Mandeep Singh

has really kind of come to the forefront now with Google TPUs.

And Broadcom has talked about how it has got three or more customers that are taping out their new chips.

So from that perspective, the suppliers of NVIDIA come to the focus.

And on the EDA side, it's really an oligopoly with K&N, Synopsys, and Siemens.

So from that perspective, it's not surprising to see NVIDIA really investing in one of their suppliers.

I mean, look, you can talk about how developers may benefit from a coding agent type of functionality when it comes to EDA software tools.

But to my mind, you don't need a big training cluster for EDA software.

That's not, I think, the essence of what they're doing here.

It's more to do with just strengthening the relationship with their suppliers.

And some of these could be M&A plays.

I mean, who knows?

And that's where I think having stakes just give them some skin in the game.

Cyber Monday is one of those days where people really load up their carts all weekend and then sometimes wait for the final minute to push the buy button.

Yeah, that's a great question.

And actually, there's a lot of talk about consumers being cautious.

So I'm curious to see how it plays out.

There's a lot of mixed signals going into this holiday shopping season, even more so than a typical one.

Yeah, it was a little bit of a play with that with David and Goliath.

I mean, they are really going after data center capacity right now.

And the way they are doing it is by diversifying their supplier base.