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Former Intel CEO Pat Gelsinger discusses the U.S.-China race for A.I. chip dominance, the proposed Safe Chips Act and more on 'Maria Bartiromo's Wall Street.'
Former Intel CEO Pat Gelsinger discusses the U.S.-China race for A.I. chip dominance, the proposed Safe Chips Act and more on 'Maria Bartiromo's Wall Street.'
www.foxbusiness.com
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Totally disagree with Pat on selling chips to China. Cleary China has gotten chips through black or grey markets and now they are making their own. Had we not embargoed chips we could have possibly followed Pat's advise and sell China N-1 or N-2 chips. It is too late now so just open the market and make some money while China is ramping up production on internal chips. China has always been a fast follower (reverse engineering) and GPU/TPUs will be no different.
I do agree with Pat on energy. I have been saying this for a long time, the US power grid is aging and clearly underpowered for the AI age. The second/third wave of datacenters will not be built in the US as a result and that will hurt us for a very long time.
Totally disagree with Pat on selling chips to China. Cleary China has gotten chips through black or grey markets and now they are making their own. Had we not embargoed chips we could have possibly followed Pat's advise and sell China N-1 or N-2 chips. It is too late now so just open the market and make some money while China is ramping up production on internal chips. China has always been a fast follower (reverse engineering) and GPU/TPUs will be no different.
I do agree with Pat on energy. I have been saying this for a long time, the US power grid is aging and clearly underpowered for the AI age. The second/third wave of datacenters will not be built in the US as a result and that will hurt us for a very long time.
www.foxbusiness.com
www.xlight.com