Steve Jobs had secretly been porting Apple's operating system to x86 for four prior product releases before he told Intel Apple could build its own chips, because he no longer trusted Intel to stay ahead of the industry.

6:55you know. So Steve, we'll help you port the operating system to the x86. And I remember that Steve said, "I've been working on that for the last four releases." >> He had been preparing the core technologies inside of Apple for something that might happen uh in the future, you know, and he was already, you know, to me, I just remember I was just shocked. I, you know, I've ported

7:18the last four releases to the x86. I think we got this. >> Yeah. >> Right. You know, it was that kind of thing. And that's how they got into the semiconductor, you know, doing their own semiconductor. Hm. I'm not sure I can rely on Intel to be that much ahead of the industry and I can start optimizing the system design with the silicon design as opposed to relying on one

7:38that's been somewhat optimized for a Windows environment versus an iOS environment, you know, in their uh operating system. And you know, it was just, you know, uh, you know, it was never that kind of thing. They sort of said, you know, right, you failed as a supplier. No, I can supply myself better. >> Yeah. and Jensen uh decides, hey, he's going to go all in making these video

8:01cards and talk about just incredible uh serendipity that these happen to be also very applicable for cryptocurrency and running these AI jobs. >> Yeah. >> Was that luck or skill or combination of both there? Well, you know, when you think about that progression, you know, Jensen, he was just building high performance computers, you know, throughput machines. You know, when we were at the height of our strength on

8:32CPUs, uh, at Intel, we sort of scoffed at his machines. Yeah. >> Right. You like, oh, that's a graphic machine. You, you know, there's some gamers who want to use that kind of stuff, right? You know, it was always the big CPU and those little GPUs. But when they started to build a real software stack, Yes. with it, right? You know, sort of, okay, this CUDA thing and

8:52SIMT as a technology, you know, uh, you know, uh, multi-threading and so on. And it just sort of kept getting a little bit better and a little bit better and it was a little bit jobslike in that way. You know, we're just making it better every release and it's becoming more robust and all of a sudden, you know, the crazy, you know, uh, Japanese HPC guys said, "Hey, we could take those