Ian King

The price goes up.

And that is exactly what's happening right now.

Always has been.

They can't build factories fast enough.

They can't build production fast enough to meet these short-term surges in demand.

So right now the price is going up.

Yeah, I mean, there was a little bit of a backwards and forwards between Jensen and Elon about, you know, whose system is better and both of them ending up praising what the other is doing in the end, because let's face it, they need each other.

But this is the point that we're at.

We've been promised cars that are robots that can do their own thing for a very long time.

Hasn't happened as fast as we were promised.

And what we're being told now is we're at the cusp of this.

And this is great if you're making chips, if you're making the components for these vehicles.

Yeah, I mean, that's exactly it.

We've shown a willingness to sell.

We've effectively said, hey, we're prepared to give you something better.

The question now is whether China actually wants that and how Beijing will react.

We have the president saying that he's cleared it with his counterpart in Beijing, but we haven't really seen a concrete response on how that will manifest itself in terms of orders or shipments.

Yeah, I mean, it's multiple times better.

It's still a mainstream chip.

It's still in widespread use in the world's data centers.