WEBVTT - Tech CEOs Discuss Partnership, AI Revolution 0:00:02.440 --> 0:00:07.800 Bloomberg Audio Studios, podcasts, radio news. I would call it 0:00:07.880 --> 0:00:11.120 all arms of the AI supply chain or market. Gavid 0:00:11.160 --> 0:00:15.440 here and the three CEOs just on stage together moments ago. 0:00:15.640 --> 0:00:19.079 Our host is Michael Dell, CEO and chairman of Dell 0:00:19.440 --> 0:00:24.239 and a company celebrating forty years as well at this event, 0:00:24.760 --> 0:00:27.280 and Video CEO Jensen Wang, it's good to see you. 0:00:27.560 --> 0:00:30.920 And Bill McDermott, chairman and CEO of Service. 0:00:30.960 --> 0:00:31.240 Now. 0:00:31.640 --> 0:00:34.159 I think it's probably sensible to ask, is this the 0:00:34.200 --> 0:00:36.800 first time that the three of you have actually been 0:00:36.800 --> 0:00:39.760 in the same room at the same time. And Michael, 0:00:39.840 --> 0:00:42.720 to you as our host, why the three of you 0:00:42.800 --> 0:00:44.240 in the same room at the same time. 0:00:45.840 --> 0:00:48.920 Well, you know, the technologies world, we love to bring 0:00:48.960 --> 0:00:53.160 our customers and partners together and talk about what's new 0:00:53.400 --> 0:00:58.960 and what's exciting, and you know, this AI opportunity is 0:00:59.040 --> 0:01:02.680 really tremendous and we can never do anything by ourselves. 0:01:03.080 --> 0:01:05.119 But this is a great example. 0:01:04.720 --> 0:01:08.440 Of how you have an ecosystem of companies coming together 0:01:09.200 --> 0:01:14.160 along with all these incredible innovations in GPUs and compute 0:01:14.319 --> 0:01:18.759 storage and networking and all the AI models and software 0:01:18.760 --> 0:01:23.720 companies that are utilizing all this power and it's causing 0:01:23.760 --> 0:01:25.920 a new industrial revolution. 0:01:26.520 --> 0:01:28.640 There are five things that I would like to talk about. 0:01:28.720 --> 0:01:30.959 The first being the relationship between the three of you 0:01:31.000 --> 0:01:33.920 and your companies, how you work together. The second being 0:01:34.360 --> 0:01:39.920 AI infrastructure, how durable. What's happening is AIPC. You know, 0:01:39.959 --> 0:01:42.959 you've been talking about AIPC on social media for some time, 0:01:43.760 --> 0:01:47.200 and officially of course as well US leadership. You know, 0:01:47.240 --> 0:01:50.080 I reflect that I have three American CEOs that around me, 0:01:50.480 --> 0:01:53.400 all pulling towards the same sort of goal. And finally, 0:01:53.400 --> 0:01:56.080 increasingly people ask me to ask you about power and 0:01:56.160 --> 0:01:59.720 energy consumption and whether we should start talking about that. 0:02:00.200 --> 0:02:02.360 But really, gents, and the origin of this, and one 0:02:02.360 --> 0:02:04.440 of the reasons I wanted to have the conversation is GtC. 0:02:05.120 --> 0:02:07.960 I'm paraphrasing, but you said, basically, there is no one 0:02:08.040 --> 0:02:12.240 better end to end systems at scale than Dell. You 0:02:12.320 --> 0:02:15.240 basically said, if you want a server, you phone Michael Dell. 0:02:15.680 --> 0:02:19.200 But why, specifically, how is it that Nvidia interacts with 0:02:19.200 --> 0:02:20.600 that part of Michael's business. 0:02:21.000 --> 0:02:21.600 Well, this is a. 0:02:21.560 --> 0:02:26.760 Really important time where we've re engineered and reinvented every 0:02:26.840 --> 0:02:30.720 layer of computing, from the chip to the operating system 0:02:30.760 --> 0:02:33.320 to the system servers to the way that these data 0:02:33.320 --> 0:02:34.400 centers are put together. 0:02:35.120 --> 0:02:37.440 There's only one company in the world that. 0:02:39.040 --> 0:02:41.520 Can have the ability to build the computing system, the 0:02:41.600 --> 0:02:45.480 storage system, the networking system, all of the software that 0:02:45.560 --> 0:02:49.800 goes along with it, and the path to the world's enterprise. 