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The game itself has changed. So the CPU, it was the center of computing in the previous era. The GPU became the center of AI and the AI factory is becoming the center of enterprise infrastructure.
And we've argued for some time that the AI factory becomes the physical foundation of what we call the system of intelligence that's further up the stack than today's discussion allows for, but that's ultimately where applications are going to be built, where the customer value resides, and the AI factory is going to power that from an infrastructure standpoint.
