Mandeep Singh

And that should translate into better growth for NVIDIA.

From the demand side...

I really think everyone wants their latest chips because power is still the big constraint.

And even though TPUs have done well, even Google is still getting their NVIDIA allocation.

So it's not as if Google has scaled back in buying NVIDIA chips.

the data center revenue and how much upside can they get from the China market.

And then the hyperscale CapEx changes that we have heard, most of them have given a better than expected outlook on their CapEx increases.

And that should translate into better growth for Nvidia.

To my mind, it is really a case of the government recognizing how powerful this technology is and, you know, the company having to create a backdoor similar to what we saw probably with Microsoft Windows back in the day.

They've been talking about guardrails and safety for quite a while.

And in this case, clearly the U.S.

government wants to use, you know, the version without the safeguards for the purposes of national security.

And

I think the company probably had to relent because of the Defense Production Act.

They've been talking about guardrails and safety for quite a while, and in this case, clearly the U.S.

government wants to use the version without the safeguards for the purposes of national security.

And

I think the company probably had to relent because of the defense production acts.

We've got other options.

Yeah, and look, I mean, the fact that they are planning to use NVIDIA's CPUs, to me, that was a sign that, you know, if you had to get the GPU capacity from NVIDIA, you pretty much had to use everything they had to offer.