Jensen Huang

And for us, it's that shift into adding value in software and thinking more like a software company, or really not like a software company, like an application company that's going to use AI and AI models to continue to innovate and move faster.

And I think the market recognizes that this is the kind of innovation that this industry has needed.

Look, this industry has a history.

3G, we were building better voice networks when the internet was getting started.

4G, 5G, we were building data networks behind where the market was.

And today, 5G, when you look at it globally, is still only partially deployed.

So as you look ahead, in order to innovate, you've got to move much faster.

And we need to enable our customers to have different and better technology.

Yeah, there's work going already.

You can see a demo actually at the booth here in GTC.

You'll also see customer trials early next year.

And then we think in full commercial production in 27.

And the great thing about the partnership with Jensen is I know he'll be pushing me to go faster, and I'll be pushing his team to go faster.

And together, that means that we can get to market as soon as practical for our customers.

I think it is because what you can actually do now is exactly to what Jensen said.

You can deploy with Arc and then if something happens or the standard evolves or there's changes,

It'll just be a software model update that we deploy in applications.

It's a completely different model than what we're used to back in the days of deploying these complex integrated legacy appliances.

It's general purpose accelerated computing, and that's why we think it's so compelling.

This partnership, I mean, this is, you know, monumental in size.