00:00The smartest path to better tokenomics isn't haggling over the price of a token.
00:04It's building smarter, smaller models.
00:10Lightning AI is the AI native cloud built to allow organizations to own their own AI.
00:17There's been this evolution where initially we had Gen AI models and
00:22you went to whichever was the best Gen AI frontier provider.
00:26But what we're realizing now is that that can be expensive.
00:30You're locked into a particular system and they can change things on you.
00:34So the shift now, very recently, is a shift to enterprises owning their own AI.
00:40It's historically been hard in a pre-Lightning world to be able to train your own AI models.
00:45The companies in the lead on training AI models are doing three things differently.
00:49The first thing is evaluation.
00:50So even before they start training a model, they have a good sense of what the workflow is that they
00:56want to impact.
00:57The second thing is that they treat training as a loop.
01:01The third thing is owning the AI infrastructure themselves.
01:05As an enterprise buyer, it's always a concern to derive the best value for every dollar you spend.
01:10You have limited budgets and you have to get the most out of it.
01:13With traditional hyperscale cloud providers, you are paying for a large amount of equipment or a large amount of instances
01:21can be very expensive if they're sitting there and running when you're not using them.
01:26As one of the first providers to deploy Dell's GB300 rack scale systems, this gives us an advantage in the
01:32marketplace for our scale-out larger customers that need large amounts of high-performance superpod capacity on demand or in
01:44a dedicated function for either training or other AI workloads.
01:48Generic models make generic agents.
01:50When you have an agent fine-tuned to your own data, it doesn't need to spend a whole bunch of
01:55time in the background thinking, which takes time, which uses tokens, it costs money.
02:00Instead, it can quickly get to the answer because it doesn't need to reason through it.
02:03The economic wins are usually orders of magnitude as opposed to a few percentage points, and that's because we get
02:09to stack a bunch of positive effects together.
02:12We're getting better accuracy on our models, which means that we need fewer human interactions downstream.
02:19We have a smaller model, which means that we're saving on those per-token costs, and we're getting our utilization
02:26up because smaller models make better use of the GPUs that we have available.
02:31Enterprises don't just want access to AI.
02:34They want predictability and performance.
02:36They want to own their own data, and they want the best value for every dollar spent.
02:40The Dell AI factory with NVIDIA makes it so easy for Lightning AI to get hardware deployed for ourselves, which
02:48has downstream benefits for our customers.
02:50So by providing us with all of the pieces as one working kit, the liquid cooling, the GPUs, the storage,
02:59the networking, all of these things being available as one package,
03:03as opposed to something that we have to figure out piece by piece, allows us to serve our customers faster,
03:09lightning faster.
03:13That's why we keep going through.
03:14What makes all the dimensions of players so easy?
03:16I'm a better solution for every dollar."
03:16I'm a better option for everything you're going to have to do in this video.
03:17Yeah, I'm better.
03:17I want you to try to find it as a huge power line with me.
03:18What makes me look like.
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