0:02:50.680 --> 0:02:53.360 We want to bring this generative AI capability to every 0:02:53.360 --> 0:02:55.880 company in the world, and some of them can use 0:02:55.880 --> 0:02:58.320 it in the cloud, but many of the application still 0:02:58.560 --> 0:03:01.000 has to be done on prem and so in order 0:03:01.000 --> 0:03:04.480 for us to bring them into the generative AI revolution, 0:03:04.919 --> 0:03:07.360 we're going to have to go through a partner that 0:03:07.480 --> 0:03:11.079 can help us take this completely new reinvention of a. 0:03:11.000 --> 0:03:12.680 Computer the data center. 0:03:12.840 --> 0:03:17.519 These AI factories can help every customer have a you know. 0:03:17.560 --> 0:03:21.320 Just reimportate Tensen. Yeah, on prem is back just really quick? 0:03:21.440 --> 0:03:21.880 Yes or no? 0:03:22.680 --> 0:03:26.200 On prem never left? Okay, but on prem never left. 0:03:26.200 --> 0:03:29.400 But on prem is on prem is you know, on 0:03:29.520 --> 0:03:30.519 prem is cool again? 0:03:31.200 --> 0:03:32.960 On prem is cool again. Save that thought. 0:03:33.160 --> 0:03:33.400 Bill. 0:03:33.760 --> 0:03:36.360 You've been a software CEO for quite a long time. 0:03:36.800 --> 0:03:37.520 You know, I knew you. 0:03:37.480 --> 0:03:40.760 At SAP now at Service Now have you ever had 0:03:40.800 --> 0:03:44.360 to have such a focus on the minut share of 0:03:44.400 --> 0:03:48.720 a semiconductor company, a server company. Have you ever had 0:03:48.760 --> 0:03:51.040 to worry as much about the OEM and the chip 0:03:51.080 --> 0:03:53.840 maker that underpin what you're trying to do well. 0:03:53.880 --> 0:03:57.040 I think Michael Dell and Jensen Wong are at the 0:03:57.080 --> 0:04:01.880 epicenter of the AI revolution. This is enabling Service now 0:04:02.480 --> 0:04:05.240 to be what I dreamt it would be, the defining 0:04:05.320 --> 0:04:08.840 enterprise software company the twenty first century. We run our 0:04:08.880 --> 0:04:12.760 whole cloud on Dell Technologies, and that's a big deal 0:04:13.120 --> 0:04:17.279 because we're talking about four billion workflows and four trillion 0:04:17.760 --> 0:04:21.720 digital transactions on that platform, running a million business processes 0:04:21.760 --> 0:04:26.360 around the world. With Jensen, we were the first enterprise 0:04:26.400 --> 0:04:30.960 company to recognize the greatness of Nvidia, and we began 0:04:31.040 --> 0:04:34.359 building large language models with Jensen five years ago. We 0:04:34.400 --> 0:04:38.360 have completely standardized on Nvidia in our company, the whole stack, 0:04:38.920 --> 0:04:41.279 and we're taking that to market with both of these 0:04:41.320 --> 0:04:44.080 men for a couple of reasons. One, they're great human 0:04:44.120 --> 0:04:47.159 beings and great leaders, and it's an honor to be 0:04:47.279 --> 0:04:49.400 here with them today and to team up with them. 0:04:49.760 --> 0:04:53.200 And two, we keep our promises. And I think customers 0:04:53.200 --> 0:04:53.719 today when. 0:04:53.560 --> 0:04:56.160 They're betting the we were doing business with them when frankly, 0:04:56.240 --> 0:04:57.920 all of this wasn't sexy totally. 0:04:57.920 --> 0:05:01.200 Now It is totally Actually, that's one hundred percent true, 0:05:01.440 --> 0:05:04.679 and we'll always be doing business with them because trust 0:05:04.760 --> 0:05:07.400 is the ultimate human currency, and we trust them with 0:05:07.520 --> 0:05:09.000 our lives. 0:05:09.560 --> 0:05:11.719 This is all very nice, and I'm very grateful and 0:05:11.760 --> 0:05:13.560 honored almost to be here with the three of you. 0:05:14.240 --> 0:05:18.760 That there's a contradiction though that markets are often built 0:05:18.800 --> 0:05:23.360 on choice. Choice, Foster's competition. Competition is the mother of innovation. 