Jensen Huang

Lots of work to do.

And then the third is CoreWeave, right?

And so all of CoreWeave 4, I'm talking about OpenAI still.

Yes.

Okay, everything in the context of OpenAI.

And so the question is, what is this new partnership?

This new partnership is about helping OpenAI work and partnering with OpenAI to build their own self-build

AI infrastructure for the first time.

And so this is us working directly with OpenAI at the chip level, at the software level, at the systems level, at the AI factory level to help them become a fully operated hyperscale company.

I mean, this is going to go on for some time.

It's going to supplement the amount of, you know, they're going through two exponentials, as you know.

The first exponential is the number of customers is growing exponentially.

And the reason for that is the AI is getting better.

The use case is getting better.

Just about every application is connected to OpenAI now.

And so they're going through the usage exponential.

The second exponential is the computational exponential of every use, right?

Instead of just a one-shot inference, it's now thinking before it answers.

And so these two exponentials compounding the compute requirements.

And so we've got to build out all these different projects.