Sean Hollister

And like Apple in 2020, they have no statistics.

They have no graphs.

They have no charts.

They have nothing to back that up right now.

Right.

I think there's two things.

One, there is the market opportunity of AI and being able to say that, you know, we want to be powering the AI computer.

We want to beat the forefront of the entire AI revolution.

But I also think it's kind of hedging against AI.

NVIDIA knows from very prominent and embarrassing history for other companies that if you are not at the heart of the device, there is always a chance that you miss the next computing revolution.

Even though it seems like NVIDIA is at the forefront, at the heart of the AI computing revolution right now, they can look back and say, well, Intel wasn't in the phone.

And that was a big problem for Intel when the tide turned, when it wasn't just, you know, BlackBerrys and dumb phones, but now it was Intel inside being, you know, you didn't have that in the phone.

That was a problem for Intel.

It was, they missed out on the phone because of that.

Yeah, they tried.

That was the Tegra processor that they tried to make a mobile phone.

There were a couple of Tegra phone attempts back in the day.

There were tablets.

You can credit NVIDIA for making $199 Android tablets a thing.

We talked about it in 2012 and 2013 on The Verge.