0:05:23.839 --> 0:05:26.640 So the saying goes I had the Core Weave CEO 0:05:26.680 --> 0:05:28.880 on my show on Friday, and he was briefly honest 0:05:28.880 --> 0:05:33.200 about it. They look at other silicon, they benchmark, they 0:05:33.200 --> 0:05:36.080 look at how it might work within their system. But 0:05:36.120 --> 0:05:38.640 the reality that he painted to me, Michael is that 0:05:38.680 --> 0:05:42.040 their clients and customers demand in video, so they give 0:05:42.080 --> 0:05:44.560 them video. Would you say that Dell is in the 0:05:44.600 --> 0:05:45.880 same situation. 0:05:48.120 --> 0:05:50.839 Yeah, And we do work a lot of Coral. 0:05:50.839 --> 0:05:54.919 We've so you know, we know about their use case. 0:05:55.120 --> 0:05:59.880 And look, I think the reason that Bill's partner call 0:06:00.279 --> 0:06:04.200 with Nvidia and we and really you know, in videos 0:06:04.240 --> 0:06:07.760 in a leadership position is because they've out engineered other 0:06:08.360 --> 0:06:13.640 folks and they've built a set of capabilities, including software 0:06:14.279 --> 0:06:19.000 over many decades that has prepared for this opportunity. 0:06:19.400 --> 0:06:23.599 But you know you talked about on prem The other. 0:06:23.640 --> 0:06:26.560 Aspect of this is the edge, right, the physical world, 0:06:26.960 --> 0:06:31.080 the PC, the factory floor, you know, all the retail stores. 0:06:32.080 --> 0:06:35.719 AI is going to be everywhere, and you know, having 0:06:35.760 --> 0:06:41.760 that sort of entire ecosystem of capabilities, that's ultimately what's 0:06:41.800 --> 0:06:42.719 going to drive success. 0:06:42.760 --> 0:06:45.279 But you know, the video is in a great position. 0:06:45.360 --> 0:06:49.760 Jensen has done a fabulous job bringing the world the 0:06:49.760 --> 0:06:53.480 most innovative accelerated computing solutions. 0:06:53.920 --> 0:06:56.960 Could you define for US AI factory what is an 0:06:56.960 --> 0:06:57.719 AI factory? 0:06:58.680 --> 0:06:58.960 Sure? 0:06:59.000 --> 0:07:03.720 So an AI factor is really a supply chain that 0:07:03.760 --> 0:07:07.120 creates intelligence. So if you think about a traditional factory, right, 0:07:07.160 --> 0:07:09.240 you've got all these ingredients that we know a lot. 0:07:09.200 --> 0:07:11.120 About supply chains. It's kind of what we do. 0:07:11.640 --> 0:07:16.160 But think about it as a supply chain to create 0:07:16.320 --> 0:07:18.200 intelligence inside your company. 0:07:18.600 --> 0:07:21.160 And to do that, it all starts with data. 0:07:21.280 --> 0:07:21.440 Right. 0:07:21.480 --> 0:07:23.600 If you have no data, you have no AI. 0:07:23.880 --> 0:07:24.120 Right. 0:07:24.480 --> 0:07:27.120 If you have bad data, you have bad AI. So 0:07:27.160 --> 0:07:28.600 you've got to organize your data. 0:07:28.680 --> 0:07:31.400 It's something we know a lot about because data equals storage, 0:07:31.440 --> 0:07:33.920 and we store more data than anybody in the world. 0:07:34.120 --> 0:07:37.160 So you start with the data and then you know 0:07:37.440 --> 0:07:44.880 you get into the ecosystem of all the software and 0:07:45.080 --> 0:07:48.440 the models that you're hearing about, the small and large models, 0:07:48.480 --> 0:07:53.680 the retrieval augmented generation. Of course, it's not just GPUs, 0:07:53.760 --> 0:07:57.800 it's also the networking and storage and the memory that 0:07:58.160 --> 0:07:58.800 come together. 0:07:58.960 --> 0:08:01.600 I don't know if and knows this, but you talk 0:08:01.640 --> 0:08:03.480 a lot about H one hundred is not just a 0:08:03.560 --> 0:08:07.200 chip you hold in your hand. In reality, it's DGX, right, HGX. 0:08:07.200 --> 0:08:09.560 Your staff are probably very nervous over your shoulder, but 0:08:09.640 --> 0:08:13.160 they've let me play with let's say DGX, do a 0:08:13.160 --> 0:08:15.119 deadlift with it to illustrate the points. 