Lisa Su

I would say you're probably undervaluing the importance of the partnership, that it is not a pure transactional relationship.

It's one where we are deeply developing the future of AI, and that's highly valuable.

We should see this kind of investment because this technology does have so much potential.

And we are barely scratching the surface.

And frankly, what I'm seeing is the people who are being rewarded are those who are willing to take big, bold bets.

And this is not the time to stay on the sidelines and worry, hey, am I overinvesting?

It's much more dangerous if you underinvest than if you overinvest, in my opinion.

Inference is where the payoff is.

It's actually where the money is because inference says that you have a model that's good enough and now you're just deploying, deploying.

You have thousands of agents, tens of thousands of agents.

They're all asking questions and you need to be able to support all that.

So I think when you see inference grow, that actually means AI is having an impact in the world.

And because AI

We see so many different applications.

Yes, I think this is a place where the battlefield will be around, you know, how do you really serve inference in the most efficient, effective way?

Look at all these people who are here in the evening.

Look at all these people who are here in the evening.

Look at all these people who are here in the evening.

It seems like forever ago, yes.

It seems like forever ago, yes.