WEBVTT #Elemental Media Engine(TM) 2.17.1.0 00:00:00.900 --> 00:00:00.934 CANDIDATES 00:00:00.934 --> 00:00:01.334 CANDIDATES TO 00:00:01.334 --> 00:00:01.634 CANDIDATES TO GO 00:00:01.634 --> 00:00:01.668 CANDIDATES TO GO THROUGH 00:00:01.668 --> 00:00:02.068 CANDIDATES TO GO THROUGH OR 00:00:02.068 --> 00:00:02.102 CANDIDATES TO GO THROUGH OR EASIER. 00:00:02.102 --> 00:00:02.168 EASIER. 00:00:02.168 --> 00:00:02.268 EASIER. I 00:00:02.268 --> 00:00:02.435 EASIER. I DON'T 00:00:02.435 --> 00:00:02.469 EASIER. I DON'T KNOW. 00:00:02.469 --> 00:00:02.635 I DON'T KNOW. 00:00:02.635 --> 00:00:03.269 I DON'T KNOW. BUT 00:00:03.269 --> 00:00:03.403 I DON'T KNOW. BUT YOU 00:00:03.403 --> 00:00:03.536 I DON'T KNOW. BUT YOU DID 00:00:03.536 --> 00:00:03.603 I DON'T KNOW. BUT YOU DID SEE 00:00:03.603 --> 00:00:04.104 I DON'T KNOW. BUT YOU DID SEE THE 00:00:04.104 --> 00:00:04.170 I DON'T KNOW. BUT YOU DID SEE THE MARKET 00:00:04.170 --> 00:00:04.304 I DON'T KNOW. BUT YOU DID SEE THE MARKET RISE 00:00:04.304 --> 00:00:04.604 BUT YOU DID SEE THE MARKET RISE 00:00:04.604 --> 00:00:04.871 BUT YOU DID SEE THE MARKET RISE A 00:00:04.871 --> 00:00:04.938 BUT YOU DID SEE THE MARKET RISE A LITTLE 00:00:04.938 --> 00:00:04.971 BUT YOU DID SEE THE MARKET RISE A LITTLE BIT 00:00:04.971 --> 00:00:05.038 BUT YOU DID SEE THE MARKET RISE A LITTLE BIT IN 00:00:05.038 --> 00:00:05.338 BUT YOU DID SEE THE MARKET RISE A LITTLE BIT IN THE 00:00:05.338 --> 00:00:05.372 BUT YOU DID SEE THE MARKET RISE A LITTLE BIT IN THE KIND 00:00:05.372 --> 00:00:05.438 BUT YOU DID SEE THE MARKET RISE A LITTLE BIT IN THE KIND OF 00:00:05.438 --> 00:00:05.505 BUT YOU DID SEE THE MARKET RISE A LITTLE BIT IN THE KIND OF AS 00:00:05.505 --> 00:00:06.072 A LITTLE BIT IN THE KIND OF AS 00:00:06.072 --> 00:00:06.139 A LITTLE BIT IN THE KIND OF AS THAT 00:00:06.139 --> 00:00:06.473 A LITTLE BIT IN THE KIND OF AS THAT NEWS 00:00:06.473 --> 00:00:06.906 A LITTLE BIT IN THE KIND OF AS THAT NEWS WAS 00:00:06.906 --> 00:00:06.973 A LITTLE BIT IN THE KIND OF AS THAT NEWS WAS DIGESTING. 00:00:06.973 --> 00:00:07.407 THAT NEWS WAS DIGESTING. 00:00:07.407 --> 00:00:07.474 THAT NEWS WAS DIGESTING. >> 00:00:07.474 --> 00:00:07.607 THAT NEWS WAS DIGESTING. >> BACK 00:00:07.607 --> 00:00:07.874 THAT NEWS WAS DIGESTING. >> BACK NOW 00:00:07.874 --> 00:00:08.241 THAT NEWS WAS DIGESTING. >> BACK NOW TO 00:00:08.241 --> 00:00:08.274 THAT NEWS WAS DIGESTING. >> BACK NOW TO NVIDIA. 00:00:08.274 --> 00:00:08.375 >> BACK NOW TO NVIDIA. 00:00:08.375 --> 00:00:08.575 >> BACK NOW TO NVIDIA. THE 00:00:08.575 --> 00:00:09.075 >> BACK NOW TO NVIDIA. THE STOCK 00:00:09.075 --> 00:00:09.409 >> BACK NOW TO NVIDIA. THE STOCK HAS 00:00:09.409 --> 00:00:09.509 >> BACK NOW TO NVIDIA. THE STOCK HAS TURNED 00:00:09.509 --> 00:00:09.642 >> BACK NOW TO NVIDIA. THE STOCK HAS TURNED HIGHER 00:00:09.642 --> 00:00:09.809 >> BACK NOW TO NVIDIA. THE STOCK HAS TURNED HIGHER BUT 00:00:09.809 --> 00:00:09.976 THE STOCK HAS TURNED HIGHER BUT 00:00:09.976 --> 00:00:10.310 THE STOCK HAS TURNED HIGHER BUT STILL 00:00:10.310 --> 00:00:10.810 THE STOCK HAS TURNED HIGHER BUT STILL OFF 00:00:10.810 --> 00:00:11.711 THE STOCK HAS TURNED HIGHER BUT STILL OFF THE 00:00:11.711 --> 00:00:11.945 THE STOCK HAS TURNED HIGHER BUT STILL OFF THE RECORD 00:00:11.945 --> 00:00:12.012 THE STOCK HAS TURNED HIGHER BUT STILL OFF THE RECORD HIGH, 00:00:12.012 --> 00:00:12.145 THE STOCK HAS TURNED HIGHER BUT STILL OFF THE RECORD HIGH, JUST 00:00:12.145 --> 00:00:12.278 STILL OFF THE RECORD HIGH, JUST 00:00:12.278 --> 00:00:13.880 STILL OFF THE RECORD HIGH, JUST SHY 00:00:13.880 --> 00:00:13.947 STILL OFF THE RECORD HIGH, JUST SHY OF 00:00:13.947 --> 00:00:14.114 STILL OFF THE RECORD HIGH, JUST SHY OF $153 00:00:14.114 --> 00:00:14.447 STILL OFF THE RECORD HIGH, JUST SHY OF $153 A 00:00:14.447 --> 00:00:14.647 STILL OFF THE RECORD HIGH, JUST SHY OF $153 A SHARE 00:00:14.647 --> 00:00:15.348 STILL OFF THE RECORD HIGH, JUST SHY OF $153 A SHARE HIT 00:00:15.348 --> 00:00:15.448 STILL OFF THE RECORD HIGH, JUST SHY OF $153 A SHARE HIT AFTER 00:00:15.448 --> 00:00:15.582 SHY OF $153 A SHARE HIT AFTER 00:00:15.582 --> 00:00:16.182 SHY OF $153 A SHARE HIT AFTER THE 00:00:16.182 --> 00:00:16.649 SHY OF $153 A SHARE HIT AFTER THE OPENING 00:00:16.649 --> 00:00:16.683 SHY OF $153 A SHARE HIT AFTER THE OPENING BELL. 00:00:16.683 --> 00:00:17.050 THE OPENING BELL. 00:00:17.050 --> 00:00:17.450 THE OPENING BELL. KRISTINA 00:00:17.450 --> 00:00:17.484 THE OPENING BELL. KRISTINA JOINS 00:00:17.484 --> 00:00:18.084 THE OPENING BELL. KRISTINA JOINS US 00:00:18.084 --> 00:00:18.284 THE OPENING BELL. KRISTINA JOINS US FOR 00:00:18.284 --> 00:00:18.918 THE OPENING BELL. KRISTINA JOINS US FOR A 00:00:18.918 --> 00:00:18.952 THE OPENING BELL. KRISTINA JOINS US FOR A LOOK 00:00:18.952 --> 00:00:19.019 THE OPENING BELL. KRISTINA JOINS US FOR A LOOK AT 00:00:19.019 --> 00:00:19.419 KRISTINA JOINS US FOR A LOOK AT 00:00:19.419 --> 00:00:19.886 KRISTINA JOINS US FOR A LOOK AT THE 00:00:19.886 --> 00:00:20.020 KRISTINA JOINS US FOR A LOOK AT THE NEXT 00:00:20.020 --> 00:00:20.186 KRISTINA JOINS US FOR A LOOK AT THE NEXT BIG 00:00:20.186 --> 00:00:21.955 KRISTINA JOINS US FOR A LOOK AT THE NEXT BIG CHALLENGES 00:00:21.955 --> 00:00:22.022 KRISTINA JOINS US FOR A LOOK AT THE NEXT BIG CHALLENGES NVIDIA 00:00:22.022 --> 00:00:22.188 THE NEXT BIG CHALLENGES NVIDIA 00:00:22.188 --> 00:00:22.222 THE NEXT BIG CHALLENGES NVIDIA FACES. 00:00:22.222 --> 00:00:22.389 FACES. 00:00:22.389 --> 00:00:22.489 FACES. WELCOME 00:00:22.489 --> 00:00:22.555 FACES. WELCOME BACK. 00:00:22.555 --> 00:00:22.655 WELCOME BACK. 00:00:22.655 --> 00:00:23.590 WELCOME BACK. >> 00:00:23.590 --> 00:00:23.723 WELCOME BACK. >> THANK 00:00:23.723 --> 00:00:23.790 WELCOME BACK. >> THANK YOU. 00:00:23.790 --> 00:00:23.890 >> THANK YOU. 00:00:23.890 --> 00:00:23.923 >> THANK YOU. >> 00:00:23.923 --> 00:00:24.257 >> THANK YOU. >> IF 00:00:24.257 --> 00:00:24.424 >> THANK YOU. >> IF YOU 00:00:24.424 --> 00:00:25.358 >> THANK YOU. >> IF YOU HAD 00:00:25.358 --> 00:00:25.492 >> THANK YOU. >> IF YOU HAD TO 00:00:25.492 --> 00:00:25.625 >> THANK YOU. >> IF YOU HAD TO SUM 00:00:25.625 --> 00:00:25.725 >> THANK YOU. >> IF YOU HAD TO SUM THE 00:00:25.725 --> 00:00:25.792 >> THANK YOU. >> IF YOU HAD TO SUM THE REPORT 00:00:25.792 --> 00:00:25.925 >> IF YOU HAD TO SUM THE REPORT 00:00:25.925 --> 00:00:26.760 >> IF YOU HAD TO SUM THE REPORT AND 00:00:26.760 --> 00:00:26.860 >> IF YOU HAD TO SUM THE REPORT AND LOOK 00:00:26.860 --> 00:00:26.893 >> IF YOU HAD TO SUM THE REPORT AND LOOK AHEAD 00:00:26.893 --> 00:00:27.127 >> IF YOU HAD TO SUM THE REPORT AND LOOK AHEAD TO 00:00:27.127 --> 00:00:27.694 >> IF YOU HAD TO SUM THE REPORT AND LOOK AHEAD TO THE 00:00:27.694 --> 00:00:27.761 >> IF YOU HAD TO SUM THE REPORT AND LOOK AHEAD TO THE CHALLENGES 00:00:27.761 --> 00:00:27.894 AND LOOK AHEAD TO THE CHALLENGES 00:00:27.894 --> 00:00:27.961 AND LOOK AHEAD TO THE CHALLENGES THAT 00:00:27.961 --> 00:00:28.094 AND LOOK AHEAD TO THE CHALLENGES THAT THIS 00:00:28.094 --> 00:00:28.161 AND LOOK AHEAD TO THE CHALLENGES THAT THIS COMPANY 00:00:28.161 --> 00:00:28.261 AND LOOK AHEAD TO THE CHALLENGES THAT THIS COMPANY MAY 00:00:28.261 --> 00:00:28.361 AND LOOK AHEAD TO THE CHALLENGES THAT THIS COMPANY MAY FACE, 00:00:28.361 --> 00:00:28.395 AND LOOK AHEAD TO THE CHALLENGES THAT THIS COMPANY MAY FACE, WHAT 00:00:28.395 --> 00:00:28.528 THAT THIS COMPANY MAY FACE, WHAT 00:00:28.528 --> 00:00:28.595 THAT THIS COMPANY MAY FACE, WHAT WOULD 00:00:28.595 --> 00:00:28.661 THAT THIS COMPANY MAY