The AI Factory Era Just Began

tons of noise, but one thing that jumped out at me that I was circling, I finally figured it out, was that all the semiconductor activity has really shifted, and it's actually, the game has changed. The GPU era was over, the which models do I choose era is over, now we're in the systems era, and that's what the post tied in. But what's interesting is, all the hubbub about sovereign, sovereign AI, is not just about the countries, France, Canada, countries that want to have their sovereignty in their nation with data centers. It's kind of like still in the cloud game. Where's my data parked? Not where do I make money? How am I going to be manufacturing intelligence? And the conversation that I gleaned out of the semiconductor leaders I talked to, who I've interviewed before, we've talked to Charlie Kowals many times, is that the AI factory, as Jensen said, is producing not just tokens and revenue, It's producing intelligence.