Lisa Su

So that's kind of... the view of wide data centers and where we're going from there. And I think when you think about this move to AI factories, it's really hard to actually make all of these pieces work. And so our job is to make it easier for people. And so that is exactly what we're doing.

So that's kind of... the view of wide data centers and where we're going from there. And I think when you think about this move to AI factories, it's really hard to actually make all of these pieces work. And so our job is to make it easier for people. And so that is exactly what we're doing.

So that's kind of... the view of wide data centers and where we're going from there. And I think when you think about this move to AI factories, it's really hard to actually make all of these pieces work. And so our job is to make it easier for people. And so that is exactly what we're doing.

That's why we acquired ZT Systems, a great system company that allows us to put together more of the components. And then to your conversation or question earlier, About open versus closed, you know, I guess I'm a believer in, like, choice is a good thing. Like, people want choice. People don't only want one choice. People want the ability to choose kind of what their systems should look like.

That's why we acquired ZT Systems, a great system company that allows us to put together more of the components. And then to your conversation or question earlier, About open versus closed, you know, I guess I'm a believer in, like, choice is a good thing. Like, people want choice. People don't only want one choice. People want the ability to choose kind of what their systems should look like.

That's why we acquired ZT Systems, a great system company that allows us to put together more of the components. And then to your conversation or question earlier, About open versus closed, you know, I guess I'm a believer in, like, choice is a good thing. Like, people want choice. People don't only want one choice. People want the ability to choose kind of what their systems should look like.

And it's almost a little bit like if you look at the phone industry, you know, Apple has a very vertically integrated system between hardware, software systems, ecosystem. And then you look at the Google Android ecosystem. ecosystem and you have lots of choices. That's sort of the difference between what I would say a closed ecosystem is and an open ecosystem.

And it's almost a little bit like if you look at the phone industry, you know, Apple has a very vertically integrated system between hardware, software systems, ecosystem. And then you look at the Google Android ecosystem. ecosystem and you have lots of choices. That's sort of the difference between what I would say a closed ecosystem is and an open ecosystem.

And it's almost a little bit like if you look at the phone industry, you know, Apple has a very vertically integrated system between hardware, software systems, ecosystem. And then you look at the Google Android ecosystem. ecosystem and you have lots of choices. That's sort of the difference between what I would say a closed ecosystem is and an open ecosystem.

They have, they have.

They have, they have.

They have, they have.

Yes, but there are also lots of other people in the ecosystem. And that's my belief. is that in AI, because there's no winner-take-all in the AI market. There shouldn't be. You're going to have big AI, you're going to have medium AI, you're going to have small AI, big models, medium models, small models, big compute, medium compute, small compute, and an ecosystem.

Yes, but there are also lots of other people in the ecosystem. And that's my belief. is that in AI, because there's no winner-take-all in the AI market. There shouldn't be. You're going to have big AI, you're going to have medium AI, you're going to have small AI, big models, medium models, small models, big compute, medium compute, small compute, and an ecosystem.

Yes, but there are also lots of other people in the ecosystem. And that's my belief. is that in AI, because there's no winner-take-all in the AI market. There shouldn't be. You're going to have big AI, you're going to have medium AI, you're going to have small AI, big models, medium models, small models, big compute, medium compute, small compute, and an ecosystem.

It's like the three bears, but go ahead. And the ecosystem that puts that together, having choice is a good thing, and that's what we are working on.

It's like the three bears, but go ahead. And the ecosystem that puts that together, having choice is a good thing, and that's what we are working on.

It's like the three bears, but go ahead. And the ecosystem that puts that together, having choice is a good thing, and that's what we are working on.

Yeah, so the AI accelerator market, you know, you might hear it called GPUs. I mean, think about this as truly the foundation. Like, when you think about, you know, training the OpenAI models or training the Grok models or, you know, or what Meta's doing with Llama, you need lots and lots of GPUs. GPUs are very nice parallel things, so we call them accelerators. Mm-hmm.

Yeah, so the AI accelerator market, you know, you might hear it called GPUs. I mean, think about this as truly the foundation. Like, when you think about, you know, training the OpenAI models or training the Grok models or, you know, or what Meta's doing with Llama, you need lots and lots of GPUs. GPUs are very nice parallel things, so we call them accelerators. Mm-hmm.