FACE, WHAT WOULD YOU 00:00:28.661 --> 00:00:28.762 THAT THIS COMPANY MAY FACE, WHAT WOULD YOU SAY 00:00:28.762 --> 00:00:31.231 THAT THIS COMPANY MAY FACE, WHAT WOULD YOU SAY THEY 00:00:31.231 --> 00:00:31.264 THAT THIS COMPANY MAY FACE, WHAT WOULD YOU SAY THEY ARE? 00:00:31.264 --> 00:00:31.998 WOULD YOU SAY THEY ARE? 00:00:31.998 --> 00:00:32.899 WOULD YOU SAY THEY ARE? >> 00:00:32.899 --> 00:00:33.299 WOULD YOU SAY THEY ARE? >> SUCCESSFUL, 00:00:33.299 --> 00:00:33.366 WOULD YOU SAY THEY ARE? >> SUCCESSFUL, BUT 00:00:33.366 --> 00:00:33.633 WOULD YOU SAY THEY ARE? >> SUCCESSFUL, BUT THAT 00:00:33.633 --> 00:00:33.767 WOULD YOU SAY THEY ARE? >> SUCCESSFUL, BUT THAT SUCCESS 00:00:33.767 --> 00:00:33.933 >> SUCCESSFUL, BUT THAT SUCCESS 00:00:33.933 --> 00:00:34.134 >> SUCCESSFUL, BUT THAT SUCCESS IS 00:00:34.134 --> 00:00:34.267 >> SUCCESSFUL, BUT THAT SUCCESS IS THEIR 00:00:34.267 --> 00:00:34.401 >> SUCCESSFUL, BUT THAT SUCCESS IS THEIR OWN 00:00:34.401 --> 00:00:34.934 >> SUCCESSFUL, BUT THAT SUCCESS IS THEIR OWN -- 00:00:34.934 --> 00:00:39.639 >> SUCCESSFUL, BUT THAT SUCCESS IS THEIR OWN -- NOT 00:00:39.639 --> 00:00:39.706 >> SUCCESSFUL, BUT THAT SUCCESS IS THEIR OWN -- NOT DEMISE, 00:00:39.706 --> 00:00:39.773 >> SUCCESSFUL, BUT THAT SUCCESS IS THEIR OWN -- NOT DEMISE, BUT 00:00:39.773 --> 00:00:39.939 IS THEIR OWN -- NOT DEMISE, BUT 00:00:39.939 --> 00:00:40.006 IS THEIR OWN -- NOT DEMISE, BUT HURDLE 00:00:40.006 --> 00:00:40.073 IS THEIR OWN -- NOT DEMISE, BUT HURDLE FOR 00:00:40.073 --> 00:00:40.140 IS THEIR OWN -- NOT DEMISE, BUT HURDLE FOR THE 00:00:40.140 --> 00:00:40.273 IS THEIR OWN -- NOT DEMISE, BUT HURDLE FOR THE NEAR 00:00:40.273 --> 00:00:40.306 IS THEIR OWN -- NOT DEMISE, BUT HURDLE FOR THE NEAR TERM. 00:00:40.306 --> 00:00:40.373 HURDLE FOR THE NEAR TERM. 00:00:40.373 --> 00:00:40.440 HURDLE FOR THE NEAR TERM. I 00:00:40.440 --> 00:00:40.540 HURDLE FOR THE NEAR TERM. I SAY 00:00:40.540 --> 00:00:40.673 HURDLE FOR THE NEAR TERM. I SAY THAT 00:00:40.673 --> 00:00:40.840 HURDLE FOR THE NEAR TERM. I SAY THAT BECAUSE 00:00:40.840 --> 00:00:40.907 HURDLE FOR THE NEAR TERM. I SAY THAT BECAUSE INVESTORS 00:00:40.907 --> 00:00:41.041 I SAY THAT BECAUSE INVESTORS 00:00:41.041 --> 00:00:41.074 I SAY THAT BECAUSE INVESTORS NEED 00:00:41.074 --> 00:00:41.141 I SAY THAT BECAUSE INVESTORS NEED TO 00:00:41.141 --> 00:00:41.808 I SAY THAT BECAUSE INVESTORS NEED TO GET 00:00:41.808 --> 00:00:41.841 I SAY THAT BECAUSE INVESTORS NEED TO GET USED 00:00:41.841 --> 00:00:42.642 I SAY THAT BECAUSE INVESTORS NEED TO GET USED TO 00:00:42.642 --> 00:00:42.776 I SAY THAT BECAUSE INVESTORS NEED TO GET USED TO HE 00:00:42.776 --> 00:00:42.842 I SAY THAT BECAUSE INVESTORS NEED TO GET USED TO HE RELEASE 00:00:42.842 --> 00:00:43.810 NEED TO GET USED TO HE RELEASE 00:00:43.810 --> 00:00:43.977 NEED TO GET USED TO HE RELEASE OF 00:00:43.977 --> 00:00:44.077 NEED TO GET USED TO HE RELEASE OF NEW 00:00:44.077 --> 00:00:44.544 NEED TO GET USED TO HE RELEASE OF NEW A.I. 00:00:44.544 --> 00:00:44.778 NEED TO GET USED TO HE RELEASE OF NEW A.I. CHIPS 00:00:44.778 --> 00:00:45.578 NEED TO GET USED TO HE RELEASE OF NEW A.I. CHIPS EVERY 00:00:45.578 --> 00:00:45.645 NEED TO GET USED TO HE RELEASE OF NEW A.I. CHIPS EVERY YEAR 00:00:45.645 --> 00:00:45.779 OF NEW A.I. CHIPS EVERY YEAR 00:00:45.779 --> 00:00:47.013 OF NEW A.I. CHIPS EVERY YEAR COULD 00:00:47.013 --> 00:00:47.047 OF NEW A.I. CHIPS EVERY YEAR COULD LEAD 00:00:47.047 --> 00:00:47.614 OF NEW A.I. CHIPS EVERY YEAR COULD LEAD TO 00:00:47.614 --> 00:00:47.680 OF NEW A.I. CHIPS EVERY YEAR COULD LEAD TO INEVITABLE 00:00:47.680 --> 00:00:47.881 COULD LEAD TO INEVITABLE 00:00:47.881 --> 00:00:48.515 COULD LEAD TO INEVITABLE BUMPINESS 00:00:48.515 --> 00:00:48.848 COULD LEAD TO INEVITABLE BUMPINESS IN 00:00:48.848 --> 00:00:48.982 COULD LEAD TO INEVITABLE BUMPINESS IN THE 00:00:48.982 --> 00:00:49.015 COULD LEAD TO INEVITABLE BUMPINESS IN THE RESULT. 00:00:49.015 --> 00:00:49.516 BUMPINESS IN THE RESULT. 00:00:49.516 --> 00:00:50.250 BUMPINESS IN THE RESULT. IT'S 00:00:50.250 --> 00:00:50.350 BUMPINESS IN THE RESULT. IT'S NOT 00:00:50.350 --> 00:00:51.317 BUMPINESS IN THE RESULT. IT'S NOT ABOUT 00:00:51.317 --> 00:00:52.318 BUMPINESS IN THE RESULT. IT'S NOT ABOUT FINDING 00:00:52.318 --> 00:00:52.485 BUMPINESS IN THE RESULT. IT'S NOT ABOUT FINDING THE 00:00:52.485 --> 00:00:52.819 IT'S NOT ABOUT FINDING THE 00:00:52.819 --> 00:00:52.852 IT'S NOT ABOUT FINDING THE BUYERS. 00:00:52.852 --> 00:00:53.920 BUYERS. 00:00:53.920 --> 00:00:54.254 BUYERS. IT'S 00:00:54.254 --> 00:00:54.287 BUYERS. IT'S RAMPING 00:00:54.287 --> 00:00:55.055 BUYERS. IT'S RAMPING UP 00:00:55.055 --> 00:00:55.088 BUYERS. IT'S RAMPING UP PRODUCTION. 00:00:55.088 --> 00:00:55.388 IT'S RAMPING UP PRODUCTION. 00:00:55.388 --> 00:00:55.488 IT'S RAMPING UP PRODUCTION. CUSTOM 00:00:55.488 --> 00:00:55.855 IT'S RAMPING UP PRODUCTION. CUSTOM CHIPS, 00:00:55.855 --> 00:00:56.189 IT'S RAMPING UP PRODUCTION. CUSTOM CHIPS, THE 00:00:56.189 --> 00:00:56.389 IT'S RAMPING UP PRODUCTION. CUSTOM CHIPS, THE INTEGRATION 00:00:56.389 --> 00:00:56.456 IT'S RAMPING UP PRODUCTION. CUSTOM CHIPS, THE INTEGRATION OF 00:00:56.456 --> 00:00:56.556 CUSTOM CHIPS, THE INTEGRATION OF 00:00:56.556 --> 00:00:57.424 CUSTOM CHIPS, THE INTEGRATION OF ALL 00:00:57.424 --> 00:00:57.557 CUSTOM CHIPS, THE INTEGRATION OF ALL OF 00:00:57.557 --> 00:00:57.690 CUSTOM CHIPS, THE INTEGRATION OF ALL OF THOSE 00:00:57.690 --> 00:00:58.124 CUSTOM CHIPS, THE INTEGRATION OF ALL OF THOSE SYSTEMS, 00:00:58.124 --> 00:00:58.224 CUSTOM CHIPS, THE INTEGRATION OF ALL OF THOSE SYSTEMS, QUOTE, 00:00:58.224 --> 00:00:58.391 ALL OF THOSE SYSTEMS, QUOTE, 00:00:58.391 --> 00:00:58.491 ALL OF THOSE SYSTEMS, QUOTE, NOTHING 00:00:58.491 --> 00:00:58.958 ALL OF THOSE SYSTEMS, QUOTE, NOTHING SHORT 00:00:58.958 --> 00:01:00.527 ALL OF THOSE SYSTEMS, QUOTE, NOTHING SHORT OF 00:01:00.527 --> 00:01:01.061 ALL OF THOSE SYSTEMS, QUOTE, NOTHING SHORT OF A 00:01:01.061 --> 00:01:01.127 ALL OF THOSE SYSTEMS, QUOTE, NOTHING SHORT OF A MIRACLE 00:01:01.127 --> 00:01:02.328 NOTHING SHORT OF A MIRACLE 00:01:02.328 --> 00:01:03.063 NOTHING SHORT OF A MIRACLE ACCORDING 00:01:03.063 --> 00:01:03.430 NOTHING SHORT OF A MIRACLE ACCORDING TO 00:01:03.430 --> 00:01:05.865 NOTHING SHORT OF A MIRACLE ACCORDING TO THE 00:01:05.865 --> 00:01:05.965 NOTHING SHORT OF A MIRACLE ACCORDING TO THE CEO 00:01:05.965 --> 00:01:06.032 NOTHING SHORT OF A MIRACLE ACCORDING TO THE CEO JENSEN 00:01:06.032 --> 00:01:06.166 ACCORDING TO THE CEO JENSEN 00:01:06.166 --> 00:01:06.332 ACCORDING TO THE CEO JENSEN HUANG 00:01:06.332 --> 00:01:06.399 ACCORDING TO THE CEO JENSEN HUANG YESTERDAY 00:01:06.399 --> 00:01:06.533 ACCORDING TO THE CEO JENSEN HUANG YESTERDAY AND 00:01:06.533 --> 00:01:06.599 ACCORDING TO THE CEO JENSEN HUANG YESTERDAY AND NEEDING 00:01:06.599 --> 00:01:06.766 HUANG YESTERDAY AND NEEDING 00:01:06.766 --> 00:01:06.866 HUANG YESTERDAY AND NEEDING ALMOST 00:01:06.866 --> 00:01:07.000 HUANG YESTERDAY AND NEEDING ALMOST EVERY 00:01:07.000 --> 00:01:07.033 HUANG YESTERDAY AND NEEDING ALMOST EVERY COMPANY 00:01:07.033 --> 00:01:07.100 HUANG YESTERDAY AND NEEDING ALMOST EVERY COMPANY IN 00:01:07.100 --> 00:01:07.167 HUANG YESTERDAY AND NEEDING ALMOST EVERY COMPANY IN THE 00:01:07.167 --> 00:01:07.300 ALMOST EVERY COMPANY IN THE 00:01:07.300 --> 00:01:07.367 ALMOST EVERY COMPANY IN THE WORLD 00:01:07.367 --> 00:01:07.567 ALMOST EVERY COMPANY IN THE WORLD FOR 00:01:07.567 --> 00:01:08.802 ALMOST EVERY COMPANY IN THE WORLD FOR THE 00:01:08.802 --> 00:01:08.835 ALMOST EVERY COMPANY IN THE WORLD FOR THE SPAIN. 