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tkg

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Alias Born 07/17/2013

tkg

Re: None

Tuesday, 08/08/2023 5:01:41 PM

Tuesday, August 08, 2023 5:01:41 PM

Post# of 201441
GFS CEO, Thomas Caulfield on CNBC post earnings interview a short while age...

I think that the catalyst for the data center, is AI, and for GF, when we think of AI we see three areas that can drive additional business for us in the future, first is traditional data center power and power management and connectivity are key features DC's need beyond that processing horse power your hear from the hyperscalers their looking to do and we have silicon photonics technology and power management technology that feed well into the DC. But the two other elements that we get to address (me summarizing) intelligence at the edge for all things connected and as AI really starts to take hold, it will drive a whole new refresh cycle, whether it's routers, local hubs, family connectivity, smart mobile devices all new ones that come out with new features that support AI



Sounds like it's all about the AI data tsunami we've all been talking about with an emphasis on DC power and power management!!
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