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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 you

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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 much

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better for industry it's cheaper it's
faster And obviously they have one of

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the world's top tech teams
and we work very well with them.

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>> So Jensen just in in regards to that
collaboration then who would actually be

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

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the upfront cost uh you know with their
existing GPUs and then working with

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Palunteer? Is that how it works or

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>> 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 uh Nvidia's CUDA

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accelerated computing is going to get
integrated we're going to be able to put

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

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

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

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

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could be in another country and you want
to set up your own private cloud we got

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

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Palunteer runs everywhere >>
but you're talking about the future then

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so this isn't something that would be
accretive to revenues just in the near

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term you're still working it out and like
I know Lowe's is an example but are

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there other customers >> well
at Palunteer we just do what's best

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for our customers we work downstream
for value creation so what we believe we

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know when it's faster better more
accurate and more flexible and uh

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creates a better future for them because
they can choose how they want to run

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their applications. We'll do very well.

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And at Poundier, we we're doing very
well on revenue and profit and we're you

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know that's not actually our primary
motivation now. And the reason we've

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done so well on profit and on growth
is because you just have to create value.

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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. Example, 40 years ago we had

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40x that we had 40 we 40 with 40x more

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manufacturing jobs than we have now. So

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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 valuable

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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 and we're
hiring more people.

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>> I know. And we saw some leaders
of smaller companies, startups that have

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been around for just three years,
valuations of $39 billion, 400

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employees, and clearly that is a
beneficiary of uh using AI. But I wonder

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with your proximity to the White House
right now, you you're here quite often.

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Is that a concern that you're hearing
from them? Like what about the workers?

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We have to make sure that we're not
displacing them. And is there anything

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that you guys are Nvidia in particular
is doing with the White House?

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>> Look, look at what President Trump is
doing. The first thing he my first phone

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call, my first meeting with him,
it's manufacturing in America. Move

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manufacturing back to United States.
It creates tons of jobs. If we could if we

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could move manufacturing the core
technology, we have better security,

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national security, we have create more
jobs. Second, because we're talking

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about the AI

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industrial revolution, all of these AI
factories creates a ton of jobs. And so

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we're we're really he's really in the job
creation mode bringing manufacturing

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back to United States and >>
AI is is is exceedingly good for

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workingclass workers. Now you could
argue is it good for consultants and

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people that that's a very different
debate but you're going to see

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remanufacturing. How would you build
a culturally specific enterprise like we

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power Panasonic batteries? It's like
you are you're building something that

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otherwise would have had to be built
in Japan. Now you can build it in America.

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You can have train the workers so that
they can behave like Japanese engineers.

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That's all AI augumentation. And by the
way, the workers are more valuable and

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just like us, they get paid more
because they're more valuable.

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>> Everybody knows how
to use an AI because

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AI is smart. And so AI is the first

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technology that has closed the technology
divide. Everybody who didn't

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know how to program computers in the past,
they know exactly how to program a

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computer now. It's called AI.
>> But for the workforce in general trying

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to learn all of that, it does take time.

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So do you think that maybe we're
overestimating the benefits of this AI

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buildout in the near term which is reflect
sorry here. So I'm going to push

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back on this narrative. It's not first
of all AI makes America the dominant

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country in the world. So just start there.
Every other country in the world

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like I spent half my life in Europe.

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They're whining and crying and it it's
like we have the right chips. We have

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the right software. We have the right
engineers. We have the right culture. We

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have the right people.
>> The risk appetite too.

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>> Risk appetite. Right people to ask
questions. uh the whole thing is

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combining to become a juggernaut
and then and and then and like then you

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these these these partnerships happen
and that just throws gasoline on the

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fire. The classic, the real question is

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will the GDP growth acrew to all

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Americans or just wealthy Americans? And

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the answer to that is it depends what
you do. But I deeply believe I think we

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deeply believe >> well no
manufacturing jobs can you build

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if you build manufacturing jobs which is
what this president wants to do. Can you

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build them? Yes. How do you build them?

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You need AI. Can you train the people?