0:08:15.200 --> 0:08:17.080 Eighty pounds, thirty eighty pounds. 0:08:17.120 --> 0:08:20.680 Thank you. But that's the scale of what we're talking about. Still, 0:08:21.000 --> 0:08:24.440 the AI market that I see is you selling H 0:08:24.480 --> 0:08:27.880 one hundred in DJX form to the hyperscalers. And I'm 0:08:27.880 --> 0:08:31.000 not yet seeing the AI factory that's going to the 0:08:31.120 --> 0:08:35.199 SME or the enterprise customer. When does that really happen? 0:08:35.320 --> 0:08:38.280 And why today's announcement is such a big deal an 0:08:38.320 --> 0:08:39.040 lots here. 0:08:39.240 --> 0:08:40.840 I'm here to announce. 0:08:40.400 --> 0:08:45.920 This Dell AI factory with Nvidia going to market starting today. 0:08:46.640 --> 0:08:48.800 In order to do this, just think about what an AI. 0:08:48.600 --> 0:08:53.400 Factory is it has CPUs and GPUs, it has networking switches, 0:08:54.240 --> 0:08:59.840 incredible amounts of software in systems connected to storage, and 0:09:00.360 --> 0:09:03.880 the miles of the miles of cables alone necessary to 0:09:03.880 --> 0:09:06.720 build up one of these things. Well, we you know, 0:09:07.080 --> 0:09:10.920 Michael turned it into an easy bit and so that 0:09:11.280 --> 0:09:15.000 just just just as Dell did early days with PCs, 0:09:15.120 --> 0:09:18.080 they're now doing this with AI factories so that any 0:09:18.120 --> 0:09:21.840 company can come to Dell and with a specification or 0:09:21.880 --> 0:09:25.400 the requirement, they could get into the business of producing 0:09:26.040 --> 0:09:29.360 And this is the big idea of producing intelligence at scale. 0:09:29.679 --> 0:09:30.880 Buildings at buyers. 0:09:31.080 --> 0:09:33.720 It's actually already happening. And you know, companies like Service 0:09:33.800 --> 0:09:35.000 now had the. 0:09:34.960 --> 0:09:37.640 Engineering resources to sort of build their. 0:09:37.559 --> 0:09:39.720 Own with our help and capability. 0:09:40.280 --> 0:09:44.400 But now we're already doing this with hundreds of enterprise companies. 0:09:44.520 --> 0:09:47.600 And there's also some services that go into this because 0:09:47.840 --> 0:09:50.440 it's a new thing, it's a new architecture and you 0:09:50.480 --> 0:09:55.239 saw us announce new capabilities today around storage and networking. 0:09:55.679 --> 0:09:56.400 Again, it's this. 0:09:56.400 --> 0:09:59.560 Whole solution and we've created the easy buttons so the 0:09:59.679 --> 0:10:03.120 enterprise just can kind of quickly implement and deploy these tools. 0:10:03.200 --> 0:10:04.840 You can think about it through the lens of your 0:10:04.920 --> 0:10:09.800 customers that are themselves enterprise companies, probably of smaller size. 0:10:10.040 --> 0:10:12.040 Do you think that they are ready for this AI 0:10:12.200 --> 0:10:14.520 factory investment that they're going to have to make. 0:10:14.520 --> 0:10:15.760 Is I know they are? 0:10:16.080 --> 0:10:19.000 You know, last week, for example, I had the pleasure 0:10:19.040 --> 0:10:22.200 of being with Microsoft and Satia and what they're doing 0:10:22.240 --> 0:10:25.800 on Copilot as an example, is something that every CEO 0:10:25.920 --> 0:10:27.600 is well aware of what. 0:10:27.480 --> 0:10:29.600 They're being and small, big and small. 0:10:29.800 --> 0:10:35.400 And we build our own domain specific models on the 0:10:35.440 --> 0:10:40.040 service now platform. Why does that matter because we're really 0:10:40.080 --> 0:10:43.920 focused on experiences. There's an eleven trillion dollar market in 0:10:44.000 --> 0:10:46.840 terms of GDP impact over the next three years according 0:10:46.840 --> 0:10:49.600 to IDC. That is how we're going to help the 0:10:49.679 --> 0:10:54.400 world economy improve. Companies like Dell Technologies and Nvidia. 