쉐도잉 연습: Lisa Su on AMD’s Competition With Nvidia and Intel - 영상으로 영어 말하기 배우기
레슨 만드는 중...
1
Lisa, thank you so much for being here tonight with your husband.
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We're honored to have you here as Time's 2024 CEO of the Year.
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I will start with an easy question.
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President Trump takes office in a few weeks.
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Will the new administration be good or bad for the chip industry?
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Why don't we go back to the Kate and Clark -like numbers?
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I like that.
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That was a very nice introduction.
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First of all, Sam, Jess, thank you so much.
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This is such an honor to be here and such an honor to be amongst this company.
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The truth is, we all think about what might happen.
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But the most important thing for our business, and probably most businesses, is just having certainty on what's going to happen.
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Since the election, I think all of us in business have been thinking about just what the next four years projects,
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and I think we are optimistic.
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about you know business we're optimistic about the opportunities Obviously, in the semiconductor world, for us and CHIPS,
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we're a little bit of a sensitive topic.
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We'll get into that.
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Yes, but overall, I think certainty is a good thing.
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Good.
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Um...
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You have in the past called AI the most transformational technology you've seen in your career.
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I'm curious for this crowd, What do most people get wrong about AI?
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Well, let me ask, so how many people in the audience, like, use AI Every day.
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That's pretty good.
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I think that is the most amazing thing.
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That's why I believe AI is the most important technology that I've certainly seen in my career.
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And back to what you know, people may not quite understand is two things.
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One is we're at the very, very, very beginning of AI.
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So whatever you think you're doing today, that seems amazing, it's going to be 10 times more amazing,
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like even 12 months from now because we're at the very early part of the learning curve.
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And because we're learning, It's not always going to be right.
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And so, The fact that AI is not right today doesn't mean that it's not the most important technology ever.
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And Sarah is sitting right here at our table You know, the street always wants the answer today or tomorrow.
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It might take a little bit longer than that, but I think over the next-- this is a five to 10 year cycle that we're in.
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And we're at the very beginning of the cycle, and that's what's so exciting about it.
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I'd love to get into some of the geopolitical issues that you and your company sit across today.
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AMD's most advanced chips are made outside the United States.
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When will they be made here?
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So, I would maybe even take a step back and say, five years ago nobody thought about where chips were made.
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Nobody thought about where do you get your next chip.
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And that is what has really changed for our industry is You know, chips are now at the backbone of everything,
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like everything you do, whether it's something in your business or something.
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in your home or something in your community goes through, probably thousands of trips a day, and that's what makes it so important.
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And I think the turning point was actually during the pandemic, when people couldn't get enough chips.
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Like if you remember, you know, people were wondering, like, why were why were the, you know, the cars You know?
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constrained because you didn't have enough chips, why couldn't you get your computers when you needed it?
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And that's when it became important as to where you can actually manufacture chips.
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So yes, from a political standpoint, geopolitical standpoint, It wasn't that important.
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five or ten years ago, so it wasn't something the United States focused on.
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And since then, it's become super important.
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It's become, you know, with the CHIPS Act and everything else,
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And actually, what that has done is it's put so much more investment into this area over the last few years.
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So, you know, I think it will take us probably the next five plus years to rebuild manufacturing in the United States.
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But it's going, and it's actually going faster than some might have thought.
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To go back to my question, will you be able to make your most advanced chips in the United States?
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We will.
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and that will be in five years?
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I would say in the next three to five years, you'll start seeing the most advanced chips.
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You move that forward, three years, I like that.
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Yes.
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Well, in Arizona right now, I mean, Arizona is like the center of some of the most advanced chips in the country, and we're getting our first chips off the line,
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and they're looking quite good.
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You talked about being at the beginning of this cycle.
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There are some reports that AI is actually plateauing.
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Isn't that bad news for AMD?
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I...
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First of all, I don't agree with them.
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Why not?
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Because, again, this is the view of whenever we see technology cycles, there are actually arcs.
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So you get a new innovation and it takes you so far.
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And then you need the next new innovation and it takes you the next you know, five plus years, and then you see the next.
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And I think we're just at the initial waves of AI.
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So today what people want is larger and larger computers.
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Like you talk about supercomputers.
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We just had Every six months they talk about,
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they rank actually the fastest supercomputers and we just had a couple of supercomputers that were just built.
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We'll have a faster one.
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like a year from now.
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And the innovation that happens when you have all of this engineering talent come together There are lots of new ideas,
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lots of new algorithms out there.
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Probably what I find most exciting about AI is that you can think about AI solving a broad set of issues.
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Like you think about ChatGPT today, you can ask it questions, you can We're talking about some of the things that you might do.
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with time you can see the ability to transfer lots of general information.
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But there's also a really interesting part of AI, that how you can go really deep and solve some of the world's hardest problems,
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This idea that you know, you can accelerate the rate and pace of medical discovery.
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Like I'm really interested in how AI and healthcare come together because, you know, healthcare is so personal to all of us, right?
