AI training and inference are inherently highly compute-intensive and memory-intensive, according to Rene Haas.

“So long as the transformer is the unit of energy relative to how you generate AI.”

“training and AI inference by design it is a it is very compute intensive very memory intensive so if you think about that that's going to drive a lot of demand on having supply chain acumen which then goes back to people have got great ideas on chip design they're going to have to need a lot of other things just to be able to get access to capital wafers everything you just talked about”