Guido Appenzeller
speaker
1,314 appearances
8 recordings
1 series
first heard May 2025
last heard 15 Jul
Guido Appenzeller’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 — 4 in all, peaking in Jul 2026 with 1.
Appearances
Oh, yeah, yeah.
Because you think about... By shifting to electric vehicles, you can probably make a bigger swing than, you know, with all the AI data centers we can build.
What percentage is power?
Like if you do a four-year amortized GPU data center, what percentage would be power?
What's your take on Intel?
Where's Intel going?
So, but if you look at Intel today, right, they still don't have a competitive entry on the AI side.
And they won't.
Right?
Can you, so what does it mean for their offering?
I mean, they're still doing great on CPUs.
They don't have a good AI chip product.
Is it long-term sustainable positioning, right?
I mean, as a standalone chip company?
I think the goals are completely correct.
I mean, I think the big challenge, just reflecting back on my time there, right?
I think the big challenge is that right now, if you look at Intel, right, they have essentially software, sort of the chip design, and then there's, you know, the core manufacturing part, right?
And they have three very different cultures, right?
And it's very hard to get everything under one umbrella, right?
And so I think that is the big challenge.
Showing 141–160 of 1,314 · page 8 of 66
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