Artificial intelligence

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>> So you think there's a lot of runway to go. We're still in the zero to one phase of just AI adoption in general. It's only the people who are on kind of the the frontier. They're the ones who are starting to adopt sovereign AI, but that might be 0.1% penetration. >> No, and I and that's why so many CIOs that I talked to, okay, the ones that are very advanced, exactly where you are and that's where like a sovereign AI, you talk about like what Palantir, Nvidia, some of the things even, you know, I think some of the infrastructure players are looking at. But when you think like look, Europe, they're building Blockbuster videos.

>> No, and I and that's why so many CIOs that I talked to, okay, the ones that are very advanced, exactly where you are and that's where like a sovereign AI, you talk about like what Palantir, Nvidia, some of the things even, you know, I think some of the infrastructure players are looking at.

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