Intel

“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.”

“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.”

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

“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.”

“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.”

“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.”

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

“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.”