Tarcisio: Fine, great, we've come a long way, but... we still don't produce chips.
Tarcisio: We have to start producing chips here.
And we have to start training these AIs.
Tarcisio: Let's train the AI here.
Tarcisio: So we have to think, across the whole chain: I have the rare earths, I can build the data center, I have an energy supply, but I need public policy, I need to bring the link here, I have to start producing the semiconductor here, part of that chain has to come here, and that's what has to be negotiated.