00:01:08.835 --> 00:01:08.968 WORLD FOR THE SPAIN. 00:01:08.968 --> 00:01:09.035 WORLD FOR THE SPAIN. SO 00:01:09.035 --> 00:01:09.202 WORLD FOR THE SPAIN. SO MUCH 00:01:09.202 --> 00:01:09.669 WORLD FOR THE SPAIN. SO MUCH FOCUS 00:01:09.669 --> 00:01:09.969 WORLD FOR THE SPAIN. SO MUCH FOCUS ON 00:01:09.969 --> 00:01:10.136 WORLD FOR THE SPAIN. SO MUCH FOCUS ON THE 00:01:10.136 --> 00:01:10.203 WORLD FOR THE SPAIN. SO MUCH FOCUS ON THE BLACKWELL 00:01:10.203 --> 00:01:10.336 SO MUCH FOCUS ON THE BLACKWELL 00:01:10.336 --> 00:01:11.771 SO MUCH FOCUS ON THE BLACKWELL CHIPS 00:01:11.771 --> 00:01:11.871 SO MUCH FOCUS ON THE BLACKWELL CHIPS THAT 00:01:11.871 --> 00:01:12.005 SO MUCH FOCUS ON THE BLACKWELL CHIPS THAT GAMING 00:01:12.005 --> 00:01:12.405 SO MUCH FOCUS ON THE BLACKWELL CHIPS THAT GAMING CHIPS 00:01:12.405 --> 00:01:12.439 SO MUCH FOCUS ON THE BLACKWELL CHIPS THAT GAMING CHIPS TOOK 00:01:12.439 --> 00:01:12.505 SO MUCH FOCUS ON THE BLACKWELL CHIPS THAT GAMING CHIPS TOOK A 00:01:12.505 --> 00:01:12.839 CHIPS THAT GAMING CHIPS TOOK A 00:01:12.839 --> 00:01:13.306 CHIPS THAT GAMING CHIPS TOOK A BACK 00:01:13.306 --> 00:01:13.339 CHIPS THAT GAMING CHIPS TOOK A BACK SEAT. 00:01:13.339 --> 00:01:13.440 BACK SEAT. 00:01:13.440 --> 00:01:13.506 BACK SEAT. BUT 00:01:13.506 --> 00:01:13.807 BACK SEAT. BUT THE 00:01:13.807 --> 00:01:14.074 BACK SEAT. BUT THE CEO 00:01:14.074 --> 00:01:14.240 BACK SEAT. BUT THE CEO SAID 00:01:14.240 --> 00:01:14.274 BACK SEAT. BUT THE CEO SAID YESTERDAY 00:01:14.274 --> 00:01:14.340 BACK SEAT. BUT THE CEO SAID YESTERDAY ON 00:01:14.340 --> 00:01:14.507 BUT THE CEO SAID YESTERDAY ON 00:01:14.507 --> 00:01:15.208 BUT THE CEO SAID YESTERDAY ON THE 00:01:15.208 --> 00:01:15.475 BUT THE CEO SAID YESTERDAY ON THE CALL 00:01:15.475 --> 00:01:15.508 BUT THE CEO SAID YESTERDAY ON THE CALL WE'LL 00:01:15.508 --> 00:01:16.109 BUT THE CEO SAID YESTERDAY ON THE CALL WE'LL BE 00:01:16.109 --> 00:01:16.142 BUT THE CEO SAID YESTERDAY ON THE CALL WE'LL BE BACK 00:01:16.142 --> 00:01:16.476 BUT THE CEO SAID YESTERDAY ON THE CALL WE'LL BE BACK ON 00:01:16.476 --> 00:01:16.576 BUT THE CEO SAID YESTERDAY ON THE CALL WE'LL BE BACK ON TRACK 00:01:16.576 --> 00:01:16.876 THE CALL WE'LL BE BACK ON TRACK 00:01:16.876 --> 00:01:16.943 THE CALL WE'LL BE BACK ON TRACK WITH 00:01:16.943 --> 00:01:17.410 THE CALL WE'LL BE BACK ON TRACK WITH MORE 00:01:17.410 --> 00:01:18.111 THE CALL WE'LL BE BACK ON TRACK WITH MORE SUPPLIES, 00:01:18.111 --> 00:01:18.278 THE CALL WE'LL BE BACK ON TRACK WITH MORE SUPPLIES, TURN 00:01:18.278 --> 00:01:18.344 THE CALL WE'LL BE BACK ON TRACK WITH MORE SUPPLIES, TURN THE 00:01:18.344 --> 00:01:18.545 WITH MORE SUPPLIES, TURN THE 00:01:18.545 --> 00:01:18.578 WITH MORE SUPPLIES, TURN THE CORNER 00:01:18.578 --> 00:01:20.246 WITH MORE SUPPLIES, TURN THE CORNER IN 00:01:20.246 --> 00:01:20.380 WITH MORE SUPPLIES, TURN THE CORNER IN THE 00:01:20.380 --> 00:01:20.513 WITH MORE SUPPLIES, TURN THE CORNER IN THE NEW 00:01:20.513 --> 00:01:20.547 WITH MORE SUPPLIES, TURN THE CORNER IN THE NEW YEAR. 00:01:20.547 --> 00:01:20.680 CORNER IN THE NEW YEAR. 00:01:20.680 --> 00:01:20.780 CORNER IN THE NEW YEAR. LET'S 00:01:20.780 --> 00:01:20.880 CORNER IN THE NEW YEAR. LET'S TALK 00:01:20.880 --> 00:01:21.181 CORNER IN THE NEW YEAR. LET'S TALK ABOUT 00:01:21.181 --> 00:01:21.314 CORNER IN THE NEW YEAR. LET'S TALK ABOUT THE 00:01:21.314 --> 00:01:21.381 CORNER IN THE NEW YEAR. LET'S TALK ABOUT THE EARNINGS 00:01:21.381 --> 00:01:22.649 LET'S TALK ABOUT THE EARNINGS 00:01:22.649 --> 00:01:22.682 LET'S TALK ABOUT THE EARNINGS CALL. 00:01:22.682 --> 00:01:22.916 CALL. 00:01:22.916 --> 00:01:23.083 CALL. BOTH 00:01:23.083 --> 00:01:23.283 CALL. BOTH THE 00:01:23.283 --> 00:01:24.884 CALL. BOTH THE CEO 00:01:24.884 --> 00:01:25.018 CALL. BOTH THE CEO AND 00:01:25.018 --> 00:01:25.351 CALL. BOTH THE CEO AND CFO 00:01:25.351 --> 00:01:25.552 CALL. BOTH THE CEO AND CFO EMPHASIZED 00:01:25.552 --> 00:01:25.952 BOTH THE CEO AND CFO EMPHASIZED 00:01:25.952 --> 00:01:27.787 BOTH THE CEO AND CFO EMPHASIZED THE 00:01:27.787 --> 00:01:27.854 BOTH THE CEO AND CFO EMPHASIZED THE ROLLOUT 00:01:27.854 --> 00:01:27.921 BOTH THE CEO AND CFO EMPHASIZED THE ROLLOUT OF 00:01:27.921 --> 00:01:28.021 BOTH THE CEO AND CFO EMPHASIZED THE ROLLOUT OF THE 00:01:28.021 --> 00:01:28.088 BOTH THE CEO AND CFO EMPHASIZED THE ROLLOUT OF THE CHIPS 00:01:28.088 --> 00:01:28.121 BOTH THE CEO AND CFO EMPHASIZED THE ROLLOUT OF THE CHIPS ARE 00:01:28.121 --> 00:01:28.188 BOTH THE CEO AND CFO EMPHASIZED THE ROLLOUT OF THE CHIPS ARE ON 00:01:28.188 --> 00:01:28.354 THE ROLLOUT OF THE CHIPS ARE ON 00:01:28.354 --> 00:01:28.755 THE ROLLOUT OF THE CHIPS ARE ON TRACK, 00:01:28.755 --> 00:01:29.622 THE ROLLOUT OF THE CHIPS ARE ON TRACK, SALES 00:01:29.622 --> 00:01:29.656 THE ROLLOUT OF THE CHIPS ARE ON TRACK, SALES WOULD 00:01:29.656 --> 00:01:29.889 THE ROLLOUT OF THE CHIPS ARE ON TRACK, SALES WOULD BE 00:01:29.889 --> 00:01:29.956 THE ROLLOUT OF THE CHIPS ARE ON TRACK, SALES WOULD BE LIMITED 00:01:29.956 --> 00:01:30.090 TRACK, SALES WOULD BE LIMITED 00:01:30.090 --> 00:01:30.256 TRACK, SALES WOULD BE LIMITED THE 00:01:30.256 --> 00:01:31.124 TRACK, SALES WOULD BE LIMITED THE NEXT 00:01:31.124 --> 00:01:31.257 TRACK, SALES WOULD BE LIMITED THE NEXT FEW 00:01:31.257 --> 00:01:31.324 TRACK, SALES WOULD BE LIMITED THE NEXT FEW QUARTERS 00:01:31.324 --> 00:01:31.357 TRACK, SALES WOULD BE LIMITED THE NEXT FEW QUARTERS -- 00:01:31.357 --> 00:01:31.491 THE NEXT FEW QUARTERS -- 00:01:31.491 --> 00:01:31.624 THE NEXT FEW QUARTERS -- >> 00:01:31.624 --> 00:01:31.658 THE NEXT FEW QUARTERS -- >> SUPPLY? 00:01:31.658 --> 00:01:31.925 >> SUPPLY? 00:01:31.925 --> 00:01:32.092 >> SUPPLY? >> 00:01:32.092 --> 00:01:32.158 >> SUPPLY? >> EXACTLY. 00:01:32.158 --> 00:01:32.792 >> EXACTLY. 00:01:32.792 --> 00:01:32.959 >> EXACTLY. >> 00:01:32.959 --> 00:01:33.026 >> EXACTLY. >> CAN'T 00:01:33.026 --> 00:01:33.426 >> EXACTLY. >> CAN'T KEEP 00:01:33.426 --> 00:01:33.460 >> EXACTLY. >> CAN'T KEEP UP? 00:01:33.460 --> 00:01:33.860 >> CAN'T KEEP UP? 00:01:33.860 --> 00:01:34.060 >> CAN'T KEEP UP? >> 00:01:34.060 --> 00:01:34.427 >> CAN'T KEEP UP? >> NOT 00:01:34.427 --> 00:01:34.461 >> CAN'T KEEP UP? >> NOT THEM. 00:01:34.461 --> 00:01:34.694 >> NOT THEM. 00:01:34.694 --> 00:01:34.794 >> NOT THEM. THINK 00:01:34.794 --> 00:01:35.295 >> NOT THEM. THINK OF 00:01:35.295 --> 00:01:35.462 >> NOT THEM. THINK OF THE 00:01:35.462 --> 00:01:35.528 >> NOT THEM. THINK OF THE SUPPLIERS 00:01:35.528 --> 00:01:35.628 >> NOT THEM. THINK OF THE SUPPLIERS THAT 00:01:35.628 --> 00:01:35.662 >> NOT THEM. THINK OF THE SUPPLIERS THAT THEY 00:01:35.662 --> 00:01:35.762 THINK OF THE SUPPLIERS THAT THEY 00:01:35.762 --> 00:01:35.895 THINK OF THE SUPPLIERS THAT THEY ARE 00:01:35.895 --> 00:01:35.962 THINK OF THE SUPPLIERS THAT THEY ARE USING. 00:01:35.962 --> 00:01:36.229 ARE USING. 00:01:36.229 --> 00:01:36.763 ARE USING. >> 00:01:36.763 --> 00:01:36.830 ARE USING. >> FEEDING 00:01:36.830 --> 00:01:36.996 ARE USING. >> FEEDING THAT 00:01:36.996 --> 00:01:37.330 ARE USING. >> FEEDING THAT THE 00:01:37.330 --> 00:01:37.397 ARE USING. >> FEEDING THAT THE ECOSYSTEM. 00:01:37.397 --> 00:01:38.298 >> FEEDING THAT THE ECOSYSTEM. 