Gregory Carr
speaker
2,075 appearances
6 recordings
6 series
first heard Dec 2025
last heard 7 Jul
Gregory Carr’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 4.
Appearances
Yeah, making the HBM DRAM, making what NVIDIA calls SOCAM, making LPDDR.
These are the types of DRAM that are really hard to make, not consumer-grade DRAM.
And they are increasingly what you need in these AI data centers.
Microsoft raised the price of the Xbox.
It's coming for the Switch.
It's coming for the PlayStation.
There's demand destruction because the price is in consumer, whereas AI demand is relatively price insensitive.
David, I would modify one statement.
It's hard to build a new fab in a deep blue state.
you can build that why were they trying in new york it's kind of crazy you know new york gave them all these incentives and but it doesn't know those incentives matter it's a little bit like solar power you can be as pro-environmental as you want but if you can't build and install solar because the regulations it doesn't matter so you know maybe that micron plant ends up getting you know built in my home state of texas
Well, I mean, if it was a normal fab, it would be a two, three, three and a half year process.
But, you know, we've seen what Elon has done to other construction processes.
And, you know, he's starting with some advantages with the Intel partnership.
So I don't think anyone knows, but based on past history, he's probably going to stand up TerraFab faster than other fabs have been stood up.
But this is really hard.
It's really hard.
It's the intersection of magic and science.
You can't believe how complicated this is.
So it's going to be hard, but he has a track record of doing what Jensen called impossible, superhuman.
And so we'll see.
Showing 421–440 of 2,075 · page 22 of 104
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