one track and all it does is go fast on very specific workloads.”