Jensen Huang

And what does that mean to the supply chain?

Well, one of the things that it meant was we moved supercomputer integration at the data center into supercomputer manufacturing in the supply chain.

If you're doing that, you also have to recognize you're going to move... And if your total footprint of whatever data center you're going to build, let's say you would like to have 50 gigawatts of supercomputers that are running simultaneously, and it takes one week to manufacture that 50 gigawatts of supercomputers, then each...

weak in the supply chain, the supercomputers are going to need a gigawatt of power.

And so we're going to need the supply chain to increase the amount of power it has to build, test, to build and test the supercomputers in the supply chain before I ship it.

Well, MVLink 72 literally builds supercomputers in the supply chain and ships them two, three tons at a time per rack.

It used to be, they used to come in parts and we used to assemble them inside the data center.

But that's impossible now because NVLink 72 is so dense.

And so that's an example.

And I would have to go into, you know, I'd fly into the supply chain, go meet my partners and say, hey, I said, guess what?

So here's what we're going to do with, this is the way we used to build our DGXs.

We're going to build them this way.

This is going to be so much better because we're going to need them for inference.

The market for inference is, you know,

coming.

The inflection point for inference is coming.

It's going to be a big market.

And so I first explained to them what's going on, why it's going to happen.

And then I, then I ask them to make several billion dollars of capital investments each.

And because they, you know, they trust me and, and I, I I'm very respectful of them.