0:10:54.120 --> 0:10:54.839 And service Now. 0:10:54.960 --> 0:10:58.080 Yes, but I also acknowledge your point. We have to 0:10:58.080 --> 0:11:01.440 be open and for example, we have great partnership with Microsoft. 0:11:01.440 --> 0:11:03.000 They're not in the room right now, but they're a 0:11:03.000 --> 0:11:04.800 great partner. You talk about them when they're not in 0:11:04.840 --> 0:11:07.440 a room, because that's very important to our customers. To 0:11:07.440 --> 0:11:10.320 have the Copilot and to have the Now assist we're 0:11:10.360 --> 0:11:14.439 reinventing industries with Jensen telecommunications was our first. You think 0:11:14.480 --> 0:11:17.400 about the networking path of a telco company, think about 0:11:17.440 --> 0:11:20.800 service management, think about Dell now would now assist and 0:11:20.840 --> 0:11:24.600 what we can do to combine that with Michael's incredible technologies. 0:11:24.960 --> 0:11:28.560 Every company in the world, and every workflow for every 0:11:28.559 --> 0:11:31.720 company in every industry will be re engineered in twenty 0:11:31.800 --> 0:11:32.360 four months. 0:11:33.800 --> 0:11:34.800 This is a tsunami. 0:11:35.200 --> 0:11:38.200 This is a tsunami of change, and only the smart 0:11:38.200 --> 0:11:40.240 ones are going to recognize. I have to plant the 0:11:40.240 --> 0:11:43.040 flag now. Whether the story is complete or not, it's 0:11:43.080 --> 0:11:45.200 not the issue. The train has moved out. It's on 0:11:45.280 --> 0:11:45.600 the fly. 0:11:46.040 --> 0:11:48.560 So you made this analogy. I think you're channelling Jensen. 0:11:48.559 --> 0:11:50.560 But the idea is that when you stand at the platform, 0:11:50.600 --> 0:11:52.800 the train goes by fast. If you're on the train, 0:11:53.200 --> 0:11:57.520 it doesn't feel fast. I want to extrapolate out there's 0:11:57.559 --> 0:11:59.400 something that Michael Dell is very good at, if you 0:11:59.400 --> 0:12:02.679 don't mind me saying, Michael, which is selling to businesses 0:12:02.760 --> 0:12:06.199 the public sector, probably in places Jensen that you don't 0:12:06.280 --> 0:12:11.520 have experience in. Probably given the mainstave of businesses, the hyperscalers, 0:12:12.160 --> 0:12:15.280 do you believe that Michael Dell will convince those businesses 0:12:15.320 --> 0:12:16.839 to get on the train, no. 0:12:16.920 --> 0:12:20.640 Question about it, and do you need him to. Absolutely. 0:12:21.320 --> 0:12:24.560 We've been partnering with Michael for coming up on three 0:12:24.600 --> 0:12:29.200 decades to reach the world's markets. In the old days, 0:12:29.880 --> 0:12:31.520 one of the first things that we worked on was 0:12:32.880 --> 0:12:37.920 PCs for gamers, and then PCs for industrial designers and 0:12:38.040 --> 0:12:39.120 car designers and so on. 0:12:39.120 --> 0:12:41.280 And so forth. We're able to reach. 0:12:41.080 --> 0:12:44.480 The world's enterprise through our partnership with Michael and partnership 0:12:44.520 --> 0:12:48.160 with Dell. And the thing that's really really extraordinary this 0:12:48.280 --> 0:12:51.600 time is that it's not about just delivering a box. 0:12:51.720 --> 0:12:56.239 It's about delivering an entire infrastructure. And that entire infrastructure 0:12:56.559 --> 0:13:01.080 is insanely complex. The last thirty years, both of our 0:13:01.120 --> 0:13:05.320 companies have changed a lot, and this this this he 0:13:05.400 --> 0:13:07.800 said it early that everything that we've done is been 0:13:07.880 --> 0:13:11.200 the perfect preparation for today. If you want to help, 0:13:11.360 --> 0:13:13.280 if you want somebody to help you build an entire 0:13:13.320 --> 0:13:16.160 AI infrastructure, call. 0:13:16.120 --> 0:13:17.760 Dell and they'll come in. 