David Pierce

At some point, they're going to make Windows, right?

Like if the play is what you're describing,

They're going to have to try to be Apple and just make the whole thing from the from the inside out.

Right.

Like, is this I don't know, this feels at some point like NVIDIA is just trying to own the whole.

So all of that actually makes total sense to me.

And I think starting with the chip, obviously, is what you do if you're NVIDIA.

That's its core competency.

Like, of course, that's where you'd start.

What do we and don't we know about this chip at this point?

I think to your point about it just sort of appeared and they said a name and we don't have a lot of information about it.

NVIDIA gets a lot of credit just for being NVIDIA.

There is this sense that like because NVIDIA did it, it's probably very good.

My sense is we don't have a lot of details on what this actual family of laptop processors is going to be.

What do we know at this point?

That was their little, they called it like an AI supercomputer or something.

You just sparked this memory of like, we have a picture of it behind glass.

And they're like, this is the future of computing.

But that chip immediately leaps to the tippy-top end of...

One of the things that was most surprising in seeing this announcement was that these chips won't be able to run NVIDIA's graphics cards.