Rene Haas

And that's where NVIDIA is a customer today.

Their most advanced chip called Grace Blackwell is 72 ARM CPUs with a Blackwell architecture.

And that's where NVIDIA plays today.

Back to where does NVIDIA fit?

There is competition.

You know, Demis talked about with Google, they do their own chip called TPUs.

Obviously, NVIDIA is the leader with general purpose.

But right now, we're in this interesting world where people are looking at, is it a general purpose chip?

Is it a custom chip?

Et cetera, et cetera.

It's a fascinating time to be in this industry for sure.

Maybe a little bit of both.

I mean, today, the role we play is we are now increasingly that microprocessor that connects to these accelerators, whether it's something that's done by Cerebrus or it's something that's done by Nvidia, something done by Google, they're connected.

Could we do something ourselves custom?

It's possible.

Could we also supply the intellectual property to somebody building a custom chip?

We're doing that today.

So to some extent,

We're in a very unique place that not only can we provide the solution, whether it's standard or custom, but as AI moves from gigawatt data centers to running in these headsets or running in a wearable or running in something that needs to be energy efficient, you still need to run the compute workload, but now you need to run the AI workload.

And that is a place that I think only ARM is uniquely positioned to address.