Intel

“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.”

“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.”

“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.”

“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.”

“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…”

“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…”

“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, …”

“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…”

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

“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…”

“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.”

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

“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”

“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…”

“As a former semiconductor analyst, that was the go signal baby. Like Intel guides down and stocks flat stacks, stocks unchanged. Like, okay, bad news is fine. Then, you know, good news eventually is going to be good.”

“This was the Intel fab 52, which is their most advanced fab. It's a two nanometer fab, and it is on the level of what TSMC does in terms of two nanometer, but of course, at a fraction of the scale of what TSMC does.”

“This was the Intel fab 52, which is their most advanced fab. It's a two nanometer fab, and it is on the level of what TSMC does in terms of two nanometer, but of course, at a fraction of the scale of what TSMC does.”