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Can you upscale them? Yes. If you use
>> mechanicals, electricals, and plumbers

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and construction >> and that I
know the red tape, you've

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discussed it, but nuclear reactors,
>> the number one thing of this

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administration is pro power growth. Look
at all the power generations that he's

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approved. Look at all the DOE land and
energy he they've approved. I mean, this

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is really about this is a pro-energy
growth administration, pro-

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manufacturing administration, and

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President Trump is pro jobs.
When these things all come together,

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>> yeah, it's going
to be said make America

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great again at the that's the first time
I've heard you say to that at the end of

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a speech for GTC. >> Well,
I was thanking everybody in the

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room. I mean, you know, look, >>
but was that also a communication to the

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president because you were
expecting him here, right?

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>> Uh, no. He's he's in Asia. I'm sorry.

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>> I know, but I thought
you had [laughter]

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said on earlier panel
that you were expecting

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>> Well, I just I I think we're we're
making America great again. I I think um

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uh all of the all of his policies

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relating to energy and manufacturing and

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um all of his all of his uh enthusiasm

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behind uh artificial intelligence
and making sure that that American AI

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technology is the standard of the world
that it's m it's is diffused um

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maximally and making sure that the rest
of the world has the benefit of American

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technology so they can build on top of it.
All of that is fantastic.

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>> And Alex, do you feel like uh any
outcomes for the end of this week? I

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know I know you're heading, you know,
to Asia right after this. Do you feel like

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there could be a more positive outcome
from the trade talks because it seems

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like the market's perceiving that all
of the CEOs I've spoken to at this event

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too are very very bullish that uh there
might be some good news. So maybe you

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guys both know something that
we don't that you could share

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>> and we're going to tell you right now.

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um look that I I look I don't want to

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just make this about our partnership but

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it like if you already have a dominant
position a profitable position a

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position that is growing in both cases
in in a kind of way that is not what

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people have seen in the past and you
somehow create more value for your

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customers that is incredible
for our customers it's incredible for our

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country and it's not so bad for us

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>> and Palanteer on Palunteer is the most

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technically deep enterprise platform
form company in the world and this

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collaboration is just
going to supercharge that

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>> and I I will end it but I just want
I did ask about China so is there any way

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that is do you believe that you're going
to be getting grants for licenses or

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>> well you know I think the the the
important the important thing to take

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away is that that we need to win
developers all over the world and there

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are so many open source developers
in China I think it's a it's a mistake not

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to have them build on American tech
so that's number one number two we all

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agree um that that we want America
to win the only questions what's our

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strategy in doing so? And and one of one

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of the best frameworks that I I uh I've

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heard uh is is David Saxs talking about

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imagine five years from now where do
we want suppose American technology was

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around the world where where do we want
American technology market share to be

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do you want it to be 80% or you want it

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to be 20%. And and he believes and I as

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I believe that that um uh we want
the world to be built on American tech

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standards. We want the same thing
that happened in the in the good old days

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when when we first started wireless
technology and it's no longer built on

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American standards and we really want
to go back to those days and AI is ours to

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lose just as Alex was talking about
earlier. We have the chips, we have the

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infrastructure, we have the technology,
we have the models, we have the people.

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This is ours and we have and we will
have the power. This is ours to lose and

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we just got to get on top of it and make
it happen. And you believe that that is

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going to happen, that the tides are
changing and the relationships with

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other countries are working out quite
well, including China. And so is that

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something that you're
telling me right now?

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>> That's only that's something that only
the president could solve. And and um if

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there's anybody who could solve it,
I'm I'm certain the president will be the

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one to do it. >> We're just
building technology. Yeah,

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>> we're building technology. We want to
be in the strongest position we can be in.

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And we will we're repped by a president
who seems to be extraordinarily good at

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figuring out to make deals. You saw the
peace treaty in the Middle East which I

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don't think anyone else could have done.

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Uh you've seen a number you saw in my
humble opinion you see what hap what his

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reactions abroad including his uh
sanctioning of our uh response to Iran.

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Uh and we're you know we're in the
factory building the best tools in the

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world and that should give everyone >>
and the important thing is is China is

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out of Nvidia's forecast.
if anything happens.

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>> Yeah, you said zero, right?

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>> At zero and if if the president pulls
pulls out a miracle and it'll just be a

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bonus for the country >> and a
bonus for a lot of investors who

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are very excited about how your share
price is both done. Both of you and I'd

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like to end on that positive note.
Uh thank you guys for for joining us