The speaker believes that as chips provide new capabilities, every frontier AI deployer will need a solution capable of running models orders of magnitude faster.

“I think as you then see this move into chips that actually give new capabilities,”

“you know, that's a place where, you know, I suddenly see for what we're doing a real need for everybody that wants to deploy AI at the frontier,”

“they have to have some solution to running these models orders of magnitude faster.”