Joe Allen

Nvidia chips are something like 60% worldwide.

Ascend chips are maybe one or 2%, some tiny fraction.

So

To go back around to that question, why would they want to do it?

Well, if you take them at their word, it's a foolish quest to get China addicted to our hardware.

But I think that the speculation that it's for profit and for justification to acceleration, I would love to ask David Sachs in person that question, if he would be willing to answer face to face.

Hang on for a second.

We're going to take a short commercial break.

We've got some other things to talk about before we go to Worm, Texas, which will be at 6 o'clock.

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