Sean Hollister

It may be easier, at least in the short term for NVIDIA, to lean on that and say, yeah, there's a platform here we can build on.

But I don't think it's out of the question if they wanted to make an operating system someday and own it completely vertically like Apple.

Why not?

Particularly because then they can put that in the cloud.

They can deliver that to your device remotely as well as doing it locally.

Why not?

I don't think we've heard them state that, but we've certainly, you know, like you said, they're trying to dominate every every angle of it.

The super funny thing about the RTX Spark Super Chip is that it already exists and it was already released in a device by Nvidia called the DGX Spark.

It's a tiny gold box.

I don't know why it's gold, but it was very gold.

I don't know if they thought Trump was going to come by that day or something.

Anyhow, tidy gold box with a big ARM chip and a substantial chunk of like laptop mobile graphics power, GeForce graphics power in there.

And what they did originally was they just released it as like a $4,000, $5,000 AI box.

And they said, hey, run your local models on it.

What happened around the same time as that, maybe after they announced it before they released it, was AMD announced

decided that they were going to also build a super chip, quote unquote.

They didn't call it a super chip, whatever, called the Strix Halo or the Ryzen AI Max platform, Max Plus.

And so this thing, like AMD's chip, has a crazy,

crapload of memory, 128 gigs of memory on the chip, gobs of memory inside this AMD chip.

And they made it an application processor.