00:00You, of course, have the CS3 system, new class of AI supercomputer.
00:04You want to be able to ship it more into partners.
00:06You have G42. You're working with UAE.
00:08How much will you be working with Saudi Arabia?
00:12I think we've begun working with Saudi Arabia.
00:15We have salespeople on the ground in the kingdom.
00:19It is a new effort for us, and it's not as far along as we are in the UAE and in some other territories.
00:25But it's an exciting opportunity.
00:26And I think the move by this administration to allow our allies and our partners in the Middle East to gain access to advanced AI compute is a good one and thoughtful.
00:40And I think having U.S. technology from chips to software to the full stack in the hands of our allies is good policy.
00:50Hands of our allies.
00:51You have CS3 system, which you say is quickly, easily clustered together.
00:56You make it the largest AI supercomputers.
00:58The allies are in the Middle East, but there's always been this worry that it would be a backdoor into China.
01:03How do you make sure that your IP is protected, Andrew?
01:07Look, I think we work closely with G42.
01:09They're our strategic partner, and we have been working with them for more than three years now.
01:14And they have developed a restricted technology environment,
01:18an approach that sort of surrounds the technology with security.
01:24I think it is both forward-looking and extremely sort of rigorous.
01:30We're really confident that it will keep the technology both physically from being transported to China as well as used by Chinese agents.
01:43And so we're very confident.
01:46We've visited facilities.
01:48We've seen the restricted technology environment in action.
01:51I think they're doing an extraordinary amount of work to earn the president's announcement.
02:00You do have that relationship with G42.
02:02How does the relationship of expansion, sales groups on the ground in Saudi Arabia, square with that relationship?
02:08How many sales do you think you're going to be able to get right away, Andrew?
02:13I think sales in any territory take a little bit of time.
02:16You have to build relationships.
02:17You have to build credibility and legitimacy.
02:19But I think our success with G42, the work we're doing with other customers like Meta, like IBM,
02:28the work we're doing with large enterprises like Mayo Clinic and GlaxoSmithKline,
02:33and the work we're doing with leading AI startups like Mistral and Cognition,
02:40all of these make entry into new markets a little bit easier.
02:43You have examples you can point to.
02:46You have large customers or partners they can buy from.
02:50And I think this is what it means to be expanding quickly in a global environment.
02:55Is the U.S. government doing enough to help startups such as yours vis-a-vis NVIDIA,
03:01which in many ways gets a lot of the voice support from the administration briefly?
03:07Of course.
03:08And they've gone through this process too, right?
03:11They weren't always a giant company.
03:13I think it's taken them 20, 25 years to earn their position at the top.
03:18And so, you know, we have extraordinary access.
03:22We do big business with the Department of Defense, with the DOE.
03:29Actually, I was with Jensen and Lisa Su of AMD, with Secretary Wright.
03:35The DOE is a leading organization for U.S. AI policy.
03:45It's been – I think you always want more,
03:49but I'm proud of what we've been able to accomplish with the government.
03:52The DOE is a leading organization for U.S. AI policy.
03:53The DOE is a leading organization for U.S. AI policy.
03:54The DOE is a leading organization for U.S. AI policy.
03:55The DOE is a leading organization for U.S. AI policy.
03:56The DOE is a leading organization for U.S. AI policy.
03:57The DOE is a leading organization for U.S. AI policy.
03:58The DOE is a leading organization for U.S. AI policy.
03:59The DOE is a leading organization for U.S. AI policy.
04:00The DOE is a leading organization for U.S. AI policy.
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