Answered raw tape
D 5 · C 5 · P 5 · Cm 4 4.85
Q the collapse might happen, a popular thing for people to discuss is, well, maybe Nvidia, which has been making such premiums on its hardware, it can't sustain it or it gets caught. So, Lauren, you spent a lot of time with Jensen Wang from Nvidia. What do you think about Jensen would enable him to sustain Nvidia's lead? Or do you think that some of these skeptics have a point?
A Uh, yes and yes. I think some of the skeptics absolutely have a point, and I think once you reach the, uh, the sort of, uh, is it the zenith? Is there the nadir? That works. It was too confused that Nvidia has. Um, you know, people are always sort of looking to, to take you down a peg and, and compete. But I think Nvidia and Jensen has been incredibly good in Nvidia's history at sort of pivoting the company at exactly The moment that they need to in order to make sure that they've sort of caught the next wave. Um, and we certainly saw that happen with, um, not only like, you know, the GPU to begin with and parallel processing, but then again with sort of pivoting towards crypto, which ultimately meant they were in good place for AI. And now we see the company doing that by addressing the inference market a lot more closely too. And, you know, Jensen coming out and making these big proclamations that actually they're the biggest CPU maker in the world, which I know Intel and A&D must be thrilled about. So, uh, you know, I think he's very smart and very strategic and that there's a good chance that they do maintain their dominance.
AI assessment note: “Jensen has been incredibly good in Nvidia's history at sort of pivoting the company”
Answered raw tape
D 5 · C 5 · P 5 · Cm 4 4.85
Q Lauren, you've been inside a fab in Arizona. What's it like?
A Yeah, well, like, 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. And to Max's point about, well, what is our redundancy or our resiliency plan in the event of an invasion of Taiwan? It seems like right now the US government is very interested in what Intel can do and its fabs, but, um, it's It's pretty small. Uh, and so, yeah, I went to Chandler, Arizona, um, saw Fab-fifty-two, um, you know, got the bunny bunny suit on, and, um, like Max said, it's, it's interesting to see, uh, everything is roboticized. It's like, if you had this, um, utopian fever dream of what the future of manufacturing looked like, and everything was white, and everyone was dressed in all white, and everything's, like, being, you know, moving around, they call them foops, That actually carry the silicon around above head, and then they just sort of automatically go down to get like etched and carved and stamped and everything. Um, it look, It looks like it feels and looks like science fiction, but from a reporting perspective, oftentimes the companies will cover up the names of the vendors on the different machines, and you may be able to get some insight. Um, for example, there, there were ASML, UEV machines in these giant bays the size of…
AI assessment note: “got the bunny bunny suit on, and... everything is roboticized. It's like... science fiction”
