WEBVTT - Why There's a Chip Shortage & The Use Case of Supercomputers

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

0:00:03.680 --> 0:00:07.480
<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

0:00:07.720 --> 0:00:11.840
<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:00:11.920 --> 0:00:15.840
<v Speaker 1>filming and selling child pornography in Michigan. These are just

0:00:15.920 --> 0:00:19.680
<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

0:00:23.320 --> 0:00:28.120
<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:00:28.160 --> 0:00:31.680
<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:00:31.760 --> 0:00:34.960
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

0:00:35.040 --> 0:00:38.920
<v Speaker 1>are here illegally, your next you will be fined nearly

0:00:39.000 --> 0:00:43.000
<v Speaker 1>one thousand dollars a day, imprisoned, and deported. You will

0:00:43.040 --> 0:00:46.680
<v Speaker 1>never return. But if you register using our CBP home

0:00:46.720 --> 0:00:50.120
<v Speaker 1>app and leave now, you could be allowed to return legally.

0:00:50.479 --> 0:00:55.240
<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

0:00:55.400 --> 0:00:57.840
<v Speaker 1>border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security.

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<v Speaker 3>I mean to ask you this, as far as the chips,

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<v Speaker 3>it's been a shortage of chips, so they said, it's

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<v Speaker 3>been a shortage of chips for a long time. An

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<v Speaker 3>average person, can you just explain, like why are chips

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<v Speaker 3>so important and why is there such a shortage of chips,

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<v Speaker 3>because it's like, if they could be made, It's not

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<v Speaker 3>like a vegetable that has to grow in the ground, right,

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<v Speaker 3>if you could just make if you can make a chip,

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<v Speaker 3>why is there shortages of chips? Want they just make

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<v Speaker 3>more chips?

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<v Speaker 4>Yeah? No, another good question, Like I once I started

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<v Speaker 4>at in Video, I had spent a lot of time

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<v Speaker 4>digging into this because for that same reason, it's like,

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<v Speaker 4>what are their challenges here? So in short, in short,

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<v Speaker 4>and I can talk to why the chips are so

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<v Speaker 4>important as well, But in short, the reason why these

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<v Speaker 4>fabs are important and why they're so expensive. One is

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<v Speaker 4>that they're huge mongus operations, absolutely gargantuan efforts, process structures

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<v Speaker 4>and everything in order to build chips in the right way.

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<v Speaker 4>And so you know, you can't just stand up a

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<v Speaker 4>fab and then just go next door and then stand

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<v Speaker 4>up another one. There is a whole lead time and capability.

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<v Speaker 4>The second is that Taiwan has that we didn't have

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<v Speaker 4>and are starting to build, is the pipeline of intellectual

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<v Speaker 4>capability and intellectual capital to work on these chips. So

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<v Speaker 4>you're right with Sean, and that a chip is a

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<v Speaker 4>physical thing, and there is a blueprint of building a chip.

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<v Speaker 4>And we've been doing that whole while I started my

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<v Speaker 4>career Motorola. We've been building chips Motorola. Many don't notice,

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<v Speaker 4>but Motorola used to be the processor inside of Apple's right,

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<v Speaker 4>So we've been building chips. America has been building chips.

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<v Speaker 4>But what happened was I'm showing my age. But when

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<v Speaker 4>I was at Motorola, we were doing a lot of

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<v Speaker 4>the chip development here. We moved that abroad because we

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<v Speaker 4>wanted to. We turned our eye, our gaze on other

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<v Speaker 4>capability on the software side, and so we said, let

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<v Speaker 4>let's outsource the hardware side. Let's push that out to

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<v Speaker 4>and let Taiwan have it. What they wound up building

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<v Speaker 4>our universities, research institutions, and other capabilities that support chip making.

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<v Speaker 4>So you have to have the intellectual capital and the

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<v Speaker 4>intellectual intellectual environment. It's just like any large company. Low

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<v Speaker 4>large company just decides to move to a location just

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<v Speaker 4>because you know what, it seems like there's gonna be

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<v Speaker 4>a nice view out the window. Right. They look at

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<v Speaker 4>what universities are there, what high schools are there? What's

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<v Speaker 4>the graduation rate across in the pipeline here, because they

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<v Speaker 4>want that talent to be groomed and growned. What sort

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<v Speaker 4>of are you just all liberal arts universities or is

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<v Speaker 4>there are there a lot of tech majors in these universities.

