Tech
Apple Executives Johny Srouji And John Ternus Talk About Chips, AI And Innovation
In this full interview, CNBC reporter Katie Tarasov sits down with Apple’s head of silicon, Johny Srouji, and senior vice president of Hardware Engineering, John Ternus, for a rare discussion about Apple’s growing chip business, geopolitical risks in Taiwan and what’s next in AI.
Produced by: Katie Tarasov
Edited by: Sydney Boyo
Camera: Andrew Evers, Jeniece Pettitt, Sydney Boyo
Supervising Producer: Jeniece Pettitt
Additional Footage: Apple
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Apple Executives Johny Srouji And John Ternus Talk About Chips, AI And Innovation
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CNBC Marathon explores how Tesla, Rivian and Dodge’s new electric vehicles are transforming the automotive industry.
Over the past decade, Dodge has dug deep into its performance car heritage and become a brand known for brash American muscle cars with supercharged V-8 engines and ridiculous amounts of horsepower. But tightening regulations, rising fuel prices and the rise of the SUV are putting the squeeze on Dodge’s so-called “brotherhood of muscle.” It recently debuted the Charger Daytona SRT EV, an electric car that looks a lot like its popular supercharged Challenger and Charger. Will Dodge fans or EV buyers want it?
Five years after Elon Musk first announced the Tesla Semi, it’s finally hitting roads. CNBC visited Pepsi’s Frito-Lay facility in Modesto, California, where it is using the new electric trucks, to see whether the Semis live up to the hype.
A new electric vehicle company hopes to take on Tesla with its outdoor adventure trucks and SUVs. And its deal with Amazon to build 100,000 electric delivery vans could help it succeed. Founded in 2009, Rivian is focusing on upscale electric trucks and SUVs with an emphasis on outdoor adventure. CNBC’s John Rosevear calls them the “Patagonia of electric vehicles.” Last month, Rivian and Amazon rolled out the first of the electric vans. They are starting to deliver packages in a handful of cities, including Seattle, Baltimore, Chicago and Phoenix.
After manufacturing’s 40-year cycle of decline in the U.S., officials in Washington are trying to bring it back. This move could be a boom or bust for huge swaths of the American Midwest. This region once dominated the auto industry before rising global trade and automation sent domestic manufacturing employment into a tailspin. U.S. leaders hope that new laws such as the Inflation Reduction Act of 2022 will help businesses create the green manufacturing jobs of the future.
Chapters:
00:00 — Introduction
00:48 — Will Dodge’s Electric Muscle Car Satisfy Its Die-Hard Fans? (Published October 2022)
15:31 — Does The Tesla Semi Live Up To The Hype? (Published February 2023)
31:33 — How Amazon Is Giving Rivian An Edge In The EV Industry (Published August 2022)
44:50 — How Electric Vehicles Will Change The Midwest Economy (Published September 2022)
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How Car Makers Are Switching To EVs | CNBC Marathon
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Lowered compliance costs, greater control over products, more big engines, more pickup trucks. These are just some of the changes investors expect from the rollback of fuel economy rules and the elimination of fines. Data indicate pent up demand for pickup trucks, and many automakers are bringing back V-8 engines. At the same time, hybrid vehicles are surging, and electric vehicles have longer term structural demand in their favor.
Chapters:
0:00 Introduction
01:23 Chapter 1: New rules
03:01 Chapter 2: Why this matters
04:52 Chapter 3: Challenges
06:22 Chapter 4: Fuel efficiency
Produced by: Robert Ferris
Edited by: Darren Geeter
Camera by: Ryan Baker
Animation: Jason Reginato, Emily Park
Senior Managing Producer: Tala Hadavi
Additional footage: Getty Images, Ford, GM
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Why Fuel Economy Rollbacks Will Spur More Trucks, More V-8 Engines
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U.S. chip manufacturing faces a shortage of up to 157,000 skilled workers by 2030, a matter of concern for companies like Samsung.
Schools including Purdue and Arizona State have new semiconductor degree programs, and all the biggest chipmakers are investing millions to create pipelines of U.S. chip talent.
CNBC’s Katie Tarasov has the details. Watch the related video for full report.
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CNBC’s Michael Wayland takes a first look at electric vehicle startup Slate Auto’s modular $25,000 pick up trucks. The cars are affordable and basic, with features that buyers can customize. That includes turning the truck into an SUV. The vehicles had more than 150,000 refundable reservations before their release, despite waning consumer demand in EVs in the U.S. The company is about to find out if the truck can disrupt the market.
