WEBVTT - Bloomberg Tech at CES, Day 2 0:00:02.520 --> 0:00:13.079 Bloomberg Audio Studios, podcasts, radio news. Bloomberg Tech is a 0:00:13.160 --> 0:00:16.920 live from coast to coast with Carolline Hyde in New 0:00:17.000 --> 0:00:19.480 York and Ed Lovelow in Sent Francisco. 0:00:24.600 --> 0:00:27.640 Welcome to a special edition of Bloomberg Tech Live from 0:00:27.680 --> 0:00:30.480 CES in Las Vegas. We've been bringing you conversations from 0:00:30.480 --> 0:00:32.800 the biggest names in the industry in today we have 0:00:32.840 --> 0:00:35.400 another great lineup coming up. First, we sit down with 0:00:35.479 --> 0:00:38.680 Jim Johnson, an Intel's client computing group, to discuss the 0:00:38.760 --> 0:00:42.080 chipmaker's efforts to make its products competitive again. 0:00:42.159 --> 0:00:45.400 Plus Warner Brothers. It rejects an amended takeover offer from 0:00:45.440 --> 0:00:48.159 Paramount Skuydouts. We'll break it all down, and Paul Pastor 0:00:48.280 --> 0:00:48.800 of quick. 0:00:48.640 --> 0:00:51.479 Pay will be joined by Mobilized CEO to discuss the 0:00:51.520 --> 0:00:55.360 company's acquisition of Israeli startup Mentee Robotics in a cash 0:00:55.400 --> 0:00:58.480 and stock deal valued at nine hundred million dollars. 0:00:58.560 --> 0:01:00.160 The deals still getting done, but let's check it on 0:01:00.200 --> 0:01:03.040 these markets, which are being ruled by geopolitics once more 0:01:03.080 --> 0:01:04.800 than aw's that managing to brush that off a little 0:01:04.800 --> 0:01:06.920 bit more than the SMP. Remember we're still now record 0:01:07.000 --> 0:01:09.600 highs on the SMP. We're up another three tenser percent 0:01:09.640 --> 0:01:12.280 on the main benchmark. When it comes to the tech names, 0:01:12.560 --> 0:01:15.600 maybe less affected by what's happening in terms of geopolitics 0:01:15.680 --> 0:01:18.640 and Russia and the US at the moment out in 0:01:18.840 --> 0:01:20.959 the seas, but we're currently holding on to gaines. 0:01:21.360 --> 0:01:24.240 Geopolitics is always there I'm looking at in video. It 0:01:24.360 --> 0:01:27.440 is the mainstay of this CES week, with Gensen one 0:01:27.520 --> 0:01:30.120 speaking multiple times. The stock is up almost one and 0:01:30.200 --> 0:01:33.200 a half percent in the current session. You know, there 0:01:33.200 --> 0:01:36.480 are headlines out right now from the information that China 0:01:36.640 --> 0:01:38.600 is asking US tech companies to hold orders of H 0:01:38.640 --> 0:01:41.920 two hundred. Gens One's been peppered with questions about H 0:01:41.959 --> 0:01:44.040 two hundred for the last three days straight and you 0:01:44.080 --> 0:01:46.360 can see over three days this was not the blockbuster 0:01:46.680 --> 0:01:48.440 that we thought it would be to start the year. 0:01:48.600 --> 0:01:50.760 In video's up half a percentage point. 0:01:50.880 --> 0:01:51.200 Now. 0:01:51.520 --> 0:01:55.160 The big data point was the forecast for the next 0:01:55.160 --> 0:01:58.840 few quarters Blackwell and Rubin, and this is what Gensen 0:01:58.840 --> 0:02:00.680 one had to say about that forecast. 0:02:01.440 --> 0:02:05.840 Harbor pricing is actually going up in the cloud. All 0:02:05.880 --> 0:02:08.799 of the harbors are consumed in the cloud and now 0:02:08.880 --> 0:02:11.360 pricing spark pricing is starting to go up, and so 0:02:11.400 --> 0:02:16.000 that tells you about the demand that's been generated all 0:02:16.040 --> 0:02:18.160 over the world. So age two hundreds, I think is 0:02:18.160 --> 0:02:21.400 going to contribute also to that, and I think, all told, 0:02:21.800 --> 0:02:25.520 all told, I think we should have a very good year. 0:02:27.720 --> 0:02:31.200 That question was posed to Jenum won by Bloomberg Sean King, 0:02:31.320 --> 0:02:35.320 who's covered semiconductors here since nineteen ninety eight, and the 