one. We announced a brand new platform. for a new market we've never been in. and so that's number one. Number two. If we take advantage of this transition from Jennifer's computing to accelerate the computing from all types of... of software to AI, we can take advantage of this transition of AI and 6G. For America to win back telecommunications again, it's been a long time since the American Telecommunication Network has been built on American technology. So the way national security, I believe. for national security reasons for economic reasons are industry should be built on American technology and for the very first time we can do that. We have a brand new product line that takes advantage of computing, accelerated computing and AI. and we have a great partner to help us deal with, no kid.

I don't think there was anything specific at the administration, did. Other than they've created the environment to support innovation, I mean, Jensen's talked about manufacturing, but it's also about R&D and innovation and technology leadership. And if you think about where this world is going and all those incredible devices are going to be built on Nvidia platforms, robotics, autonomous vehicles. your augmented reality virtual reality. we need a different kind of network in the future. And that's what we realized. And that's why we wanted to forge this partnership so that we're building a network. leveraging AI. for. AI services and that's really the big change here.

Well, first of all. Nokia. is in all of the world's base stations. and this air-scale platform Nokia is a million to base stations around the world. If our computers are not inside that base station, doesn't help. It's no different than Nvidia's tech computing platforms, not inside a car, it doesn't help. And so the first thing is we need a partner to get us into the world's base stations. We also Remember, we're bringing... AI2 radio networks AI2 RAM. so that we can make. wireless tick. Communications a lot more efficient. Second. we're bringing AI for the radio, meaning. on top of these radio networks in these telecommunication. network, we're going to be able to provide AI services. which is going to be able to make it easier for us to do robotics and autonomous vehicles and industrial automation. and reach all of the different places around the world, that's kinda hard to do with Wi-Fi. and follow your reach everything. and so we now have this fabric that we can deploy. AI computing. services. on top of it's going to be completely revolutionary.

Yeah, look, I think for us, one of the... The principal's iPad with my team is coming in has been. do what we can do that no one else can do and that is air scale. What we do with anywhere and software, the software that runs on it, that we're going to be putting on. on the Nvidia Arc platform. that do what we can do well and partner with the best everywhere else. And this is a clear opportunity to partner with the best. end. you By the way, that's where... America and the Western world succeeds because we don't. necessarily have one company doing everything like Huawei. We succeed because we partner aggressively. If you watch GTT today, it was hard to not find it obvious that you're partnering with everybody. But that's the advantage is this partnership. So we do what we do best. We let in video do what they do best and ultimately our customers win and ultimately. America I think America will win because there'll be more innovation faster. Nobody knows telecommunications better than Nokia.

at it for a long time, they're all over the world. between our two. partnerships. We know how wireless telecommunications. we have AI. and we have accelerated computing. all in this partnership. And so all of that capability is going to be brought to bear. for the next generation of 6G. And I think that's, this is the capabilities we're bringing together in this partnership as quite unique and in form of it all. Form, form, it all. Why was it in person, Jensen, that Nvidia ends up with almost 3% of Nokia? What was the rationale behind that? The more things we're doing is so intensive and perfectly I was so optimistic about it and so excited about it. and that we want to invest in Nokia so that we can be part. you know of just incredible success and we're creating together. And I gotta tell you that that move was pretty genius, wouldn't you say?

Yeah, it's both. I mean, there's obviously, you know. There's no way we're going to have Nvidia's technology and accelerated computing. I mean, the CUDA software stack, all of the capabilities, even the fundamentals of what's in area, the software stack that Nvidia's built is an accelerator for us. And then it's about speed because now we can innovate much faster. And for us, it's that shift into adding value and software and thinking more like a software company, really not like a software company like an application company that's going to use AI and AI models. to continue to innovate and move faster. And I think the market recognizes that this is the kind of innovation that this industry has needed. Look, this industry has a history. 3G, we were building better voice networks when the internet was getting started. Your 4G 5G, we were building data networks behind where the market was. And today 5G, when you look at it globally, is still only partially deployed. So as you look ahead in order to innovate. you've got to move much faster and we need to enable our customers to have different and better technology. And with this partnership.

all of us are speaking the speed. We're in black while today. It's gonna go to Ruben. It's gonna go Feynman and it's gonna go on a clip.

All of that was only data center. Just gotste amazing thing. All of that is only data center today. We announce several new platforms. the Nvidia Drive Hyperion platform are our platform, our quantum platform, none of that is included in that half a trillion dollars. No networking. No networking whatsoever. Well, that's data centers, so networking and video networking for data centers, but not wireless networking.

There's work going already. You can see a demo actually at the booth here in GTC. You can also see customer trials early next year. And then we think in full commercial production in 2007, and the great thing about the partnership with Jensen is I know he'll be pushing me to go faster, which, and I'll be pushing his team to go faster, and together that means that we can get to market as soon as, as soon as practical for our customers. Our market's backwards compatible with air scale.

is the six G-time line accelerated because of this partnership. I think it is because what you can actually do now is you're exactly to what Jensen said. You can deploy with arc and then if something happens or the standard of all of her. or there's changes. It'll just be a software model update that we deploy in applications. It's a completely different model than what we're used to back in the days of deploying these complex integrated legacy appliances. It's general purpose accelerated computing and that's why we think it's so compelling. If the standards change, you've got to go fix a chip.

If the standards change your chest and I just upgrade the software. the Cuda software, that's the amazing thing.

video to accelerate on its plans. We need the president to do what's right for America and I'm certain he's going to go do that. The reason why we're here is because technology is now so important in politics and geopolitics. It is the single most important industry in America. It is our national treasure and it's... It's important for us. to make sure that Washington, DC and the policymakers and all of the people who serve. he wrote. country to make a great understands the technology as it stands today and what we're going to go and and the companies that matter to us so that we can make America great. And so... that. That was the primary reason. As we as I First of all, whenever there's an opportunity to see the president, I always love that. He's incredibly engaging. He always learning and he wants to help America win. He wants America to win.

I don't believe we're in any eye bubble. and the reason for that is We're going through a natural transition from an old computing model based on general purpose computing to accelerate a computing. We also know. that AI has now become good enough because of reasoning capability, research capabilities. It's ability to think. It's now generating tokens and now generating intelligence. That's worth paying for. To the point where I'm paying lots of it. cursor is all over in video. Every single of our engineers use it. We pay lots and lots of money for it and we're delighted to do it. And cursor is just one of the applications. You know, what is it? 11 11 11 tech, I forget about anyways. All of these different AI models that we're using, we're using plenty of services and pain, pain happily doing it.