00:01:38.298 --> 00:01:38.431 >> FEEDING THAT THE ECOSYSTEM. >> 00:01:38.431 --> 00:01:38.565 >> FEEDING THAT THE ECOSYSTEM. >> YEAH, 00:01:38.565 --> 00:01:40.333 >> FEEDING THAT THE ECOSYSTEM. >> YEAH, THESE 00:01:40.333 --> 00:01:41.734 >> FEEDING THAT THE ECOSYSTEM. >> YEAH, THESE ARE 00:01:41.734 --> 00:01:42.969 >> FEEDING THAT THE ECOSYSTEM. >> YEAH, THESE ARE VERY 00:01:42.969 --> 00:01:43.103 >> FEEDING THAT THE ECOSYSTEM. >> YEAH, THESE ARE VERY COMPLEX 00:01:43.103 --> 00:01:43.303 >> YEAH, THESE ARE VERY COMPLEX 00:01:43.303 --> 00:01:43.336 >> YEAH, THESE ARE VERY COMPLEX DESIGNS. 00:01:43.336 --> 00:01:43.436 DESIGNS. 00:01:43.436 --> 00:01:43.503 DESIGNS. SO 00:01:43.503 --> 00:01:43.603 DESIGNS. SO THEY 00:01:43.603 --> 00:01:43.636 DESIGNS. SO THEY HAVE 00:01:43.636 --> 00:01:43.736 DESIGNS. SO THEY HAVE A 00:01:43.736 --> 00:01:43.837 DESIGNS. SO THEY HAVE A LITTLE 00:01:43.837 --> 00:01:43.903 DESIGNS. SO THEY HAVE A LITTLE SNAG 00:01:43.903 --> 00:01:43.970 DESIGNS. SO THEY HAVE A LITTLE SNAG WITH 00:01:43.970 --> 00:01:44.070 SO THEY HAVE A LITTLE SNAG WITH 00:01:44.070 --> 00:01:44.804 SO THEY HAVE A LITTLE SNAG WITH THE 00:01:44.804 --> 00:01:44.938 SO THEY HAVE A LITTLE SNAG WITH THE YIELDS, 00:01:44.938 --> 00:01:45.004 SO THEY HAVE A LITTLE SNAG WITH THE YIELDS, THINGS 00:01:45.004 --> 00:01:45.138 SO THEY HAVE A LITTLE SNAG WITH THE YIELDS, THINGS SLOW 00:01:45.138 --> 00:01:45.171 SO THEY HAVE A LITTLE SNAG WITH THE YIELDS, THINGS SLOW DOWN. 00:01:45.171 --> 00:01:45.305 THE YIELDS, THINGS SLOW DOWN. 00:01:45.305 --> 00:01:45.371 THE YIELDS, THINGS SLOW DOWN. THEY 00:01:45.371 --> 00:01:45.472 THE YIELDS, THINGS SLOW DOWN. THEY WENT 00:01:45.472 --> 00:01:45.538 THE YIELDS, THINGS SLOW DOWN. THEY WENT FROM 00:01:45.538 --> 00:01:46.473 THE YIELDS, THINGS SLOW DOWN. THEY WENT FROM ZERO 00:01:46.473 --> 00:01:46.606 THE YIELDS, THINGS SLOW DOWN. THEY WENT FROM ZERO TO 00:01:46.606 --> 00:01:46.673 THE YIELDS, THINGS SLOW DOWN. THEY WENT FROM ZERO TO GUIDING 00:01:46.673 --> 00:01:46.873 THEY WENT FROM ZERO TO GUIDING 00:01:46.873 --> 00:01:48.975 THEY WENT FROM ZERO TO GUIDING OVER 00:01:48.975 --> 00:01:51.711 THEY WENT FROM ZERO TO GUIDING OVER A 00:01:51.711 --> 00:01:53.179 THEY WENT FROM ZERO TO GUIDING OVER A FEW 00:01:53.179 --> 00:01:53.313 THEY WENT FROM ZERO TO GUIDING OVER A FEW BILLION 00:01:53.313 --> 00:01:53.379 THEY WENT FROM ZERO TO GUIDING OVER A FEW BILLION DOLLARS 00:01:53.379 --> 00:01:53.446 THEY WENT FROM ZERO TO GUIDING OVER A FEW BILLION DOLLARS FOR 00:01:53.446 --> 00:01:53.646 OVER A FEW BILLION DOLLARS FOR 00:01:53.646 --> 00:01:53.746 OVER A FEW BILLION DOLLARS FOR BLACKWELL 00:01:53.746 --> 00:01:53.913 OVER A FEW BILLION DOLLARS FOR BLACKWELL NEXT 00:01:53.913 --> 00:01:53.947 OVER A FEW BILLION DOLLARS FOR BLACKWELL NEXT QUARTER. 00:01:53.947 --> 00:01:54.080 BLACKWELL NEXT QUARTER. 00:01:54.080 --> 00:01:54.214 BLACKWELL NEXT QUARTER. GROSS 00:01:54.214 --> 00:01:54.347 BLACKWELL NEXT QUARTER. GROSS MARGINS 00:01:54.347 --> 00:01:54.380 BLACKWELL NEXT QUARTER. GROSS MARGINS TAKING 00:01:54.380 --> 00:01:54.481 BLACKWELL NEXT QUARTER. GROSS MARGINS TAKING A 00:01:54.481 --> 00:01:54.514 BLACKWELL NEXT QUARTER. GROSS MARGINS TAKING A HIT. 00:01:54.514 --> 00:01:55.381 GROSS MARGINS TAKING A HIT. 00:01:55.381 --> 00:01:55.648 GROSS MARGINS TAKING A HIT. THAT 00:01:55.648 --> 00:01:55.815 GROSS MARGINS TAKING A HIT. THAT INCREASES 00:01:55.815 --> 00:01:56.216 GROSS MARGINS TAKING A HIT. THAT INCREASES PRODUCTION 00:01:56.216 --> 00:01:56.349 GROSS MARGINS TAKING A HIT. THAT INCREASES PRODUCTION COST, 00:01:56.349 --> 00:01:56.783 THAT INCREASES PRODUCTION COST, 00:01:56.783 --> 00:01:57.183 THAT INCREASES PRODUCTION COST, HURTS 00:01:57.183 --> 00:01:58.985 THAT INCREASES PRODUCTION COST, HURTS THE 00:01:58.985 --> 00:01:59.018 THAT INCREASES PRODUCTION COST, HURTS THE MARGIN. 00:01:59.018 --> 00:01:59.252 HURTS THE MARGIN. 00:01:59.252 --> 00:02:00.420 HURTS THE MARGIN. THE 00:02:00.420 --> 00:02:00.787 HURTS THE MARGIN. THE GROWTH 00:02:00.787 --> 00:02:00.920 HURTS THE MARGIN. THE GROWTH NARRATIVE 00:02:00.920 --> 00:02:00.987 HURTS THE MARGIN. THE GROWTH NARRATIVE REMAINS 00:02:00.987 --> 00:02:01.187 THE GROWTH NARRATIVE REMAINS 00:02:01.187 --> 00:02:01.221 THE GROWTH NARRATIVE REMAINS INTACT. 00:02:01.221 --> 00:02:01.454 INTACT. 00:02:01.454 --> 00:02:01.988 INTACT. YOU 00:02:01.988 --> 00:02:02.021 INTACT. YOU HAVE 00:02:02.021 --> 00:02:02.422 INTACT. YOU HAVE SO 00:02:02.422 --> 00:02:02.789 INTACT. YOU HAVE SO MANY 00:02:02.789 --> 00:02:02.922 INTACT. YOU HAVE SO MANY BULLISH 00:02:02.922 --> 00:02:02.989 INTACT. YOU HAVE SO MANY BULLISH CALLS 00:02:02.989 --> 00:02:03.123 YOU HAVE SO MANY BULLISH CALLS 00:02:03.123 --> 00:02:03.523 YOU HAVE SO MANY BULLISH CALLS TON 00:02:03.523 --> 00:02:04.057 YOU HAVE SO MANY BULLISH CALLS TON THIS 00:02:04.057 --> 00:02:04.090 YOU HAVE SO MANY BULLISH CALLS TON THIS COMPANY. 00:02:04.090 --> 00:02:04.457 TON THIS COMPANY. 00:02:04.457 --> 00:02:04.891 TON THIS COMPANY. NVIDIA'S 00:02:04.891 --> 00:02:04.924 TON THIS COMPANY. NVIDIA'S CEO 00:02:04.924 --> 00:02:05.458 TON THIS COMPANY. NVIDIA'S CEO IF 00:02:05.458 --> 00:02:05.692 TON THIS COMPANY. NVIDIA'S CEO IF YOU 00:02:05.692 --> 00:02:05.792 TON THIS COMPANY. NVIDIA'S CEO IF YOU WONDER 00:02:05.792 --> 00:02:05.825 TON THIS COMPANY. NVIDIA'S CEO IF YOU WONDER ABOUT 00:02:05.825 --> 00:02:06.359 NVIDIA'S CEO IF YOU WONDER ABOUT 00:02:06.359 --> 00:02:06.626 NVIDIA'S CEO IF YOU WONDER ABOUT ANY 00:02:06.626 --> 00:02:06.926 NVIDIA'S CEO IF YOU WONDER ABOUT ANY CATALYST 00:02:06.926 --> 00:02:07.260 NVIDIA'S CEO IF YOU WONDER ABOUT ANY CATALYST FOR 00:02:07.260 --> 00:02:07.360 NVIDIA'S CEO IF YOU WONDER ABOUT ANY CATALYST FOR THE 00:02:07.360 --> 00:02:07.427 NVIDIA'S CEO IF YOU WONDER ABOUT ANY CATALYST FOR THE STOCK 00:02:07.427 --> 00:02:07.861 ANY CATALYST FOR THE STOCK 00:02:07.861 --> 00:02:08.061 ANY CATALYST FOR THE STOCK BECAUSE 00:02:08.061 --> 00:02:08.128 ANY CATALYST FOR THE STOCK BECAUSE IT'S 00:02:08.128 --> 00:02:08.928 ANY CATALYST FOR THE STOCK BECAUSE IT'S BEEN 00:02:08.928 --> 00:02:08.995 ANY CATALYST FOR THE STOCK BECAUSE IT'S BEEN MOVING 00:02:08.995 --> 00:02:09.229 BECAUSE IT'S BEEN MOVING 00:02:09.229 --> 00:02:09.662 BECAUSE IT'S BEEN MOVING SIDEWAYS 00:02:09.662 --> 00:02:09.729 BECAUSE IT'S BEEN MOVING SIDEWAYS THE 00:02:09.729 --> 00:02:09.896 BECAUSE IT'S BEEN MOVING SIDEWAYS THE LAST 00:02:09.896 --> 00:02:10.263 BECAUSE IT'S BEEN MOVING SIDEWAYS THE LAST SEVERAL 00:02:10.263 --> 00:02:10.463 SIDEWAYS THE LAST SEVERAL 00:02:10.463 --> 00:02:10.530 SIDEWAYS THE LAST SEVERAL MONTHS, 00:02:10.530 --> 00:02:10.597 SIDEWAYS THE LAST SEVERAL MONTHS, YOU 00:02:10.597 --> 00:02:10.697 SIDEWAYS THE LAST SEVERAL MONTHS, YOU ARE 00:02:10.697 --> 00:02:10.797 SIDEWAYS THE LAST SEVERAL MONTHS, YOU ARE LIKE 00:02:10.797 --> 00:02:10.897 SIDEWAYS THE LAST SEVERAL MONTHS, YOU ARE LIKE SHOULD 00:02:10.897 --> 00:02:11.097 SIDEWAYS THE LAST SEVERAL MONTHS, YOU ARE LIKE SHOULD I 00:02:11.097 --> 00:02:11.197 MONTHS, YOU ARE LIKE SHOULD I 00:02:11.197 --> 00:02:11.464 MONTHS, YOU ARE LIKE SHOULD I GET 00:02:11.464 --> 00:02:11.498 MONTHS, YOU ARE LIKE SHOULD I GET IN 00:02:11.498 --> 00:02:12.365 MONTHS, YOU ARE LIKE SHOULD I GET IN AT 00:02:12.365 --> 00:02:12.465 MONTHS, YOU ARE LIKE SHOULD I GET IN AT THIS 00:02:12.465 --> 00:02:12.532 MONTHS, YOU ARE LIKE SHOULD I GET IN AT THIS POINT, 00:02:12.532 --> 00:02:12.699 MONTHS, YOU ARE LIKE SHOULD I GET IN AT THIS POINT, YOU 00:02:12.699 --> 00:02:12.765 MONTHS, YOU ARE LIKE SHOULD I GET IN AT THIS POINT, YOU HAVE 00:02:12.765 --> 00:02:13.066 GET IN AT THIS POINT, YOU HAVE 00:02:13.066 --> 00:02:14.501 GET IN AT THIS POINT, YOU HAVE DECEMBER 00:02:14.501 --> 00:02:14.534 GET IN AT THIS POINT, YOU HAVE DECEMBER 2 00:02:14.534 --> 00:02:15.602 GET IN AT THIS POINT, YOU HAVE DECEMBER 2 TO 00:02:15.602 --> 00:02:16.069 GET IN AT THIS POINT, YOU HAVE DECEMBER 2 TO 6, 00:02:16.069 --> 00:02:16.503 GET IN AT THIS POINT, YOU HAVE DECEMBER 2 TO 6, AWS 00:02:16.503 --> 00:02:16.536 GET IN AT THIS POINT, YOU HAVE DECEMBER 2 TO 6, AWS EVENT. 