Rene Haas

There's a company nearly every chip maker relies on that doesn't actually make anything tangible.

We are the CPU, the heart of everything.

They're the winner of the CPU side.

The foundation models, the software, it's moving far faster than the hardware.

So what we're seeing is people investing faster and faster into new hardware, which ends up being a good thing for us.

I will go with the nine.

With Jensen, you have to go big.

Well, I will say NVIDIA is a customer of ours, so I'm not going to say Jensen is my competitor today.

But, you know, I worked for NVIDIA for many, many years, as you know, and he's fantastic, right?

And learned so much working there, working for him, working with him.

And then NVIDIA, you know, almost acquired ARM in 2020.

So I almost, you know, had a chance to work with him again.

One of the things about Jensen that is amazing, I think it's also true for people like Michael Dell, Masa.

You have these entrepreneurs who started their companies 30 years ago, 40 years ago, and they're still running it.

You have this amazing set of characteristics of vision, speed, fearlessness, taking risk, and an ability to pivot.

uh very very fast and i saw that a lot at nvidia you know when i was there we were only about four billion dollars in sales and uh and at that time we were looking at lots of different ways to grow business models and such and i just remember being you know one story we were at a strategic off site and it was supposed to be a review of road maps where we were looking at each one of the general managers going through what the uh

projected in their business.

And what was intended to be a roadmap review turned into, we're changing the strategy.

We're abolishing this product line.

We're going to move 2,000 engineers off of project X onto project Y. And by the way, we were only about 6,000 people at the time.