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Why There's a Chip Shortage & The Use Case of Supercomputers · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
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  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: I mean to ask you this, as far as the chips,
• 1:02
  Speaker 3: it's been a shortage of chips, so they said, it's
• 1:04
  Speaker 3: been a shortage of chips for a long time. An
• 1:06
  Speaker 3: average person, can you just explain, like why are chips
• 1:09
  Speaker 3: so important and why is there such a shortage of chips,
• 1:12
  Speaker 3: because it's like, if they could be made, It's not
• 1:15
  Speaker 3: like a vegetable that has to grow in the ground, right,
• 1:18
  Speaker 3: if you could just make if you can make a chip,
• 1:20
  Speaker 3: why is there shortages of chips? Want they just make
• 1:23
  Speaker 3: more chips?
• 1:25
  Speaker 4: Yeah? No, another good question, Like I once I started
• 1:29
  Speaker 4: at in Video, I had spent a lot of time
• 1:31
  Speaker 4: digging into this because for that same reason, it's like,
• 1:33
  Speaker 4: what are their challenges here? So in short, in short,
• 1:38
  Speaker 4: and I can talk to why the chips are so
• 1:40
  Speaker 4: important as well, But in short, the reason why these
• 1:46
  Speaker 4: fabs are important and why they're so expensive. One is
• 1:49
  Speaker 4: that they're huge mongus operations, absolutely gargantuan efforts, process structures
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  Speaker 4: and everything in order to build chips in the right way.
• 2:05
  Speaker 4: And so you know, you can't just stand up a
• 2:06
  Speaker 4: fab and then just go next door and then stand
• 2:09
  Speaker 4: up another one. There is a whole lead time and capability.
• 2:12
  Speaker 4: The second is that Taiwan has that we didn't have
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  Speaker 4: and are starting to build, is the pipeline of intellectual
• 2:24
  Speaker 4: capability and intellectual capital to work on these chips. So
• 2:29
  Speaker 4: you're right with Sean, and that a chip is a
• 2:31
  Speaker 4: physical thing, and there is a blueprint of building a chip.
• 2:34
  Speaker 4: And we've been doing that whole while I started my
• 2:35
  Speaker 4: career Motorola. We've been building chips Motorola. Many don't notice,
• 2:39
  Speaker 4: but Motorola used to be the processor inside of Apple's right,
• 2:42
  Speaker 4: So we've been building chips. America has been building chips.
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  Speaker 4: But what happened was I'm showing my age. But when
• 2:48
  Speaker 4: I was at Motorola, we were doing a lot of
• 2:50
  Speaker 4: the chip development here. We moved that abroad because we
• 2:53
  Speaker 4: wanted to. We turned our eye, our gaze on other
• 2:56
  Speaker 4: capability on the software side, and so we said, let
• 3:00
  Speaker 4: let's outsource the hardware side. Let's push that out to
• 3:04
  Speaker 4: and let Taiwan have it. What they wound up building
• 3:08
  Speaker 4: our universities, research institutions, and other capabilities that support chip making.
• 3:14
  Speaker 4: So you have to have the intellectual capital and the
• 3:17
  Speaker 4: intellectual intellectual environment. It's just like any large company. Low
• 3:21
  Speaker 4: large company just decides to move to a location just
• 3:24
  Speaker 4: because you know what, it seems like there's gonna be
• 3:28
  Speaker 4: a nice view out the window. Right. They look at
• 3:31
  Speaker 4: what universities are there, what high schools are there? What's
• 3:34
  Speaker 4: the graduation rate across in the pipeline here, because they
• 3:39
  Speaker 4: want that talent to be groomed and growned. What sort
• 3:43
  Speaker 4: of are you just all liberal arts universities or is
• 3:47
  Speaker 4: there are there a lot of tech majors in these universities.
• 3:51
  Speaker 4: That's what companies think about. And so when you look
• 3:53
  Speaker 4: at Taiwan, Taiwan has the whole ecosystem. So we have
• 3:57
  Speaker 4: to create the ecosystem from the beginning, from the body
• 4:00
  Speaker 4: them up. So it's not just the physical chips, the development,
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  Speaker 4: it's also the intellectual capital in order to build the
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  Speaker 4: best chips and to compete.
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  Speaker 5: So, I mean, that's kind of one of those things
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  Speaker 5: where when we see the reports that we see TSM
• 4:15
  Speaker 5: they're building their foundaries in Arizona and it's close to
• 4:19
  Speaker 5: twenty billion dollars. But one of the things that we
• 4:22
  Speaker 5: think you and I have discussed and maybe even you
• 4:24
  Speaker 5: were part of that conversation as well as the American
• 4:27
  Speaker 5: companies that are doing it. And so obviously we see
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  Speaker 5: a video, but we see companies like Global Foundaries and
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  Speaker 5: having these fabs. So for those not in the note,
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  Speaker 5: fabs are where these chips are made. But it's a
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  Speaker 5: long process, and it's an expensive process. We're talking tens
• 4:40
  Speaker 5: and twenties of billions dollars to build the factory, which
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  Speaker 5: probably takes five to six years, then getting the machinery,
• 4:45
  Speaker 5: and then finding an infrastructure that goes inside that.
