In the case of Elon and Tesla, they buy our training computers.

in the case of chip design, Synopsys and Cadence and uh Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.

You announced one here. Uh, I believe it's the Dell 6800. Uh, this is a very powerful workstation to run local models, 750 gigs of RAM.

Yeah, first of all, they just don't understand the scale and the breadth of AI... Most people think that AI is in the top five hyperscalers.

Google has TPU, Amazon has Inferentia and Trainium. You know, everybody's sort of spinning up their own version of I think I can out Nvidia Nvidia, even though they also tend to be huge customers.

They're going to be agents banging on SQL, they're going to be agents banging on vector databases, agents banging on Blender, agents banging on Photoshop.

You've added many more partners including BYD.

Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.

with Uber that you're going to have a number of cars on the road for many different manufacturers.

the alternatives, the custom ASIC, AMD, others are going to cost 25 to 30 billion, and you're going to lose share.

There was just a video of you driving around in a Mercedes.

open AI is incredible. They're going to be enormous. Anthropic is incredible. They're going to be enormous. But AI is going to be much, much bigger than that.