Sovereigns

“And so those are the two nuances I think with Sovereigns is they need to find players that can rapidly scale compute In the, in their countries, and oftentimes they don't necessarily have these players that know how to build and scale GPU compute.”

“All three of these countries are going to invest aggressively at a level that really no other sovereign on a global basis is investing at to ensure that this part of the world becomes a center for technology and AI.”

“And then the one other potential source of immense scale in the long run may be sovereigns as people want to customize models that are specific to their region or customs or language or culture or whatever it may be.”