0:02:35.360 --> 0:02:37.760 context is that you said to him in October, you 0:02:37.880 --> 0:02:41.280 told us over five fiscal quarters, five hundred billion dollars 0:02:41.280 --> 0:02:44.600 of sales across Blackwell. And then Reuben, is it possible 0:02:44.639 --> 0:02:47.040 that that number could go up? And as we just heard, 0:02:47.200 --> 0:02:49.600 there are various reasons why Jensen thinks that number could 0:02:49.600 --> 0:02:49.960 go up. 0:02:50.200 --> 0:02:50.399 Yeah. 0:02:50.440 --> 0:02:53.320 I mean fundamentally here, all our audiences care about is 0:02:53.360 --> 0:02:55.000 are we in a bubble or not? And they just 0:02:55.040 --> 0:02:59.360 want any piece of information, any hint to explain, well, 0:02:59.400 --> 0:03:01.919 why we're not. Obviously, what he was saying was there's 0:03:02.000 --> 0:03:04.640 lots of things going on. There's new models, there's new 0:03:04.960 --> 0:03:07.240 areas of the economy that are coming into AI, and 0:03:07.280 --> 0:03:09.600 all of this means that demand is actually better than 0:03:09.639 --> 0:03:13.040 I thought it was, so that number is looking like 0:03:13.120 --> 0:03:15.480 it's a bit low. So that was good news, but 0:03:15.560 --> 0:03:17.280 nobody got that excited about it. 0:03:17.480 --> 0:03:20.880 Where they did get excited is memory storage. Oh my goodness, 0:03:20.880 --> 0:03:23.040 Sandusk is up one thousand percent from its lows. It's 0:03:23.120 --> 0:03:25.200 up fifty percent in the first three trading days of 0:03:25.200 --> 0:03:27.720 the year. In what are you hearing in terms of 0:03:27.760 --> 0:03:30.079 this demand for memory and the price point that we're 0:03:30.080 --> 0:03:30.680 going to see. 0:03:30.800 --> 0:03:34.640 I mean, as always with the memory ship industry, you 0:03:34.760 --> 0:03:36.720 either got a fee storre of famine at the moment. 0:03:36.760 --> 0:03:37.520 We're in a famine. 0:03:37.560 --> 0:03:40.320 When we're in a famine, the price goes up, right, 0:03:40.360 --> 0:03:42.400 And that is exactly what's happening right now. 0:03:42.440 --> 0:03:45.720 My demand is basically always has been. 0:03:45.760 --> 0:03:48.280 They can't build factories fast enough, they can't build production 0:03:48.360 --> 0:03:50.880 fast enough to meet these short term surges in demand. 0:03:51.040 --> 0:03:52.720 So right now the price is going up. 0:03:52.680 --> 0:03:54.720 And we're actually taking storage as well, not just the 0:03:54.760 --> 0:03:58.600 high bandwidth memory that goes around the GPU. A point 0:03:58.680 --> 0:04:03.720 of discussion on the internet has been autonomous driving. Yeah, 0:04:04.080 --> 0:04:06.560 once again, in Video came out strong with autono striving. 0:04:06.600 --> 0:04:07.680 You and I was sat next to each other in 0:04:07.680 --> 0:04:10.200 the keynote, and you can tell us about Nvideo's offering. 0:04:10.520 --> 0:04:12.400 But he's also caught the attention of Elon Musk and 0:04:12.440 --> 0:04:13.120 Tesla of course. 0:04:13.280 --> 0:04:13.480 Yeah. 0:04:13.520 --> 0:04:14.920 I mean there was a little bit of a backwards 0:04:14.960 --> 0:04:18.080 and forwards between Jensen and Elon about you know, whose 0:04:18.279 --> 0:04:21.239 system is better, and most of them ending up praising 0:04:21.320 --> 0:04:23.200 what the others doing in the end, because, let's face it, 0:04:23.240 --> 0:04:23.880 they need each other. 0:04:23.920 --> 0:04:25.600 But this is the point that we're at. 0:04:25.640 --> 0:04:28.640 We've been promised cars that are robots that can do 0:04:28.680 --> 0:04:31.320 their own thing for a very long time. Hasn't happened 0:04:31.360 --> 0:04:34.560 as fast as we were promised. And what we're being 0:04:34.560 --> 0:04:36.280 told now is we're at the cusp of this. And 0:04:36.320 --> 0:04:38.520 this is great if you're making chips, if you're making 0:04:38.520 --> 0:04:40.360 the components for these vehicles. 