Tom Giles

Agentic AI sits on top of that.

But don't forget to think about what is happening

above, underneath what everybody sees as AI today, there's a whole movement of computing from general purpose computing to accelerated computing.

And that, if you take that into consideration, you'll come to the conclusion that in fact, what is left over to fuel that revolutionary agentic AI is not only substantially less than you thought, and all of it justified.

Well, I was just informed by the team that my boss and your bosses is going to talk next, the honorable president and his royal highness, the common prince, and hence we ran out of time.

Thank you for a lifetime partnership and friendship.

Thank you, Elon.

Thank you, Jensen.

Confirmation, of course, all eyes on really the access that Saudi Arabia has to the latest, greatest chips and what they're able to continue to export out of the United States to Saudi Arabia, too humane to be able to use on the ground when it comes to Blackwell.

And of course, we're going to hear so much with your interview later today, Ed, on details of an AI bubble.

The vindication there that we're starting to hear from Jensen is to already the CPU, the GPU necessities when it comes to just our social media desires, let alone what's happening with the Genting AI.

And I think more broadly as well, they were going into the realms of imagination.

A realm of imagination that I've heard time and time again, we've heard it from Sundar Pichai, we've heard it from Jeff Bezos, now we're hearing it from Elon Musk, about the idea that actually the energy limitations are far less in space.

And this is why suddenly you're hearing a lot of these executives talking about how we might be building data centers, not on this earth, but outside of the world at the moment.

This is an interesting sort of way, diversion perhaps, of talking about the cost of energy that seems to be going up and to the right here in the United States.

That's right.

are going to take part in ensuring that we have the capacity that we need to fuel all of these services, especially the ones that XAI is providing with Grok.

All of this, Tom, hinges on access to compute and to GPU.

How are we unfolding that story as a newsroom at the moment of Humane's access to the latest NVIDIA Blackwell architecture, and more broadly, how we see the relationship for the demand of data centers to be built out in Saudi Arabia rather than here in the United States?

Yeah, Caroline, I was just in Saudi a couple of weeks ago, and one of the things that I took away from that was this urgency to find sovereign AI, first of all, ensure that each region of the world has the computing that it needs.