Why There's a Chip Shortage & The Use Case of Supercomputers

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And so you know, you can't just stand up a fab and then just go next door and then stand up another one. There is a whole lead time and capability. The second is that Taiwan has that we didn't have and are starting to build, is the pipeline of intellectual capability and intellectual capital to work on these chips. So you're right with Sean, and that a chip is a physical thing, and there is a blueprint of building a chip. And we've been doing that whole while I started my

career Motorola. We've been building chips Motorola. Many don't notice, but Motorola used to be the processor inside of Apple's right, So we've been building chips. America has been building chips. But what happened was I'm showing my age. But when I was at Motorola, we were doing a lot of the chip development here. We moved that abroad because we wanted to. We turned our eye, our gaze on other capability on the software side, and so we said, let

let's outsource the hardware side. Let's push that out to and let Taiwan have it. What they wound up building our universities, research institutions, and other capabilities that support chip making. So you have to have the intellectual capital and the intellectual intellectual environment. It's just like any large company. Low large company just decides to move to a location just because you know what, it seems like there's gonna be a nice view out the window. Right. They look at

what universities are there, what high schools are there? What's the graduation rate across in the pipeline here, because they want that talent to be groomed and growned. What sort of are you just all liberal arts universities or is there are there a lot of tech majors in these universities. That's what companies think about. And so when you look at Taiwan, Taiwan has the whole ecosystem. So we have to create the ecosystem from the beginning, from the body

them up. So it's not just the physical chips, the development, it's also the intellectual capital in order to build the best chips and to compete.

fabs are where these chips are made. But it's a long process, and it's an expensive process. We're talking tens and twenties of billions dollars to build the factory, which probably takes five to six years, then getting the machinery, and then finding an infrastructure that goes inside that.

since I left. Last I checked, but it was it was less than fifty, far less than fifty, like an astonishing number, lower than fifty. But I you know, I don't want to say that an exact number because then someone could refute that exact number, but I'm telling you it was a bizarre amount of African American.

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Secretary of Homeland Security. Under President Trump, attempted illegal border crossings are at the lowest levels ever recorded, and over one hundred thousand illegal aliens have been arrested. If you are here illegally, your next you will be fine nearly one thousand dollars a day, imprisoned and deported, you will never return. But if you register using our CBP home app and leave now, you could be allowed to return legally.

Do what's right. Leave now. Under President Trump, America's laws, border and families.

You know, people come in organizations, come and say if you get fifty thousand, you can do a part of this. Broke this effort to do blah bla blah blah blah. It was always like a no. So we never gave anything away. But I had gotten my hands on we were long story start. I got my hands on four d gx's which four d GX is connected together with the right network and environment, is a supercomputer, has the

capability and the power of a supercomputer. And so I was given the green light to donate that to a city of my desire, and I started to think about where could we put this. I wanted to put these not with a city government. I wanted to put them with organizations within the city, and I wanted to put them in a city where it was HBCUs and people can from the community can use this super compute. I had no luck, zero luck. Right wound up having to put them at They're at Cornell Tech right now. That's

where they landed. My only two options was NYU and Cornell Tech in New York City. And then being able to get people from the community to use them is a whole nother capacity building exercise, and so we realize how far behind we are in utilizing super compute. So there's a pipeline, and this is getting to what you're talking about, and you guys have talked about this a lot. There's a pipeline that I see in this AI space, and this is a fairly high level pipeline. It probably

can be broken down to more atomic parts. There's a pipeline, and the pipeline is this this infrastructure and that's your videos. Uh, that's that's gonna you know, that's your arm Qualcom, Amazon, Microsoft, phows Force. That's infrastructure. Then you have your platform companies. Right Google plays in the platform space as well as in the infrastructure place space. Right and videas moving aggressively into the platform space. So you have all of these

platform companies. Open ai is a platform company that is considering becoming an infrastructure company. So you know there's this bar, but there's infrastructure platform, and then there is users consumers of these AI products. So when we talk about our community, we are over indexed, woefully over indexed. On the user side. We always talk about how did you use chat, GPT, how did you use Board, how did you use quaw two, so on and so forth, as opposed to how people

using what we've built. And so there is a but there were reasons, structural, structural reasons, infrastructure reasons, academic reasons. The ecosystem has to exist for us to play in this space, and so it's very challenging. So it's really difficult to have a supercompute and go to a community and say do you have access to about two and a half million dollars worth of compute period, point blank

on the street. And that was before that was when the stock was at one something that was before it popped. People were looking at me when the stock popped and no one could get any dgx's or any GPUs. They were looking at me like, yo, I'm well you, why don't you bring those back right because right now it's like a nine to ten month lead time to even get any of those dgx's, of which four of them

gave to New York City. But at two and a half million dollars worth of super compute power, and you couldn't you couldn't convince people from our community to use them for a lot of reasons. It's not therefore, but it helped shine shine light on the environment that we're at.

Secretary of Homeland Security under President Trump. Attempted illegal border crossings are at the lowest levels ever recorded, and over one hundred thousand illegal aliens.