00:02:16.536 --> 00:02:16.669 DECEMBER 2 TO 6, AWS EVENT. 00:02:16.669 --> 00:02:16.703 DECEMBER 2 TO 6, AWS EVENT. THAT 00:02:16.703 --> 00:02:16.736 DECEMBER 2 TO 6, AWS EVENT. THAT IS 00:02:16.736 --> 00:02:18.138 DECEMBER 2 TO 6, AWS EVENT. THAT IS A 00:02:18.138 --> 00:02:18.204 DECEMBER 2 TO 6, AWS EVENT. THAT IS A COMPETITOR 00:02:18.204 --> 00:02:18.404 DECEMBER 2 TO 6, AWS EVENT. THAT IS A COMPETITOR WITH 00:02:18.404 --> 00:02:18.538 DECEMBER 2 TO 6, AWS EVENT. THAT IS A COMPETITOR WITH THEIR 00:02:18.538 --> 00:02:18.638 THAT IS A COMPETITOR WITH THEIR 00:02:18.638 --> 00:02:19.038 THAT IS A COMPETITOR WITH THEIR OWN 00:02:19.038 --> 00:02:19.072 THAT IS A COMPETITOR WITH THEIR OWN CHIPS. 00:02:19.072 --> 00:02:19.305 OWN CHIPS. 00:02:19.305 --> 00:02:19.506 OWN CHIPS. THEN 00:02:19.506 --> 00:02:19.906 OWN CHIPS. THEN THE 00:02:19.906 --> 00:02:20.039 OWN CHIPS. THEN THE CEO 00:02:20.039 --> 00:02:20.874 OWN CHIPS. THEN THE CEO SPEAKING 00:02:20.874 --> 00:02:22.208 OWN CHIPS. THEN THE CEO SPEAKING AT 00:02:22.208 --> 00:02:22.375 OWN CHIPS. THEN THE CEO SPEAKING AT CES 00:02:22.375 --> 00:02:22.475 OWN CHIPS. THEN THE CEO SPEAKING AT CES AND 00:02:22.475 --> 00:02:22.575 THEN THE CEO SPEAKING AT CES AND 00:02:22.575 --> 00:02:22.709 THEN THE CEO SPEAKING AT CES AND UBS 00:02:22.709 --> 00:02:23.710 THEN THE CEO SPEAKING AT CES AND UBS AND 00:02:23.710 --> 00:02:24.144 THEN THE CEO SPEAKING AT CES AND UBS AND SHOULD 00:02:24.144 --> 00:02:24.310 THEN THE CEO SPEAKING AT CES AND UBS AND SHOULD GET 00:02:24.310 --> 00:02:24.377 THEN THE CEO SPEAKING AT CES AND UBS AND SHOULD GET BLACKWELL 00:02:24.377 --> 00:02:24.611 UBS AND SHOULD GET BLACKWELL 00:02:24.611 --> 00:02:24.677 UBS AND SHOULD GET BLACKWELL COMMENTARY. 00:02:24.677 --> 00:02:24.777 COMMENTARY. 00:02:24.777 --> 00:02:25.111 COMMENTARY. >> 00:02:25.111 --> 00:02:25.245 COMMENTARY. >> YOU 00:02:25.245 --> 00:02:25.512 COMMENTARY. >> YOU EDUCATED 00:02:25.512 --> 00:02:25.778 COMMENTARY. >> YOU EDUCATED ME 00:02:25.778 --> 00:02:25.945 COMMENTARY. >> YOU EDUCATED ME ABOUT 00:02:25.945 --> 00:02:26.012 COMMENTARY. >> YOU EDUCATED ME ABOUT A 00:02:26.012 --> 00:02:26.146 COMMENTARY. >> YOU EDUCATED ME ABOUT A TERM 00:02:26.146 --> 00:02:26.513 >> YOU EDUCATED ME ABOUT A TERM 00:02:26.513 --> 00:02:27.247 >> YOU EDUCATED ME ABOUT A TERM OF 00:02:27.247 --> 00:02:27.347 >> YOU EDUCATED ME ABOUT A TERM OF ART 00:02:27.347 --> 00:02:27.514 >> YOU EDUCATED ME ABOUT A TERM OF ART CALLED 00:02:27.514 --> 00:02:27.914 >> YOU EDUCATED ME ABOUT A TERM OF ART CALLED ANNUAL 00:02:27.914 --> 00:02:27.947 >> YOU EDUCATED ME ABOUT A TERM OF ART CALLED ANNUAL CADENCE. 00:02:27.947 --> 00:02:28.882 OF ART CALLED ANNUAL CADENCE. 00:02:28.882 --> 00:02:29.015 OF ART CALLED ANNUAL CADENCE. THAT 00:02:29.015 --> 00:02:29.082 OF ART CALLED ANNUAL CADENCE. THAT MEANS 00:02:29.082 --> 00:02:29.182 OF ART CALLED ANNUAL CADENCE. THAT MEANS THAT 00:02:29.182 --> 00:02:29.415 OF ART CALLED ANNUAL CADENCE. THAT MEANS THAT THE 00:02:29.415 --> 00:02:29.983 OF ART CALLED ANNUAL CADENCE. THAT MEANS THAT THE COMPANY 00:02:29.983 --> 00:02:30.049 OF ART CALLED ANNUAL CADENCE. THAT MEANS THAT THE COMPANY WILL 00:02:30.049 --> 00:02:31.217 THAT MEANS THAT THE COMPANY WILL 00:02:31.217 --> 00:02:31.351 THAT MEANS THAT THE COMPANY WILL BE 00:02:31.351 --> 00:02:31.417 THAT MEANS THAT THE COMPANY WILL BE BRINGING 00:02:31.417 --> 00:02:31.718 THAT MEANS THAT THE COMPANY WILL BE BRINGING OUT 00:02:31.718 --> 00:02:32.051 THAT MEANS THAT THE COMPANY WILL BE BRINGING OUT NEW 00:02:32.051 --> 00:02:32.452 THAT MEANS THAT THE COMPANY WILL BE BRINGING OUT NEW CHIPS 00:02:32.452 --> 00:02:32.485 THAT MEANS THAT THE COMPANY WILL BE BRINGING OUT NEW CHIPS ON 00:02:32.485 --> 00:02:32.585 THAT MEANS THAT THE COMPANY WILL BE BRINGING OUT NEW CHIPS ON AN 00:02:32.585 --> 00:02:34.954 BE BRINGING OUT NEW CHIPS ON AN 00:02:34.954 --> 00:02:35.088 BE BRINGING OUT NEW CHIPS ON AN ANNUAL 00:02:35.088 --> 00:02:35.155 BE BRINGING OUT NEW CHIPS ON AN ANNUAL BASIS. 00:02:35.155 --> 00:02:35.255 ANNUAL BASIS. 00:02:35.255 --> 00:02:35.355 ANNUAL BASIS. >> 00:02:35.355 --> 00:02:35.388 ANNUAL BASIS. >> CHIPS 00:02:35.388 --> 00:02:35.555 ANNUAL BASIS. >> CHIPS OR 00:02:35.555 --> 00:02:35.622 ANNUAL BASIS. >> CHIPS OR PRODUCTS 00:02:35.622 --> 00:02:35.688 ANNUAL BASIS. >> CHIPS OR PRODUCTS THAT 00:02:35.688 --> 00:02:35.755 ANNUAL BASIS. >> CHIPS OR PRODUCTS THAT GO 00:02:35.755 --> 00:02:36.122 >> CHIPS OR PRODUCTS THAT GO 00:02:36.122 --> 00:02:36.489 >> CHIPS OR PRODUCTS THAT GO WITHIN 00:02:36.489 --> 00:02:37.657 >> CHIPS OR PRODUCTS THAT GO WITHIN THE 00:02:37.657 --> 00:02:37.690 >> CHIPS OR PRODUCTS THAT GO WITHIN THE SYSTEM. 00:02:37.690 --> 00:02:37.790 WITHIN THE SYSTEM. 00:02:37.790 --> 00:02:37.957 WITHIN THE SYSTEM. THE 00:02:37.957 --> 00:02:38.091 WITHIN THE SYSTEM. THE BLACKWELL 00:02:38.091 --> 00:02:38.158 WITHIN THE SYSTEM. THE BLACKWELL FAMILY. 00:02:38.158 --> 00:02:38.258 THE BLACKWELL FAMILY. 00:02:38.258 --> 00:02:38.324 THE BLACKWELL FAMILY. >> 00:02:38.324 --> 00:02:39.092 THE BLACKWELL FAMILY. >> WHAT 00:02:39.092 --> 00:02:39.259 THE BLACKWELL FAMILY. >> WHAT IS 00:02:39.259 --> 00:02:39.759 THE BLACKWELL FAMILY. >> WHAT IS THE 00:02:39.759 --> 00:02:39.893 THE BLACKWELL FAMILY. >> WHAT IS THE ADVANTAGE 00:02:39.893 --> 00:02:39.959 THE BLACKWELL FAMILY. >> WHAT IS THE ADVANTAGE AND 00:02:39.959 --> 00:02:40.226 >> WHAT IS THE ADVANTAGE AND 00:02:40.226 --> 00:02:40.360 >> WHAT IS THE ADVANTAGE AND DISADVANTAGE 00:02:40.360 --> 00:02:40.393 >> WHAT IS THE ADVANTAGE AND DISADVANTAGE THERE? 00:02:40.393 --> 00:02:40.760 DISADVANTAGE THERE? 00:02:40.760 --> 00:02:41.027 DISADVANTAGE THERE? >> 00:02:41.027 --> 00:02:41.161 DISADVANTAGE THERE? >> YOU 00:02:41.161 --> 00:02:41.227 DISADVANTAGE THERE? >> YOU GET 00:02:41.227 --> 00:02:41.661 DISADVANTAGE THERE? >> YOU GET THEM 00:02:41.661 --> 00:02:41.694 DISADVANTAGE THERE? >> YOU GET THEM HOOKED. 00:02:41.694 --> 00:02:42.362 >> YOU GET THEM HOOKED. 00:02:42.362 --> 00:02:43.129 >> YOU GET THEM HOOKED. THE 00:02:43.129 --> 00:02:43.163 >> YOU GET THEM HOOKED. THE ECOSYSTEM. 00:02:43.163 --> 00:02:43.296 THE ECOSYSTEM. 00:02:43.296 --> 00:02:45.498 THE ECOSYSTEM. THE 00:02:45.498 --> 00:02:45.798 THE ECOSYSTEM. THE GREATEST 00:02:45.798 --> 00:02:45.999 THE ECOSYSTEM. THE GREATEST COMPARISON 00:02:45.999 --> 00:02:46.099 THE ECOSYSTEM. THE GREATEST COMPARISON IS 00:02:46.099 --> 00:02:46.132 THE ECOSYSTEM. THE GREATEST COMPARISON IS APPLE 00:02:46.132 --> 00:02:46.499 THE GREATEST COMPARISON IS APPLE 00:02:46.499 --> 00:02:46.533 THE GREATEST COMPARISON IS APPLE PHONES. 00:02:46.533 --> 00:02:46.633 PHONES. 