Reporting by: Michael Wayland
Produced and Camera by: Natalie Rice
Edited by: Darren Geeter
Senior Managing Producer: Tala Hadavi
Additional Footage: Slate Auto
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
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CNBC Takes A First Look At Slate Auto’s $25,000 Modular Cars
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AI data centers are driving unprecedented demand for electricity and putting renewed pressure on America’s power grid to modernize its equipment and develop greener, more efficient sources of power. Google, Meta, Microsoft and Amazon are all spending millions of dollars on local infrastructure upgrades and companies like SpaceXAI are even building off-grid power plants to power their data centers.
Google says its planned 780-megawatt data center in Pine Island, Minnesota, could offer a model for powering the AI boom. In a proposed agreement with Xcel Energy, Google says it will support 1,900 megawatts of new wind, solar and battery capacity, while minimum payments and exit fees are intended to protect local ratepayers if demand falls short.
CNBC examines whether projects like Pine Island can make the grid cleaner without shifting costs to existing customers, why some energy experts argue that smaller data centers could make better use of infrastructure already in place, and how utilities’ financial incentives can complicate efforts to build less.
Chapters:
0:00 – 2:06 Introduction
2:07 – 4:49 Off-grid solutions
4:50 – 9:00 Upgrading the grid
9:01 – 11:44 Smaller data centers
Produced by: Jeffrey Kopp
Senior Director of Video: Jeniece Pettitt
Tech Correspondent: MacKenzie Sigalos
Edited by: Erin Black, Matt Soto
Camera: Donny Rowles
Animation: Jason Reginato, Emily Park
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh
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The Race To Power AI Is Reshaping America’s Electric Grid
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@zero131056
January 4, 2024 at 3:07 pm
Great interview but I would love for her to enquire about gaming and Apple a bit more.
@ricardoalvarez2800
January 4, 2024 at 3:07 pm
Apple sucks. They buy small companies and steal their technology.
@umeshy
January 4, 2024 at 3:07 pm
Apple hires only quality engineers 😂😂
@brandonmgraves
January 4, 2024 at 3:07 pm
"There were rumors around [iPhone 15 overheating]" – John Ternus 😆
@HelloWorld-hb7yt
January 4, 2024 at 3:07 pm
how old is this interview, because Katie gave birth to twin more than 1 month ago.
@GianniBarberi
January 4, 2024 at 3:07 pm
10 minutes and they've said nothing. The best the best the best
@kratosrage
January 4, 2024 at 3:07 pm
this is the first interview that I'm seeing apple spoke person talking with much clarity
@sentientbeing05
January 4, 2024 at 3:07 pm
5:36 Doesn't make sense. How can Apple be insulated from chip shortage if they only design their own chips? They still have to get them manufactured from TSMC though. Chip shortage affected all the chip fabs.
@alejoforero89
January 4, 2024 at 3:07 pm
Strong couples therapy feeling
@UAL320
January 4, 2024 at 3:07 pm
She completely missed the opportunity to ask Johny how the huge Apple teams in Israel have been affected by the war.
@Answerx32
January 4, 2024 at 3:07 pm
Great interview. I hope Apple does this more often.
@Kalana_JW
January 4, 2024 at 3:07 pm
Poducts ❤
@Landwy1
January 4, 2024 at 3:07 pm
Apple has become the company for the rich and rich only. I went to the Hackintosh route some years ago. I have an Intel machine (Hackintoosh) that has 40TB of storage and a decent video card, all for $5000. It does use more electricity and the footprint is larger. However, I can get a decent 4TB nvme storage chip for $200, and if it goes bad I can easily replace it. The same storage from Apple would cost $2000 and if it went bad, you would have to replace the motherboard as well; therefore you might as well buy a new computer. BTW…if you didn't have a full backup, neither Apple, the NSA, FBI, or a storage rescue company could retrieve your data.
I'm looking forward to buying a SnapDragon ARM based PC that will be able to emulate MacOS or just rum windows or some form of UNIX/LINUX. Frankly, I don't give a damn if Apple has great hardware/software, if I can't afford it. There are many old Intel based Macs that are 10 years old and running just fine. The new Mx series based computers from Apple won't make it past the five year mark, especially if you bought them with 8GB memory and 256 GB storage.
An analogy is Super Cars versus a Tesla. Yes the Bugatti is a great car ($3,000,000) but not that much difference versus a Tesla Model 3 ($30,000). In this example the Bugatti is the Macintosh and a Tesla is the PC. Yes Windows is clunkier and Linux can be too technical at times, but it sure makes a lot of sense for most people.
