Jensen Huang

We're talking about building hundreds of billions of dollars of wafer starts and DRAM buys and are you guys talking?

This is now at a scale

that hardly any company can keep up with.

Yeah, you know, first of all, there's just more competition than ever before, but it's harder than ever before.

And the reason why I say that is because wafer costs are getting higher, which means that unless you do co-design,

at an extreme scale, you're just not going to be able to deliver the X factor growth, number one.

And so unless you're working on six, seven, eight chips a year, that's an amazing thing.

It's not about building an ASIC.

It's about building an AI factory system.

And this system has a lot of chips in it.

And they're all co-designed.

And together, they deliver that 10x factor that we get almost regularly.

So number one, the co-design is extreme.

The second thing is that the scale is extreme.

when your customers deploy a gigawatt, that's 400,000, 500,000 GPUs.

Getting 500,000 GPUs to work together is a miracle.

I mean, it's just a miracle.

And so your customers are taking enormous risk on you to go buy all of this.

You gotta ask yourself, what customer would place a $50 billion PO on an architecture?

Right.