00:00
Yeah, yeah, yeah, yeah. So, you know, we've enjoyed a great mutual partnerships for several years now, and I think it's fair to say when we introduced area already infrastructure almost four years ago, this was really, uh we were really pioneers at the time, right to drive the intersection of a I and simple scale scalable integrated infrastructure.
00:27
Um, what are your thoughts on how things have changed in the role for a I for organizations today? You know, I think back to 2018 when we first found ourselves in the same meeting rooms in front of the same customers over and over again, helping them solve the challenge of scaling a infrastructure for some pretty incredible work. World leading research. Some of the largest hyper scale organizations
00:53
out there helping them figure out how to design complex infrastructure, solving the design complexity system, eyes sing it, operationalized all these challenges, and they essentially told, are too. Cos you guys need to get together and make the simple make it easier to scale with predictable performance. It's manageable and out of that. You know, we gave birth to area essentially and
01:18
were incredibly excited, incredibly pleased Of what our customers have been doing with that platform for the last few years, essentially everything from autonomous vehicle system development to the worlds, largest social media giants to recommended systems to natural language processing. We've seen it all, and what I'm really excited is that the world of A I has shifted from what used to be a lot of big science in academia.
01:45
No offense to big science in academia, but to pragmatic use cases that every enterprise, probably every enterprise in this room, can now power their business with. We have mutual customer in Brazil City That's a research and development arm for Samsung that's building the next generation of language models to serve the Portuguese market. Hundreds of millions of customers on their device is being able to interact in a natural
02:12
way with services powered by a I trained on area. So that is, I mean, it's exciting to have seen the evolution and whatnot, and we've been excited to watch the evolution of the platform. Everyone has just heard all about the path that we've been on with flash play, but we've gone from D X one in the initial area and you want 6 to 800 and just recently at
02:35
G T. C. I think announced your next platform as well. So we're looking forward to that. So can you share a little bit more about that you've been on and what it means for our mutual customers? You know, I was thinking earlier to when you were talking about hundreds of millions of objects We're living in a world where natural
02:53
language models are going into the trillions of parameters, right. This is to deliver superhuman language understanding that can power so many different aspects of the customers business. And the reality is that today's computational problems that our customers are solving are truly data center scale. So we've had to focus intently about system eyes in the entire stack,
03:18
from the frameworks to the models that we train to the communication, uh, to the primitive drivers libraries right down to the G p and then especially the storage that feeds that. And so we've had to think about all these layers, optimizing them and delivering an integrated stack that can power doll. And that's why I'm so excited about you know what we're doing now with their Yes,
03:45
we talked a lot about efficiency in the past hour. So, um and I mean, as you think about the elements of what makes this the right time to introduce areas to the market, you know, is that part of it? And what else comes top of mind of why it's the right time for us to double down on this partnership and on our joint solutions. If you look at the world we're in right now,
04:07
um, it's challenging times. It's never been more important for organizations to focus on growing the top line saving costs everywhere. Stream rising operations. But essentially a I is rooted in all of those things. And who's the hero of a I? It's a T m I. T.
04:26
People get to be the hero of scaling AI capability across the enterprise. So it's never been a more important time for I T leaders and their teams to think about infrastructure, to think about platform and strategy that can actually democratize access to a development resources across an entire entire enterprise such that they can do these incredible things. So I think the timing is perfect for teams to
04:54
think about area as their AI center of excellence as their way to give a development resources to all the developers. I certainly couldn't agree more. And I think this energy between organizations from so many levels but especially as it relates to our house has been fantastic. And thank you again. So much for the collaboration on this project,
05:14
on the solution and for joining us here today. Thank you for having me. Thank you.