Quotesby GlyphChips quotes
41 quotes from 16 people
- Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter...
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- The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.
- More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.
- AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network...
- The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion.
- We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth...
- The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is significantly increasing the need for Intel’s CPUs and wafer and advanced packaging offerings...
- At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference.
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- This is an important step for Meta as we diversify our compute. I expect AMD to be an important partner for many years to come.
- But I think China’s going to be making pretty compelling chips in three or four years.
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- My guess is that people start getting to the point where they can’t turn the chips on for large clusters towards the end of this year. The chips are going to be piling up and won’t be able to be turned on.
- The limiting factor once you can get to space is chips, but the limiting factor before you can get to space is power.
- The output of chips is growing pretty much exponentially, but the output of electricity is flat.
- Every quote from Elon Musk
- Our conviction in the essential role of CPUs in the AI era continues to grow...
- It makes no sense to sell the CCP the tools with which to build an AI totalitarian state and possibly conquer us militarily.
- Oracle sold Ampere because we no longer think it is strategic for us to continue designing, manufacturing and using our own chips in our cloud datacenters...
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- We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course, we will continue to buy the latest GPUs from NVIDIA, but we need to be prepared and able to deploy whatever chips our customers want to buy. There are going to be a lot of changes in AI technology over the next few years and we must remain agile in response to those changes.
- Every quote from Larry Ellison
- My prediction, especially coming off of the successful Gemini 3 launch and hype around TPUs, is that the TSMC constraint could become material in 2026.
- Blackwell sales are off the charts, and cloud GPUs are sold out...
- This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.
- I am taking swift actions to drive better execution and operational efficiency while empowering our engineers to create great products. We are going back to basics by listening to our customers and making the changes needed to build the new Intel.
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- AI does not have to be as expensive as it is today, and it won’t be in the future.
- AI is reshaping our daily lives and semiconductor technology is the foundation for new capabilities and applications. With the success of our first fab in Arizona, along with needed government support and strong customer partnerships, we intend to expand our U.S. semiconductor manufacturing investment by an additional $100 billion, bringing our total planned investment to $165 billion.
- And to safeguard America's advantage, the Trump Administration will ensure that the most powerful AI systems are built in the U.S. with American designed and manufactured chips.
- Through the power of Apple silicon, we’re unlocking new possibilities for our users with Apple Intelligence, which makes apps and experiences even better and more personal.
- Making AI that is smarter than almost all humans at almost all things will require millions of chips, tens of billions of dollars (at least), and is most likely to happen in 2026-2027.
- We're ahead on computational power, thankfully, due to a lot of the export controls that the Commerce Department has put in place, and then on data, it's a little bit of a jump ball.
- We expect revenue from AI to be $12 billion for fiscal year 2024 driven by Ethernet networking and custom accelerators for AI data centers...
- Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones. Second-half trends are more challenging than we previously expected, and we are leveraging our new operating model to take decisive actions that will improve operating and capital efficiencies while accelerating our IDM 2.0 transformation...
- Our company has a one-year rhythm. Our basic philosophy is very simple: build the entire data center scale, disaggregate and sell to you parts on a one-year rhythm, and push everything to technology limits...
- With Intel 3 in high-volume production, leading-edge semiconductors are being manufactured in the U.S. for the first time in almost a decade and we are on track to regain process leadership next year as we grow Intel Foundry.
- TSMC has a long track record of providing the leading-edge manufacturing capabilities that have enabled AMD to focus on what we do best, designing high-performance chips that change the world.
- They are the innovators driving demand for the most advanced silicon that TSMC can provide.
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- In 2024, we remain relentlessly focused on achieving process and product leadership, continuing to build our external foundry business and at-scale global manufacturing, and executing our mission to bring AI everywhere as we drive long-term value for stakeholders.
- Almost every piece of software in the world would eventually be programmed this way. If that’s the case, then how you build a computer and how you build a chip (in fact) can be completely changed.
- We did not anticipate the extent to which end user demand would outstrip GPU supply. The bottleneck to many companies’ growth quickly became not customer demand but access to the latest GPUs from Nvidia.
- We are executing well on our roadmap to regain transistor performance and power performance leadership by 2025, building momentum with customers and the broader ecosystem and investing to deliver the geographically diverse and resilient manufacturing footprint the world needs.