0:13:18.080 --> 0:13:20.040 Not only do they have all the solutions and all 0:13:20.040 --> 0:13:22.880 the technologies, but they'll also have the professional services to 0:13:22.920 --> 0:13:25.280 help you stand it up and put it to work. 0:13:25.440 --> 0:13:28.800 And so we're working with Michael and Dell across everything 0:13:28.840 --> 0:13:31.960 from from CPUs, the GPUs, then they're working the software 0:13:32.160 --> 0:13:35.040 across the entire stack. Now, one of the things that 0:13:35.040 --> 0:13:38.480 that it's so fun listening to Bill, I just sit 0:13:38.480 --> 0:13:41.559 here and just lay back. But you know they've built 0:13:41.640 --> 0:13:45.760 they were early in recognizing the enormous transformative capability of 0:13:45.840 --> 0:13:50.080 generative AI service. Now used to be a platform of tools, 0:13:50.720 --> 0:13:52.640 Now they're going to be a platform of tools and 0:13:52.840 --> 0:13:55.960 agents that help you use those tools. They're sitting on 0:13:56.000 --> 0:13:59.040 a gold mine of opportunities so that we could have 0:13:59.400 --> 0:14:02.439 not just the tools to use to run our companies, 0:14:02.840 --> 0:14:05.120 we're going to have an AI operating system to run 0:14:05.160 --> 0:14:08.480 all of our companies with all the agents necessary to help. 0:14:08.320 --> 0:14:08.720 Us do that. 0:14:09.160 --> 0:14:12.600 The next level down is the AIPC. It is here 0:14:13.160 --> 0:14:17.160 according to today's announcements. Yes, I don't really even know 0:14:17.200 --> 0:14:19.840 where to start. You know, is the AIPC for the 0:14:19.920 --> 0:14:22.920 knowledge worker or is it for every human around the world. 0:14:23.440 --> 0:14:25.040 In the first instance. 0:14:26.760 --> 0:14:29.840 You know, every time you have a new way of technology, 0:14:29.880 --> 0:14:34.840 you got kind of the early adopters and at some point, 0:14:35.160 --> 0:14:39.160 you know, you inflect where there are mainstream use cases 0:14:39.960 --> 0:14:43.880 And what's really going on right now inside companies is 0:14:44.560 --> 0:14:50.640 you had this incredible surge in buying PCs about four 0:14:50.720 --> 0:14:51.480 years ago with. 0:14:51.480 --> 0:14:53.960 The pandemic that was COVID relates right, yes, and there was. 0:14:53.920 --> 0:14:56.560 An enormous you know, we have the biggest installed base 0:14:56.640 --> 0:15:00.240 ever and so now these organizations are getting ready to 0:15:00.400 --> 0:15:05.000 replace those older machines and they're thinking, Wow, this AI thing, 0:15:05.360 --> 0:15:06.560 maybe there's something to it. 0:15:06.560 --> 0:15:10.520 Right that go duaranting there. If you take Bill's position, 0:15:10.680 --> 0:15:13.800 for example, he's made all the infrastructure investment and probably 0:15:13.880 --> 0:15:16.360 software and talent investment, and now he's thinking, Okay, I've 0:15:16.360 --> 0:15:19.120 got to deck out my twenty four thousand staff around 0:15:19.160 --> 0:15:20.840 the world with AIPCS. 0:15:20.960 --> 0:15:23.680 Is that fat one hundred percent? And we can't wait 0:15:23.720 --> 0:15:26.000 to do it. We're ready, We're ready to go. 0:15:26.200 --> 0:15:28.160 The other thing you got to remember, too, is the 0:15:28.280 --> 0:15:29.760 enterprise is a total mess. 0:15:30.120 --> 0:15:32.000 You said that on something Explain what's happening? 0:15:32.200 --> 0:15:34.960 You're an industry was a week about exactly. But the 0:15:35.040 --> 0:15:37.000 industry is very good at what it does. So for 0:15:37.040 --> 0:15:40.640 fifty years a half a century, everybody sold into an 0:15:40.640 --> 0:15:45.000 individual buying center or a silo finance, HR sales development. 