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<v Speaker 4>That's what companies think about. And so when you look

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<v Speaker 4>at Taiwan, Taiwan has the whole ecosystem. So we have

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<v Speaker 4>to create the ecosystem from the beginning, from the body

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<v Speaker 4>them up. So it's not just the physical chips, the development,

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<v Speaker 4>it's also the intellectual capital in order to build the

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<v Speaker 4>best chips and to compete.

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<v Speaker 5>So, I mean, that's kind of one of those things

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<v Speaker 5>where when we see the reports that we see TSM

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<v Speaker 5>they're building their foundaries in Arizona and it's close to

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<v Speaker 5>twenty billion dollars. But one of the things that we

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<v Speaker 5>think you and I have discussed and maybe even you

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<v Speaker 5>were part of that conversation as well as the American

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<v Speaker 5>companies that are doing it. And so obviously we see

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<v Speaker 5>a video, but we see companies like Global Foundaries and

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<v Speaker 5>having these fabs. So for those not in the note,

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<v Speaker 5>fabs are where these chips are made. But it's a

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<v Speaker 5>long process, and it's an expensive process. We're talking tens

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<v Speaker 5>and twenties of billions dollars to build the factory, which

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<v Speaker 5>probably takes five to six years, then getting the machinery,

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<v Speaker 5>and then finding an infrastructure that goes inside that.

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<v Speaker 2>I want to go back to.

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<v Speaker 5>You said you were at in Video and this is

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<v Speaker 5>one of the things that really stuck with me when

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<v Speaker 5>we spoke, was how many eye how many black.

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<v Speaker 2>Employees were at INVIDE when you were there. Let's start there.

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<v Speaker 4>Yeah, yeah, So I'm going to put it like this

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<v Speaker 4>when I when I when I started, there were seventeen

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<v Speaker 4>thousand employees at in goodyear globally when you're talking about

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<v Speaker 4>African American, because we have a presidence in Africa, but

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<v Speaker 4>when you're talking about African American, it was less than

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<v Speaker 4>fifty at the time that I started. I think it's

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<v Speaker 4>a little over one hundred, maybe one hundred and twenty

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<v Speaker 4>or so. Now it might be a little bit more

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<v Speaker 4>since I left. Last I checked, but it was it

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<v Speaker 4>was less than fifty, far less than fifty, like an

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<v Speaker 4>astonishing number, lower than fifty. But I you know, I

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<v Speaker 4>don't want to say that an exact number because then

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<v Speaker 4>someone could refute that exact number, but I'm telling you

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<v Speaker 4>it was a bizarre amount of African American.

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<v Speaker 5>I preface that question because it speaks to kind of

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<v Speaker 5>the you know, we've had these conversations around solutions for

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<v Speaker 5>the future, and one of them is having us being

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<v Speaker 5>in the tech world right. Obviously we're doing our part

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<v Speaker 5>as far as financing. Many others are helping along the

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<v Speaker 5>way to get more of us in these fields that

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<v Speaker 5>you know there's a lack thereof. This episode is brought

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

0:08:09.440 --> 0:08:13.240
<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

0:08:13.480 --> 0:08:17.640
<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:08:17.720 --> 0:08:21.600
<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

0:08:29.080 --> 0:08:33.880
<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:08:33.920 --> 0:08:37.480
<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:08:37.520 --> 0:08:40.760
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

0:08:40.840 --> 0:08:44.680
<v Speaker 1>are here illegally, your next you will be fine nearly

0:08:44.760 --> 0:08:48.760
<v Speaker 1>one thousand dollars a day, imprisoned and deported, you will

0:08:48.800 --> 0:08:52.440
<v Speaker 1>never return. But if you register using our CBP home

0:08:52.520 --> 0:08:55.880
<v Speaker 1>app and leave now, you could be allowed to return legally.

0:08:56.240 --> 0:09:00.960
<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

0:09:01.160 --> 0:09:03.160
<v Speaker 1>border and families.

