Brad Gerstner

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.

We have companies today the size of nation states, and thank God for America.

who are funding something that it appears to me presidents and kings think is existential to their future economic and national security.

Would you agree with that?

Well said.

And is that what you see?

Is that what you're hearing around the world?

So let's start with the rest of the world.