Ray Wong

Well, right now there isn't a credible alternative to Nvidia.

at the moment but when they get out their helios chips and when they build the racks that are going to come in place that's going to be the first time nvidia is going to have a credible challenge to the gpu dominance that they've had for quite some time that's what the market's waiting for but they haven't taken orders yet they haven't announced as much as they need to and right now these are just pure performance earnings pre-gpu pre-ai that they've been able to do and it's a pretty good number there but once again the street isn't interested

So this is kind of where we are at the moment.

Well, right now there isn't a credible alternative to Nvidia.

the moment but when they get out their helios chips and when they build the racks that are going to come in place that's going to be the first time nvidia is going to have a credible challenge to the gpu dominance that they've had for quite some time that's what the market's waiting for but they haven't taken orders yet they haven't announced as much as they need to and right now these are just pure performance earnings pre-gpu pre-ai that they've been able to do and it's a pretty good number there but once again the street isn't interested

So this is kind of where we are at the moment.

Well, right now there isn't a credible alternative to NVIDIA.

at the moment, but when they get out their Helios chips and when they build the racks that are gonna come in place, that's gonna be the first time Nvidia's gonna have a credible challenge to the GPU dominance that they've had for quite some time.

That's what the market's waiting for, but they haven't taken orders yet, they haven't announced as much as they need to, and right now these are just pure performance earnings, pre-GPU, pre-AI, that they've been able to do.

And it's a pretty good number there, but once again, the street isn't interested.

So this is kind of where we are at the moment.

Well, right now there isn't a credible alternative to Nvidia.

the moment but when they get out their helios chips and when they build the racks that are going to come in place that's going to be the first time nvidia is going to have a credible challenge to the gpu dominance that they've had for quite some time that's what the market's waiting for but they haven't taken orders yet they haven't announced as much as they need to and right now these are just pure performance earnings pre-gpu pre-ai that they've been able to do and it's a pretty good number there but once again the street isn't interested

So this is kind of where we are at the moment.

well right now there isn't a credible alternative to nvidia at the moment but when they get out their helios chips and when they build the racks that are going to come in place that's going to be the first time nvidia is going to have a credible challenge to the gpu dominance that they've had for quite some time that's what the market's waiting for but they haven't taken orders yet they haven't announced as much as they need to and right now these are just pure performance earnings pre-gpu pre-ai that they've been able to do and it's a pretty good number there but once again the street isn't interested

So this is kind of where we are at the moment.