00:02:46.633 --> 00:02:46.799 PHONES. YOU 00:02:46.799 --> 00:02:47.534 PHONES. YOU GET 00:02:47.534 --> 00:02:49.469 PHONES. YOU GET THE 00:02:49.469 --> 00:02:49.669 PHONES. YOU GET THE APPLE 00:02:49.669 --> 00:02:49.736 PHONES. YOU GET THE APPLE MAC 00:02:49.736 --> 00:02:49.769 PHONES. YOU GET THE APPLE MAC -- 00:02:49.769 --> 00:02:49.869 YOU GET THE APPLE MAC -- 00:02:49.869 --> 00:02:49.969 YOU GET THE APPLE MAC -- >> 00:02:49.969 --> 00:02:50.370 YOU GET THE APPLE MAC -- >> PEOPLE 00:02:50.370 --> 00:02:51.204 YOU GET THE APPLE MAC -- >> PEOPLE WAITING 00:02:51.204 --> 00:02:51.371 YOU GET THE APPLE MAC -- >> PEOPLE WAITING TO 00:02:51.371 --> 00:02:51.404 YOU GET THE APPLE MAC -- >> PEOPLE WAITING TO BUY? 00:02:51.404 --> 00:02:52.672 >> PEOPLE WAITING TO BUY? 00:02:52.672 --> 00:02:52.739 >> PEOPLE WAITING TO BUY? >> 00:02:52.739 --> 00:02:52.805 >> PEOPLE WAITING TO BUY? >> YES, 00:02:52.805 --> 00:02:53.006 >> PEOPLE WAITING TO BUY? >> YES, A 00:02:53.006 --> 00:02:53.106 >> PEOPLE WAITING TO BUY? >> YES, A TRANSITION 00:02:53.106 --> 00:02:53.239 >> PEOPLE WAITING TO BUY? >> YES, A TRANSITION PERIOD 00:02:53.239 --> 00:02:53.306 >> PEOPLE WAITING TO BUY? >> YES, A TRANSITION PERIOD FROM 00:02:53.306 --> 00:02:53.706 >> YES, A TRANSITION PERIOD FROM 00:02:53.706 --> 00:02:54.307 >> YES, A TRANSITION PERIOD FROM THE 00:02:54.307 --> 00:02:54.407 >> YES, A TRANSITION PERIOD FROM THE HOPPER 00:02:54.407 --> 00:02:55.575 >> YES, A TRANSITION PERIOD FROM THE HOPPER FAMILY 00:02:55.575 --> 00:02:59.412 >> YES, A TRANSITION PERIOD FROM THE HOPPER FAMILY TO 00:02:59.412 --> 00:02:59.579 >> YES, A TRANSITION PERIOD FROM THE HOPPER FAMILY TO BLACKWELL 00:02:59.579 --> 00:02:59.779 THE HOPPER FAMILY TO BLACKWELL 00:02:59.779 --> 00:02:59.812 THE HOPPER FAMILY TO BLACKWELL FAMILY. 00:02:59.812 --> 00:02:59.913 FAMILY. 00:02:59.913 --> 00:02:59.979 FAMILY. SO 00:02:59.979 --> 00:03:00.046 FAMILY. SO ONE 00:03:00.046 --> 00:03:00.079 FAMILY. SO ONE SET 00:03:00.079 --> 00:03:00.246 FAMILY. SO ONE SET OF 00:03:00.246 --> 00:03:00.313 FAMILY. SO ONE SET OF PRODUCTS 00:03:00.313 --> 00:03:00.346 FAMILY. SO ONE SET OF PRODUCTS -- 00:03:00.346 --> 00:03:00.446 SO ONE SET OF PRODUCTS -- 00:03:00.446 --> 00:03:00.513 SO ONE SET OF PRODUCTS -- >> 00:03:00.513 --> 00:03:00.647 SO ONE SET OF PRODUCTS -- >> THE 00:03:00.647 --> 00:03:00.713 SO ONE SET OF PRODUCTS -- >> THE HOPPERS 00:03:00.713 --> 00:03:00.813 SO ONE SET OF PRODUCTS -- >> THE HOPPERS AND 00:03:00.813 --> 00:03:00.947 SO ONE SET OF PRODUCTS -- >> THE HOPPERS AND PLAQUE 00:03:00.947 --> 00:03:00.980 SO ONE SET OF PRODUCTS -- >> THE HOPPERS AND PLAQUE WELLS? 00:03:00.980 --> 00:03:01.147 >> THE HOPPERS AND PLAQUE WELLS? 00:03:01.147 --> 00:03:01.281 >> THE HOPPERS AND PLAQUE WELLS? >> 00:03:01.281 --> 00:03:01.347 >> THE HOPPERS AND PLAQUE WELLS? >> YES. 00:03:01.347 --> 00:03:01.447 >> YES. 00:03:01.447 --> 00:03:01.514 >> YES. >> 00:03:01.514 --> 00:03:01.581 >> YES. >> LIKE 00:03:01.581 --> 00:03:01.915 >> YES. >> LIKE A 00:03:01.915 --> 00:03:01.981 >> YES. >> LIKE A FEUD. 00:03:01.981 --> 00:03:02.448 >> LIKE A FEUD. 00:03:02.448 --> 00:03:03.049 >> LIKE A FEUD. >> 00:03:03.049 --> 00:03:03.082 >> LIKE A FEUD. >> YEAH. 00:03:03.082 --> 00:03:03.683 >> YEAH. 00:03:03.683 --> 00:03:03.850 >> YEAH. THAT 00:03:03.850 --> 00:03:03.983 >> YEAH. THAT TRANSITION 00:03:03.983 --> 00:03:04.350 >> YEAH. THAT TRANSITION HAPPENS 00:03:04.350 --> 00:03:04.484 >> YEAH. THAT TRANSITION HAPPENS EVERY 00:03:04.484 --> 00:03:04.651 THAT TRANSITION HAPPENS EVERY 00:03:04.651 --> 00:03:05.585 THAT TRANSITION HAPPENS EVERY SINGLE 00:03:05.585 --> 00:03:05.618 THAT TRANSITION HAPPENS EVERY SINGLE YEAR. 00:03:05.618 --> 00:03:05.919 SINGLE YEAR. 00:03:05.919 --> 00:03:05.985 SINGLE YEAR. SO 00:03:05.985 --> 00:03:06.152 SINGLE YEAR. SO IT'S 00:03:06.152 --> 00:03:06.319 SINGLE YEAR. SO IT'S GREAT 00:03:06.319 --> 00:03:06.553 SINGLE YEAR. SO IT'S GREAT BECAUSE 00:03:06.553 --> 00:03:06.686 SINGLE YEAR. SO IT'S GREAT BECAUSE THEY 00:03:06.686 --> 00:03:06.753 SINGLE YEAR. SO IT'S GREAT BECAUSE THEY ARE 00:03:06.753 --> 00:03:07.353 SO IT'S GREAT BECAUSE THEY ARE 00:03:07.353 --> 00:03:07.754 SO IT'S GREAT BECAUSE THEY ARE HOOKING 00:03:07.754 --> 00:03:07.787 SO IT'S GREAT BECAUSE THEY ARE HOOKING EVERYONE 00:03:07.787 --> 00:03:08.621 SO IT'S GREAT BECAUSE THEY ARE HOOKING EVERYONE ON 00:03:08.621 --> 00:03:08.755 SO IT'S GREAT BECAUSE THEY ARE HOOKING EVERYONE ON TO 00:03:08.755 --> 00:03:08.821 SO IT'S GREAT BECAUSE THEY ARE HOOKING EVERYONE ON TO THE 00:03:08.821 --> 00:03:09.189 HOOKING EVERYONE ON TO THE 00:03:09.189 --> 00:03:09.656 HOOKING EVERYONE ON TO THE PRODUCTS 00:03:09.656 --> 00:03:09.722 HOOKING EVERYONE ON TO THE PRODUCTS AND 00:03:09.722 --> 00:03:09.889 HOOKING EVERYONE ON TO THE PRODUCTS AND THEY 00:03:09.889 --> 00:03:10.056 HOOKING EVERYONE ON TO THE PRODUCTS AND THEY PROVIDE 00:03:10.056 --> 00:03:10.223 HOOKING EVERYONE ON TO THE PRODUCTS AND THEY PROVIDE THE 00:03:10.223 --> 00:03:10.356 PRODUCTS AND THEY PROVIDE THE 00:03:10.356 --> 00:03:10.423 PRODUCTS AND THEY PROVIDE THE CHIPS 00:03:10.423 --> 00:03:10.890 PRODUCTS AND THEY PROVIDE THE CHIPS AND 00:03:10.890 --> 00:03:11.457 PRODUCTS AND THEY PROVIDE THE CHIPS AND THE 00:03:11.457 --> 00:03:11.591 PRODUCTS AND THEY PROVIDE THE CHIPS AND THE NETWORKING, 00:03:11.591 --> 00:03:11.758 PRODUCTS AND THEY PROVIDE THE CHIPS AND THE NETWORKING, ALL 00:03:11.758 --> 00:03:11.791 PRODUCTS AND THEY PROVIDE THE CHIPS AND THE NETWORKING, ALL OF 00:03:11.791 --> 00:03:11.891 CHIPS AND THE NETWORKING, ALL OF 00:03:11.891 --> 00:03:12.225 CHIPS AND THE NETWORKING, ALL OF THE 00:03:12.225 --> 00:03:12.592 CHIPS AND THE NETWORKING, ALL OF THE SWITCHES, 00:03:12.592 --> 00:03:14.827 CHIPS AND THE NETWORKING, ALL OF THE SWITCHES, THE 00:03:14.827 --> 00:03:14.894 CHIPS AND THE NETWORKING, ALL OF THE SWITCHES, THE SOFTWARE, 00:03:14.894 --> 00:03:14.961 CHIPS AND THE NETWORKING, ALL OF THE SWITCHES, THE SOFTWARE, BUT 00:03:14.961 --> 00:03:15.061 THE SWITCHES, THE SOFTWARE, BUT 00:03:15.061 --> 00:03:15.128 THE SWITCHES, THE SOFTWARE, BUT AT 00:03:15.128 --> 00:03:15.228 THE SWITCHES, THE SOFTWARE, BUT AT ONE 00:03:15.228 --> 00:03:15.328 THE SWITCHES, THE SOFTWARE, BUT AT ONE POINT 00:03:15.328 --> 00:03:15.395 THE SWITCHES, THE SOFTWARE, BUT AT ONE POINT THERE 00:03:15.395 --> 00:03:15.428 THE SWITCHES, THE SOFTWARE, BUT AT ONE POINT THERE HAS 00:03:15.428 --> 00:03:15.595 THE SWITCHES, THE SOFTWARE, BUT AT ONE POINT THERE HAS TO 00:03:15.595 --> 00:03:15.728 THE SWITCHES, THE SOFTWARE, BUT AT ONE POINT THERE HAS TO BE 00:03:15.728 --> 00:03:15.795 THE SWITCHES, THE SOFTWARE, BUT AT ONE POINT THERE HAS TO BE A 00:03:15.795 --> 00:03:16.062 AT ONE POINT THERE HAS TO BE A 00:03:16.062 --> 00:03:16.095 AT ONE POINT THERE HAS TO BE A WALL. 00:03:16.095 --> 00:03:16.196 WALL. 00:03:16.196 --> 00:03:16.563 WALL. HOW 00:03:16.563 --> 00:03:18.364 WALL. HOW OFTEN 00:03:18.364 --> 00:03:19.199 WALL. HOW OFTEN DO 00:03:19.199 --> 00:03:19.566 WALL. HOW OFTEN DO WE 00:03:19.566 --> 00:03:19.632 WALL. HOW OFTEN DO WE CONTINUOUSLY 00:03:19.632 --> 00:03:19.666 WALL. HOW OFTEN DO WE CONTINUOUSLY BUY 00:03:19.666 --> 00:03:19.766 HOW OFTEN DO WE CONTINUOUSLY BUY 00:03:19.766 --> 00:03:19.866 HOW OFTEN DO WE CONTINUOUSLY BUY THE 00:03:19.866 --> 00:03:20.033 HOW OFTEN DO WE CONTINUOUSLY BUY THE NEXT 00:03:20.033 --> 00:03:20.400 HOW OFTEN DO WE CONTINUOUSLY BUY THE NEXT ITERATION 00:03:20.400 --> 00:03:20.466 HOW OFTEN DO WE CONTINUOUSLY BUY THE NEXT ITERATION AND 00:03:20.466 --> 00:03:21.034 HOW OFTEN DO WE CONTINUOUSLY BUY THE NEXT ITERATION AND PHEN 00:03:21.034 --> 00:03:21.201 HOW OFTEN DO WE CONTINUOUSLY BUY THE NEXT ITERATION AND PHEN IF 00:03:21.201 --> 00:03:21.267 HOW OFTEN DO WE CONTINUOUSLY BUY THE NEXT ITERATION AND PHEN IF I 00:03:21.267 --> 00:03:21.568 THE NEXT ITERATION AND PHEN IF I 00:03:21.568 --> 00:03:21.668 THE NEXT ITERATION AND PHEN IF I WERE 00:03:21.668 --> 00:03:21.801 THE NEXT ITERATION AND PHEN IF I WERE JENSEN 00:03:21.801 --> 00:03:21.901 THE NEXT ITERATION AND PHEN IF I WERE JENSEN HUANG 00:03:21.901 --> 00:03:22.135 THE NEXT ITERATION