Apple, you might want to learn from Tesla, as their manufacturing processes make a better and cheaper car to buy with each iteration. Of course Apple will never do this, as they think like Sony with the BetaMax. How well did that work out for Sony?
@robertosanchez879
January 4, 2024 at 3:07 pm
I love the Christoph Waltz guy
@MarkWhiteartist
January 4, 2024 at 3:07 pm
What I got from this interview is that in order for Apple to build a great product they have to own the end to end process of the product. So I see Apple coming out with an iPhone cellular plan to compete with Verizon and stuff. Their own WiFi routers, their own version of Bluetooth, etc…
@MarkWhiteartist
January 4, 2024 at 3:07 pm
If I took a shot for every time he said we are not a chip company
@quellepls2568
January 4, 2024 at 3:07 pm
When do we get oled idiots. And Android pls
@elliotfernandes
January 4, 2024 at 3:07 pm
But I'm not a rapper
@pdr770
January 4, 2024 at 3:07 pm
אפל תעבוד על תהליך זול יותר בהרבה ויעיל לייצור שבבים במדפסת תלת מימדית בסרט נע זה עתיד המדפסות התלת מימדיות מדפסות תלת מימדיות בסרט שעולות מיליארדים לכמה דורות שבבים וביצוע שינויים מהירים בפטנט והן יכולות להדפיס את כל הSoC זה חוסך 100$ לאייפון ואפל תצטרך מאות פחות ספקיות חומרה עם מרכיבות אפל לשבבים כולל הרכבת אייפון במקום עובדים. אפל תפתח אותם לאייפון ולמק. והשבב יהיה יעיל בהרבה אולי. גם בתעשיות אחרות. ג'ף ינהל את בניית המכונה שאפל תייצר כדאי לחסוך מיליארדים רבים וטוב לסביבה. שנקראת Big Berta. ותייצר מדפסת תלת מימד לבגדים בסרט נע במקום עובדי תפירה ותשתלט על שוק עיצוב וייצור האופנה ומרקטינג במחירים גבוהים באיכות קב אמן במחיר גבוה זה כמו ההליכה על הירח. בפטנט ויש עוד ענפים כמו עבודות מתכת ועץ למדפסות תלת מימד בסרט נע. וזה יכול לחסוך 5 מיליון עובדים במשק. וניתן לבצע שינויים במדפסת במהירות של כמה שניות באפלקציה.
@pdr770
January 4, 2024 at 3:07 pm
אפל תיצורת Kit למשחקים שמסדר חפצים ודמויות גם שהם נעות עם שינוי זווית צילום למשחקים זה חוסך מאות אחוזים בRAM וכן Korn Kit לסאונד תלת מימדי עם סוג חומר, ריקושט ומרחק ואם יש חומר מפריד וביחד עם קול למשחקים וקיט לקול איכותי ואמיתי יותר במשחקים עם הקלטת פני השחקן גם בפייסטיים ושיחות טלפון ומזהה את סוג החומר שבחדר ובאיזה מרחק וקול של טלוויזיה בפטנט באייפון 16 פרו וAirPods הבא. לאיכות שיחות טובה בהרבה וקלאסית. גם לשמיעת מוסיקה באפל מיוזיק ואפל מיוזיק קלאסיק, סרטים ונטפליקס עם סוג החדר כולל סוגים שונים עץ וחומרים אחרים עם מבחנים באולפן. אפל תפרסם את זה בכלכליסט ובטלוויזיה ויוטוב לא באירוע כי זה משעמם. זה ממש קל.
@pdr770
January 4, 2024 at 3:07 pm
אפל תפתח שבב סלולר בפטנט שחוסך 500% מהפעולות שצריך לAI וChatGPT מצלמה ויוטוב.
@pdr770
January 4, 2024 at 3:07 pm
גוגל תפתח מחשב על שמסוגל לבצע 10 פעולות בפעולה אחת גם אפל לאייפון לפעולה מורכבת שמבצעת עד 10 פעולות וכן GPU זה תוכנה לא פיזיקה או חומרה זו שפת מחשב. עם הרבה פחות RAM שכן מדובר בעשרות פעולות. או עבודה עם כלל הSoC בפעולה אחת ומהר יותר טים. ומהר יותר.
@pdr770
January 4, 2024 at 3:07 pm
אפל תייצר DRAM עםסיביות זיכרון שמסוגלות לבצע כמה פעלות ואפילו מאות ולא 1 ל1 אלא 6 או 4 ל1 בקילר רעיון טים זה הדבר הבא טים לכל מכשיריה. גם לאפלקציות ולתהליכים בOS כמו תהליכים במסך ובתוכנה. תמציאו שם מוסרי. עם שבב 128 ביט לאייפון בפטנט.
