Andrew Feldman

Now, how you do that, there are lots of different strategies, tons of different ways to skin cats.

Now, how you do that, there are lots of different strategies, tons of different ways to skin cats.

What we saw in 2015 were several things.

What we saw in 2015 were several things.

First, we saw that AI would be an enormous consumer of compute.

First, we saw that AI would be an enormous consumer of compute.

And historically for computer architects, new workloads were the opportunity for share to change.

And historically for computer architects, new workloads were the opportunity for share to change.

Right?

Right?

Share changed when the rise of graphics emerged and you got the dedicated GPU.

Share changed when the rise of graphics emerged and you got the dedicated GPU.

That's how Nvidia was born.

That's how Nvidia was born.

Share changed when cell phone compute emerged and Intel and AMD who had fabs and the best architects got zero share and it all moved to ARM.

Share changed when cell phone compute emerged and Intel and AMD who had fabs and the best architects got zero share and it all moved to ARM.

Share changed in the late 90s when Nortel and all these companies we've forgotten about couldn't build chips and couldn't do data networking.

Share changed in the late 90s when Nortel and all these companies we've forgotten about couldn't build chips and couldn't do data networking.

And what you got was Cisco and Juniper and Arista and this collection of new companies.

And what you got was Cisco and Juniper and Arista and this collection of new companies.