PREVIEW: AGI: Conversation with colleague Chris Riegel, CEO of #SCALA.com, re the three private companies on three continents that are the reigning technology for high-end chip-making needed forthe next frontier called AGI or Artificial General Intelligen
The John Batchelor Show
John Batchelor
4.5 • 2.8K Ratings
🗓️ 7 June 2024
⏱️ 1 minutes
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| 0:00.0 | This is John Bachelor, conversation with my good colleague Chris Regal of scholar.com on the |
| 0:06.0 | triumvirate, as he says, of the high-end manufacturing of the chips that are necessary for artificial general |
| 0:15.9 | intelligence, the gold ring in front of us, the very highest end. And what |
| 0:22.0 | China cannot have, it's an arms race and China is cut |
| 0:26.5 | off from the best tools is Chris to identify these three companies, Europe and America and Asia together. |
| 0:37.0 | More of this later. |
| 0:40.0 | Yes, John, the Chinese are completely barred from buying the most modern nodes from ASML, so the most advanced tools from ASML. |
| 0:50.0 | They can typically buy older tools or lesser capable tools, but the most modern they cannot buy and ASML's skill set. |
| 0:59.0 | One other company to include in that group of very high performers, |
| 1:04.0 | ASML plus T-S-M-C plus NVIDIA makes that triumvirate, |
| 1:10.0 | and that's the true skill of the machine, |
| 1:12.6 | the maker, and the design altogether. |
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