Shelley Rigger

Those chips are part of an industrial ecosystem that they don't just make semiconductors.

They make everything that you need.

Maybe not quite everything, but they make mostly everything you need to make these chips.

And they make a lot of things from the chips.

And they make a lot of things that support the deployment of the chips.

For example, another company that I've visited, they...

started out making those metal slides that you put in kitchen drawers, you know, to make your drawers smooth.

And then they got really good at that.

So they started making slides for chemistry labs and NASA kinds of places, you know, places where the drawers need to slide really smooth.

And then they looked around and they're like, all right, what else can we do?

And they saw that data centers, the huge arrays of chips, that is, they're all interconnected and they're all talking to each other in a GPU that they've got to be able to come in and out because they have to be replaced and serviced.

They have to be cooled because that's another whole problem with data centers.

You know, it's just the heat that that stuff creates.

So they said, well, we can make the slides

So every single board in every single array in every single data center in the whole world to be on one of these sliding

you know, thingies.

And you know, like all this stuff is being made in Taiwan and none of these businesses are going to be easily transferred or replicated someplace else because they're super integrated with one another.

They're all right next to each other.

They talk to each other every day.

And they operate at an incredibly high level of efficiency and quality.