0:15:45.400 --> 0:15:48.200 So now what you have is an unintegrated enterprise. So 0:15:48.240 --> 0:15:50.560 if you're a CEO right now, you're looking down to 0:15:50.720 --> 0:15:53.360 use AI. You're like, well, wait a minute. My people 0:15:53.400 --> 0:15:57.240 are swivel chairing between seventeen applications a day, costing them 0:15:57.240 --> 0:15:58.960 almost one third of productivity. 0:15:59.000 --> 0:16:00.800 Why why do you need change? 0:16:00.960 --> 0:16:03.440 Because you can, And a lot of them don't know 0:16:03.480 --> 0:16:05.120 that it is one single device. 0:16:05.160 --> 0:16:07.360 I'm talking about a laptop or a desktop. No, but 0:16:07.440 --> 0:16:08.200 let me explain that. 0:16:08.280 --> 0:16:11.160 Let me explain it's not about a laptop or a desktop. 0:16:11.200 --> 0:16:12.240 It's about integration. 0:16:12.920 --> 0:16:17.520 Eighty five percent of the projects today in digital transformation 0:16:17.640 --> 0:16:21.239 failed to deliver an ROI for one single reason, integration. 0:16:21.960 --> 0:16:24.680 So we are that, as aid Jensen would say, the 0:16:24.760 --> 0:16:28.040 AI operating system for the enterprise that integrates the past 0:16:28.440 --> 0:16:33.200 but invents the future. So Nvidia, Dell Technologies the other future. 0:16:33.840 --> 0:16:36.800 We all have to still integrate the past. Jensen even 0:16:36.840 --> 0:16:40.920 said on premise is school again. So what companies have 0:16:41.000 --> 0:16:44.480 to do is enable AI, but you have to do 0:16:44.560 --> 0:16:49.120 it by dealing with the past also, and I think simultaneously, 0:16:49.280 --> 0:16:52.200 if I was in a CEO's situation and not work 0:16:52.200 --> 0:16:54.960 in the service, now I'd have a copilot, I'd have 0:16:55.040 --> 0:16:58.520 now assist, I'd have the Nvidia stack running everything, and 0:16:58.560 --> 0:17:00.880 I'd be using Dell technology of course to the enterprise, 0:17:00.880 --> 0:17:02.360 and you know what I'm doing that. 0:17:03.160 --> 0:17:06.440 You are doing it. But I grew up with Dell computers, right, 0:17:06.640 --> 0:17:09.160 and I'm talking about me playing Age of Empires cd 0:17:09.359 --> 0:17:14.639 ROM that Dell computer. Right, convince me and millions of 0:17:14.640 --> 0:17:16.960 people around the world that they have a place for 0:17:17.000 --> 0:17:20.880 the AIPC in their lives. You had five models, right, 0:17:21.280 --> 0:17:23.600 and that's quite a lot of choice for first gen 0:17:24.080 --> 0:17:26.359 of a nascent technology. 0:17:26.400 --> 0:17:28.840 All our new PCs will be aipc's right. 0:17:29.640 --> 0:17:33.359 And the reason is that anything that you're doing that 0:17:33.440 --> 0:17:37.119 hasn't edit prompt is going to be sped up because 0:17:37.160 --> 0:17:40.760 every software developer in the world is figuring out how 0:17:40.800 --> 0:17:45.399 to use all this new power in the GPUs and 0:17:45.440 --> 0:17:50.520 the NPUs in these new aipcs. 0:17:49.880 --> 0:17:51.880 Serial processing units for the. 0:17:51.680 --> 0:17:54.240 Exactly so that experience will be better. 0:17:54.400 --> 0:17:57.280 So when your PC is now four years old, it's 0:17:57.280 --> 0:17:59.400 time for you to get a new one, right, You're 0:17:59.440 --> 0:18:02.720 going to want the one that speeds up those new capabilities. 0:18:03.080 --> 0:18:05.960 And inside your company, they're gonna want to make sure. 0:18:05.840 --> 0:18:08.119 You have that that you know, they don't want to 0:18:08.119 --> 0:18:11.560 buy a machine that's gonna last for several years that 0:18:11.720 --> 0:18:12.399 doesn't have. 0:18:12.280 --> 0:18:17.439 That capability Jensen, whereas Nvidia's placed in the AIPC. I 0:18:17.480 --> 0:18:19.800 know you is gaming. That's again I grew up with 0:18:19.880 --> 0:18:22.560 the gaming side of Nvidia. Do you have a place 0:18:22.560 --> 0:18:23.720 in the AIPC market. 0:18:23.760 --> 0:18:24.480 Come back next year. 0:18:25.520 --> 0:18:26.600 There's exactly. 