What did you see in 1999 and what is the processor world was missing and what is the parallel with innovation in 2026?

Well, when I started at Intel, it was the very beginning of personal computer revolution, I would say.

It's just the computer started to move from the office to home.

And Intel was going up stock step by step up to the building the processors.

And at this point, it's sort of stagnated, which means that processor by itself is great, but in order to provide the value, you need to go higher up on the stack.

And I think that was missing in a sense of being able to see the computing as a service versus server.

And that's where... technology like interconnect or communication, networking is needed.

As we reboot our society with AI frameworks, how do you describe the technology and the engineering reality at NVIDIA and its ecosystems as they make that bridge that we have now?

How does it actually change what you optimize for?

Yeah, that's a great point.

You know, if you look at traditional interaction of computer with the user, basically user posts the request, computer calculates and then gives back the request, and this turnaround time is pretty much determined by the ability of human, us, to digest information and analyze the results and go to the next step.

with the agentic flow, which is started from the reasoning and then going to the agentic flow.

This interaction is actually happening within the data center between the model and the CPUs that are running the tools and basically the harness of the agentic flow.

So it's much faster interaction and it requires more and more and more computing.

So it's like exponential growth.

Could you elaborate a bit on that? Because I think that not everyone is familiar with what that actually means.

So Michael, we thought to start by asking you what led you to the field of computing at the first place and specifically what was your journey like at Intel?

Well, I started Intel as the design engineer.

It was my first job after my military service following the Technion graduation.

So I was a new college graduate for all practical purposes.

And what I did, the project that I worked on is the 387 coprocessor, which maybe you were not born yet in those days.

But at some point, or actually before some point, computing element that actually does the multiplication and division of the numbers were not part of the CPU.

It was another chip that was sitting aside and doing this calculation that was too heavy for CPU.

and what a great culture you guys have uh but now we go on to we've talked about the integration and the pert and then the m&a but what is the next big thing for nvidia because you're already a powerhouse in several areas you were already in gaming now you're getting into ai so what do you see as maybe the future of the company