Central processing unit

Now, AMD is another major company that benefits from OpenAI because it can-- it gives the company an alternative to Nvidia.

AMD basically designs, you know, CPUs and GPUs.

Its CPUs are, you know, essentially used in personal computers and data centers, while their, um, I believe their Instinct GPUs are designed for AI and, you know, these high pow- high performance computing.

For, for a really long time, Nvidia or, sorry, AMD was mainly viewed as a competitor to Intel in CPUs, but now their AI chips is becoming one of the most important part of the company.

As a matter of fact, they outperformed AM-- or Nvidia largely this year because of their CPU and their GPU business, and they're really a competitor to Nvidia as of right now.

You know, Nvidia still ha- controls like ninety, ninety-five percent of the market still.

What exactly is the agentic wave? What are some statistics about the growth of agentic AI? And what does that mean? And then I followed through with some of the key trends.

Why is agentic AI having such a massive impact on memory? Why is it having such a massive impact on CPUs? What is kind of behind the breakthrough in coding? And how is that fostering a lot of these issues? agentic applications like Claude Code and OpenAI's Codex.

So we cover that.

And then in a second section, we look at what the big trends for 2027 are.

I put it in here, but it is a question of whether or not the growth of tokens themselves is the Moore's Law for the current era we're in.

You think about the past years.

Moore's law defined the past 50 years of technology, and it essentially said – and I'm going to paraphrase here, but the capability of CPUs – doubled approximately every 18 months.

And it was this continuing growth of the capability of processors and semiconductors.

As, uh, Koike-san started out by saying, when I look at the world's computing needs, it is clear that we are going to require chips that deliver more work with less energy and at a lower cost.

The current constraints on the semiconductor supply chain are obvious to everybody, depending on whether it's memory, whether it's network, whether it's storage, whether it's, uh, CPU, whether it's GPU, there is an incredible supply constraint that is going to last till at least the end of this decade, if not further.

That really brings the cooperation that we've been talking about here into the fore.

But that means that the advanced process technology, as well as how chips are manufactured, is enormously important.

And also I would have to say, I am proudly saying Japanese technology also contributing to the US, uh, revitalization of the US semiconductor ecosystem as well.

Uh, for example, everyone knows about Intel.

Intel is very good at, uh, CPU, uh, as well as the next generation, you know, computing.

But Intel is investing a lot to the advanced packaging, uh, as many semiconductor companies.