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Isabel Busquet

Appearances

WSJ What’s News

Surrender or Resist? The Dilemma Facing Allies Caught in Trump’s Trade War

609.504

Ford's strategy is essentially to build its own data centers and buy its own GPUs, and it's been doing that for a while. Ford has been coming to this NVIDIA conference for the last 10 years. They have a close relationship with NVIDIA. And they've been buying these NVIDIA chips and filling their own data centers with them.

WSJ What’s News

Surrender or Resist? The Dilemma Facing Allies Caught in Trump’s Trade War

629.623

And they feel like that gives them the opportunity to not be reliant on the cloud providers. They don't have to wait for that capacity. They don't have to worry about what that capacity might cost today versus what it might cost tomorrow. They have their set costs. And yeah, they're continuing to buy GPUs and build out that infrastructure.