0:04:40.160 --> 0:04:42.359 Cars, robots. Seen a lot of them. I'm going to 0:04:42.360 --> 0:04:44.480 continue to see a lot of them. In King we 0:04:44.520 --> 0:04:46.800 thank him so much for his decades of work in 0:04:46.800 --> 0:04:49.360 the chip sector as well. But let's stay with Nvideo 0:04:49.440 --> 0:04:52.160 because of course, ed you sat down with Nvidia CEO 0:04:52.240 --> 0:04:55.039 Jensen one and Zeeman CEO Ronn Busch. Do you discuss 0:04:55.080 --> 0:04:57.840 their latest partnership the expansion of AI efforts. Just take 0:04:57.839 --> 0:04:58.160 a listen. 0:04:59.000 --> 0:05:01.960 We're announcing a big partnership between us. We've known each 0:05:01.960 --> 0:05:04.760 other for a long time, but the partnership we're announcing 0:05:04.839 --> 0:05:05.680 is really a big deal. 0:05:06.440 --> 0:05:06.680 One. 0:05:07.040 --> 0:05:12.840 We're accelerating their EDA software, We're accelerating their simulation software. 0:05:13.160 --> 0:05:18.440 We're integrating AI technology, physical AI and agentic AI into 0:05:18.600 --> 0:05:23.240 their team center and their factory automation operating system. And 0:05:23.279 --> 0:05:27.120 so we're working together across this entire spectrum. When we 0:05:27.160 --> 0:05:29.680 accelerate the software, then we'll get to use it to 0:05:29.720 --> 0:05:33.799 design our chips and systems. When we accelerate their simulation software, 0:05:33.920 --> 0:05:36.760 we'll use it in our AI factories to simulate the 0:05:36.760 --> 0:05:42.960 thermal properties of our AI factories. When we integrate our 0:05:43.000 --> 0:05:48.600 automation and agentic systems into their AI industrial operating system, 0:05:48.920 --> 0:05:51.560 we can then use it in our factory floors with 0:05:51.640 --> 0:05:55.320 our partners, for example fox Con. And so we're working 0:05:55.320 --> 0:05:57.480 across this entire spectrum together, and we're going to put 0:05:57.520 --> 0:06:00.440 the technology to use basically as soon as we can. 0:06:00.520 --> 0:06:03.839 What's the net effect for you, Jensen, Is it improves 0:06:03.880 --> 0:06:06.920 margins efficient capital allocation. I know that might sound a 0:06:06.920 --> 0:06:09.520 bit dry, but actually, right now, that's the answer everyone's 0:06:09.520 --> 0:06:13.200 searching for. How is this investment in AI and use 0:06:13.240 --> 0:06:15.800 of the technology actually changed things in the real world 0:06:15.800 --> 0:06:16.040 for me? 0:06:16.080 --> 0:06:20.720 Well, announce yesterday Vera Rubin it takes six different chips 0:06:20.880 --> 0:06:24.720 to integrate into this incredible system called Vera Rubin. And 0:06:25.080 --> 0:06:28.560 when you're done, each one of these Vera Rubin GPUs 0:06:28.880 --> 0:06:33.640 is two hundred and forty thousand wants and it is 0:06:33.760 --> 0:06:36.840 ten times more energy efficient than a last generation. It 0:06:36.880 --> 0:06:39.760 is ten times more cost efficient than a last generation. 0:06:40.200 --> 0:06:43.559 But it's still the technology is insanely complicated. One hundred 0:06:44.400 --> 0:06:48.240 fifteen thousand engineering years came together to build this system. 0:06:48.600 --> 0:06:51.719 And so when we accelerate EDA tools, when we accelerate 0:06:51.720 --> 0:06:55.719 simulation tools, and when we can eventually and I'm hoping 0:06:55.839 --> 0:07:00.280 very soon design entire Vera Ruben systems inside a even's 0:07:00.360 --> 0:07:05.160 digital twin, the chance the ability for us to create 0:07:05.320 --> 0:07:08.600 much much more complex systems, will scale, will do it 0:07:08.680 --> 0:07:11.360 much more efficiently. And so this is really about being 0:07:11.400 --> 0:07:14.000 able to do the impossible, and being able to do 0:07:14.040 --> 0:07:17.200 it impossible the impossible right the first. 