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Congratulations on a 34% market share by revenue.
What do you attribute to this success?
When you re-enter a market like we did in 2017, its about three things.
Its trust, execution, and quality.
Customers really need to know youre going to get them products.
Then its about perf per watt per dollar.
Thats what weve driven our roadmap on 100%.
So, the economic value has to be there.
Then its easy to adopt.
Weve gotten better with every generation.
Weve just hit our stride.
Milan was a really big inflection point for us.
How do you plan on continuing this growth?
Now, we are no longer a contender, we are now viewed as the leader.
So, thats what got us here.
But what got you here doesnt get you there, right?
So, for me its about three things.
Extend the product leadership.
Then, address the two major hot topics, AI and the refresh of old ageing fleets.
The cycles have been elongated.
Broadcom has created a lot of disruption with their new pricing model.
There is also AI.
CPU is critical in this mixed workload environment.
If thats the case, we recommend that they use accelerators.
Anything above 30% of AI workloads should be put on accelerators.
Weve shown that were optimised for general purpose.
data pipe is super critical.
Its kind of like memory bandwidth.
data pipe bandwidth is very similar.
You have to feed the cores.
Its similar on the web connection between the GPUs and the backside and the front side.
Frontside is important but backside is really critical to keep these GPUs all clustered and data flowing.
GPUs are for parallel processing so its super critical.
This is why we are building AI NIC to expand that.
We are going to break through.
We believe because of our architecture, we can adhere to that and still service other regions like China.
Keep in mind, theyre going to solve the problem themselves.
Ultimately theyre going to have to.
So, its not stifling?
OK, so back to AI workloads.
AI workloads require a lot more energy than traditional workloads.
Whose headache should this be and is this a consideration when developing chips?
I really believe that it starts at the country level.
You dont want to fall that far behind in technology, I dont care what country youre from.
So, I think it starts there.
Then I think its the datacenter providers.
Its a big issue.
In the US you cannot even go across state lines.
Across state lines is very very hard with transmission of power.
So, thats a problem the US needs to solve and other countries.
On performance and efficiency and I think they go hand in hand.
So, thats the way I look at performance and efficiency.
Is it easier to push that top line higher or keep that bottom line lower?
I have others saying ‘I want perf per dollar and Ill eat some of the power’.
So it varies on the strategy of the provider.
At the end of the day were providing chips but theyre providing the services.
We can do either and I can give you an example.
