The Importance of AI in the Cloud

I don't think this dependency that we see at the hyperscalers on NVIDIA exists there. There's more fair play for all vendors in an on-prem environment. AI really does accelerate this as long as you're learning, you have to learn a whole new set of capabilities,. You're hiring the sort of engineering force for that. It's not clear to me that they're going to go after NVIDIA directly. On the other hand, NVIDIA does have 8 million partners lined up to do all this stuff. So maybe they'll get that market too.