Jensen Huang

Great, great win.

I'll be a large customer of theirs, and they're going to expose us to a much, much larger market opportunity.

Because the land power and shell is already $15 billion.

Right.

Yeah.

There's two ways to think about it.

One way is let's just think about it from a perspective of revenues.

Yes.

Okay.

So everybody's power limited.

And let's say you were able to secure two more gigawatts of power.

Well, that two gigawatts of power you would like to have translate to revenues.

So your performance or tokens per watt

was twice as high as somebody else's token per watt, because I did deep and extreme co-design, and my performance was much higher per unit energy, then my customer can produce twice as much revenues from their data center.

And who doesn't want twice as much revenues?

And if somebody gave them a 15% discount

You know, the difference between our gross margins, we call it 75 points, and somebody else's gross margins, call it 50 to 65 points.

It's not so much as to make up for the 30 times difference between Blackwall and Hopper.

Let's pretend Hopper, Hopper's an amazing chip, an amazing system.

Let's pretend somebody else's ASIC is Hopper.