Dominic (Dom) Rizzo

speaker

610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Lipu is now the CEO of Intel, who's-

A wonderful man, a mentor, but I think an incredible business executive.

So is NVIDIA still the king?

Yes, is the answer, pretty unequivocally.

Look, they have this new system, Vera Rubin, Vera being their CPU.

And their Vera CPU is built on top of Arm.

I think this Arm acquisition, had it gone through a few years ago, probably would have been the best acquisition of all time in semis.

The current best, I would say, is probably when Jensen bought Mellanox, the networking company.

But look, they have a very strong positioning in CPU with their Vera system.

They're going to do very well there.

But

A lot of traditional software runs on top of x86 today.

That's the architecture that is used for the CPUs for AMD and Intel.

And so I'll give you a personal example.

So my agent tool of choice is Codecs at work.

ChatGPT's Codecs, OpenAI's Codecs.

And the way it works internally is I have all these different agents.

I have a linchpin agent.

I have an innovating and secular growth market agent.

I have an improving fundamental agent.

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