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We all have a family, friends that have been impacted by various diseases.
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If we can accelerate drug discovery, if we can accelerate finding some of these the next wave, I believe you can do that with the next set of AI.
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So I don't think we're anywhere near plateauing.
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I think you might need to do it a different way.
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And we've always had this notion as engineers that when you reach a roadblock,
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you find your next set of ideas to go forward.
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Well, speaking of doing it a different way, AI requires a massive amount of energy.
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Is it making our climate worse?
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Is it harming our planet?
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- Thank you.
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I think we are all in this place where you know, power, is one of the key things that we think about.
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How do we get enough energy for what we want to do?
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You do need a lot of energy to run these massively powerful systems.
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I think AI can also help us conserve, actually, energy in the sense
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that it'll help us solve problems in a different way so that you won't have to necessarily take as long.
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Like one of the most interesting parts of AI
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is It should be able to kind of help us get to the answer, some problems that might have taken Um,
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months or even years to simulate.
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Like if you think about some of the latest discoveries, latest drug discoveries and how long things take, you can imagine a time when that might be done in days or weeks.
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And so that's how you see the trade -off between energy and and more computing power.
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China just opened an antitrust investigation into NVIDIA.
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Are you worried that a geopolitical fight between China and the U .S will harm your business?
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So, There's a lot of discussion about the US and China.
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and what that means.
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I'm sorry.
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Clearly, chips have become something that are so important from a national security standpoint.
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And we recognize that.
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There are some chips, for example, that are so special that we can't ship to China, that we can't ship to certain other restricted countries.
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I I think balance is always important in these things.
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Look, China's also an important market for us.
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you know, China as there are lots and lots of uses of semiconductors, and we like to have balance in this.
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It's so important, you know, we talked about the new administration at the top.
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Uh, What's really important is for there to be a good dialogue between sort of the public sector and the private sector.
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I think there's a lot of partnerships that are necessary.
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That's true in most industries.
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That's certainly very true in our industry.
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And the key is that we want to have the ability to protect national security,
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while also ensuring that we have access to the Chinese market.
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Those who work with you say you're a competitive person.
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Is that okay?
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It's fantastic.
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Is there a day when AMD will be bigger than NVIDIA?
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AMANDA SCHADE: You know-- Competition is a good thing,
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but one doesn't-- I believe that there are multiple winners in this market.
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And the key for us is-- Are we putting out new technology?
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Are we putting out technology that is changing the world?
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Are we helping solve some of the world's most important problems?
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Those are really, really important.
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And at the end of the day, you know, who's bigger, who's smaller, we'll see.
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We'll see how that plays out.
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I think the challenge is on.
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Speaking of competition, there's an opening in the CEO's office at Intel. Who should take it?
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You know Sam, this was supposed to be a pleasant dinner, wasn't it?
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I mean like… I think they're having a great time.
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Look, I have a lot of respect for Pat as a colleague.
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So I've known him for many, many years.
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It is hard to turn around a semiconductor company.
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But let me start with that.
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There are, the thing about our
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industry is that the decisions that you make today you actually won't see the fruits of that labor for like, five years.
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I mean that's the case.
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It's like a five year cycle.
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It takes that long to design products, to think about technology, to think about markets going forward.
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So I would say it's a tough job.
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It's a tough job.
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Has the Biden administration encouraged you to merge with Intel?
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Yeah.
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I think the answer to that question is no. So I can answer that question.
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I think what we're all looking for is how do we make the U .S industry stronger.
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All right.
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The US leads in semiconductors today, in semiconductor design.
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We have been fortunate enough with Silicon Valley,
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with all of the intellectual property that we've developed over the last many years for
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um just the innovation in our culture you know that's
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that goes with startups but also with larger more advanced companies um you know we've actually
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acquired a number of companies over the last few years, and it's added a lot to the equation.
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We're going to continue to do that.
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As an industry, we're going to continue to push the envelope on technology.
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I think that's something that we should be really proud of.
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We want to have the best chips.
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We want to have the best computers.
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We want to use those computers to solve the most difficult problems.
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How we do that as an industry? is partnering.
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Like actually, you know, we are partnering, you know, with Intel on a number of things.
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We're partnering with many of the companies in the semiconductor industry
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Because there's no one company that has all of the good ideas.
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It is a place where
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We absolutely have to come together and there are places where we're going to compete
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and there are places where we're going to collaborate.
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I think one of the things that stands out in reading
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and listening to people talk about your journey as a leader is the points in time where
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you decided not to do something when people were encouraging you to do that.
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We often talk about leadership as what you do, but it's just as frequently what you choose not to do.
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Is there a moment in time, a decision that sticks out for you where you said everyone was telling you to go this way and you said, no, we have to go that way?
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Probably the most striking moment in time is Whenever you think about technology,
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people always are most interested in what you're doing today.
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Like, what's the fad of today?
