Daniel Roberts

Love the analogy.

Love the analogy.

Look, to various degrees, it is.

Look, to various degrees, it is.

They're promoting their products.

They're promoting their products.

They're trying to tie up data center capacity.

They're trying to tie up data center capacity.

So yes, there's multiple silicon looking for homes.

So yes, there's multiple silicon looking for homes.

I think it's fair to say NVIDIA has a massive head start.

I think it's fair to say NVIDIA has a massive head start.

The ecosystem they've incubated, the standards that they're set in.

The ecosystem they've incubated, the standards that they're set in.

So I would say the safest pathway to build out at scale early is to follow the NVIDIA roadmaps.

So I would say the safest pathway to build out at scale early is to follow the NVIDIA roadmaps.

But absolutely, over time, we are seeing these chips emerge.

But absolutely, over time, we are seeing these chips emerge.

Yeah, I mean, the breakthroughs we're seeing in software, the way it's distributing power to every man and woman in every house, and their ability to code and use products like OpenCore,

Yeah, I mean, the breakthroughs we're seeing in software, the way it's distributing power to every man and woman in every house, and their ability to code and use products like OpenCore,