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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
They have their own.
And same with the same with NVIDIA, they have their own arm CPU that they're they're gonna incorporate and sell.
So it's not that big of a um
I I don't think Amazon or NVIDIA really worry that ARM is going to 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.
U shortage that we're seeing.
that we're seeing.
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.
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 yet because AI agents, the whole thing requires orchestration
tool calls, database queries, web searches, and that's all handled by uh the CP.
So.
Terrafab, uh I'm not that optimistic.
I mean, it's so hard to pick up
biggest.
Give me the
Because T S M C is so short that you know
Showing 1121–1140 of 1,575 · page 57 of 79
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