Jordi Visser

So when you get to the point, Blackwell, let's say it goes from a 10 gigawatt, so 10 gigawatts of power to do the AI we're doing now.

That's not the actual number, but let's just say that's what it was.

So you're now going with Blackwell down to only five gigawatts necessary.

Cuts it in half.

Okay.

Rubin, which was announced, will take it down to about one.

So it's a 90% reduction.

2027, yeah.

So the reality is, even if we never build another data center other than the Blackwells that are rolling out this year, that percentage of the overall power usage will go from 20% to 30% to 40%.

Colossus 2, Musk's...

know next part of colossus is supposed to be done in the first quarter he talked about it on the on the interview that's a massive gain so that's why the models and you use the car let's let's go further back than a honda and let's say when you left horses and you started with cars and the first car is the hopper then you get to a porsche which is the rubin well the first car is going a max of 15 miles an hour and now the porsche is going at 150 miles an hour that's what you're talking about

So you're getting more performance per the watt.

And that's what Jensen Yuan talks about.

The reason that's important, the models get better.

You and I see it.

We love using them and I love using them more.

Well, Goldman Sachs, Morgan Stanley, Eli Lilly, every company you can think of is going to start rolling out AI agents.

Well, when you start rolling those out, the usage goes up.

Well, you need more.

You need more storage.