Jacob Helberg

Absolutely.

And it's great to join you guys here at CES in Las Vegas, which is such a great window into American innovation and innovation from a lot of Paxilica countries like South Korea and Japan.

It's incredibly exciting that we're talking barely three weeks after the signing of this landmark declaration.

Ultimately, let me put into context why this is so important and why so many people are talking about technology competition.

Today, it's clear that if the 20th century ran on steel, the 21st century is increasingly running on silicon and compute.

And we're already seeing in the United States a third of our GDP growth coming from AI and growth picking up and accelerating as productivity is starting to accelerate growth in sectors across the economy.

So back in July, President Trump rolled out this landmark speech at an event I co-hosted with White House AI czar David Sachs called Winning the AI Race, where

It was a landmark moment where he declared that the U.S.

is set to win the AI race and that it is the official policy of the U.S.

government to do whatever it takes.

A few months later, I'm happy to report that at the State Department, we have adopted a strategy that breaks down this broad goal into three parts.

We want to help the U.S.

government win the AI race by leading an innovation, by gaining market share, and by securing our supply chains.

So we launched PacSilica with a group of seven countries, and they are the most technologically advanced countries, including Japan, South Korea, which is home to Samsung, SK Hynix, Mitsubishi.

And we are engaged in a lot of intensive talks to now transition to the implementation phase of PacSilica in 2026.

So part of the goal of winning the supply chain means we need to expand market share.

And sometimes there's a bit of a tension between innovation and diffusion because when you diffuse technology, sometimes you're compromising a little bit on innovation because more people have access to that technology, which narrows your technological edge.

Part of what we're doing by exporting our H200s is making sure that the world's developers are building on top of the American stack

And we want to ensure that American models actually stay ahead through these strategic bilateral deals in countries in the Gulf, like the UAE, Saudi Arabia, and a number of others that are on the way but still too early to disclose here today, in order to make sure that our companies have by far the most compute capacity so that our LLMs stay ahead as well.

Thank you.