Lol, this woman was responsible for catastrophic business mistakes at Intel, including prioritizing greasing political wheels over product vision, and failed endeavors in mobile.
Neatest moment at 8min when a CEO asks "why?" seeing any CEO or management person actually not go by script to that degree is smile bringing. Someone who is engaged and aware in real conversations means to me she is so top of her game analysis wise.
Well, yes of course she is, but that should not be surprising for a CEO. As much as people like to whine about CEO pay, they are an elite population selected for their ability to produce results. You should expect CEOs to run circles around you.
As an aspiring woman in the industry it's always cool to see someone as cool as Renee thrive and build something awesome. Great interview, Ian. I was looking at an Ampere system for my home infrastructure, but moving to an entirely different architecture is kinda scary
Loved this interview; would also love Ampere to make a modest consumer-oriented socketed CPU someday too, but not sure if margins/market would be there yet.
Right now I am a small customer of Ampere that besides wanting to have acess to cheap ARM servers, also pays less than x86 equivalents. At my provider, it is some 30% cheaper for the type of performance and specs I needed. Can only say good things and looking forward for more deployments of the new chip.
Renee James: One of the most interesting executives in the industry. If she's talking, I am listening. She's on a noble mission and I wish her and her team success beyond their dreams.
what does semi custom core mean? is it a slight modification to a standard Neoverse core? Is ARM getting into actual silicon a bigger threat to Ampere than hyperscalers building their own?
I worked in pathfinding in the datacenter group at Intel before she left, and she was the only manager who seemed to recognize that Intel's original arguments about replacing proprietary servers with x86 still applied.Instead of replacing SPARC, Alpha, MIPS, PA-RISC, etc with x86, x86 would get replaced with something else, perhaps ARM. I don't know if Ampere was already in the works at the time, but she obviously understood what I was talking about at a much deeper level than other managers and engineers I had talked with.
I think the idea is they build chips for anyone to buy and integrate vs. something like Amazon building chips that only run in Amazon data centers (BYO).
As Jeff says, it's about building silicon that everyone can buy. AMD EPYC and Intel Xeon are merchant market silicon, for example. Compared to Amazon building their own chips, Google building their own chips, both of which are not merchant market.
Ian how will RHEL alternative works in ampere since alma will not try to be 1 to 1 compatible but instead move to 1 to 1 ABI. Will that affect different isa? Will we see risc 5 merging with Arm to create Arm licensed chip but custom IP made on risc 5 instead of arm architecture? I'm amazed with inference performance on Groq. Will we see Groq hardware being featured with Sally.
No way. Even if they eat into 1-5% of intels market they’re profitable. Besides, if anything it would be Amazon or Meta buying them and not Intel. They’re filled with employees who left Intel.
![[35] Ian Interviews Mark Wade, CEO Ayar Labs](http://i.ytimg.com/vi/oJ7Nl_XhmOM/mqdefault.jpg)
![[35] Ian Interviews Mark Wade, CEO Ayar Labs](/img/tr.png)
![[32] Ian Interviews: Pat Gelsinger, Intel CEO](http://i.ytimg.com/vi/0PrmrMQ9gJU/mqdefault.jpg)
Written version of the interview: morethanmoore.substack.com/p/an-interview-with-renee-james-ceo
Lol, this woman was responsible for catastrophic business mistakes at Intel, including prioritizing greasing political wheels over product vision, and failed endeavors in mobile.
Did you say you made an Ampere Chip video? I don't see it yet
Neatest moment at 8min when a CEO asks "why?" seeing any CEO or management person actually not go by script to that degree is smile bringing. Someone who is engaged and aware in real conversations means to me she is so top of her game analysis wise.
Very much agree, also had a smile in my face!
Well, yes of course she is, but that should not be surprising for a CEO. As much as people like to whine about CEO pay, they are an elite population selected for their ability to produce results. You should expect CEOs to run circles around you.
As an aspiring woman in the industry it's always cool to see someone as cool as Renee thrive and build something awesome. Great interview, Ian.