0:18:26.640 --> 0:18:28.840 There are a bunch of bunch of video GPUs and 0:18:28.880 --> 0:18:34.240 del PCs, del workstations. All of our GPUs have the 0:18:34.320 --> 0:18:37.760 same tensor cores that are running in h one hundreds 0:18:37.760 --> 0:18:40.480 in the cloud, and so every one of our GPUs 0:18:41.000 --> 0:18:42.600 use AI to do its work. 0:18:43.200 --> 0:18:45.359 AI of course is going to transform gaming. 0:18:45.760 --> 0:18:49.320 All the NPCs, the non player characters, they're going to 0:18:49.359 --> 0:18:50.160 be checked by. 0:18:50.200 --> 0:18:53.040 That's been time. How it will be cut For example. 0:18:52.800 --> 0:18:54.480 Creating world is going to be easier. 0:18:55.160 --> 0:18:59.520 Instead of instruction driven computing, it's now intention driven computing. 0:18:59.600 --> 0:19:02.960 So it's easier to write programs. Python programs will be 0:19:03.000 --> 0:19:06.400 even easier to write. Video conferencing will be a lot 0:19:06.480 --> 0:19:07.800 better because of it. 0:19:09.040 --> 0:19:11.840 But what you did with Blackwell and other products, is 0:19:11.920 --> 0:19:15.240 you innovated by saying, okay, let's combine GPU is CPU. 0:19:15.800 --> 0:19:17.800 Is that the next itseration for you in AI PC? 0:19:17.960 --> 0:19:20.679 You go, okay, here's the Nvidia CPU that goes with it. 0:19:21.200 --> 0:19:25.240 We want to support every CPU the world makes. And 0:19:25.480 --> 0:19:28.760 there are places that one x eighty six, we support 0:19:28.840 --> 0:19:31.840 x eighty six. There are places that prefer ARM, We 0:19:31.880 --> 0:19:35.560 support ARM. We just went to i C and the 0:19:35.680 --> 0:19:38.600 top most energy efficient supercomputers in the world are now 0:19:38.640 --> 0:19:42.359 powered by Grace Hoppers, And so wherever it makes sense, 0:19:42.400 --> 0:19:45.199 we'll support the right CPUs, but we'll support every CPU. 0:19:45.560 --> 0:19:48.720 Let's talk about the US leadership side of this. With 0:19:48.880 --> 0:19:54.399 three American CEOs, is that news frankly in and of 0:19:54.440 --> 0:19:58.160 itself that across all parts of the supply chain, they 0:19:58.160 --> 0:20:03.480 are American companies that are leading. Michael Dell, I'm not. 0:20:03.400 --> 0:20:06.480 Really sure that it's news because it's been uh, you know, 0:20:06.480 --> 0:20:10.240 the US has been has been leading UH in innovation 0:20:10.880 --> 0:20:12.160 for for quite some time. 0:20:12.920 --> 0:20:14.760 But it's certainly a great thing. 0:20:14.800 --> 0:20:19.040 For for UH, for the United States and and the 0:20:19.160 --> 0:20:23.520 US economy to have, you know, great companies like Nvidia, 0:20:23.760 --> 0:20:27.560 Service Now and Microsoft you know here in you know, 0:20:28.200 --> 0:20:32.600 driving innovations, driving productivity and efficiency, and you know, the 0:20:32.640 --> 0:20:38.640 world requires these new technologies to enable everything. 0:20:38.920 --> 0:20:42.320 You talked on stage about your your experience and the 0:20:42.320 --> 0:20:46.119 supply chain, your global experience of doing business. But do 0:20:46.240 --> 0:20:50.560 you see the same investment in Europe, Latin America, Southeast Asia, 0:20:50.640 --> 0:20:52.240 as you do in the United States, and both the 0:20:52.240 --> 0:20:53.720 corporate and public sector side. 0:20:54.800 --> 0:20:55.359 It's coming. 0:20:55.640 --> 0:20:57.240 You know, Jens and I spent a lot of time 0:20:57.280 --> 0:21:01.080 talking about this and how it's expanding out. And you 0:21:01.119 --> 0:21:04.560 know we're seeing You saw an example from South Korea 0:21:04.680 --> 0:21:08.000 on stage, yes, right, with Samsung Sung. You see this 0:21:08.400 --> 0:21:11.920 in the Middle East, you see it in sovereign AIS 0:21:11.960 --> 0:21:14.920 that are being built up. And you know, for our 0:21:15.040 --> 0:21:19.840