Andrew Feldman

But there's some real work to be done.

But there's some real work to be done.

I think it's in the eight to 10 year category, not in the three to five.

I think it's in the eight to 10 year category, not in the three to five.

I think we are still really early in the demand for AI compute.

I think we are still really early in the demand for AI compute.

And I think if you think about what portion of enterprises have really adopted AI in a meaningful way that has changed their workflow, it's tiny.

And I think if you think about what portion of enterprises have really adopted AI in a meaningful way that has changed their workflow, it's tiny.

I think even the most frequent users at the consumer level are going six, eight times a day.

I think even the most frequent users at the consumer level are going six, eight times a day.

What happens when they go to 100 times a day?

What happens when they go to 100 times a day?

What happens when all their devices are going for them?

What happens when all their devices are going for them?

What happens when everybody in GNA, right?

What happens when everybody in GNA, right?

When every engineer is using it as a coding copilot, right?

When every engineer is using it as a coding copilot, right?

We're going to see enormous amounts of demand for inference.

We're going to see enormous amounts of demand for inference.