Gil Luria

Those two things are opposite.

Either you believe AI is great and it's going to transform the economy in two years, or

Or you believe that AI isn't that good and we're going to stop building data centers.

Those two things are opposite types of anxiety.

And we think that, you know, I've lived with a lot of anxiety in my life, but we can take a deep breath and say both of those things are pretty extreme perspectives.

What we do know is

is that AI is incredibly valuable.

It's very potent technology that we are just starting to realize how useful it is to both business customers as well as consumers.

Business customers are willing to make long-term commitments, which is why Microsoft, Amazon, and Google are building these data centers because they have these long-term commitments.

and consumers are willing to pay more and more for these subscriptions and using these tools in an even more comprehensive way.

We know that's happening, so the anxiety about AI isn't real and we don't need these data centers.

NVIDIA can help us put that aside by telling us, look, this data center construction is going to continue.

On the anxiety of AI is happening too fast and everybody's going to be unemployed,

We can also take a deep breath about that and say somewhere between software engineers that are very much impacted by AI and nurses that are probably not going to be impacted by AI in decades, we have all the other professions.

And yes, AI is going to impact every single profession in that progression, but not all at once.

Some professions are more susceptible than others.

They will change.

The hiring around those will change.

People that no longer fit in that profession will move to the other professions.

This is not going to happen in a two-year time frame.