And I'm just going to piggyback off of
that conversation, Brian. We're talking
about AI and an important collaboration
between Palunteer and Nvidia, the fact
that they're joining forces not to just
analyze data, but actually to uh uh
provide business decisions. And I I just
Alex, I'm actually going to start with
you uh the CEO of Palunteer just to
explain does that mean no human
intervention? Can you just explain how
this would work and use Lowe's as an
example? Well, first of all, I'm
delighted to be on the stage with uh
what many people I believe to be one of
the great entrepreneurs of of my
lifetime and a patriot. Um and it means
a lot to me to be here. Um uh so we we
have a product called Ontology. You
could think of it as uh a essentially a
digital representative of your
enterprise including security model
which essentially takes the disabilities
that have large language models and
allows you to move decision-m to the
front line with people without people
depending on how you're doing it um in
the context of loaves and and other
enterprises allows you to essentially
automate decision- making like how would
your supply chain work how would it work
if it changed uh how do you get the
cheapest good to the right place given
that there may be disruption but in
general what's very very special I
believe about our our partnership is
we're going to be able to move 2x and I
think in the future even faster. So you
get a much much faster and actually
because you can control it in a more
granular way much faster much cheaper
and then the macro thing that I'm
actually most excited about which for
our country is because of that you can
do manufacturing in America you can make
the workers stronger and better and you
have more competition because you can
use openw weight models open source
models you can use you can use any
hyperscaler you can decide not to use a
hyperscaler this is much much better for
America much better for workers much
better for industry it's cheaper it's
faster And obviously they have one of
the world's top tech teams and we work
very well with them.
>> So Jensen just in in regards to that
collaboration then who would actually be
procuring the hardware? Is this like a
company like Lowe's? Do they have to put
the upfront cost uh you know with their
existing GPUs and then working with
Palunteer? Is that how it works or
>> First of all, it's amazing to think that
the Palunteer ontology platform has
achieved all of this and they're the
fastest enterprise growing platform in
the world. um uh in a lot of ways it
gives enterprises what we all want which
is intelligence and and the ability to
make good decisions fast and and now
we're going to supercharge it with
Nvidia's accelerated computing for the
first time and so uh Nvidia's CUDA
accelerated computing is going to get
integrated we're going to be able to put
uh Nvidia's AI libraries on top of that
and open source model that that we're
working on together in into the ontology
platform and you'll run it in the cloud
any cloud or you run it on prem or even
a private cloud and so as you know
Nvidia runs everywhere and so you could
buy a server from HP or Dell uh you
could be in another country and you want
to set up your own private cloud we got
no trouble with that and and so it
doesn't matter we run everywhere and
Palunteer runs everywhere
>> but you're talking about the future then
so this isn't something that would be
accretive to revenues just in the near
term you're still working it out and
like I know Lowe's is an example but are
there other customers
>> well at Palunteer we just do what's best
for our customers we work downstream for
value creation so what we believe we
know when it's faster better more
accurate and more flexible and uh
creates a better future for them because
they can choose how they want to run
their applications. We'll do very well.
And at Poundier, we we're doing very
well on revenue and profit and we're you
know that's not actually our primary
motivation now. And the reason we've
done so well on profit and on growth is
because you just have to create value.
this creates more value for the end user
be
>> and but you just said before too that
the human may not even be involved with
some of these decisions and I guess that
is a major concern in this day and age
that uh AI efficiencies could take away
from or displace the job force. So
>> couldn't something like this
collaboration do that?
>> Uh you know it's interesting when you
say humans don't have to be in the loop
that doesn't inherently mean there
aren't cases where humans need to be in
the loop. Example, 40 years ago we had
40x that we had 40 we 40 with 40x more
manufacturing jobs than we have now. So
it's like you can make more
manufacturing jobs which are humans
workingass humans. You can build things
you couldn't build in the past and those
humans become more and more valuable
than they were in the past. In the
defense context you have situations
where humans have to be in the loop.
Offense situations where humans
shouldn't be in the loop like defense.
Our collaboration makes all those use
cases better for workers, for
manufacturing, for defense, for offense,
and in general because it allows people
to use any kind of model, any kind of
compute structure, it makes America
stronger and better. Whenever a business
is more productive, whenever they can
move faster, their business grows, they
hire more people. And so, so I think
this this idea that that AI uh is going
to take jobs is going to change
everyone's job. That's for sure. But I
think it's going to make companies more
productive. We're more productive today
because of AI and we're hiring more
people.
>> I know. And we saw some leaders of
smaller companies, startups that have
been around for just three years,
valuations of $39 billion, 400
employees, and clearly that is a
beneficiary of uh using AI. But I wonder
with your proximity to the White House
right now, you you're here quite often.
Is that a concern that you're hearing
from them? Like what about the workers?
We have to make sure that we're not
displacing them. And is there anything
that you guys are Nvidia in particular
is doing with the White House?
>> Look, look at what President Trump is
doing. The first thing he my first phone
call, my first meeting with him, it's
manufacturing in America. Move
manufacturing back to United States. It
creates tons of jobs. If we could if we
could move manufacturing the core
technology, we have better security,
national security, we have create more
jobs. Second, because we're talking
about the AI
industrial revolution, all of these AI
factories creates a ton of jobs. And so
we're we're really he's really in the
job creation mode bringing manufacturing
back to United States and
>> AI is is is exceedingly good for
workingclass workers. Now you could
argue is it good for consultants and
people that that's a very different
debate but you're going to see
remanufacturing. How would you build a
culturally specific enterprise like we
power Panasonic batteries? It's like you
are you're building something that
otherwise would have had to be built in
Japan. Now you can build it in America.
