Rene Haas

How that impacts the float, et cetera, that's not something, candidly, I spend a whole lot of bandwidth thinking about.

But he's very, very long on Arm because he sees the enormous opportunity that we have

And if you think about what we've done since we've gone public, Caroline, in the fall of 2023, we told the world we'd be growing at 25% year on year for two, three years, and people didn't believe it was possible.

Here we are now a couple years later, and we're beyond what we told investors during our roadshow, and things are even stronger than they were at that time.

So as a result, he sees it.

He sees probably more of the data than anyone does, and that's why he's not selling.

Yeah, you know, so first off, thrilled to see Jensen say that.

They're a great partner, and Vera is a great product.

And as I mentioned earlier, Vera's gone from, it's gone now 88 CPUs inside it, CPU cores from 72.

So why is that a really good thing for us going forward?

Primarily because when you think about the data centers and how they're evolving to from what is general purpose compute, moving to AI compute, a mix of training and inference, and those inference workloads are at Gentec, that's right down the center of the plate for what the CPU not only is good at, but can only do, can only do.

So what that means is inside the data center, you're going to start to see

movement towards a homogeneous type of structure where people would love to have the ARM stack running almost everything.

It's just easier from a maintenance standpoint, it's easier from an upgrade standpoint, it's easier from a cost standpoint.

And also the flexibility it affords.

You can build a tremendously efficient custom system based on ARM.

The Vera Rubin platform, compared to Grace Blackwell, uses 6x the number of CPUs.

And that's when you look at the storage, the DPU, the offload.

That's a huge increase.

So, yes, selling loose Veras, that's a great thing.