Rich Hastings

😂

Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference, and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep, ongoing co-design. We build systems together, and our frontier models are the product of multi-year hardware and model engineering done side by side. We scaled available compute from 0.2 GW in 2023 to 0.6 GW in 2024 to roughly 1.9 GW in 2025, and that pace is accelerating. Inference demand is growing exponentially with more users, more agents, and more always-on workloads. NVIDIA continues to set the bar for performance, efficiency, and reliability for both training and inference. The demand curve is unmistakable. The world needs orders of magnitude more compute.
 That’s why we are anchoring on NVIDIA as the core of our training and inference stack, while deliberately expanding the ecosystem around it through partnerships with Cerebras, AMD and Broadcom. This approach lets us move faster, deploy more broadly, and support the explosion of real-world use cases without sacrificing performance or reliability. The outcome is simple and durable: infrastructure that can carry frontier capability all the way into production, at global scale.

We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from.