0:07:16.960 --> 0:07:22.640 Time, and and and and once they then realize that 0:07:22.760 --> 0:07:26.440 AI creates real world impact, this is where it really 0:07:26.440 --> 0:07:28.600 deploys the full power and also. 0:07:28.400 --> 0:07:29.480 The economic power. 0:07:30.000 --> 0:07:31.640 It's not only in the data centers are any I 0:07:31.800 --> 0:07:34.120 factories which we see, but also on the edge because 0:07:34.160 --> 0:07:36.440 once you start influencing with low latency. 0:07:36.480 --> 0:07:38.040 You bring this technology to the edge. 0:07:38.400 --> 0:07:41.680 This is a huge potential for our customers to to 0:07:41.760 --> 0:07:45.280 deploy this technology. And this includes of course includes hardware 0:07:45.720 --> 0:07:48.400 and where we come from from the gits, it goes 0:07:48.440 --> 0:07:49.440 into the controllers. 0:07:49.600 --> 0:07:51.040 Some of our controllers. 0:07:50.600 --> 0:07:53.840 Run on GPUs and then it goes all. 0:07:53.680 --> 0:07:55.520 The way to the industrial PC. 0:07:55.680 --> 0:08:01.360 Exactly, and and the andes are aides supercharge it and 0:08:01.520 --> 0:08:04.880 they can now run algorithms trained in the cloud that 0:08:05.000 --> 0:08:07.360 can run it on the shop floor and do all 0:08:07.440 --> 0:08:11.080 that trick what we talked about it in retime optimization 0:08:11.120 --> 0:08:14.320 and running in a planned and that makes a use difference. 0:08:17.000 --> 0:08:20.720 Nvidia CEO Jensen Wang and Semen CEO Roland Bush. They're 0:08:20.720 --> 0:08:22.920 starting their own industrial revolution, is how they put it. 0:08:22.920 --> 0:08:25.920 Coming up, Intel looks to gain a competitive edge with 0:08:26.080 --> 0:08:28.400 new computers and redesigned processors. 0:08:28.520 --> 0:08:30.040 We speak with Jim Johnson. 0:08:29.720 --> 0:08:33.080 Intel Client Computing Group SVP and General Manager. That's coming 0:08:33.160 --> 0:08:35.520 up next, This is Bloomberg Tech. 0:08:43.679 --> 0:08:46.040 Intel is here at CES with a slew of new 0:08:46.040 --> 0:08:49.000 products from laptops and newly designed chips and it's part 0:08:49.000 --> 0:08:52.080 of an effort to be more competitive across its product lineup. 0:08:52.559 --> 0:08:55.280 Joining us now Jim Johnson, Intel Client Computing Group SVP 0:08:55.400 --> 0:08:58.439 and general Manager. And the way you describe it as 0:08:58.640 --> 0:09:01.840 the vibes are good, feeling positive about what you're unveiling. 0:09:01.880 --> 0:09:04.439 Yeah, it's been a long journey to get here and 0:09:04.720 --> 0:09:07.360 finally launching. You know, what we think is the most 0:09:07.400 --> 0:09:12.360 powerful mobile processor for mobile computing with our new process 0:09:12.440 --> 0:09:15.120 Note eighteen A is something the industry has been waiting 0:09:15.160 --> 0:09:16.880 for and wondering if we would pull off. 0:09:16.920 --> 0:09:19.960 Okay, for those that aren't deeply within the industry and 0:09:20.000 --> 0:09:22.320 coming to your foundry and understanding what's going into this 0:09:22.360 --> 0:09:26.520 new processor, the Core Alter series three. What makes them different. 0:09:27.240 --> 0:09:31.680 We took our most powerful mobile processor from last year 0:09:32.400 --> 0:09:35.720 and built it on the most power efficient mobile processor 0:09:35.720 --> 0:09:39.959 from last year, combining those two capabilities, and so we 0:09:40.120 --> 0:09:44.560 run workloads from last year at forty percent lower power 0:09:45.320 --> 0:09:46.760 this year on this processor. 0:09:47.240 --> 0:09:48.280 And it's I asked. 0:09:48.320 --> 0:09:50.240 I've been asking, knowing I've been coming here, I've been 0:09:50.280 --> 0:09:54.280 asking our customers what would you say? They'd say, super powerful, surprisingly, 0:09:54.320 --> 0:09:54.920 power efficient. 0:09:55.000 --> 0:09:56.040 That's what they told me last night. 