Michael Intrator

During this period of disequilibrium, during this period where there are not enough GPUs in the world to provide the compute for all of the different use cases in artificial intelligence, the part that's important for me and for my company is to get enormously large so we can drive down our cost of capital so that we have information flow coming in from all different parts of the market, the large language models, high-speed trading, search, all of these things.

They're feeding information back into us that is letting us know what the next product we need to build is or where they need help scaling or what type of compute they need.

They're feeding information back into us that is letting us know what the next product we need to build is or where they need help scaling or what type of compute they need.

All of that information flow is incredibly valuable to us.

All of that information flow is incredibly valuable to us.

You've named a lot of really big companies with really big balance sheets that have the capacity to drive a lot of demand.

You've named a lot of really big companies with really big balance sheets that have the capacity to drive a lot of demand.

Look, I have been truly steadfast in this.

Look, I have been truly steadfast in this.

For years now, for four years, the depth of the demand for the service we provide has been relentless and overwhelms the global capacity of the world to deliver enough compute to enable all of the demand for artificial intelligence to be sated.

For years now, for four years, the depth of the demand for the service we provide has been relentless and overwhelms the global capacity of the world to deliver enough compute to enable all of the demand for artificial intelligence to be sated.

And that has been, we have been relentless about that.

And that has been, we have been relentless about that.

So remember how we build our business through this box.

So remember how we build our business through this box.

And it's a five-year box.

And it's a five-year box.

So if we had an air pocket,

So if we had an air pocket,

if demand were suddenly to disappear because of a technology breakthrough, because of a war, anything, right?