So, China today, if we sort of level set

back to 2022, the US [music] was adding

about 45% of the world's compute. China

was adding about 30% of the world's

compute, [music] and the rest being

taken up by the rest of the world. Since

2022, we've had big regulations against

China

>> [music]

>> and a dramatic increase in America. So,

today, 70% of watts are being deployed

in America. And, you know, China is is

really a very small number. It's [music]

sub 10% of watts being deployed for data

center AI compute is in China. And as we

step forward, [music]

they're still at a very small number.

So, in 2028, it might start to inflect

up, [music] I think, but it's pretty

easy to say China will have like 30

gigawatts of AI compute or less.

>> Wait, during 2028?

>> Yeah, in 2028.

>> Honestly, when I interviewed Jensen and

asked about export controls, [music] I

was still manning what is like the

opposite view that he has. But, I'm

like, yeah, maybe there's a world where

we if we just cooperated with China, it

would be better for us, [music]

especially since they control so much of

the supply chain and the other things

that will be needed for robotics and

other things. But, I didn't realize the

compute situation was as [ __ ] as

you're saying. [music] If they ship the

amount that you're saying, that's a huge

difference. By the time we have

automated coder and even getting into

like automated researcher, China is like

way far behind on the compute stock. If

that ends up being the case, that

[music] would have worked. I I think

that's actually a notable success.