0:09:56.080 --> 0:09:59.480 So here's the thing, Jim, and with respect AMD and 0:09:59.559 --> 0:10:02.199 qual customers would say the same thing. You know, AMD 0:10:02.280 --> 0:10:04.920 and qualcom have already been out there this week saying 0:10:04.920 --> 0:10:08.720 that their processors and parts, best battery life, best performance, 0:10:09.160 --> 0:10:11.480 and they both argue that they're taking share. 0:10:11.960 --> 0:10:13.479 Right, What data. 0:10:13.200 --> 0:10:16.040 Points can you point me to that would evidence Intel's 0:10:16.120 --> 0:10:19.239 back in the lead in that market based on this technology. 0:10:19.360 --> 0:10:21.520 I get asked quite often what's the killer app for 0:10:21.559 --> 0:10:25.280 an AIPC, And up until this part I didn't have 0:10:25.600 --> 0:10:30.440 an answer. But if you're into mobile gaming, we built 0:10:30.640 --> 0:10:34.840 a GPU in Series three with an AI capability called 0:10:34.920 --> 0:10:38.720 multi frame generation. So you would typically render a frame 0:10:38.760 --> 0:10:40.880 and then render a frame in between. You can now 0:10:40.960 --> 0:10:45.600 use AI called multi frame Generation. It's quadruple in the 0:10:45.640 --> 0:10:49.640 frame rate and super smooth play. So I will take 0:10:49.679 --> 0:10:52.319 that system up against any of our competitors. If you're into. 0:10:52.120 --> 0:10:54.320 Mobile games, it is Intel in the lead, I believe. 0:10:54.320 --> 0:10:58.360 So, yes, twenty twenty six is fascinating. Bigger picture, you 0:10:58.440 --> 0:11:01.559 have some fore Karta's forecasts. Is I think IDC saying 0:11:01.559 --> 0:11:03.839 that the market will shrink nine percent this year? We 0:11:03.920 --> 0:11:07.520 have others saying it will grow literally because of AIPC. 0:11:08.080 --> 0:11:09.560 What is your kind of forecast? 0:11:09.960 --> 0:11:12.000 And you know it comes back to the same question 0:11:12.000 --> 0:11:13.640 we've had at CES for a couple of years now 0:11:13.679 --> 0:11:17.800 is does the AIPC resonate with anyone at the corporate level, 0:11:17.800 --> 0:11:18.839 at the consumer level. 0:11:19.000 --> 0:11:20.480 So a couple things. So that is part of the 0:11:20.520 --> 0:11:24.320 conversation we're having this week. But the feedback I keep 0:11:24.360 --> 0:11:28.000 getting from our customers is keep ramping supply of these 0:11:28.040 --> 0:11:31.080 new processors because they believe they're going to win with them. 0:11:31.760 --> 0:11:35.120 And from an AI standpoint, another thing that's happened because 0:11:35.440 --> 0:11:38.920 we've been deploying aipcs now for two years, we have 0:11:39.160 --> 0:11:42.360 the equivalent of forty data center's worth of compute on 0:11:42.440 --> 0:11:45.199 the edge, and now we have like Arvin, the CEO 0:11:45.200 --> 0:11:47.920 of Perplexity, came and did a talk with me and 0:11:47.960 --> 0:11:51.120 he's now figuring out with us how to run portions 0:11:51.160 --> 0:11:53.960 of his comment browser directly on the AIPC. 0:11:54.120 --> 0:11:54.960 For four reasons. 0:11:55.240 --> 0:12:00.000 He sees better performance, he sees better security and privacy, 0:12:00.080 --> 0:12:04.800 see better cost, but for more importantly, more control. 0:12:04.960 --> 0:12:06.200 So for business they have more control. 0:12:06.280 --> 0:12:09.840 So I'm seeing these big AI companies actually start to 0:12:09.920 --> 0:12:13.600 tap into what can they do more locally. Same with 0:12:14.240 --> 0:12:17.760 so I guess another thing that happened is edge computing. 0:12:17.760 --> 0:12:20.120 I know you've been talking about edge computing between cloud 0:12:20.160 --> 0:12:23.599 and PC. We used to sell these parts maybe a 0:12:23.679 --> 0:12:26.360 year or two after we launch them into factories and 0:12:26.400 --> 0:12:29.880 so forth. But because the Series three process is really 0:12:29.920 --> 0:12:33.480 good at perceiving the environment with our visual processor and 0:12:33.520 --> 0:12:37.280 doing motor control of factory equipment and robotics, we have 0:12:37.400 --> 0:12:41.200 demand on day one for Series three from edge customers. 