Isaac Newton spent 20 years looking for

this key to what he called alchemy. The

idea of alchemy was to transmute

something that was very common into

something that was very rare. There was

this thing called the philosopher's

stone that he kept trying to discover.

Imagine a form of alchemy that turns

sand

into thought. And so AI quite literally

is that. It's it's thought at scale for

everybody

in perpetuity.

>> So now almost everything is a

bottleneck. Like America's got to

rebuild its entire [music]

infrastructure like right now.

>> The whole supply chain is just

>> feeling immense pressure.

>> The bottom line is this is a very unique

moment in time. The entire computer

[music] ecosystem is being rebooted for

AI.

>> Yeah, these data centers were built for

SAS. And so you really have to be cool

and all

>> The United States is short [music]

power, short compute, short chips, and

there's going to be shortages in all

three.

>> We don't have enough anything to be in

this future world and somebody's got to

fund it.

>> [music]