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And I'm just going to piggyback off
of that conversation, Brian. We're talking

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about AI and an important collaboration
between Palunteer and Nvidia, the fact

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that they're joining forces not to just

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analyze data, but actually to uh uh
provide business decisions. And I I just

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Alex, I'm actually going to start
with you uh the CEO of Palunteer just to

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explain does that mean no human
intervention? Can you just explain how

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this would work and use Lowe's
as an example? Well, first of all, I'm

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delighted to be on the stage with uh
what many people I believe to be one of

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the great entrepreneurs of of my

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lifetime and a patriot. Um and it means

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a lot to me to be here. Um uh so we we

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have a product called Ontology. You
could think of it as uh a essentially a

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digital representative of your
enterprise including security model

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which essentially takes the disabilities
that have large language models and

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allows you to move decision-m to the
front line with people without people

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depending on how you're doing it.
um in the context of loaves and and other

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enterprises allows you to essentially
automate decision- making like how would

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your supply chain work how would it
work if it changed uh how do you get the

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cheapest good to the right place given
that there may be disruption but in

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general what's very very special I
believe about our our partnership is

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we're going to be able to move 2x and I
think in the future even faster so you

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get a much much faster and actually
because you can control it in a more

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granular way much faster much cheaper
and then the macro thing that I'm

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actually most excited about which
for our country is because of that you can

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do manufacturing in America. You can
make the workers stronger and better and

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you have more competition because you
can use openw weight models, open source

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models, you can use you can use any
hyperscaler. You can decide not to use a

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hyperscaler. This is much much better
for America, much better for workers,

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much better for industry. It's cheaper,
it's faster and obviously they have one

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of the world's top tech teams and we
work very well with them. So Jensen just

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in in regards to that collaboration
then who would actually be procuring the

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hardware? Is this like a company like
Lowe's? Do they have to put the upfront

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cost uh you know with their existing
GPUs and then working with Palunteer? Is

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that how it works or >> first
of all it's amazing to think that

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the Palunteer ontology platform has

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achieved all of this and they're the

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fastest enterprise growing platform in

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the world. Um uh in a lot of ways it

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gives enterprises what we all want which
is intelligence and and the ability to

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make good decisions fast and and now
we're going to supercharge it with

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Nvidia's accelerated computing
for the first time. And so Nvidia's CUDA

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accelerated computing is going to get
integrated. We're going to be able to

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put uh Nvidia's AI libraries on top
of that and open source model that that

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we're working on together in into
the ontology platform and you'll run it in

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the cloud any cloud or you run it
on prem or even a private cloud and so as

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you know Nvidia runs everywhere and so
you could buy a server from HP or Dell

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uh you could be in another country
and you want to set up your own private

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cloud we got no trouble with that
and and so it doesn't matter we run

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everywhere and Palunteer runs everywhere

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>> but you're talking about the future
then so this isn't something that would be

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accretive to revenues just in the near
term. You're still working it out. And

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like I know Lowe's is an example,
but are there other customers?

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>> Well, our challenge here, we just do
what's best for our customers. We work

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downstream for value creation. So,
we believe we know when it's faster,

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better, more accurate, and more flexible
and uh creates a better future for them

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because they can choose how they want
to run their applications, we'll do very

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well. And at Palunteer, we we're doing
very well on revenue and profit. And

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we're, you know, that's not actually
our primary motivation now. And the reason

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we've done so well on profit and on
growth is because you just have to

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create value. This creates
more value for the end user be

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>> and but you just said before too that
the human may not even be involved with

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some of these decisions and I guess that
is a major concern in this day and age

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that uh AI efficiencies could take
away from or displace the job force. So

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couldn't something like
this collaboration do that?

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>> Uh you know it's interesting when you
say humans don't have to be in the loop.

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That doesn't inherently mean there
aren't cases where humans need to be in

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the loop. For example, 40 years ago,
we had 40x that we had 40 we 40 with 40x

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more manufacturing jobs than we have

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now. So it's like you can make more

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manufacturing jobs which are humans
workingass humans. You can build things

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you couldn't build in the past.
And those humans become more and more

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valuable than they were in the past. In
the defense context, you have situations

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where humans have to be in the loop.

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Offense situations where humans
shouldn't be in the loop like defense.

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Our collaboration makes all those
use cases better for workers, for

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manufacturing, for defense, for offense,

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and in general because it allows people
to use any kind of model, any kind of

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compute structure, it makes America
stronger and better. Whenever a business

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is more productive, whenever they can
move faster, their business grows, they

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hire more people. And so, so I think

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this this idea that that AI uh is going

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to take jobs is going to change
everyone's job. That's for sure. But I

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think it's going to make companies more
productive. We're more productive today

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because of AI.
