Tae Kim

speaker

1,575 appearances 6 recordings 1 series first heard Dec 2025 last heard 29 Jul

Tae Kim’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

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TBPN · FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race · 30 Mar 2026 podcast

I I don't think Amazon or NVIDIA really worry that ARM is gonna take uh any big share.

It's probably gonna be on the margin for companies that can't develop their own ARM CPU.

uh the more the uh mid tier hyperscalers or enterprises that use these things.

But I I think the ARM thing is very important because it kind of confirms what the biggest underlying uh thing that that's not really consensus yet is this massive CPU shortage that we're seeing.

Yeah.

Oh just over the last few months, we have Dell, AMD, uh Intel, CFO talked about, they're talking about three to five year

locked locked in supply contracts from hyperscalers.

Mm-hmm.

So this this is a major trend uh that's gonna

Go over the next few years.

And the reason why is AI agents need more CPUs.

The RMCEO talked about four times more CPU quarter cores versus last year's kind of A AI infrastructure model.

So we're gonna see this massive uh demand for CPUs that people aren't really understanding it because uh AI agents, the whole thing requires orchestration.

tool calls, database queries, web searches, and that's all handled by uh the CP.

Yeah the

Terrafab, uh I'm not that optimistic.

Okay.

I mean it's so hard to give me the gimme

Because T S M C is so short that you know

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