00:00We've been covering a lot of dialogue about jobs and AI, and a number of banking executives are talking about
00:08the ramifications of the development of AI.
00:11But we heard Jensen Huang today talk about, well actually he said that AI is going to kill off jobs
00:17as nonsense, and the proof is in his pudding, obviously.
00:21But again, what kind of jobs and hiring do you think you're going to need for your data center business?
00:26So as Jensen mentioned, AI is not going to kill jobs, it's actually going to create jobs.
00:32And I think one of the things we're seeing is our business is taking off on a number of fronts,
00:38and a number of new businesses like automotive, IoT, data center, and wearables.
00:45Our existing businesses are also increasing in future momentum because of the introduction of more AI capabilities to change the
00:54user experience.
00:55So actually, we're in a situation where we're not reducing the number of engineers, but actually expanding and hiring the
01:02number of engineers, and we're chasing a lot more opportunities.
01:05So I see this boding very well for us.
01:08Do you agree with what Jensen said as well today?
01:10He says AI and what they're doing is a GDP generator.
01:14I think the latest numbers that did come out of the forecast for Taiwan is almost 10% growth this
01:20year in GDP, on top of 7% last year.
01:23And now we're going to see potentially $1 trillion in value probably this year or next year.
01:30And I would say, without knowing the exact data, probably Taiwan is experiencing its heyday and unprecedented growth here in
01:40technology.
01:40And it's probably the center of the high-tech world here now because of the AI revolution.
01:46Most of the customers we're working today are Tier 1 hyperscalers.
01:51And so I feel very good about the fundamentals of the business we're pursuing.
01:56And I think we're pretty set, at least through the 2030 horizon.
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