0:12:41.280 --> 0:12:43.800 So let's talk about the supply. Because you have got 0:12:43.920 --> 0:12:47.800 vertical integration, you're actually using your foundries, you are printing 0:12:47.800 --> 0:12:48.640 this silicon. 0:12:48.559 --> 0:12:54.040 Yes, and we're building capacity specifically for client and that's 0:12:54.080 --> 0:12:56.440 a real value proposition for our customers because they can 0:12:56.520 --> 0:12:59.280 depend on us to keep supporting our product lines for them. 0:12:59.559 --> 0:13:02.000 In a way, you are the current of your own 0:13:02.440 --> 0:13:05.640 OWL boundary. Why did you go with them not t SMC? 0:13:06.440 --> 0:13:08.920 What turned you to think, Okay, these are the ones, 0:13:08.960 --> 0:13:10.200 this is the supplier I need. 0:13:10.280 --> 0:13:12.520 There's three things that they did with eighteen A that 0:13:12.559 --> 0:13:15.720 it's really impressive. They use the latest UV technology you can. 0:13:15.640 --> 0:13:19.080 Buy tag yousml YEAP, Yeah, that's right, that's right. And 0:13:19.160 --> 0:13:20.880 they did two new unique innovations. 0:13:20.880 --> 0:13:23.600 We call it ribon fet or gate all around and 0:13:23.679 --> 0:13:26.840 backside power delivery so you can separate power from signals. 0:13:27.320 --> 0:13:31.600 We get fifteen percent better performance per w and multiply 0:13:31.640 --> 0:13:33.959 that times twenty or twenty five watts in a PC 0:13:34.640 --> 0:13:37.520 and we have thirty percent better chip density, and so 0:13:37.559 --> 0:13:40.840 that allows us to compact our design, which allows our 0:13:40.880 --> 0:13:44.400 customers to compact their design and put in bigger batteries, 0:13:44.559 --> 0:13:47.200 and so you get they're now driving all day battery 0:13:47.200 --> 0:13:48.560 life to multi day battery life. 0:13:48.640 --> 0:13:51.040 Jim, I think we have to end by talking about pricing. 0:13:51.559 --> 0:13:56.000 You know, the background is that memory is an issue 0:13:56.040 --> 0:13:58.720 at the moment. How do you manage it? Do you 0:13:58.800 --> 0:14:02.360 pass on the cost or whether the storm feast and famine, 0:14:02.400 --> 0:14:05.920 sicklical memory problems. You're you've been around right with. 0:14:05.920 --> 0:14:08.040 Respect, it's a conversation we're having this. 0:14:08.000 --> 0:14:10.439 Week, conversation or an acknowledgement that it's a problem. 0:14:10.559 --> 0:14:13.240 Well, it definitely is an issue in the industry. Our 0:14:13.280 --> 0:14:15.760 customers are struggling on what they're going to do with it, 0:14:16.400 --> 0:14:19.240 and they haven't decided yet. But what they're asking us 0:14:19.240 --> 0:14:22.080 to do is keep our build plans solid because in 0:14:22.120 --> 0:14:26.240 twenty twenty six they see a chance to really gain 0:14:26.320 --> 0:14:28.280 share on the back of Series three. 0:14:28.400 --> 0:14:29.640 We just have a few seconds. 0:14:29.760 --> 0:14:33.040 Does the PC market grow, stay flat or shrink in 0:14:33.080 --> 0:14:33.880 twenty twenty six. 0:14:34.240 --> 0:14:37.040 I think it's going to be plus or minus where 0:14:37.040 --> 0:14:39.320 it's at now. Some people are much more dire than that. 0:14:39.920 --> 0:14:42.280 But we have the same conversation when Terris came up, 0:14:42.800 --> 0:14:46.760 and all the predictions, whether really drastic or big pull ins, 0:14:47.160 --> 0:14:49.680 they kind of didn't come true. There was something more 0:14:49.720 --> 0:14:51.880 in the middle. So we're planning for more in the middle. 