Sean Hollister

They're not talking about like how powerful the other chips are.

Yeah, it is.

It is big.

And, you know, they announced eight laptops and I think they showed like four mini PCs on stage at Computex.

But they say there's 30 laptops already in development, 10 mini desktops.

And that's just the initial allocation.

Those are going to be the ones that probably have the full fat version of this chip doing, you know, your 128 gig of RAM and your 6000 cores.

But it's going to be more than that, it sounds like.

And they're talking about this being a whole family of chips.

The RAM will maybe not always be stratospheric prices of 128 gigs, but it'll go down to like 16 gig of RAM, like you might find in an average notebook.

They say there's a huge market opportunity here.

And I don't know, I don't entirely know where the confidence comes from beyond the fact that they're NVIDIA and they can afford to throw so much money added and every manufacturer kind of has to line up because you better be on good terms with NVIDIA right now.

Fair, yeah.

it could be a very big deal it could be they are a a big player maybe bigger than qualcomm uh in this space um they they could be right up there with intel and amd in a year or three who knows um because they are putting serious effort and it looks like the the partners are also putting serious effort behind this and this could be a um regardless of whether

you personally, a listener, want to buy one of these machines, it could be good for the ecosystem because it's going to force Windows to get better.

It's going to force more developers to support ARM.

And it seems pretty clear... Support ARM faster than they might have otherwise, I should say.

And it seems pretty clear that ARM is one of the powerful, efficient futures for personal computing.

It's going to make our laptops last longer and...

Cooler and battery life and all those kinds of things that we've already seen in no small quantity from Apple and from Qualcomm.