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<v Speaker 2>Will be protected sponsored by the United States Department of

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<v Speaker 2>Homeland Security.

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<v Speaker 5>And so I want you to talk about having us

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<v Speaker 5>really finding our way and finding methods and studies to

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<v Speaker 5>be in tech, specifically obviously in AI, which is which

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<v Speaker 5>is something of the future, the importance of it, because

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<v Speaker 5>there's at one point I recall you trying to you're

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<v Speaker 5>at in video and trying to give out these supercomputers

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<v Speaker 5>to New York City, but you didn't have anybody to

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<v Speaker 5>give it to because there wasn't anybody that was educated

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<v Speaker 5>in the space.

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<v Speaker 4>So talk about that. Yeah, no, So I don't even

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<v Speaker 4>know where to start with your question. It's such a

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<v Speaker 4>big point and question mark for our community. But let

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<v Speaker 4>me start from that point that you ended with, which

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<v Speaker 4>was so when I was at in video and videos

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<v Speaker 4>like Apple and they don't give away anything, there's no,

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<v Speaker 4>they don't get nothing away. And that you know, Jensen

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<v Speaker 4>never gave money, you know, donations not I don't know

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<v Speaker 4>what he does personally, but I mean as in video.

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<v Speaker 4>You know, people come in organizations, come and say if

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<v Speaker 4>you get fifty thousand, you can do a part of this.

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<v Speaker 4>Broke this effort to do blah bla blah blah blah.

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<v Speaker 4>It was always like a no. So we never gave

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<v Speaker 4>anything away. But I had gotten my hands on we

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<v Speaker 4>were long story start. I got my hands on four

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<v Speaker 4>d gx's which four d GX is connected together with

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<v Speaker 4>the right network and environment, is a supercomputer, has the

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<v Speaker 4>capability and the power of a supercomputer. And so I

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<v Speaker 4>was given the green light to donate that to a

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<v Speaker 4>city of my desire, and I started to think about

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<v Speaker 4>where could we put this. I wanted to put these

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<v Speaker 4>not with a city government. I wanted to put them

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<v Speaker 4>with organizations within the city, and I wanted to put

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<v Speaker 4>them in a city where it was HBCUs and people

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<v Speaker 4>can from the community can use this super compute. I

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<v Speaker 4>had no luck, zero luck. Right wound up having to

0:11:15.720 --> 0:11:19.920
<v Speaker 4>put them at They're at Cornell Tech right now. That's

0:11:19.920 --> 0:11:22.520
<v Speaker 4>where they landed. My only two options was NYU and

0:11:22.559 --> 0:11:26.319
<v Speaker 4>Cornell Tech in New York City. And then being able

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<v Speaker 4>to get people from the community to use them is

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<v Speaker 4>a whole nother capacity building exercise, and so we realize

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<v Speaker 4>how far behind we are in utilizing super compute. So

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<v Speaker 4>there's a pipeline, and this is getting to what you're

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<v Speaker 4>talking about, and you guys have talked about this a lot.

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<v Speaker 4>There's a pipeline that I see in this AI space,

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<v Speaker 4>and this is a fairly high level pipeline. It probably

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<v Speaker 4>can be broken down to more atomic parts. There's a pipeline,

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<v Speaker 4>and the pipeline is this this infrastructure and that's your videos. Uh,

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<v Speaker 4>that's that's gonna you know, that's your arm Qualcom, Amazon, Microsoft,

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<v Speaker 4>phows Force. That's infrastructure. Then you have your platform companies.

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<v Speaker 4>Right Google plays in the platform space as well as

0:12:14.920 --> 0:12:20.000
<v Speaker 4>in the infrastructure place space. Right and videas moving aggressively

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<v Speaker 4>into the platform space. So you have all of these

0:12:21.720 --> 0:12:25.120
<v Speaker 4>platform companies. Open ai is a platform company that is

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<v Speaker 4>considering becoming an infrastructure company. So you know there's this bar,

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<v Speaker 4>but there's infrastructure platform, and then there is users consumers

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<v Speaker 4>of these AI products. So when we talk about our community,

0:12:41.600 --> 0:12:47.679
<v Speaker 4>we are over indexed, woefully over indexed. On the user side.

