Kim Forrest

It's messy and it's like real life because it is.

But, you know, just be warned that this is not, trees don't grow, you know, well, trees grow into the sky, but not forever.

We'll put it that way.

Well, I think at first it's going to work in its own environment and it may become a competitor, sure.

I mean, I think the takeaway from all these announcements over the last, I don't know, 48 hours is that everybody's innovating and that is excellent.

I love competition.

I'm a capitalist, innovate, try to out-compete, do it, live that way.

But the fact of the matter is the CPUs that are the workhorses in just plain old cloud computing aren't necessarily going to be interesting or aren't necessarily going to look to NVIDIA.

NVIDIA loves the highest price product.

That's what it does.

And I'm sorry, the workhorse people need reliability.

They need it to look the same across their platform.

They need a lot of stuff that a new CPU chip isn't necessarily going to be interesting to them.

Now, in the world of AI data centers, sure.

But in the old fashioned ones that are going to have to persevere for decades, I don't know that that's really a competitor, NVIDIA.

Well, you know, how are things looking in the future?

I don't really even care about how things looked for last quarter, I have to tell you.

I'm looking for the next six months.

And I think especially on more consumer-leaning things like Apple, that might be, you know, the focal point for all investors is what new products are driving, you know,

consumers to the company and are they meeting demand?