Ian King

We also like you as a company, like your prospects.

And that is somehow a bigger validation than just a straight purchase agreement.

And that really was what they were pushing as an idea that, look, this is how closely we are tied together.

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Yeah, and networking as well.

I mean, the frustrating part about it is we don't have a definitive time period.

But if we sort of back it out, a million chips, their average selling price for NVIDIA of one GPU for the data center is about $15,000, $16,000, probably as much as twice as that for a leading edge one.

So you're already talking as much as...

meta spends on NVIDIA gear in a year in just the GPUs add on top of that the networking add on top of that the CPUs and obviously it feels like an extension it feels like a bigger commitment to NVIDIA but they wouldn't say for sure.

Yeah, I mean, it's definitely a step forward for them.

It's definitely a market expansion for them.

You remember Jensen told us this a while ago.

He dropped a strong hint that this was coming, and here it is.

The key thing to look at is this is Intel's territory.

This is AMD's territory, the general purpose processor for a data center that...

that does a lot of the general computing tasks.

What NVIDIA is saying, hey, we've got this CPU that was buried in the middle of all of this gear, but you can just use it on its own as well.

That's a market extension for them if we see widespread adoption.