Intel

“Versus 1 to 8 in the training, CPU to GPU, now I can see 1 to 4, maybe 1 to 1. And I'm delighted CPU become important.”

“Lip Bu Tan was CEO of Cadence for 13 years, generating ~85x shareholder return, before becoming Intel CEO.”

“He decided he wanted to build his own fab. And then meanwhile, we are delighted to work with him and then make sure that we can work together and enable him to be faster and quicker to the production.”