James Kynge

So they'd be like an automated arm moving things from one place to another or doing some other type of manipulation.

So that's my prediction.

Alice, what about you?

That's a very interesting and big call.

And I'm James King.

Yeah, Alice, I mean, it's really hard to know whether this frenzy is justified at the moment.

But what I think it does speak to is the size of the Chinese semiconductor industry, the size of the sector, and the prospects that this sector has already.

China is the world's biggest market for semiconductors.

This year, maybe there's going to be more than 200 billion US dollars spent in buying semiconductors in China.

And this company, Moore's Threads, basically wants to replace NVIDIA.

I mean, this sounds like a big aim.

And it may be that, you know, Moore's Threads will never be the NVIDIA of China.

But at the moment, it looks like the market is

is betting on, well, maybe that it will partly replace some of NVIDIA's sales in China.

So that's a very big thing to say straight off because NVIDIA sells about 17 billion US dollars in China this year.

That's about 13% of its global revenues.

And as we all know, NVIDIA is the world's biggest company.

So as usual,

In our discussions, Alice, we're painting on a huge canvas here.

The implications of what may or may not happen here are really enormous.