“Right. Or in Nvidia's case, how big is AI going to be?…” — Acquired at 2:39:39
“Right. Or in Nvidia's case, how big is AI going to be? This is kind of a crazy thing for a manufacturer to have to do to have that crystal ball into the end-to-market markets, the end, their customers' markets. But they really do need to make bets on how big those markets are going to be.”
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2:47:53