We're reinventing the computer for the first time in 63 years. This is just an extraordinary thing. Since the invention of the IBM System 360 in 1964, we're now reinventing the computer. You no longer have to code and no longer record information in advance, pre-recording information. It's able to now solve problems in real time. And so the way that the computer has to be built is radically different. We've now built about 60 years with the computer infrastructure, the internet, and all the computers that you know. We're now in the process of reinventing all of that, which is the reason why over the course of the next 10 years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last 60 years. The United States is woefully behind in energy production, which is one of the great things that President Trump has really advocated to regrow, I guess, the energy industry and to be a pro-energy growth industry again, because without energy, that entire infrastructure on top cannot be created and produced. And so the first thing is to make sure that we are a pro-energy growth country again. The technology is very powerful, so we have to build it with safety and security, and we have to build it with responsibility. We have to make sure that the regulations support it. But after that, once we do that, we need to make sure that the United States takes advantage of this new industrial revolution just as we took advantage of the last industrial revolution. We've been competing in China for a long time. We're doing just fine. Now, of course, whatever the decisions were that banned us from shipping to China, that decision was made and so be it. President Trump would like us to take our last generation products and continue to compete around the world. And the reason for that is this. It is a false choice. We could have national security. That is absolutely foremost. We want our technology industry to succeed around the world, and in order to do that, you have to compete. You could have national security, you have technology leadership, and you could have economic prosperity all at the same time. Our country has been doing that for a long time.
What is the difference between the AI people are dealing with now versus the AI that's coming in the future that you're seeing that this factory is going to make possible?
It'll be smarter, safer, better guardrail. It'll be grounded on more truth. It'll be able to do more things, be more helpful.
When you say grounded in more truth, what's that mean?
Less guessing and more research.
Less guessing and more research.
Even this year's AI has done a much better job being grounded in truth because it can even use the internet, do some search. It brings back some information, two or three different versions of the information. It might evaluate the information based on what you know, based on an evaluator to see which one is more likely to be truthful.
Yeah. And do you see AI as really driving the manufacturing reliable in the US?
No question about it. This is we're reinventing the computer for the first time in 63 years. This is just an extraordinary thing. Since the invention of the IBM System 360 in 1964, we're now reinventing the computer. You no longer have to code and no longer record information in advance, pre-recording information. It's able to now solve problems in real time. And so the way that the computer has to be built is radically different. We've now built about 60 years with the computer infrastructure, the internet, and all the computers that you know. We're now in the process of reinventing all of that, which is the reason why over the course of the next 10 years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last 60 years. And that's the cap access result. We can use this incredible new investment to re-industrialize the United States, which is the reason why we're building new chip plants. This is a new chip plant that produces lasers that allows us to take a chip that processes electricity, convert it to optics or light, send the light down optics, convert it back to electricity for another chip. So now we can connect chips that are literally separated by hundreds, thousands of feet and let those two chips be connected and work together. Incredible.
All right. Energy, chips, infrastructure, models, applications.
Where is the US strong and where is it not?
Oh, excellent. I really appreciate that. First of all, people think that AI is this model and it is. That's one of the very important parts of AI. Just as the computer industry is not just Excel or Word, the application, it consists of all of the infrastructure that supports it. The five layer cake that you mentioned. The United States is woefully behind in energy production, which is one of the great things that President Trump has really advocated to regrow, I guess, the energy industry and to be a pro-energy growth industry again, because without energy, that entire infrastructure on top cannot be created and produced. And so the first thing is to make sure that we are a pro-energy growth country. Again, for chips, infrastructure, and AI models, we are absolutely world class. And then the layer above, the applications, this is applications used for radiology, for healthcare, applications for manufacturing, robotic systems, all of the different applications for the various industries. The top layer, the bottom layer, the top layer, I would argue that we are probably not world class. Now, the reason for that is because on the lowest layer, we just suffocated energy production for too long. At the highest level, we have to be careful because we're increasingly describing AI in a way that causes communities and populations to be somewhat concerned about it. I think that the technology is very powerful. We have to build it with safety and security and we have to build it with responsibility. We have to make sure that the regulations support it. But after that, once we do that, we need to make sure that the United States takes advantage of this new industrial revolution just as we took advantage of the last industrial revolution. You know, as you know, 300 years ago, the production of energy was invented in Europe, but somehow the United States took advantage of it. We industrialized it. We applied it. Companies like GE and all the appliances, and we celebrated the industrialization of our economy. With the internet, we did the same thing. With computers, we did the same thing. We have to be very careful that artificial intelligence, this new next generation of technology revolution, that we're also enthusiastic about adopting and make sure that we don't get left behind.
Do you think the issue with AI is the technology itself that concerns people or the absence of social structures to adapt to something happening so fast?