0:14:52.160 --> 0:14:53.920 But of course we'll react with our customers as we 0:14:53.960 --> 0:14:54.200 need to. 0:14:54.840 --> 0:14:59.000 Jim Johnson, Intel Client Computing Group SVP and general Manager, 0:14:59.080 --> 0:15:03.000 thank you so much. Up a conversation with Qualcom Cristianamon 0:15:03.320 --> 0:15:06.120 on why robotics is the next big thing in AI 0:15:06.240 --> 0:15:07.320 and they're not alone in that. 0:15:07.880 --> 0:15:08.880 This is Bloomberg Tech. 0:15:17.160 --> 0:15:20.720 Robotics is the next big opportunity in AI. That's according 0:15:20.760 --> 0:15:23.840 to Qualcom CEO Christiano I'm on Carra sat down with 0:15:23.920 --> 0:15:26.000 him here at CES in Las Vegas yesterday. 0:15:26.000 --> 0:15:26.440 Listen to this. 0:15:27.680 --> 0:15:31.040 Yes, look, we're incredibly excited about this is a new chapter. 0:15:31.360 --> 0:15:34.480 I think of the Qualcom expansion and diversification, I think 0:15:34.480 --> 0:15:38.440 we're going to robotics. We like robotics a lot because 0:15:38.640 --> 0:15:42.640 by definition, is an edge AI problem to solve, not 0:15:42.800 --> 0:15:45.840 different than what we did in automotive. You cannot put 0:15:45.840 --> 0:15:48.360 a server in a robot. You need bettery life, you 0:15:48.400 --> 0:15:51.520 need a lot of integration as sensors and physical AI 0:15:51.760 --> 0:15:54.840 is a massive opportunity and it's an EDGAI opportunity. So 0:15:56.120 --> 0:15:58.560 as we look at this transition of qualcom into a 0:15:58.600 --> 0:16:01.560 new industry, we went to automore, motive, to PC to industrial, 0:16:02.000 --> 0:16:05.840 UH to data center. Now robotics this is the next opportunity. 0:16:06.280 --> 0:16:09.320 We actually have a number of robots here at our 0:16:09.360 --> 0:16:15.920 booth at CS demonstrating training humanoids Industrial. I think we 0:16:16.080 --> 0:16:18.800 started UH the year working with some of you know, 0:16:18.920 --> 0:16:23.440 great companies German Kouka, Figure AI, and I think it's 0:16:23.440 --> 0:16:27.560 going to be a great opportunity and robotics it's perfect 0:16:28.040 --> 0:16:31.160 for you to have high performance computing and low power 0:16:31.240 --> 0:16:34.880 connectivity is an edge AI problem and I think it's 0:16:34.960 --> 0:16:38.080 going to be the next big wave of AI physical AI. 0:16:38.400 --> 0:16:41.840 How soon is that reality? Already we have robots in 0:16:41.960 --> 0:16:45.960 manufacturing and industrials, but how soon is it fully autonomous robots? 0:16:45.960 --> 0:16:47.920 How soon do we start to have the humanoid versions 0:16:47.920 --> 0:16:48.600 in our houses. 0:16:48.760 --> 0:16:52.560 Look the way we think about this is things that 0:16:52.640 --> 0:16:55.560 you didn't find were possible to do with a robot, 0:16:55.600 --> 0:16:56.040 you can do it. 0:16:56.120 --> 0:16:57.040 Right now, use an AI. 0:16:57.800 --> 0:17:01.960 I think industrial robot is the big largest opportunity that 0:17:02.000 --> 0:17:03.880 we see in front of us, and it's probably starting 0:17:04.280 --> 0:17:09.640 as early as twenty twenty six. When you train use 0:17:09.720 --> 0:17:14.080 AI to train a robot on one given task, it's 0:17:14.160 --> 0:17:17.080 it's a very well defined problem, and you can do 0:17:17.119 --> 0:17:20.960 this and you put into production consumer robot, the one 0:17:20.960 --> 0:17:22.199 that is going to be in your house and do 0:17:22.240 --> 0:17:24.119 everything for you. It's gonna take a little bit of time, 0:17:24.440 --> 0:17:26.200 but it's going to happen and it's going to be 0:17:26.240 --> 0:17:28.560 a big opportunity. I like to do this parallel that 0:17:28.640 --> 0:17:32.639 we saw with automotive when we start talking about autonomous cars, 0:17:33.960 --> 0:17:35.800 a lot of companies went in and said, we're just 0:17:35.840 --> 0:17:39.000 going to get this full autonomo robotax in, but until 0:17:39.040 --> 0:17:42.119 you get there, you can do assist the driving to 0:17:42.320 --> 0:17:44.879 every car on the road, assuming that the driver is 0:17:44.960 --> 0:17:46.800 there to pick it up. And we've seen in ads 0:17:46.880 --> 0:17:50.920 level two, level three highway highway autopilot that's. 0:17:50.840 --> 0:17:51.320 What we're doing. 