AND PHEN IF I WERE JENSEN HUANG HIS 00:03:22.135 --> 00:03:22.202 THE NEXT ITERATION AND PHEN IF I WERE JENSEN HUANG HIS RESPONSE 00:03:22.202 --> 00:03:22.368 WERE JENSEN HUANG HIS RESPONSE 00:03:22.368 --> 00:03:23.036 WERE JENSEN HUANG HIS RESPONSE WOULD 00:03:23.036 --> 00:03:23.503 WERE JENSEN HUANG HIS RESPONSE WOULD BE, 00:03:23.503 --> 00:03:23.636 WERE JENSEN HUANG HIS RESPONSE WOULD BE, WELL, 00:03:23.636 --> 00:03:23.970 WERE JENSEN HUANG HIS RESPONSE WOULD BE, WELL, THERE 00:03:23.970 --> 00:03:24.204 WERE JENSEN HUANG HIS RESPONSE WOULD BE, WELL, THERE S 00:03:24.204 --> 00:03:24.304 WOULD BE, WELL, THERE S 00:03:24.304 --> 00:03:24.437 WOULD BE, WELL, THERE S $2 00:03:24.437 --> 00:03:24.671 WOULD BE, WELL, THERE S $2 TRILLION 00:03:24.671 --> 00:03:24.904 WOULD BE, WELL, THERE S $2 TRILLION OF 00:03:24.904 --> 00:03:24.971 WOULD BE, WELL, THERE S $2 TRILLION OF OLD 00:03:24.971 --> 00:03:25.438 WOULD BE, WELL, THERE S $2 TRILLION OF OLD DATA 00:03:25.438 --> 00:03:25.538 WOULD BE, WELL, THERE S $2 TRILLION OF OLD DATA CENTERS 00:03:25.538 --> 00:03:25.772 $2 TRILLION OF OLD DATA CENTERS 00:03:25.772 --> 00:03:25.838 $2 TRILLION OF OLD DATA CENTERS THAT 00:03:25.838 --> 00:03:26.272 $2 TRILLION OF OLD DATA CENTERS THAT NEED 00:03:26.272 --> 00:03:26.306 $2 TRILLION OF OLD DATA CENTERS THAT NEED TO 00:03:26.306 --> 00:03:26.839 $2 TRILLION OF OLD DATA CENTERS THAT NEED TO BE 00:03:26.839 --> 00:03:27.140 $2 TRILLION OF OLD DATA CENTERS THAT NEED TO BE NOT 00:03:27.140 --> 00:03:27.207 $2 TRILLION OF OLD DATA CENTERS THAT NEED TO BE NOT RENOVATED 00:03:27.207 --> 00:03:27.774 THAT NEED TO BE NOT RENOVATED 00:03:27.774 --> 00:03:28.741 THAT NEED TO BE NOT RENOVATED BUT 00:03:28.741 --> 00:03:28.775 THAT NEED TO BE NOT RENOVATED BUT UPGRADED. 00:03:28.775 --> 00:03:28.908 BUT UPGRADED. 00:03:28.908 --> 00:03:29.342 BUT UPGRADED. THERE 00:03:29.342 --> 00:03:29.375 BUT UPGRADED. THERE IS 00:03:29.375 --> 00:03:29.642 BUT UPGRADED. THERE IS AN 00:03:29.642 --> 00:03:29.709 BUT UPGRADED. THERE IS AN OPPORTUNITY 00:03:29.709 --> 00:03:30.009 BUT UPGRADED. THERE IS AN OPPORTUNITY FOR 00:03:30.009 --> 00:03:30.076 BUT UPGRADED. THERE IS AN OPPORTUNITY FOR SUCH 00:03:30.076 --> 00:03:30.143 THERE IS AN OPPORTUNITY FOR SUCH 00:03:30.143 --> 00:03:30.877 THERE IS AN OPPORTUNITY FOR SUCH A 00:03:30.877 --> 00:03:30.977 THERE IS AN OPPORTUNITY FOR SUCH A LONG 00:03:30.977 --> 00:03:31.144 THERE IS AN OPPORTUNITY FOR SUCH A LONG AMOUNT 00:03:31.144 --> 00:03:31.211 THERE IS AN OPPORTUNITY FOR SUCH A LONG AMOUNT OF 00:03:31.211 --> 00:03:31.544 THERE IS AN OPPORTUNITY FOR SUCH A LONG AMOUNT OF TIME 00:03:31.544 --> 00:03:31.611 THERE IS AN OPPORTUNITY FOR SUCH A LONG AMOUNT OF TIME THAT 00:03:31.611 --> 00:03:31.744 THERE IS AN OPPORTUNITY FOR SUCH A LONG AMOUNT OF TIME THAT THEY 00:03:31.744 --> 00:03:31.878 A LONG AMOUNT OF TIME THAT THEY 00:03:31.878 --> 00:03:31.978 A LONG AMOUNT OF TIME THAT THEY COULD 00:03:31.978 --> 00:03:32.212 A LONG AMOUNT OF TIME THAT THEY COULD BE 00:03:32.212 --> 00:03:32.245 A LONG AMOUNT OF TIME THAT THEY COULD BE FIRST 00:03:32.245 --> 00:03:33.112 A LONG AMOUNT OF TIME THAT THEY COULD BE FIRST IN 00:03:33.112 --> 00:03:33.279 A LONG AMOUNT OF TIME THAT THEY COULD BE FIRST IN THE 00:03:33.279 --> 00:03:33.346 A LONG AMOUNT OF TIME THAT THEY COULD BE FIRST IN THE GAME 00:03:33.346 --> 00:03:33.413 A LONG AMOUNT OF TIME THAT THEY COULD BE FIRST IN THE GAME FOR 00:03:33.413 --> 00:03:33.546 COULD BE FIRST IN THE GAME FOR 00:03:33.546 --> 00:03:33.913 COULD BE FIRST IN THE GAME FOR QUITE 00:03:33.913 --> 00:03:34.948 COULD BE FIRST IN THE GAME FOR QUITE A 00:03:34.948 --> 00:03:35.014 COULD BE FIRST IN THE GAME FOR QUITE A WHILE. 00:03:35.014 --> 00:03:35.148 QUITE A WHILE. 00:03:35.148 --> 00:03:35.281 QUITE A WHILE. >> 00:03:35.281 --> 00:03:35.715 QUITE A WHILE. >> ALL 00:03:35.715 --> 00:03:35.748 QUITE A WHILE. >> ALL RIGHT. 00:03:35.748 --> 00:03:36.249 >> ALL RIGHT. 00:03:36.249 --> 00:03:36.316 >> ALL RIGHT. STAY 00:03:36.316 --> 00:03:37.016 >> ALL RIGHT. STAY WITH 00:03:37.016 --> 00:03:37.150 >> ALL RIGHT. STAY WITH US 00:03:37.150 --> 00:03:37.684 >> ALL RIGHT. STAY WITH US AND 00:03:37.684 --> 00:03:37.784 >> ALL RIGHT. STAY WITH US AND EXPLORE 00:03:37.784 --> 00:03:37.850 >> ALL RIGHT. STAY WITH US AND EXPLORE ABOUT 00:03:37.850 --> 00:03:39.652 STAY WITH US AND EXPLORE ABOUT 00:03:39.652 --> 00:03:39.719 STAY WITH US AND EXPLORE ABOUT WHAT'S 00:03:39.719 --> 00:03:39.819 STAY WITH US AND EXPLORE ABOUT WHAT'S NEXT 00:03:39.819 --> 00:03:39.986 STAY WITH US AND EXPLORE ABOUT WHAT'S NEXT FOR 00:03:39.986 --> 00:03:40.019 STAY WITH US AND EXPLORE ABOUT WHAT'S NEXT FOR NVIDIA. 00:03:40.019 --> 00:03:40.153 WHAT'S NEXT FOR NVIDIA. 00:03:40.153 --> 00:03:40.220 WHAT'S NEXT FOR NVIDIA. CITI 00:03:40.220 --> 00:03:40.286 WHAT'S NEXT FOR NVIDIA. CITI OUT 00:03:40.286 --> 00:03:40.320 WHAT'S NEXT FOR NVIDIA. CITI OUT WITH 00:03:40.320 --> 00:03:41.454 WHAT'S NEXT FOR NVIDIA. CITI OUT WITH A 00:03:41.454 --> 00:03:41.554 WHAT'S NEXT FOR NVIDIA. CITI OUT WITH A NOTE 00:03:41.554 --> 00:03:41.621 WHAT'S NEXT FOR NVIDIA. CITI OUT WITH A NOTE TODAY 00:03:41.621 --> 00:03:42.021 CITI OUT WITH A NOTE TODAY 00:03:42.021 --> 00:03:42.522 CITI OUT WITH A NOTE TODAY INITIATING 00:03:42.522 --> 00:03:42.655 CITI OUT WITH A NOTE TODAY INITIATING A 00:03:42.655 --> 00:03:43.923 CITI OUT WITH A NOTE TODAY INITIATING A POSITIVE 00:03:43.923 --> 00:03:44.090 CITI OUT WITH A NOTE TODAY INITIATING A POSITIVE CATALYST 00:03:44.090 --> 00:03:44.257 INITIATING A POSITIVE CATALYST 00:03:44.257 --> 00:03:44.290 INITIATING A POSITIVE CATALYST WATCH. 00:03:44.290 --> 00:03:44.357 WATCH. 00:03:44.357 --> 00:03:45.291 WATCH. I 00:03:45.291 --> 00:03:45.358 WATCH. I LIKE 00:03:45.358 --> 00:03:45.592 WATCH. I LIKE THAT 00:03:45.592 --> 00:03:45.625 WATCH. I LIKE THAT LANGUAGE. 00:03:45.625 --> 00:03:45.792 I LIKE THAT LANGUAGE. 00:03:45.792 --> 00:03:46.192 I LIKE THAT LANGUAGE. LEADING 00:03:46.192 --> 00:03:46.226 I LIKE THAT LANGUAGE. LEADING UP 00:03:46.226 --> 00:03:46.392 I LIKE THAT LANGUAGE. LEADING UP TO 00:03:46.392 --> 00:03:46.960 I LIKE THAT LANGUAGE. LEADING UP TO THE 00:03:46.960 --> 00:03:47.493 I LIKE THAT LANGUAGE. LEADING UP TO THE CES 00:03:47.493 --> 00:03:47.627 I LIKE THAT LANGUAGE. LEADING UP TO THE CES TECH 00:03:47.627 --> 00:03:47.694 I LIKE THAT LANGUAGE. LEADING UP TO THE CES TECH EVENT 00:03:47.694 --> 00:03:47.961 LEADING UP TO THE CES TECH EVENT 00:03:47.961 --> 00:03:48.094 LEADING UP TO THE CES TECH EVENT IN 00:03:48.094 --> 00:03:48.361 LEADING UP TO THE CES TECH EVENT IN JANUARY, 00:03:48.361 --> 00:03:49.062 LEADING UP TO THE CES TECH EVENT IN JANUARY, YOU 00:03:49.062 --> 00:03:49.729 LEADING UP TO THE CES TECH EVENT IN JANUARY, YOU MENTIONED 00:03:49.729 --> 00:03:49.862 LEADING UP TO THE CES TECH EVENT IN JANUARY, YOU MENTIONED IT 00:03:49.862 --> 00:03:49.929 LEADING UP TO THE CES TECH EVENT IN JANUARY, YOU MENTIONED IT A 00:03:49.929 --> 00:03:51.030 IN JANUARY, YOU MENTIONED IT A 00:03:51.030 --> 00:03:51.097 IN JANUARY, YOU MENTIONED IT A MOMENT 00:03:51.097 --> 00:03:51.331 IN JANUARY, YOU MENTIONED IT A MOMENT AGO, 00:03:51.331 --> 00:03:51.564 IN JANUARY, YOU MENTIONED IT A MOMENT AGO, JENSEN 00:03:51.564 --> 00:03:51.598 IN JANUARY, YOU MENTIONED IT A MOMENT AGO, JENSEN HUANG 00:03:51.598 --> 00:03:51.864 IN JANUARY, YOU MENTIONED IT A MOMENT AGO, JENSEN HUANG IS 00:03:51.864 --> 00:03:52.031 IN JANUARY, YOU MENTIONED IT A MOMENT AGO, JENSEN HUANG IS SET 00:03:52.031 --> 00:03:52.365 MOMENT AGO, JENSEN HUANG IS