Corey Grant

And I think the questions are starting to come is like,

And nothing is not that it's not secure or whatever, but whoa, I wasn't expecting that bill or B, oh, where's my data going?

And from a corporate standpoint, which is mostly what I work with, you know, within Dell Technologies is those are the questions now being asked.

And I don't think it's a bust on that front, but I have seen, I can't tell you how many conversations I've seen or different, you know, AI companies, you know, that are like started natively in the cloud

And because they're working with big companies, they've had to move either on-prem, local, whether it's a workstation or a data center or whatever.

So I truly think kind of what the arc is, is like cloud really accelerated.

I'm not going to say we're in a slowdown because we're not, but now we're kind of figuring out what local looks like.

And when we figure out what that looks like,

I think there'll be kind of another rise.

So I think it's an upward to the right, but I'm not sure is that 20%, 30% or what it is.

And it makes it more complicated, honestly, in my humble opinion.

And not complicated, this is a good thing, but I'll give you a perfect example.

I, you know, chat GPT's OSS model, right?

Like if you go back to, if you go back six months ago, the best desk side GPU that you could get from NVIDIA was the NVIDIA RTX Pro, or the NVIDIA RTX Pro.

6008 it had 48 gigs of VRAM you could not load that on there completely it wouldn't fit now now

With the 96 gig black, well, now I haven't tested it, but it's pretty close from what I've seen.

That was never possible.

Yeah.

The full one?

Exactly.