Lennart Heim

We have more compute.

How can you leverage more compute?

Well, actually, you have more AI workers.

You can leverage the eye mirror.

Again, if you go to the policy discussion, this does not necessarily mean you're winning.

You need to use it the right way.

What is the right way?

That's kind of the question which I'm putting forward, right?

Where do we expect it to help?

Where we don't expect it to help?

That's the question which I'm asking there.

But if we go back to just like we think AI is going to be like the driver of the economy in the future, then having eight times more of the resource, which is the most important, it seems pretty important to me, right?

This will just help you and you might get even the flywheel effect where you just take off to some degree.

Absolutely.

And notably, these are not Biden-era export controls.

Actually, Trump started it.

Trump made sure that ASML, this obscure company in the Netherlands, which is building the machines, which is building the chips, don't go to China anymore.

This was in 2018.

And then we had entity listing controls on Huawei, one of the leading AI chip producers in China, right, and the related companies there.

and then buy and just edit on top of this with making sure the iChips don't go there.