Foxconn, Nvidia tie up to build AI factories
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 18 October 2023
⏱️ 6 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street breakfast, where we cover the top news for investors every morning. |
| 0:07.0 | Good morning. Today is Wednesday, October 18th, and I'm your host Julie Morgan. |
| 0:12.0 | FoxCon and NVIDIA tie up to build AI factories. |
| 0:16.0 | Microsoft reportedly has a billion dollar customer in Amazon, |
| 0:20.0 | and home sales were down 17% in September. |
| 0:25.0 | FoxCon and Invidia are partnering up. |
| 0:28.0 | The world's largest contract electronics manufacturer will join hands with NVIDIA to build artificial intelligence |
| 0:35.1 | factories for a range of applications including self-driving cars. |
| 0:39.7 | NVIDIA CEO said in the future every company and every industry will have AI factories. |
| 0:46.0 | The announcement was made at FoxCon's Tech Showcase in Taipei. |
| 0:50.3 | The AI factories will be used for training autonomous vehicles, language-based generative AI, and robotics platforms. |
| 0:58.4 | FoxCon will use NVIDIA's latest chips, including the G.H.200 super chip that is not allowed to sell in China and |
| 1:06.1 | software to build these data centers. |
| 1:08.8 | Fox Khan's chairman did not clarify how these AI factories would differ from existing rival ones that use |
| 1:15.9 | NVIDIA's technology. |
| 1:18.7 | It looks like Microsoft has nailed a $1 billion mega deal with Amazon. |
| 1:23.6 | The insider reported citing an internal document |
| 1:26.8 | and a person familiar with the matter |
| 1:28.9 | that Microsoft is set to add Amazon |
| 1:31.2 | as a customer of its 365 cloud tools. |
| 1:34.8 | Amazon and Microsoft compete in web services |
| 1:37.8 | and are generally considered to be rivals, |
... |
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