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So when I first took over as CEO, it was 2014 and 2015 time frame.
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And the fad was-- not fad is not the right word-- but the more interesting thing was, you're so excited about your next Apple iPhone.
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You're so excited about the next tablet that you're going to buy.
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And people were asking-- my board was asking me Lisa, why are we not like doing that.
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Like why are we not in phones?
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Why are we not in tablets?
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And the truth was, you know, those are fine businesses to be in, but they're not AMD.
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Like AMD, we build big computers.
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That's what we do.
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We build big computers.
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And many of you may not have heard about AMD, certainly 10 years ago, maybe five years ago.
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Hopefully in the last year you've heard us from time to time.
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We build big computers, and big computers were not sexy.
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Um...
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10 years ago, but they're kind of sexy now.
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Right?
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I mean, you're talking to me about AI.
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I'm lucky enough to sit amongst this audience.
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And Um, I think that's the key.
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The key is to be very clear on what you want to be best at.
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And it doesn't have to be the most popular thing.
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but it has to be something that you know will make a difference.
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Well, Lisa Su, thank you for making supercomputer sexy.
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We're so glad to have you here.
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Thank you.
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이 레슨을 통해 배울 것
이 비디오 대화를 통해 비즈니스 영어 회화의 흐름, 전문 용어, 그리고 자연스러운 발화 패턴을 연습할 수 있습니다. 특히 CEO 인터뷰에서 자주 사용되는 표현과 논리적인 대답 구조를 배우고, 유튜브 영어 공부를 통해 실제 의사소통 능력을 키울 수 있습니다. IELTS 스피킹 준비에도 도움이 되는 다양한 주제(기술, 지정학, 비즈니스 등)에 대한 표현을 익힐 수 있습니다.
핵심 어휘 및 표현
- transformational technology: 혁신적인 기술 (AI를 설명할 때 자주 사용되는 표현)
- certainty: 확실성 (비즈니스 상황에서 중요한 요소를 강조할 때)
- backbone: 중추, 핵심 (어떤 시스템이나 산업의 기초를 나타냄)
- constrained: 제한되는 (공급 부족 등의 상황을 설명할 때)
- geopolitical issues: 지정학적 문제 (국제 비즈니스에서 자주 논의되는 주제)
연습 팁: 쉐도잉(shadow speak) 방법
이 비디오의 말하기 속도는 중간 정도로, 자연스러운 회화 템포를 가지고 있습니다. 영어 쉐도잉을 할 때는 다음과 같은 점을 주의하세요.
- 발화자의 억양과 강세를 따라하세요. "the most important technology"와 같이 강조되는 부분은 음량을 높이거나 말을 늦추어 표현합니다.
- 짧은 대화 구간(3-5초)을 반복해서 연습하세요. "We're at the very beginning of the cycle"과 같은 문장을 여러 번 따라하면 자연스러운 발음이 익숙해집니다.
- 단어 사이의 연결음을 주목하세요. "what do most people get wrong"에서 "what do"는 "wadə"로 발음되며, 이를 따라하면 더 자연스러운 회화를 구사할 수 있습니다.
- 의미 있는 단위로 분절해서 연습하세요. "the street always wants the answer today or tomorrow"와 같은 문장은 구절별로 나누어 쉐도잉을 하면 이해와 발화가 동시에 향상됩니다.
이러한 방법을 통해 shadowspeak 실력을 키우면, IELTS 스피킹에서 요구되는 자연스러운 말하기 능력을 향상시킬 수 있습니다.
이 영상의 문법
화자가 가장 많이 쓰는 문형을 영상 속 실제 표현과 함께 정리했습니다.
| 문형 | 영상 속 표현 |
|---|---|
| 현재완료 have/has + 과거분사 — 과거의 일이 지금도 관련이 있을 때 | you've seen · I've certainly seen · has really changed |
| 수동태 be + 과거분사 — 누가 하는지보다 무슨 일이 일어나는지에 초점 | are made · be made · were made |
쉐도잉이란? 영어 실력을 빠르게 키우는 과학적 방법
쉐도잉(Shadowing)은 원래 전문 통역사 훈련을 위해 개발된 언어 학습 기법으로, 다언어 학자인 Dr. Alexander Arguelles에 의해 대중화된 방법입니다. 핵심 원리는 간단하지만 매우 강력합니다: 원어민의 영어를 들으면서 1~2초의 짧은 지연으로 즉시 소리 내어 따라 말하는 것——마치 '그림자(shadow)'처럼 화자를 따라가는 것입니다. 문법 공부나 수동적인 청취와 달리, 쉐도잉은 뇌와 입 근육이 동시에 실시간으로 영어를 처리하고 재현하도록 훈련합니다. 연구에 따르면 이 방법은 발음 정확도, 억양, 리듬, 연음, 청취력, 말하기 유창성을 크게 향상시킵니다. IELTS 스피킹 준비와 자연스러운 영어 소통을 원하는 분들에게 특히 효과적입니다.