and that's going to be gpus. and nvidia is the predominant, 90% plus market share player in data center dprgpus meta is building out a large super computer around ai, scaling that to 16,000 nvidia gpus over the next year or so. and certainly, nvidia is a the forefront of that. nvidia has some challenges on the gaming side, but we still think the data centerpiece of nvidia's business, especially on the heels of meta, is poised for some pretty attractive growth here as we move forward. let alone a pretty positive product cycle kicking in with their new hopper generation gpus >> and what about amd. another market darling for many years, but it has obviously come down along with the market this year we've seen weak nness in that on the data center side, where they're gaining a solid side in server cpus, we think amd is well positioned, not alone for just meta, but also for one of the hyperscale cloud vendors specific for meta, they announced initially getting a footprint in some meta back late last year. and so we th

gpu 10 wave, already obsolete, so to speak, units were operated here.d accordingly, these units were delivered to us. e ugpa 16 was replaced by new installations of more powerful low pressure compressor high combustion chamber. next is the high-pressure turbine, while the air passes through the compressor, sucks in and is clamped in the compressor. yeah, it is fed into the combustion chamber and at the same time fuel is supplied, that is, gas, well, if the gas turbine engine of an aircraft, such as this is the heart of the unit, then without a compressor, it will beat an idle natural gas blower, with the help of which we raise the gas pressure and transport gas to the consumer of new areas production and, accordingly, the development of the gas transportation system. the question of economic efficiency is also a very important unified gas-pumping unit eliminates the expensive individual development of technical solutions, roughly speaking, the new gpa. assembled, as a constructor, factory-made modules. you just need to select the desired layout. here ar

gpu 10 wave was operated here, already obsolete, so to speak, units.accordingly, these units were delivered to us. e ugpa 16 was replaced by new installations of a more powerful low-pressure compressor with a high combustion chamber. already the turbine is high, while the air passes through the compressor sucks in and is clamped in the compressor. yeah, it is fed into the combustion chamber and at the same time fuel is supplied, that is, weight, but if an aircraft type gas turbine engine is the heart of the unit, then an uncompressor, it will be beat idle natural gas blower, with the help of which we raise the gas pressure and transport gas to the consumer, appropriation of new production areas and, accordingly, the development of the gas transmission system. the issue of economic efficiency is also very important, a unified gas-pumping unit eliminates the expensive individual development of technical solutions , roughly speaking, the new gas compressor unit is assembled, as a designer, of modules manufactured at the factory. you just need to select th

guest: they will lay of more details about the cpu, gpu chip performance in terms of the speed or memoryey mentioned they will be restricted. in the past, it was more vague and detailed. it will remove some of the gray area. rishaad: the chip industry is seen as a reflection of what going on in the broader global economy, but this models the water. when be poor on -- guest: there may be more panic to control the industry. that is a necessary process for the industry. yvonne: next question. what is the revenue out quote -- outlook? guest: [indiscernible] it's definitely a new factory we have to reevaluate. the high-risk -- the data centers, the outlook will likely to be going down further. yvonne: you hear china saying i'm going to step in, support centers and try to do it on their own. the localization efforts at risk as well? guest: that is another thing. we saw a slew of engineers, a lot of people have established companies, the semiconductor ambitions have been built up aggressively. from this time around, access to some of the fundamental technologies. a lot of ceos are holding a u.s

and nvidia's chips for gaming at the same time the crypto currency said they were buying high end kd gpusating the need for nvidia's cards. i made no secret in my respect for the companies and leaders and not diminished one bit i got on board the amd train at $6 after seeing the road map i became enamored of nvidia of $25 and told me how much he loved the chips. that's my philadelphia accent. it actually aldi the man who runs aldi said listen, these chips are not just for gaming they power everything. given how much both stocks rallied, these were a great long term and i'm very proud of them. but honestly, my best call with amd nvidia is telling you to ring the register on some stock at the highs we sold a great deal of these stocks for our travel trust at these levels although not everything because i'm still very much a believer in both stories. nvidia and amd are clobbers before it difficult to get back and near the bottom because when they turn, they turn fast and i don't want to leave these companies but here is the rub. a lot of people seem to hate this approach to investing we were

