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And every data center, whether it's running general purpose compute, whether it's running inference or running training, needs a base CPU to run everything, end quote. And that's our role. And whether that is going to be what we are part of today, which is GB200, and we're super happy to be partnering with NVIDIA on that product, or other areas that we haven't talked about yet in terms of productization, there's lots of opportunity for ARM because the base CPU will be ARM. And I think therein li
the opportunity going forward in terms of these large data centers doing some level of mixed inference and training, reasoning, reinforcement training, there's a lot of opportunities for ARM to do even more than what we're talking about today. So it's super exciting.
the opportunity going forward in terms of these large data centers doing some level of mixed inference and training, reasoning, reinforcement training, there's a lot of opportunities for ARM to do even more than what we're talking about today. So it's super exciting.
And every data center, whether it's running general purpose compute, whether it's running inference or running training, needs a base CPU to run everything, end quote. And that's our role. And whether that is going to be what we are part of today, which is GB200, and we're super happy to be partnering with NVIDIA on that product, or other areas that we haven't talked about yet in terms of productization, there's lots of opportunity for ARM because the base CPU will be ARM. And I think therein li
Part of it is, you know, he owns 90% of Arm, so I have a lot of investor meetings with him as my chief investor and talking about strategy.
we're super happy to be partnering with NVIDIA on that product
there's a lot of opportunities for ARM to do even more than what we're talking about today. So it's super exciting.
there's lots of opportunity for ARM because the base CPU will be ARM. And I think therein lies a huge opportunity.
every data center, whether it's running general purpose compute, whether it's running inference or running training, needs a base CPU to run everything, end quote. And that's our role.
And that's our role. And whether that is going to be what we are part of today, which is GB200, and we're super happy to be partnering with NVIDIA on that product
Now, you know, Satya talking about spending $80 billion of CapEx, you know, even for Microsoft, that's a giant number. And at these numbers, no one company can do it.
And I think this all came together with a confluence of ambitious partners like Sam, ambitious partners like Larry Ellison and Oracle, and quite frankly, a new administration that was ready to take action in a very fast way.
He has been, himself personally, pretty large on this idea of singularity for quite some time. And it's something that I think he's just had a vision on in the long, long game. With Chet, the Chet GPT moment, I think for him was a bit of an accelerant relative to there's a game to be played here relative to capital, relative to compute, relative to power. And he wants to play a big part in it.