I was looking at an Ampere system for my home infrastructure, but moving to an entirely different architecture is kinda scary
Loved this interview; would also love Ampere to make a modest consumer-oriented socketed CPU someday too, but not sure if margins/market would be there yet.
Right now I am a small customer of Ampere that besides wanting to have acess to cheap ARM servers, also pays less than x86 equivalents. At my provider, it is some 30% cheaper for the type of performance and specs I needed.
Can only say good things and looking forward for more deployments of the new chip.
Renee James: One of the most interesting executives in the industry. If she's talking, I am listening. She's on a noble mission and I wish her and her team success beyond their dreams.
The last 2-3 minutes of this are absolutely incredible
This interview was both informative and entertaining to watch, thank you Ian an Renee.
Good interview, candid with no corpo BS
Where is the video for Ampere's chip, I can find it 🥺
30:34 took me a long time and a bunch of rewinds to finally understand that "BYO" is "Build Your Own", and not an entity xD
I love hearing what a high level executive has to say when there is no legal/PR/marketing filter.
Thanks Dr. Cutress
what does semi custom core mean? is it a slight modification to a standard Neoverse core? Is ARM getting into actual silicon a bigger threat to Ampere than hyperscalers building their own?
It's using the Arm architecture, but it's a custom microarchitecture. Like Apple.
@@TechTechPotato then it should be called full custom and not semi-custom!
I guess fully custom is a core all their own not modified.
I knew of the company but not this remarkable woman who is behind it. Thanks for a great interview!
It was just awesome. I loved this interview. Thanks!
I worked in pathfinding in the datacenter group at Intel before she left, and she was the only manager who seemed to recognize that Intel's original arguments about replacing proprietary servers with x86 still applied.Instead of replacing SPARC, Alpha, MIPS, PA-RISC, etc with x86, x86 would get replaced with something else, perhaps ARM. I don't know if Ampere was already in the works at the time, but she obviously understood what I was talking about at a much deeper level than other managers and engineers I had talked with.
What does merchant market mean?
Great video by the way
I think the idea is they build chips for anyone to buy and integrate vs. something like Amazon building chips that only run in Amazon data centers (BYO).
As Jeff says, it's about building silicon that everyone can buy. AMD EPYC and Intel Xeon are merchant market silicon, for example. Compared to Amazon building their own chips, Google building their own chips, both of which are not merchant market.
Got it, thank you
These bangers just don't stop! Damn what a great interview man. Keep em coming 😉
Damn that was a great discussion.
Yeah, id work for her. I mean i don't have nearly the skills but i am on board. Sounds like a really good (and very demanding) boss.
Back to back bangers
Wow, she's incredible!!
What an amazing woman. Instant fan.
Ian how will RHEL alternative works in ampere since alma will not try to be 1 to 1 compatible but instead move to 1 to 1 ABI. Will that affect different isa? Will we see risc 5 merging with Arm to create Arm licensed chip but custom IP made on risc 5 instead of arm architecture? I'm amazed with inference performance on Groq. Will we see Groq hardware being featured with Sally.
ARM + PEE (all over the competition) = AMPERE.
I literally just applied to a couple of positions here 😂😂 if anyone from ampere is here, I’m interested in the die interconnect related positions!!
I'm not in the industry, but I think you should tell them why they should be interested in you for those positions. Good luck!
Makes me wonder how long will this company stay relevant?
Interesting tho. Really liked it!
she's sharp
damn Renee.....hell yea! she gets it.
That was great - thanks
What a lady! Great interview
Brilliant woman!!!
Nvidia GPU inference is not efficient . That is why Nvidia will be replaced
ampere is hoping intel will buy them before they run out of money right
They are already profitable so that's unlikely
Ampere already has a 192 core ARM CPU for cloud & AI servers. When it IPO, I’m buying its stock!
Plot twist: in a decade Ampere buys what is left of Intel design with some hard wafer allocation commitments as part of the deal.
U r all wrong. Nvidia will buy up Intel.
No way. Even if they eat into 1-5% of intels market they’re profitable. Besides, if anything it would be Amazon or Meta buying them and not Intel. They’re filled with employees who left Intel.
I wasted my time. She is not even an engineer
@ChuckNorris-lf6vo just shut up troll