Brandon McBee

They were saying, we want explicit access to Hopper for four years or Blackwell for four years.

Now they're coming and saying, well, actually, we want it for five years.

We don't want any interruption of use.

We'll commit to the exact same economics throughout the full duration of the contract.

You can't upgrade or change the infrastructure within it.

You cannot cancel the contract.

We want it for five years and they want it at more scale.

The deployments are getting larger and larger.

So that's probably the best characterization we can offer on decision-making that AI labs are going through right now as they look from an infrastructure perspective.

It absolutely seems like tooling is important, but...

Scaling laws are still holding.

Your ability to advance your frontier model through accessing more infrastructure at scale holds.

That will hold through Vera Rubin, we expect.

Seemingly, it's not stopping anytime soon.

Which aspect of it?

Oh, yeah, yeah, yeah.

Basically.

Yeah, so it's just NVIDIA's next architecture that's coming out, right?

Like the current architecture that we're deploying today is Blackwell.

Blackwell comes, we deployed predominantly in a NBL 72 configuration, which was an entire architecture change from deployment, right?