Gelsinger: Silicon supply chains will define geopolitics more than oil for 50 years
Pat Gelsinger · Inside Intel’s AI ambitions (with Intel Corporation's Pat Gelsinger) | Masters of Scale · Dec 18, 2023 · at 6:57
Intel CEO Pat Gelsinger discusses Intel's concept of the 'Siliconomy' and how semiconductors are supplanting oil reserves as the primary driver of international relations.
0:00 / 0:06exact quote · 6.0s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Where silicon and technology supply chains is more important for the next five decades.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Pat Gelsinger
Gelsinger: Intel was mismanaged for over a decade
“And I came back to Intel that was, you know, mismanaged for over a decade.”
Gelsinger says Intel will extend Moore's law until exhausting the periodic table
“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.”
Gelsinger claims only Intel and TSMC can manufacture leading-edge chips at scale
“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.”
Gelsinger: Intel wants to manufacture chips for Nvidia, AMD, Google, and Amazon
“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.”
Gelsinger: ChatGPT-scale AI breakthroughs will emerge every two years for a decade
“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.”
Gelsinger claims BCG consultants saw 10x productivity improvements using AI for proposals
“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.”