Jim Johnson

And from an AI standpoint, another thing that's happened because we've been deploying AI PCs now for two years, we have the equivalent of 40 data centers worth of compute on the edge.

And now Arvind, the CEO of Perplexity, came and did a talk with me, and he's now figuring out with us how to run portions of his Comet browser directly on the AI PC for four reasons.

He sees better performance, he sees better security and privacy, better cost, but more importantly, more control.

So for business, they have more control.

So I'm seeing these big AI companies actually start to tap into what can they do more locally.

Same with, so I guess another, another thing that's happened is edge computing.

I know you've been talking about edge computing between cloud and PC.

We used to sell these parts maybe a year or two after we launched them into factories and so forth.

But because the series three process is really good at perceiving the environment with our visual processor and doing motor control of factory equipment and robotics, we have demand on day one for series three from edge customers.

Yes, and we're building capacity specifically for client.

And that's a real value proposition for our customers because they can depend on us to keep supporting our product lines for them.

There's three things that they did with 18A that's really impressive.

They used the latest EUV technology you can buy.

Yep, yep, that's right, that's right.

And they did two new unique innovations.

We call it Rib and FET, or gate all around, and backside power delivery, so you can separate power from signals.

We get 15% better performance per watt.

and multiply that times 20 or 25 watts in a PC, and we have 30% better chip density.

And so that allows us to compact our design, which allows our customers to compact their design, and put in bigger batteries.

They're now driving all-day battery life to multi-day battery life.