Michael Kratsios

The buyers of AI around the world vary quite dramatically in their level of sophistication.

So in the U.S., if you're a very sort of, you know, if you're a Fortune 50 company and you want to deploy AI, you have a pretty sophisticated sort of CIO or CTO shop.

you are thinking very carefully about like which cloud you want to buy, which potential model you want to use.

Do you want to fine tune it on your own data?

Do you want to build your own application?

You know, what applications you go and see, you can like test various things.

You like go to all these third parties and evaluate which is best.

And it's a very sort of complicated mix of how you end up creating something that's optimum for your particular company.

For a lot of countries around the world that are aspiring to use AI for their people or to support the services, whether it be healthcare or tax collection or whatever it may be, they don't have a billion dollar IT budget.

They're just trying to figure out what is a tool that I can use in my country to deliver the benefits of AI to my people.

So we think very carefully around how can we craft solutions, which turnkeys could be one way to put it, or how do you provide a solution that can easily be deployed in a country?

And what often sort of gets caught up in this debate is this question of,

how many chips is the U.S.

going to be sending around the world?

And what I always try to remind people is that outside of the U.S., China, and maybe a few other countries, most countries around the world do not have the capital or the aspiration to do large-scale training runs or development of their own frontier models.

There are very few countries around the world that are going to build sort of colossus-style training centers.

Most countries around the world need smaller data centers that just have inference-related chips that can drive and do the...

you know, do the inference on a particular runs that the government wants to have.

So I think what we're working very hard to do is create sort of these turnkey, manageably sized AI solutions that then we can partner with a lot of our export finance organizations like Development Finance Corporation or the Export-Import Bank to make the export of that particular stack much more appealing and commercially viable in countries that are not extraordinarily deep pocketed.

So we're going to be in India next month for the India AI Impact Summit.