Jensen Huang

And so now the premier frontier models, OpenAI,

Anthropic, XAI, Gemini, all the open sources, biological models, physical AI models, everything in the world runs on NVIDIA.

And as a result of that, irrespective of which cloud provider you are, it is fantastic that we can deploy in your cloud because the offtake will be incredible.

Well, we're thoughtful, along with OpenAI, thoughtful in aligning on and taking into consideration visibility of demand and their financing capabilities.

All of that has to be in accordance, has to be aligned, has to be coherent before we start to build out.

And so I think the ambition is large, but the execution is disciplined.

And that's really, really important to recognize.

We're very disciplined with our investment.

We're disciplined with our build out.

These are very large scale investments.

And so the two teams are quite disciplined, very disciplined in thinking through the investment levels.

Now, it's also important to take a step back and realize that OpenAI, Anthropic, these are the fastest growing company in the history of humanity.

They're offtake.

Their end market demand is absolutely real and absolutely incredible.

And you could see that they're really struggling to keep up with the demand that they have.

The engineering teams, we work incredibly hard to make sure that we bring them on more capacity, but also optimizing their stack so that the usage of whatever capacity is as efficient as possible.

And meanwhile,

There's so many new use cases that they want to put out into the world, and it's currently limited by the capacity they have.

And so this is a really important time.

You're seeing an exponential growth in the amount of compute demand necessary for AI.