• 4:48
  Speaker 2: I want to go back to.
• 4:49
  Speaker 5: You said you were at in Video and this is
• 4:51
  Speaker 5: one of the things that really stuck with me when
• 4:52
  Speaker 5: we spoke, was how many eye how many black.
• 4:56
  Speaker 2: Employees were at INVIDE when you were there. Let's start there.
• 5:00
  Speaker 4: Yeah, yeah, So I'm going to put it like this
• 5:07
  Speaker 4: when I when I when I started, there were seventeen
• 5:09
  Speaker 4: thousand employees at in goodyear globally when you're talking about
• 5:17
  Speaker 4: African American, because we have a presidence in Africa, but
• 5:21
  Speaker 4: when you're talking about African American, it was less than
• 5:23
  Speaker 4: fifty at the time that I started. I think it's
• 5:26
  Speaker 4: a little over one hundred, maybe one hundred and twenty
• 5:29
  Speaker 4: or so. Now it might be a little bit more
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  Speaker 4: since I left. Last I checked, but it was it
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  Speaker 4: was less than fifty, far less than fifty, like an
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  Speaker 4: astonishing number, lower than fifty. But I you know, I
• 5:44
  Speaker 4: don't want to say that an exact number because then
• 5:46
  Speaker 4: someone could refute that exact number, but I'm telling you
• 5:49
  Speaker 4: it was a bizarre amount of African American.
• 5:53
  Speaker 5: I preface that question because it speaks to kind of
• 5:57
  Speaker 5: the you know, we've had these conversations around solutions for
• 6:00
  Speaker 5: the future, and one of them is having us being
• 6:03
  Speaker 5: in the tech world right. Obviously we're doing our part
• 6:05
  Speaker 5: as far as financing. Many others are helping along the
• 6:08
  Speaker 5: way to get more of us in these fields that
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• 8:05
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 8:09
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 8:13
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 8:17
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 8:21
  Speaker 1: some of the heinous migrant criminals caught because of President
• 8:25
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 8:29
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 8:33
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 8:37
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 8:40
  Speaker 1: are here illegally, your next you will be fine nearly
• 8:44
  Speaker 1: one thousand dollars a day, imprisoned and deported, you will
• 8:48
  Speaker 1: never return. But if you register using our CBP home
• 8:52
  Speaker 1: app and leave now, you could be allowed to return legally.
• 8:56
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 9:01
  Speaker 1: border and families.
• 9:02
  Speaker 2: Will be protected sponsored by the United States Department of
• 9:05
  Speaker 2: Homeland Security.
• 9:06
  Speaker 5: And so I want you to talk about having us
• 9:09
  Speaker 5: really finding our way and finding methods and studies to
• 9:14
  Speaker 5: be in tech, specifically obviously in AI, which is which
• 9:17
  Speaker 5: is something of the future, the importance of it, because
• 9:20
  Speaker 5: there's at one point I recall you trying to you're
• 9:23
  Speaker 5: at in video and trying to give out these supercomputers
• 9:26
  Speaker 5: to New York City, but you didn't have anybody to
• 9:29
  Speaker 5: give it to because there wasn't anybody that was educated
• 9:31
  Speaker 5: in the space.
• 9:32
  Speaker 4: So talk about that. Yeah, no, So I don't even
• 9:38
  Speaker 4: know where to start with your question. It's such a
• 9:41
  Speaker 4: big point and question mark for our community. But let
• 9:48
  Speaker 4: me start from that point that you ended with, which
• 9:51
  Speaker 4: was so when I was at in video and videos
• 9:54
  Speaker 4: like Apple and they don't give away anything, there's no,
• 9:58
  Speaker 4: they don't get nothing away. And that you know, Jensen
• 10:03
  Speaker 4: never gave money, you know, donations not I don't know
• 10:07
  Speaker 4: what he does personally, but I mean as in video.
• 10:09
  Speaker 4: You know, people come in organizations, come and say if
• 10:12
  Speaker 4: you get fifty thousand, you can do a part of this.
• 10:14
  Speaker 4: Broke this effort to do blah bla blah blah blah.
