Ian King

And this kind of serves as like a reference platform, so they like that.

And also, he just thinks there's a lot of demand out there, so the faster we can go, the better things get.

Yeah, I mean, as you know, Jensen never says anything without having carefully thought it through.

So he really wanted to deliver a message that this is a standalone product as well as being part of the infrastructure.

You remember previous versions have been sort of integrated into NVIDIA's computers.

Right.

Now, hey, you can use it on your own if you want, and that makes it a direct rival to some big products out there.

It shouldn't be, no.

But in this burgeoning industry, what goes around doesn't necessarily come around.

And the promise is huge.

So this is a structural shift, like electricity or the internet.

But AI, with all its potential, remains largely unproven for profitability.

So is this the dawn of a new age of AI-powered growth or the biggest bubble ever?

didn't believe that the demand for some of their best products, which would be the server chips, was there, didn't build inventory, didn't assign supply to that.

So that didn't help.

But then the production, which could help you out where you get more chips for a production run, what's called yield, if that had been better, they would have had more chips and been able to meet more supply.

So they've really left quite a lot of orders on the table here.

And obviously that is not good.

Well, I mean, I can refer you to what the analysts have said, which is, look, if you're out there looking for external customers for your factories, your factories have to be showing their best side.

They have to be operating at full, you know, as best they can.