we have seen graphics, chips correct instead gpu market mid tier, androids, smartphones have big markets it's tough on the back of this as consumer spending tightens. on the flip side, these are quality franchises amd has more than 50% growth in the server business, a diversified portfolio, and the last pc market correction, we were in single digit operating margins and with a huge correction in the pc market, they have solid growth on a year over year basis and in the mid-20s on an operating margin a much different company than in the past that was a tough set of knew we got the other night. >> looking broadly at chip narratives, is there a reason to doubt the broader narrative that we have been hearing from qualcomm, et cetera, gaining share and innovativing in the cloud and placing chips there. in automotive, in systems as we switch over to more autonomy and electric vehicles, both qualcomm and marvel, for example, have been building a lot into that. isn't that more of a three-to-five year and beyond perspective, and if we're to believe that that's right, are these stocks trading at a

a lot of those used in this high-performance computing, the high-end gpu, the high-end processors.ers. tell -- to your other question, it will also be there ability to access advanced foundries overseas. there are more restrictions, in terms of getting that high-end computer locally. on mr. technology -- on mainstream mobile, china will continue to localize that. will continue to drive a lot of growth there. but there's quite a big cap i would say at the high-end. ability to design chips, access to chips for the high-end computing applications. >> we already saw that shift and the headwinds in the industry and the post-pandemic era. long-term, to the china curbs really change the outlook when it comes to business opportunities for global semiconductor makers? >> ok, there is a bit of a loss globally. i liken it -- with what we saw with huawei. ultimately, some of that is replaced. you find mitigate or's. -- you find mitigators. a little bit less aggressive technology. here you have the second largest economy getting cut off from high-end a.i. so i would say for overall industry, th

today there is no trp and tomorrow there will be a gpu how will this change the best optimizers? commander of the entire operation. well, before that , a different decision was in effect, when there were two commanders on the same front, and not only on one, and on the south side and on the north side. by the way, decipher what is gko there are people, it turns out that there is also a committee of turnovers. here is the same state . we have both the government and the presidential administration, but in fact we should have a clear vertical for managing the war at the front and in the rear correctly, which provides that decisions are made that they cannot be made in peacetime about canceling all sorts of tenders for loans to military enterprises along with direct financial cancellation of bankruptcy. necessity. uh, look for pledges in order to take a loan for the production of rockets or shells, even well, i hope that this is not happening now, but in extremes it can be imagined. in fact, it is necessary to be responsible on all lines so that the ministry of x does not think that

read something new, but he didn’t read something edman’s fable, which began with the words once the gpu very serious there, it seemed to suck, yes, but in history it’s so alexei gennadievich, so to speak, i immediately looked at the root, and i looked at the explanatory note that dear deputies, so to speak accompany the bill. uh, from which it became clear that this is all done to protect the family of motherhood and childhood. i agree that the family of motherhood and childhood must be protected. it really needs this, and this is the function of the state, and then, so to speak, the question arises about the relevance of relevance from the point of view of timeliness. so say the hour. we don't have any more problems. yes , except for this from the point of view of the degree of importance, and the deputies convince in this explanatory note, that this is one of the most important issues, if and this is all so important and scary, then i propose not to limit ourselves to a ban, and to reveal propaganda a , uh, among state officials, deputies, and senators of ministers and others, to iden

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hmm, that's what the gpu is, you know.in april. before that, he spoke about this. i wondered . did someone really think we had at the beginning of the great patriotic war on the day when it happened that there was some kind of problem. here is stalin does not have full power there. he's in doubt. yes, there was no such problem. stalin was the absolute sole leader in this respect, an authoritarian totalitarian , whatever president putin has all the powers of the supreme commander-in-chief, but does this mean that this is enough zastalin? it turned out that no, what is needed, in fact, is to rebuild life on a war footing. that's what we're talking about. you can actually understand why at the moment when the people of the people are calling for partial mobilizations. uh, partially mobilization of tens of thousands of, uh, military age people quietly, using connections and money, flee abroad, because i can't understand it. i've been meeting with the guys, and with the guys, uh, on friday and saturday. and this is one of the m