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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
The second thing is their architecture is very well positioned for this agentic, being able to do tasks on the behalf of the large, using the large language model to do tasks on your behalf.
And so I think Arm will have its place in the data center.
And it will be a hybrid model.
Sometimes they'll give the IP to, they won't give, NVIDIA will pay for the IP.
And sometimes they'll help someone like Meta design the CPU, which is one of the great moves that Rene has made is changing the business model from just a pure IP royalty to, hey, let us help you design this chip.
We really understand how this architecture works.
Yeah, so memory, I love when people say memory is a commodity, okay?
Memory is a commodity in the sense it doesn't matter if you get a Samsung chip, a Hynix chip, or a Micron chip, okay?
They're all the same.
That's not true for GPUs or CPUs or ASICs.
That's not a true statement.
So you can literally go pull out a Samsung chip, plug in a micron chip, and the system will work perfectly.
OK, this this commodity is the hardest commodity in the world to make.
I mean, tens of billions of dollars of CapEx, only three companies in the world could do it.
You know, Samsung used to have this thing called the golden price where they knew the exact price of memory, where all their competitors would go out of business.
I mean, this is a ruthlessly competitive, difficult business.
And now you're down to effectively three people who can make it.
That's right.
And that's on the DRAM side.
I don't want to get too technical.
Showing 301–320 of 610 · page 16 of 31
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