• 10:17
  Speaker 4: It was always like a no. So we never gave
• 10:21
  Speaker 4: anything away. But I had gotten my hands on we
• 10:28
  Speaker 4: were long story start. I got my hands on four
• 10:32
  Speaker 4: d gx's which four d GX is connected together with
• 10:37
  Speaker 4: the right network and environment, is a supercomputer, has the
• 10:39
  Speaker 4: capability and the power of a supercomputer. And so I
• 10:43
  Speaker 4: was given the green light to donate that to a
• 10:46
  Speaker 4: city of my desire, and I started to think about
• 10:55
  Speaker 4: where could we put this. I wanted to put these
• 10:57
  Speaker 4: not with a city government. I wanted to put them
• 11:00
  Speaker 4: with organizations within the city, and I wanted to put
• 11:02
  Speaker 4: them in a city where it was HBCUs and people
• 11:07
  Speaker 4: can from the community can use this super compute. I
• 11:12
  Speaker 4: had no luck, zero luck. Right wound up having to
• 11:15
  Speaker 4: put them at They're at Cornell Tech right now. That's
• 11:19
  Speaker 4: where they landed. My only two options was NYU and
• 11:22
  Speaker 4: Cornell Tech in New York City. And then being able
• 11:26
  Speaker 4: to get people from the community to use them is
• 11:30
  Speaker 4: a whole nother capacity building exercise, and so we realize
• 11:34
  Speaker 4: how far behind we are in utilizing super compute. So
• 11:40
  Speaker 4: there's a pipeline, and this is getting to what you're
• 11:43
  Speaker 4: talking about, and you guys have talked about this a lot.
• 11:46
  Speaker 4: There's a pipeline that I see in this AI space,
• 11:49
  Speaker 4: and this is a fairly high level pipeline. It probably
• 11:51
  Speaker 4: can be broken down to more atomic parts. There's a pipeline,
• 11:55
  Speaker 4: and the pipeline is this this infrastructure and that's your videos. Uh,
• 12:01
  Speaker 4: that's that's gonna you know, that's your arm Qualcom, Amazon, Microsoft,
• 12:08
  Speaker 4: phows Force. That's infrastructure. Then you have your platform companies.
• 12:12
  Speaker 4: Right Google plays in the platform space as well as
• 12:14
  Speaker 4: in the infrastructure place space. Right and videas moving aggressively
• 12:20
  Speaker 4: into the platform space. So you have all of these
• 12:21
  Speaker 4: platform companies. Open ai is a platform company that is
• 12:25
  Speaker 4: considering becoming an infrastructure company. So you know there's this bar,
• 12:28
  Speaker 4: but there's infrastructure platform, and then there is users consumers
• 12:36
  Speaker 4: of these AI products. So when we talk about our community,
• 12:41
  Speaker 4: we are over indexed, woefully over indexed. On the user side.
• 12:48
  Speaker 4: We always talk about how did you use chat, GPT,
• 12:52
  Speaker 4: how did you use Board, how did you use quaw two,
• 12:55
  Speaker 4: so on and so forth, as opposed to how people
• 13:00
  Speaker 4: using what we've built. And so there is a but
• 13:04
  Speaker 4: there were reasons, structural, structural reasons, infrastructure reasons, academic reasons.
• 13:13
  Speaker 4: The ecosystem has to exist for us to play in
• 13:16
  Speaker 4: this space, and so it's very challenging. So it's really
• 13:18
  Speaker 4: difficult to have a supercompute and go to a community
• 13:22
  Speaker 4: and say do you have access to about two and
• 13:26
  Speaker 4: a half million dollars worth of compute period, point blank
• 13:29
  Speaker 4: on the street. And that was before that was when
• 13:32
  Speaker 4: the stock was at one something that was before it popped.
• 13:37
  Speaker 4: People were looking at me when the stock popped and
• 13:40
  Speaker 4: no one could get any dgx's or any GPUs. They
• 13:45
  Speaker 4: were looking at me like, yo, I'm well you, why
• 13:48
  Speaker 4: don't you bring those back right because right now it's
• 13:52
  Speaker 4: like a nine to ten month lead time to even
• 13:54
  Speaker 4: get any of those dgx's, of which four of them
• 13:58
  Speaker 4: gave to New York City. But at two and a
• 14:01
  Speaker 4: half million dollars worth of super compute power, and you
• 14:05
  Speaker 4: couldn't you couldn't convince people from our community to use
• 14:10
  Speaker 4: them for a lot of reasons. It's not therefore, but
• 14:14
  Speaker 4: it helped shine shine light on the environment that we're at.
• 14:19
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 14:23
  Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
• 14:27
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 14:31
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 14:35
  Speaker 1: some of the heinous migrant criminals caught because of President
• 14:39
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman, the United States
• 14:43
  Speaker 1: Secretary of Homeland Security under President Trump. Attempted illegal border
• 14:47
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 14:51
  Speaker 1: one hundred thousand illegal aliens.
• 14:53
  Speaker 2: Have been arrested.
• 14:54
  Speaker 1: If you were here illegally, your next you will be
• 14:58
  Speaker 1: fine nearly one thousand dollars a day, imprisoned, and deported.
• 15:02
  Speaker 1: You will never return. But if you register using our
• 15:05
  Speaker 1: CBP home app and leave now, you could be allowed
• 15:08
  Speaker 1: to return legally. Do what's right, leave now. Under President
• 15:13
  Speaker 1: Trump America's laws, border and families.
• 15:16
  Speaker 2: Will be protected. Sponsored by the United States Department of
• 15:19
  Speaker 2: Homeland Security,