Brandon McBee

Those customers are choosing NVIDIA to work with on inference.

I think what you're going to see is people will want to try at small scale other types of silicon.

But the reliable, proven, and remains, from our perspective, most efficient infrastructure to use is NVIDIA today.

Does that change over time?

Who really knows?

But I think we've seen NVIDIA battling this concept for years.

And every year they show up and they remain the de facto choice for AI infrastructure.

I think we're going to be one of the first people in the market to see it.

Because that will be a tone shift change from our clients asking us to run something else.

That hasn't happened.

Land usage, specifically, I wouldn't say is as much of a concern.

Having a powered shell is the bottleneck today.

Let me qualify powered shell.

Powered shell is effectively an empty data center that is energized.

It has all the power and associated components.

I can come into it and deliver electrons into a rack.

It has the cooling system built within it.

It has the whole thing.

Powered shell is the industry term for it.

That is the bottleneck because of all of the supply chains that come into that, right?