0:17:51.520 --> 0:17:55.639 I think the same parallel applies to robotics. First, you 0:17:55.720 --> 0:17:59.040 have a lot of enterprise in the industrial applications. We 0:17:59.080 --> 0:18:02.679 see companies form when retail at night robot go to 0:18:02.720 --> 0:18:05.200 the aisles of the supermarket and restuck the shelves. 0:18:05.200 --> 0:18:06.080 Something very simple. 0:18:07.200 --> 0:18:11.280 That opportunity is happening right now. Over time, we're gonna 0:18:11.280 --> 0:18:12.920 have the domestic robots that would do. 0:18:12.880 --> 0:18:13.480 Everything for you. 0:18:15.520 --> 0:18:18.240 Carl Concio, Cristiano, I'm on there trying to be a 0:18:18.280 --> 0:18:20.040 little bit more realistic about how soon we're gonna have 0:18:20.080 --> 0:18:22.960 humanoid robots in our homes. But robotics is one of 0:18:22.960 --> 0:18:26.600 the key themes that everywhere here in ces right now book. 0:18:26.640 --> 0:18:29.280 Sam Kelly should have been tracking them on the shop 0:18:29.320 --> 0:18:31.160 floor should we call it in the time, I mean 0:18:31.240 --> 0:18:34.160 everywhere you look as a humanoid, is that your vibe? 0:18:34.320 --> 0:18:36.080 And is everyone taking that form factor? 0:18:36.240 --> 0:18:38.399 Yeah, it's so funny. Yesterday I was walking around. I 0:18:38.400 --> 0:18:41.000 saw one playing ping pong, one. 0:18:40.840 --> 0:18:41.760 Made me a latte. 0:18:42.160 --> 0:18:44.480 There was a chess robot, you know, and some of 0:18:44.520 --> 0:18:46.879 them were on the enterprise side too, showing what it 0:18:46.920 --> 0:18:47.400 could be like. 0:18:47.359 --> 0:18:48.359 On the assembly line. 0:18:48.440 --> 0:18:51.640 But yeah, humanoids in particular are really big. This year 0:18:51.640 --> 0:18:54.240 we saw during a Quino, LG had its Cloyd robot 0:18:54.320 --> 0:18:58.080 come out folding laundry. Lots of laundry folding robots as well, 0:18:58.240 --> 0:19:00.600 and I think it shows one thing that's really interesting 0:19:00.760 --> 0:19:04.200 is before a lot of these were in controlled experiments. 0:19:04.359 --> 0:19:07.240 Of course that's still happening, but companies are now coming 0:19:07.240 --> 0:19:09.400 out doing more live demos, which shows a little bit 0:19:09.400 --> 0:19:12.399 more confidence, a lot of growth. Also, we've seen some 0:19:12.520 --> 0:19:16.200 challenges around hand finger movements. Legs is another challenge. 0:19:16.200 --> 0:19:17.800 So certainly challenges. 0:19:17.359 --> 0:19:18.400 Ahead, dexterity. 0:19:18.640 --> 0:19:21.120 I mean, when we were speaking to Jensen Wong, you say, 0:19:21.200 --> 0:19:25.040 you know he labels this the chat GPT moment for robotics, right, 0:19:25.040 --> 0:19:26.240 but there are still challenges. 0:19:26.359 --> 0:19:27.120 Oh yeah, Is there. 0:19:27.040 --> 0:19:30.520 Any acknowledgement here on the showroom floor that we aren't 0:19:30.800 --> 0:19:32.840 going to see these robots in our homes tomorrow? 0:19:33.400 --> 0:19:33.640 Yeah? 0:19:33.760 --> 0:19:35.880 I mean I think we can see that just by 0:19:35.920 --> 0:19:38.359 sometimes looking at a demo and it might take a while, 0:19:38.560 --> 0:19:41.200 or even with LG the robot was doing the laundry, 0:19:41.200 --> 0:19:43.320 but it took a long time. It was a little 0:19:43.359 --> 0:19:46.240 painfully slow. So we're certainly not there yet. And also 0:19:46.400 --> 0:19:49.240 just to have it in the home, you have cluttered homes. 0:19:49.320 --> 0:19:52.479 Homes are unpredictable. You have to be really careful, especially 0:19:52.520 --> 0:19:55.159