You can have train the workers so that
they can behave like Japanese engineers.
That's all AI augumentation. And by the
way, the workers are more valuable and
just like us, they get paid more because
they're more valuable.
>> Everybody knows how to use an AI because
AI is smart. And so AI is the first
technology that has closed the
technology divide. Everybody who didn't
know how to program computers in the
past, they know exactly how to program a
computer now. It's called AI.
>> But for the workforce in general trying
to learn all of that, it does take time.
So do you think that maybe we're
overestimating the benefits of this AI
buildout in the near term which is
reflect sorry here. So I'm going to push
back on this narrative. It's not first
of all AI makes America the dominant
country in the world. So just start
there. Every other country in the world
like I spent half my life in Europe.
They're whining and crying and it it's
like we have the right chips. We have
the right software. We have the right
engineers. We have the right culture. We
have the right people.
>> The risk appetite too.
>> Risk appetite. Right people to ask
questions. uh the whole thing is
combining to become a juggernaut and
then and and then and like then you
these these these partnerships happen
and that just throws gasoline on the
fire. The classic, the real question is
will the GDP growth acrew to all
Americans or just wealthy Americans? And
the answer to that is it depends what
you do. But I deeply believe I think we
deeply believe
>> well no manufacturing jobs can you build
if you build manufacturing jobs which is
what this president wants to do. Can you
build them? Yes. How do you build them?
You need AI. Can you train the people?
Can you upscale them? Yes. If you use
>> mechanicals, electricals, and plumbers
and construction
>> and that I know the red tape, you've
discussed it, but nuclear reactors,
>> the number one thing of this
administration is pro power growth. Look
at all the power generations that he's
approved. Look at all the DOE land and
energy he they've approved. I mean, this
is really about this is a pro-energy
growth administration, pro-
manufacturing administration, and
President Trump is pro jobs. When these
things all come together,
>> yeah, it's going to be said make America
great again at the that's the first time
I've heard you say to that at the end of
a speech for GTC.
>> Well, I was thanking everybody in the
room. I mean, you know, look,
>> but was that also a communication to the
president because you were expecting him
here, right?
>> Uh, no. He's he's in Asia. I'm sorry.
>> I know, but I thought you had [laughter]
said on earlier panel that you were
expecting
>> Well, I just I I think we're we're
making America great again. I I think um
uh all of the all of his policies
relating to energy and manufacturing and
um all of his all of his uh enthusiasm
behind uh artificial intelligence and
making sure that that American AI
technology is the standard of the world
that it's m it's is diffused um
maximally and making sure that the rest
of the world has the benefit of American
technology so they can build on top of
it. All of that is fantastic.
>> And Alex, do you feel like uh any
outcomes for the end of this week? I
know I know you're heading, you know, to
Asia right after this. Do you feel like
there could be a more positive outcome
from the trade talks because it seems
like the market's perceiving that all of
the CEOs I've spoken to at this event
too are very very bullish that uh there
might be some good news. So maybe you
guys both know something that we don't
that you could share
>> and we're going to tell you right now.
um look that I I look I don't want to
just make this about our partnership but
it like if you already have a dominant
position a profitable position a
position that is growing in both cases
in in a kind of way that is not what
people have seen in the past and you
somehow create more value for your
customers that is incredible for our
customers it's incredible for our
country and it's not so bad for us
>> and Palanteer on Palunteer is the most
technically deep enterprise platform
form company in the world and this
collaboration is just going to
supercharge that
>> and I I will end it but I just want I
did ask about China so is there any way
that is do you believe that you're going
to be getting grants for licenses or
>> well you know I think the the the
important the important thing to take
away is that that we need to win
developers all over the world and there
are so many open source developers in
China I think it's a it's a mistake not
to have them build on American tech so
that's number one number two we all
agree um that that we want America to
win the only questions what's our
strategy in doing so? And and one of one
of the best frameworks that I I uh I've
heard uh is is David Saxs talking about
imagine five years from now where do we
want suppose American technology was
around the world where where do we want
American technology market share to be
do you want it to be 80% or you want it
to be 20%. And and he believes and I as
I believe that that um uh we want the
world to be built on American tech
standards. We want the same thing that
happened in the in the good old days
when when we first started wireless
technology and it's no longer built on
American standards and we really want to
go back to those days and AI is ours to
lose just as Alex was talking about
earlier. We have the chips, we have the
infrastructure, we have the technology,
we have the models, we have the people.
This is ours and we have and we will
have the power. This is ours to lose and
we just got to get on top of it and make
it happen. And you believe that that is
going to happen, that the tides are
changing and the relationships with
other countries are working out quite
well, including China. And so is that
something that you're telling me right
now?
>> That's only that's something that only
the president could solve. And and um if
there's anybody who could solve it, I'm
I'm certain the president will be the
one to do it.
>> We're just building technology. Yeah,
>> we're building technology. We want to be
in the strongest position we can be in.
And we will we're repped by a president
who seems to be extraordinarily good at
figuring out to make deals. You saw the
peace treaty in the Middle East which I
don't think anyone else could have done.
Uh you've seen a number you saw in my
humble opinion you see what hap what his
reactions abroad including his uh
sanctioning of our uh response to Iran.
Uh and we're you know we're in the
factory building the best tools in the
world and that should give everyone
>> and the important thing is is China is
out of Nvidia's forecast. if anything
happens.
>> Yeah, you said zero, right?
>> At zero and if if the president pulls
pulls out a miracle and it'll just be a
bonus for the country
>> and a bonus for a lot of investors who
are very excited about how your share
price is both done. Both of you and I'd
like to end on that positive note. Uh
thank you guys for for joining us