@pdr770
January 4, 2024 at 3:07 pm
אפל תפתח שבב RAM וזיכרון שמקטין את צריכת הCPU וGPU וסלולר בתהילוך מהRAM ועוד באייפון ובאפל ווטש לפחות RAM ומהיר בהרבה בתהליך של הRAM לSoC בתהליך בין הRAM לCPU וGPU בשפה חדשה עם Swift. זה יכול להאיץ את הRAM בעוד 50% עד פי 2 רק ברמת התיהלוך. אולי FRAM לאייפון 16 גם ברגיל, תקימו מפעלים לכך תוך כדאי. זה אפשרי. גם למצלמה וGPU וששב AI וסלולר.
@boomsuga
January 4, 2024 at 3:07 pm
These two are smart bullshitters.
@pdr770
January 4, 2024 at 3:07 pm
טים אפל תרכוש חברות תוכנה מעולות שיאיצו איכות צליל ומוסיקה במגוון דרכים. זה קריטי זה מה שגרם לאפל להיכשל בהתחלה מול אנדרואיד ותגייס עובדים. גם עבור אפלקציות כמו נטפליקס ואמאזון פריים.
@pdr770
January 4, 2024 at 3:07 pm
אפל תרכוש חברות תוכנה מעולות שיאיצו את הGPU ומשחקים ומצלמה. ברעיון חשוב. לאייפון 16. בטכנולוגיית ARM. ותמציאו פיצ'רים חדשים לצילום כתוצאה באייפון 16 ובמק עם שמות מעולים ומוסריים לצילום באייפון. גם לצילום בלילה ותשיגו יותר מהנדסים מאינטל וסוני למצלמה.
@pdr770
January 4, 2024 at 3:07 pm
אפל תפתח סיליקון עם מתכת שתאיץ את הסיליקון מאוד גם בRAM וGPU וזיכרון ושבב AI ושבב מצלמה מהיר יותר לפחות RAM ושבבים קטנים יותר בקצוות גם בטסלה לבטריות ושבבים חDJI שתרכוש את BYD ותתחרה בטסלה ותעסיק מעצב מעולה ממש מתעשיית המכוניות יוקרה.
@samualwallace4690
January 4, 2024 at 3:07 pm
You know after working in industrial engineering designing fulfillment centers for amazon I learned that these tech companies can do amazing things. But because they use these open office layouts you need more people than I think would be required if you had better designed office space. An working from home is even worse for productivity as can be measured by declines in patents from any org that has tried it.
Apple moved to this open office layout with there new tech hq, and they honestly haven’t done anything but incremental improvements since. Apparently many employees hatted the new office set up.
We don’t have enough engineers and tech trained people to waist 5,000 engineers to do what 2,000 could do with better designed office layouts. But because tech companies are so monopolistic by nature, given the scale of Talent and Ip that is required, this is a hard problem to solve.
Hoarding all these 130 to 160 IQ people into these open office spaces where your constantly confronted with distractions is a terrible waist of talent. It can be hard to do any real work in that kind of environment.
So I don’t doubt that Apple is an amazing company and more so at product creation vs Amazon. They were also smart not to over expand during the pandemic like Amazon. But we waist a large portion of the talent we have even at a company as innovative as this.
I think SpaceX has a much better semi open office design where the managers can still see what everyone is doing. At least from the older vids I saw from the early to mid 2010’s. It is still open so managers see over them to see what people are doing. But there turned to be blocked off into sections of four cubicles. And the cubical walls extend up enough that when you sit down you get some privacy to be able to concentrate. I think Elon is one of the rare people who have had experiences with leading organizations from small size to very large that he gets how to balance creative work space collaboration with providing an environment where people can still concentrate to do work. This layout is still manageable by leadership while not growing to be very overstaffed with bs jobs.
When he bought Twitter I was not surprised that he was able to keep the company going with 1/5th the staff. Apple could probably find ways to dramatically increase productivity of there engineers by simply just redesigning the office spaces.
@JohnSmith-pn2vl
January 4, 2024 at 3:07 pm
apple silicon is just mind blowing
@acdnintheusa
January 4, 2024 at 3:07 pm
Apple is famously quiet. At times they’re accused of lagging their competition. As this interview touched on, their efforts in generative AI being the most recent criticism. This great interview should dispel and quiet some of the critics.
@DreaminBig
January 4, 2024 at 3:07 pm
Is John just there for emotional support?