Ian King

And I think that would probably be the bigger driver of what's going on today.

If we sort of look at the Wall Street reaction, as you said, he put that number of half a trillion dollars of sales that he's sure he's going to get for these new chips over a five quarter period.

So it's a little bit uncertain when it will exactly hit and how it will line up with Wall Street estimates.

But you've got to remember that total revenue estimates for the company over the next couple of years are

are in the 300 range.

So 500 is a lot more than 300.

So regardless of how exactly that lines up and whether that's all captured in one year, it's still a huge number.

And really, as we saw from our TV interview with him yesterday and as we saw from his appearance at the big show here in Washington, he's saying, look, bubble what bubble, don't worry about it.

Yeah, I mean, he's playing whack-a-mole, right?

The biggest concern is that we're building ahead of the actual business case for AI.

So a lot of what he said was like, hey, we're doing this, that, this, that.

We're signing these deals to get rid of some of these blockages.

We're bringing these new products to market to get rid of some of these perceived blockages.

Oh, by the way, here's our guaranteed revenue.

And guess what?

I'm on a plane to Asia to try and help sort out this big problem with China.

So there was a huge amount of information given, but it was all channeled in the same direction, which is AI is real, we're going to make sure it's real, and we're going to get rid of some of these problems.