Arm

I think software algorithms are going to play a big part of that, and you're going to need both of those. I don't know when you reach AGI, I don't know what that means, but I do think that the next generation of compute, it's going to deliver somewhere between and whatever.

The current generation that we just announced with Tranium 2 and eventually with Blackwells and GB200s, I think will give customers a 2-4x boost in compute capability per dollar. We announced Tranium 3, which will give another 2x boost to compute by the end of 2025. And so that is going to help that you will continue to get more and more and you're going to be able to do bigger and bigger things.

The current generation that we just announced with Tranium 2 and eventually with Blackwells and GB200s, I think will give customers a 2-4x boost in compute capability per dollar. We announced Tranium 3, which will give another 2x boost to compute by the end of 2025. And so that is going to help that you will continue to get more and more and you're going to be able to do bigger and bigger things.

The current generation that we just announced with Tranium 2 and eventually with Blackwells and GB200s, I think will give customers a 2-4x boost in compute capability per dollar. We announced Tranium 3, which will give another 2x boost to compute by the end of 2025. And so that is going to help that you will continue to get more and more and you're going to be able to do bigger and bigger things.

And you're absolutely going to need algorithmic improvements as well, which many of the teams, ours included, are very focused on doing.

And you're absolutely going to need algorithmic improvements as well, which many of the teams, ours included, are very focused on doing.

And you're absolutely going to need algorithmic improvements as well, which many of the teams, ours included, are very focused on doing.

Again, they've- They've defined AGI down, to be clear, but they're going to say it pretty soon. I understand there are contractual terms that they're working through, but they have some motivation of reasons to do that, from my understandings. It's not about declaring anything. It is just, let's go figure out what you as a customer.

Again, they've- They've defined AGI down, to be clear, but they're going to say it pretty soon. I understand there are contractual terms that they're working through, but they have some motivation of reasons to do that, from my understandings. It's not about declaring anything. It is just, let's go figure out what you as a customer.

Again, they've- They've defined AGI down, to be clear, but they're going to say it pretty soon. I understand there are contractual terms that they're working through, but they have some motivation of reasons to do that, from my understandings. It's not about declaring anything. It is just, let's go figure out what you as a customer.

This is again, I am less interested in puffery in the press and more interested in how I can help customers achieve actual outcomes. It's fine. There can be marketing statements, there can be like, I have the biggest compute cluster in the world, I have AGI.

This is again, I am less interested in puffery in the press and more interested in how I can help customers achieve actual outcomes. It's fine. There can be marketing statements, there can be like, I have the biggest compute cluster in the world, I have AGI.

This is again, I am less interested in puffery in the press and more interested in how I can help customers achieve actual outcomes. It's fine. There can be marketing statements, there can be like, I have the biggest compute cluster in the world, I have AGI.

At some point, I want to help a bank figure out how they can reduce the amount of fraud that they're seeing or improve the speed at which they can approve loans or whatever the thing is that actually goes and helps a business. I want to help biotech find cancer cures faster and better and figure out how they can significantly shrink demand. and or improve the efficacy of what they find.

At some point, I want to help a bank figure out how they can reduce the amount of fraud that they're seeing or improve the speed at which they can approve loans or whatever the thing is that actually goes and helps a business. I want to help biotech find cancer cures faster and better and figure out how they can significantly shrink demand. and or improve the efficacy of what they find.

At some point, I want to help a bank figure out how they can reduce the amount of fraud that they're seeing or improve the speed at which they can approve loans or whatever the thing is that actually goes and helps a business. I want to help biotech find cancer cures faster and better and figure out how they can significantly shrink demand. and or improve the efficacy of what they find.

Like, and so those to me are interesting and useful outcomes. And so if you tell me like, hey, can you help a customer find cures for cancer faster? Awesome. Like that is a thing that I'm focused on. Whether it was that AGI that did or not, I don't know. It's like you, I'm not interested in that per se. It's

Like, and so those to me are interesting and useful outcomes. And so if you tell me like, hey, can you help a customer find cures for cancer faster? Awesome. Like that is a thing that I'm focused on. Whether it was that AGI that did or not, I don't know. It's like you, I'm not interested in that per se. It's

Like, and so those to me are interesting and useful outcomes. And so if you tell me like, hey, can you help a customer find cures for cancer faster? Awesome. Like that is a thing that I'm focused on. Whether it was that AGI that did or not, I don't know. It's like you, I'm not interested in that per se. It's

I'm more interested in, can I actually help our customers deliver value to their businesses? And a little bit less on the like, can I like have a stake in the ground around marketing? Because I think at the end of the day, customers actually care about that first one, not that second one.