00:00Before we get to what’s going on in, I do want to ask you about your core business or what has been your core business, and that is the automotive sector. And I am curious as to what you’ve been seeing there with regards to demand going forward. Look, I unfortunately, I can’t talk about specific domain environment today as we’re reporting a week from Monday. So I’ll keep I’ll keep my count. We’re in the quiet period, so I’ll keep my comments on the market. More on the forward looking. We’re still focused on the automotive, industrial and of course, we’re making our our way into the air because we’re coming at it from a power. If you think about our slogan that we came out with four years ago, when we set out a new strategy, we call that our intelligent power. And today the anchor for air over the expansion of air as we want as a country is really the foundation is in power. And I’m very happy that the commentary around air also talks about grid and also acknowledges the power, which is right in our sweet spot, as I said. Well, explain to me exactly how you’re addressing that issue. I mean, we all know that one of the big limitations to further growth and really not just growth, but really profitability to some of these air investments is on the power side. So how exactly does on semi address that, does that? That’s a great question. It’s a perfect segue into how we look at our into the data center. So if you think about it, you talked about profitability. Profitability is tied to compute power. So you can think about at a high level, the more compute power we can put in a building or in a data centre, the more profit or the more benefit we can get. How do we do that? We minimize the footprint that takes power. You know, think about it this way today. If half the rack is used for power and the other Iraq is used for compute, what happens if we go and do more efficient power that now takes half the size. Now 75% of that same rack is going to be based on compute. And you didn’t really expand the footprint of the data centre. That’s the smart power and that’s what we have to focus on. Now, I would acknowledge we also need more power because net net we are increasing the compute, we are increasing the capacity, we’re increasing more on the data centre. So we don’t just need more power like the grid and the upgrades that we talk about, but we also need to focus from the wall all the way to the compute and how we can do that much better and smarter. I am curious, just your own personal view on whether you think some of the money that has been spent with this build out has been done in a smart way. I think the build out always going to be there’s always the rush, the first adopter, the faster the time to market. There’s not a lot of optimizations that happen there because you have to also remember the technology itself is moving so fast you can’t wait for the best technology or the most optimal at the time you build it up. So there are time to market tradeoffs that we have to make. But now with a concise build out plan and now as we all know more about how to deploy and the use cases, now we’re able to take a step back and say this is the best way to architect the power in order to get more compute out of the investments. And those are big investments. The efficiency you talk 1% efficiency on such a large investment, that is a lot of money. I am curious if you if you either directly add on semi or if you know of any other folks in the industry that have had discussions primarily with some of the local regulators. I’m talking about the local power regulators with regards to creating more efficient systems. I mean, we’ve already seen recent power rate contracts come up for renewal at phenomenal prices because of this extra demand. And there there’s been a lot of talk in certain municipalities about not necessarily having the capacity to meet that demand should it grow much further beyond where it’s already gone. And that’s the dialogue we’re having as well, because exactly what you said, of course, we can build out a power plant, we can put a microgrid close to it, whatever, whatever source of power you can get. But it’s not going to happen in the timeframe that we have to build out the infrastructure in order to get to the air leadership and the air dominance that we talk about as a country. So therefore, we have to take a step back. I talk about and make those investments in innovation. Look at on semi. We saw this coming. We knew that the constraint, you know, the invisible semiconductor, which is power. Everybody talks about it, talks about compute. But behind every compute, there are hundreds of chips that have to power everything from the grid all the way to the chip. That’s what we’ve been investing in for the last 3 to 4 years. We even acquired a silicon carbide fab business that is intended to get us that smart power right at the rack. We saw this coming and now it’s there. It’s a constraint. And we’re here to unlock that constraint in order to achieve the output that we all want. I am curious about the domestic initiative that we’ve seen amongst pretty much for months, the federal government to try to sort of make sure that a lot of our chip technology and to a certain extent manufacturing is done here. And I’m curious how involved you’ve been in those discussions, given the pedigree of on semi and obviously the spin out, you know, couple of decades ago from Motorola. I mean, this is to the most part, a homegrown company. This should be a domestic champion. Why don’t we hear more about that? I think now that now, now the dialogue is happening. Obviously we are a US based. We are the largest power player in North America and we are a top two in the global scale. So we are here, we manufacture in the US, we design in the US. And so this is for us, it’s a great opportunity because that’s what we want our investment, the federal Government, to put the focus on. And like I said, I’m very glad that there was mention of semiconductor that was mentioned of great power. But like I said before, we have to also ensure that the deployment of the power is not just more, but it’s also smart.Stream Schedule:US BTV+
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