Jensen, I wanted to ask you about your $3 trillion to $4 trillion in data center infrastructure spend by the end of the decade. Previously, you talked about something in the $1billiontrillion range, which I believe was just for compute by 2028. If you take past comments, $3 trillion to $4 trillion would imply maybe $2billiontrillion plus in compute spend. And just wanted to know if that was right and that's what you're seeing by the end of the decade. And wondering what you think your share will be of that. Your share right now of total
CEO黃仁勳回答：
Thanks. As you know, the CapEx of just the top 4 hyperscalers has doubled in 2 years. As the AI revolution went into full steam, as the AI race is now on, the CapEx spend has doubled to $600 billion per year. There's 5 years between now and the end of the decade, and $600 billion only represents the top 4 hyperscalers. We still have the rest of the enterprise companies building on-prem. You have cloud service providers building around the world. United States represents about 60% of the world's compute. And over time, you would think that artificial intelligence would reflect GDP scale and growth and so -- and would be, of course, accelerating GDP growth.
And so our contribution to that is a large part of the AI infrastructure. Out of a gigawatt AI factory, which can go anywhere from $50 billion to plus or minus 10%, let's say, $50 billion to $60 billion, we represent about $35 billion plus or minus of that and $35 billion out of $50 billion per gigawatt data center.