00:00 julie
Maribel, thank you so much for being here. So what should we look for from CES here? I feel like it's more about the overall AI vibe than anything like a killer app or gadget coming out, but you say so.
00:23 Maribel
Well, this used to be a show about television, big self-driving cars, new cars, flashy things. Well, I think the E in Consumer Electronics Show is actually starting to stand for Enterprise. There is a lot more happening with AI right now. Oh, that's a big deal. Everyone is waiting with bated breath to see what chip companies come up with next. What they are signaling is a huge step forward for 2026 and beyond. I think you're going to hear a lot about physical AI, Julie.
01:03 julie
Will it become even harder for them to keep jumping over that hurdle? Because we've already seen this kind of relentless push to move forward, move forward, move forward. At some point, or maybe already, they will stop impressing the market.
01:29 Maribel
I think there's flash there and I think there's some kind of reality in the market. And when we think about flash, we're always looking for these new big gizmos. If you look at some of the presentations that Jensen has done, the big robots on stage are really exciting and flashy, right? Well, we're talking about edge AI, ubiquitous AI that's on every device, whether it's a TV or a smartphone, something that was previously thought to be small and not even require computing or AI.
02:08 Maribel
That's the momentum and excitement they try to create with these presentations. And we're going to hear a lot about edge to cloud to basically demonstrate that there are opportunities up and down the stack. This is a really important show, especially for companies like AMD and Qualcomm, where we have to really say we're entering new markets and owning those markets.
02:37 julie
Yeah, and Qualcomm's mantra has been “Edge, Edge, Edge” for a while. I think the question is, Maribel, do we need AI for all of this? Do you need AI for the kind of things you mentioned, small things that you wouldn't think would need AI?
03:00 Maribel
I think it's going to happen whether they need it or not. If you look to 27, 28, I think if you don't have an intelligent product, people won't be interested in it. So it happens. The question is: How fast and at what cost? And the balance we're trying to balance now is can we put AI in products with the right chipsets and at the right price point? And this is one of the reasons people are looking forward to hearing what AMD has to say about the CPU. Just like all the heat and light before was related to the GPU.
03:41 Maribel
So is it just GPUs or are they actually considering other computing platforms? Intel is making a comeback with Panther Lake. We're going to see a lot of enthusiasm for how to incorporate full-fledged AI hardware into every layer of the device stack.
