Brad Gerstner

I'll say it here.

I think Nvidia will likely be the first $10 trillion company.

And I've been here long enough, it wasn't that long ago, just a decade ago, as you well remember, that people said there could never be a trillion dollar company.

Now we have 10.

But the world's bigger.

You said this isn't just about better models.

We also have to build.

We have to have world-class builders.

And you said, you know, the most world-class builder maybe that we have in the country is Elon Musk.

And we talked about Colossus 1 and what he was doing there, standing up a couple hundred thousand, you know, at the time, H100s, H200s in a coherent cluster.

Now he's working on Colossus 2, you know, which may be 500,000 GBs, millions of H100 equivalents in a coherent cluster.

Yes, so say a little bit about that.

The advantage of being the builder who isn't just building the software and the models, but understands what it takes to build those clusters.

Something you've been so involved in is I want to talk about sovereign AI.

I want to talk about China and the global AI race that's going on.

When I look back at you 30 years ago, you couldn't have imagined you were going to be hanging out in palaces with emirs and the king this week, and you're at the White House all the time.

The president has said that you and NVIDIA are critical to US national security.

So when you look at that,

First, just contextualize for me, like, it's hard to believe that you would be in those places if sovereigns didn't view this at least as existential, as important, as maybe we did nuclear in the 1940s, right?

We don't have a Manhattan Project today, at least funded by the government, but it's funded by Nvidia, it's funded by OpenAI, it's funded by Meta, it's funded by Google.