Intel

“If you look at many of the most advanced chip markets, historically at least, there's tended to be a leader, and then there's been, there's tended to be a second place party, and that was You know, during the microprocessor world, that was Intel, and then AMD …”

“When we talk with the folks at Nvidia, it feels a little bit like talking to Intel back You know, in our case in 2010, or Apple's case in 2005, where they were like, you're doing it wrong if you care about power efficiency.”

“Unless you innovate and stay ahead, not just be ahead, but stay ahead, you will be Intel.”

“Right now, the authentic AI and inference, CPU become, you know, highly in demand. And so, you know, versus one to eight in the training CPU to GPU, now I can see one to four, maybe one to one, and I'm delighted CPU become important.”

“And also the other part, from day one, I decided all the engineers report to me.”

“So those are the things will take longer time, but I think by 32,032, 31, 32, I think I was starting to surface up.”

“Well, the most surprising that I don't learn from my previous job or even training is one day early morning, President Trump asking me to resign and a conflict of interest, and there's no exceptions.”

“By the way, all the recruitment, I do it myself. No search firm helping.”

“So it's hard to do that at Intel because the base is bigger. So I kind of said, okay, let's do it at 10 X, you know, and then, and five years, 10 years, we can Do Xx. I think it's a good return. Being a venture capital at heart. That's kind of my goal.”

“Secondly, very happy that Jensen Huang, my old time friend, he also put five billion in investing and support me. And I'm glad I at least do some good work. It's five billion become twenty five billion now and or more.”

“So I think I can see, you know, right now we have A and then now going to production of A, I can see 10 and seven. And so I think that path, I think we can get there, but couldn't it be more and more expensive and more difficult to do?”

“And the Foundry side, we are very distant from TSMC. And then in terms of their performance, so that's we have to be humble looking at building the building block, like I mentioned earlier, the IP, the yield, the defect density, and the cycle time to make it m…”

“And then the most advanced process, like for example, we have the, you know, the is like 1.4 nanometer. And we are already starting to plan for one nanometer and 0.7 nanometer.”