Jensen Huang

Right.

The supporting cast of the soul-crushing work is now being done by agents.

They work hard 24 by 7.

You don't have to pay them.

And they don't eat any lunch.

And they don't have any healthcare benefits.

So they're very affordable.

And that really complements our workforce.

Definitely.

I mean, it's not going to be over the numbers, as you said, this quarter.

But I think given the macro and sentiment backdrop, there have been rising concerns or questions regarding sustainability of these deals.

B, are customers double ordering or double securing supply?

And C, the final, can supply keep up even if the demand is true and can sustain, whether it's from the supply chip side, from TSMC and packaging?

or whether supply from the end of data center buildup that the customers are trying to build.

Can they execute that fast?

I mean, when you look, peel into the onion, the timing of that was sort of over six quarters and we did some analysis and that just suggests basically five to 10% above consensus.

So very, very achievable and very executable target that he laid out.

I think we need more clarity around these deals, right?

There's deals where it comes to sort of NVIDIA securing revenue by these investments and Sloan.

There are questions around depreciation schedule of their GPUs.