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<v Speaker 4>We always talk about how did you use chat, GPT,

0:12:52.160 --> 0:12:55.200
<v Speaker 4>how did you use Board, how did you use quaw two,

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<v Speaker 4>so on and so forth, as opposed to how people

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<v Speaker 4>using what we've built. And so there is a but

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<v Speaker 4>there were reasons, structural, structural reasons, infrastructure reasons, academic reasons.

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<v Speaker 4>The ecosystem has to exist for us to play in

0:13:16.480 --> 0:13:18.640
<v Speaker 4>this space, and so it's very challenging. So it's really

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<v Speaker 4>difficult to have a supercompute and go to a community

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<v Speaker 4>and say do you have access to about two and

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<v Speaker 4>a half million dollars worth of compute period, point blank

0:13:29.800 --> 0:13:32.160
<v Speaker 4>on the street. And that was before that was when

0:13:32.160 --> 0:13:35.680
<v Speaker 4>the stock was at one something that was before it popped.

0:13:37.200 --> 0:13:40.600
<v Speaker 4>People were looking at me when the stock popped and

0:13:40.679 --> 0:13:45.360
<v Speaker 4>no one could get any dgx's or any GPUs. They

0:13:45.400 --> 0:13:48.000
<v Speaker 4>were looking at me like, yo, I'm well you, why

0:13:48.040 --> 0:13:52.199
<v Speaker 4>don't you bring those back right because right now it's

0:13:52.280 --> 0:13:54.640
<v Speaker 4>like a nine to ten month lead time to even

0:13:54.760 --> 0:13:58.079
<v Speaker 4>get any of those dgx's, of which four of them

0:13:58.600 --> 0:14:01.599
<v Speaker 4>gave to New York City. But at two and a

0:14:01.600 --> 0:14:05.640
<v Speaker 4>half million dollars worth of super compute power, and you

0:14:05.679 --> 0:14:10.319
<v Speaker 4>couldn't you couldn't convince people from our community to use

0:14:10.360 --> 0:14:13.920
<v Speaker 4>them for a lot of reasons. It's not therefore, but

0:14:14.640 --> 0:14:19.200
<v Speaker 4>it helped shine shine light on the environment that we're at.

0:14:19.800 --> 0:14:23.400
<v Speaker 1>An illegal alien from Guatemala charged with raping a child

0:14:23.480 --> 0:14:27.280
<v Speaker 1>in Massachusetts. An MS thirteen gang member from El Salvador

0:14:27.520 --> 0:14:31.640
<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:14:31.720 --> 0:14:35.600
<v Speaker 1>filming and selling child pornography in Michigan. These are just

0:14:35.720 --> 0:14:39.480
<v Speaker 1>some of the heinous migrant criminals caught because of President

0:14:39.520 --> 0:14:43.040
<v Speaker 1>Donald J. Trump's leadership. I'm Christy Noman, the United States

0:14:43.120 --> 0:14:47.920
<v Speaker 1>Secretary of Homeland Security under President Trump. Attempted illegal border

0:14:47.920 --> 0:14:51.480
<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:14:51.560 --> 0:14:53.800
<v Speaker 1>one hundred thousand illegal aliens.

0:14:53.360 --> 0:14:54.200
<v Speaker 2>Have been arrested.

0:14:54.480 --> 0:14:58.040
<v Speaker 1>If you were here illegally, your next you will be

0:14:58.080 --> 0:15:01.920
<v Speaker 1>fine nearly one thousand dollars a day, imprisoned, and deported.

0:15:02.400 --> 0:15:05.640
<v Speaker 1>You will never return. But if you register using our

0:15:05.680 --> 0:15:08.880
<v Speaker 1>CBP home app and leave now, you could be allowed

0:15:08.920 --> 0:15:13.520
<v Speaker 1>to return legally. Do what's right, leave now. Under President

0:15:13.520 --> 0:15:17.160
<v Speaker 1>Trump America's laws, border and families.

0:15:16.800 --> 0:15:19.240
<v Speaker 2>Will be protected. Sponsored by the United States Department of

0:15:19.240 --> 0:15:19.840
<v Speaker 2>Homeland Security,