“They are the cloud owners. If they decide at some point…” — The Vergecast at 8:19
“They are the cloud owners. If they decide at some point, they and Amazon, if they decide at some point, we want to back a different player instead for AI. And if things keep advancing at the speed they're advancing, maybe somebody could leapfrog NVIDIA in the AI server realm. It's not out of the realm of possibility…”
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