SET 00:03:52.365 --> 00:03:52.765 MOMENT AGO, JENSEN HUANG IS SET TO 00:03:52.765 --> 00:03:52.899 MOMENT AGO, JENSEN HUANG IS SET TO DELIVER 00:03:52.899 --> 00:03:53.366 MOMENT AGO, JENSEN HUANG IS SET TO DELIVER A 00:03:53.366 --> 00:03:53.466 MOMENT AGO, JENSEN HUANG IS SET TO DELIVER A KEYNOTE 00:03:53.466 --> 00:03:53.533 MOMENT AGO, JENSEN HUANG IS SET TO DELIVER A KEYNOTE SPEECH 00:03:53.533 --> 00:03:55.301 TO DELIVER A KEYNOTE SPEECH 00:03:55.301 --> 00:03:55.335 TO DELIVER A KEYNOTE SPEECH POTENTIALLY 00:03:55.335 --> 00:03:55.435 TO DELIVER A KEYNOTE SPEECH POTENTIALLY A 00:03:55.435 --> 00:03:55.468 TO DELIVER A KEYNOTE SPEECH POTENTIALLY A TIME 00:03:55.468 --> 00:03:55.602 TO DELIVER A KEYNOTE SPEECH POTENTIALLY A TIME TO 00:03:55.602 --> 00:03:55.768 TO DELIVER A KEYNOTE SPEECH POTENTIALLY A TIME TO REVEAL 00:03:55.768 --> 00:03:55.835 TO DELIVER A KEYNOTE SPEECH POTENTIALLY A TIME TO REVEAL ITS 00:03:55.835 --> 00:03:58.104 POTENTIALLY A TIME TO REVEAL ITS 00:03:58.104 --> 00:03:58.271 POTENTIALLY A TIME TO REVEAL ITS NEXT 00:03:58.271 --> 00:03:58.338 POTENTIALLY A TIME TO REVEAL ITS NEXT GENERATION 00:03:58.338 --> 00:03:58.471 POTENTIALLY A TIME TO REVEAL ITS NEXT GENERATION OF 00:03:58.471 --> 00:03:58.504 POTENTIALLY A TIME TO REVEAL ITS NEXT GENERATION OF CHIPS. 00:03:58.504 --> 00:03:58.605 NEXT GENERATION OF CHIPS. 00:03:58.605 --> 00:03:58.705 NEXT GENERATION OF CHIPS. FOR 00:03:58.705 --> 00:03:58.738 NEXT GENERATION OF CHIPS. FOR MORE 00:03:58.738 --> 00:03:58.805 NEXT GENERATION OF CHIPS. FOR MORE ON 00:03:58.805 --> 00:03:59.372 NEXT GENERATION OF CHIPS. FOR MORE ON THE 00:03:59.372 --> 00:03:59.505 NEXT GENERATION OF CHIPS. FOR MORE ON THE NEXT 00:03:59.505 --> 00:03:59.572 NEXT GENERATION OF CHIPS. FOR MORE ON THE NEXT CATALYST 00:03:59.572 --> 00:03:59.706 FOR MORE ON THE NEXT CATALYST 00:03:59.706 --> 00:04:00.106 FOR MORE ON THE NEXT CATALYST AND 00:04:00.106 --> 00:04:02.041 FOR MORE ON THE NEXT CATALYST AND CHALLENGES 00:04:02.041 --> 00:04:02.175 FOR MORE ON THE NEXT CATALYST AND CHALLENGES FOR 00:04:02.175 --> 00:04:02.242 FOR MORE ON THE NEXT CATALYST AND CHALLENGES FOR NVIDIA, 00:04:02.242 --> 00:04:02.909 AND CHALLENGES FOR NVIDIA, 00:04:02.909 --> 00:04:03.476 AND CHALLENGES FOR NVIDIA, DANIEL 00:04:03.476 --> 00:04:03.509 AND CHALLENGES FOR NVIDIA, DANIEL NEWMAN. 00:04:03.509 --> 00:04:05.278 DANIEL NEWMAN. 00:04:05.278 --> 00:04:05.311 DANIEL NEWMAN. HE 00:04:05.311 --> 00:04:05.378 DANIEL NEWMAN. HE IS 00:04:05.378 --> 00:04:05.445 DANIEL NEWMAN. HE IS THE 00:04:05.445 --> 00:04:05.845 DANIEL NEWMAN. HE IS THE CEO 00:04:05.845 --> 00:04:06.412 DANIEL NEWMAN. HE IS THE CEO THERE, 00:04:06.412 --> 00:04:08.815 DANIEL NEWMAN. HE IS THE CEO THERE, WHAT 00:04:08.815 --> 00:04:08.881 DANIEL NEWMAN. HE IS THE CEO THERE, WHAT DO 00:04:08.881 --> 00:04:08.915 DANIEL NEWMAN. HE IS THE CEO THERE, WHAT DO YOU 00:04:08.915 --> 00:04:09.048 HE IS THE CEO THERE, WHAT DO YOU 00:04:09.048 --> 00:04:09.082 HE IS THE CEO THERE, WHAT DO YOU SAY? 00:04:09.082 --> 00:04:09.182 SAY? 00:04:09.182 --> 00:04:09.782 SAY? YOU 00:04:09.782 --> 00:04:09.849 SAY? YOU HAVE 00:04:09.849 --> 00:04:10.183 SAY? YOU HAVE SOME 00:04:10.183 --> 00:04:10.283 SAY? YOU HAVE SOME REACTIONS 00:04:10.283 --> 00:04:10.350 SAY? YOU HAVE SOME REACTIONS ABOUT 00:04:10.350 --> 00:04:10.717 YOU HAVE SOME REACTIONS ABOUT 00:04:10.717 --> 00:04:10.850 YOU HAVE SOME REACTIONS ABOUT WHAT 00:04:10.850 --> 00:04:10.917 YOU HAVE SOME REACTIONS ABOUT WHAT THE 00:04:10.917 --> 00:04:11.618 YOU HAVE SOME REACTIONS ABOUT WHAT THE NEXT 00:04:11.618 --> 00:04:11.684 YOU HAVE SOME REACTIONS ABOUT WHAT THE NEXT CHALLENGE 00:04:11.684 --> 00:04:11.751 YOU HAVE SOME REACTIONS ABOUT WHAT THE NEXT CHALLENGE MAY 00:04:11.751 --> 00:04:11.818 YOU HAVE SOME REACTIONS ABOUT WHAT THE NEXT CHALLENGE MAY BE 00:04:11.818 --> 00:04:11.918 WHAT THE NEXT CHALLENGE MAY BE 00:04:11.918 --> 00:04:11.985 WHAT THE NEXT CHALLENGE MAY BE FOR 00:04:11.985 --> 00:04:12.085 WHAT THE NEXT CHALLENGE MAY BE FOR THE 00:04:12.085 --> 00:04:12.185 WHAT THE NEXT CHALLENGE MAY BE FOR THE VERY, 00:04:12.185 --> 00:04:12.352 WHAT THE NEXT CHALLENGE MAY BE FOR THE VERY, VERY 00:04:12.352 --> 00:04:12.418 WHAT THE NEXT CHALLENGE MAY BE FOR THE VERY, VERY SUCCESSFUL 00:04:12.418 --> 00:04:14.821 FOR THE VERY, VERY SUCCESSFUL 00:04:14.821 --> 00:04:14.854 FOR THE VERY, VERY SUCCESSFUL COMPANY? 00:04:14.854 --> 00:04:16.422 COMPANY? 00:04:16.422 --> 00:04:16.556 COMPANY? >> 00:04:16.556 --> 00:04:16.623 COMPANY? >> YEAH, 00:04:16.623 --> 00:04:16.689 COMPANY? >> YEAH, THE 00:04:16.689 --> 00:04:17.023 COMPANY? >> YEAH, THE ONLY 00:04:17.023 --> 00:04:17.090 COMPANY? >> YEAH, THE ONLY RESULT 00:04:17.090 --> 00:04:17.223 COMPANY? >> YEAH, THE ONLY RESULT THAT 00:04:17.223 --> 00:04:17.857 >> YEAH, THE ONLY RESULT THAT 00:04:17.857 --> 00:04:18.291 >> YEAH, THE ONLY RESULT THAT WAS 00:04:18.291 --> 00:04:18.591 >> YEAH, THE ONLY RESULT THAT WAS ACCEPTABLE 00:04:18.591 --> 00:04:18.691 >> YEAH, THE ONLY RESULT THAT WAS ACCEPTABLE WAS 00:04:18.691 --> 00:04:19.559 >> YEAH, THE ONLY RESULT THAT WAS ACCEPTABLE WAS BEYOND 00:04:19.559 --> 00:04:19.759 WAS ACCEPTABLE WAS BEYOND 00:04:19.759 --> 00:04:19.792 WAS ACCEPTABLE WAS BEYOND PERFECT. 00:04:19.792 --> 00:04:20.159 PERFECT. 00:04:20.159 --> 00:04:20.226 PERFECT. THEY 00:04:20.226 --> 00:04:20.927 PERFECT. THEY BEAT 00:04:20.927 --> 00:04:21.227 PERFECT. THEY BEAT ON 00:04:21.227 --> 00:04:21.394 PERFECT. THEY BEAT ON EVERY 00:04:21.394 --> 00:04:23.263 PERFECT. THEY BEAT ON EVERY NUMBER, 00:04:23.263 --> 00:04:23.396 PERFECT. THEY BEAT ON EVERY NUMBER, THE 00:04:23.396 --> 00:04:23.563 THEY BEAT ON EVERY NUMBER, THE 00:04:23.563 --> 00:04:23.596 THEY BEAT ON EVERY NUMBER, THE GUIDE. 00:04:23.596 --> 00:04:23.696 GUIDE. 00:04:23.696 --> 00:04:23.796 GUIDE. THE 00:04:23.796 --> 00:04:23.863 GUIDE. THE BEATS 00:04:23.863 --> 00:04:23.930 GUIDE. THE BEATS ON 00:04:23.930 --> 00:04:24.030 GUIDE. THE BEATS ON THE 00:04:24.030 --> 00:04:24.097 GUIDE. THE BEATS ON THE GUIDE 00:04:24.097 --> 00:04:24.163 GUIDE. THE BEATS ON THE GUIDE HAVE 00:04:24.163 --> 00:04:24.330 THE BEATS ON THE GUIDE HAVE 00:04:24.330 --> 00:04:25.265 THE BEATS ON THE GUIDE HAVE GOTTEN 00:04:25.265 --> 00:04:25.398 THE BEATS ON THE GUIDE HAVE GOTTEN SMALL 00:04:25.398 --> 00:04:25.465 THE BEATS ON THE GUIDE HAVE GOTTEN SMALL EARLY 00:04:25.465 --> 00:04:25.732 THE BEATS ON THE GUIDE HAVE GOTTEN SMALL EARLY THE 00:04:25.732 --> 00:04:25.898 THE BEATS ON THE GUIDE HAVE GOTTEN SMALL EARLY THE LAW 00:04:25.898 --> 00:04:25.965 THE BEATS ON THE GUIDE HAVE GOTTEN SMALL EARLY THE LAW OF 00:04:25.965 --> 00:04:26.099 GOTTEN SMALL EARLY THE LAW OF 00:04:26.099 --> 00:04:27.533 GOTTEN SMALL EARLY THE LAW OF LARGE 00:04:27.533 --> 00:04:27.667 GOTTEN SMALL EARLY THE LAW OF LARGE NUMBERS, 00:04:27.667 --> 00:04:28.067 GOTTEN SMALL EARLY THE LAW OF LARGE NUMBERS, THE 00:04:28.067 --> 00:04:28.101 GOTTEN SMALL EARLY THE LAW OF LARGE NUMBERS, THE EXECUTION 00:04:28.101 --> 00:04:28.301 GOTTEN SMALL EARLY THE LAW OF LARGE NUMBERS, THE EXECUTION IS 00:04:28.301 --> 00:04:28.534 LARGE NUMBERS, THE EXECUTION IS 00:04:28.534 --> 00:04:28.568 LARGE NUMBERS, THE EXECUTION IS FANTASTIC. 00:04:28.568 --> 00:04:28.701 FANTASTIC. 00:04:28.701 --> 00:04:28.868 FANTASTIC. THERE 00:04:28.868 --> 00:04:29.435 FANTASTIC. THERE WAS 00:04:29.435 --> 00:04:29.569 FANTASTIC. THERE WAS MORE 00:04:29.569 --> 00:04:29.636 FANTASTIC. THERE WAS MORE SMOKE 00:04:29.636 --> 00:04:29.869 FANTASTIC. THERE WAS MORE SMOKE THAN 00:04:29.869 --> 00:04:29.936 FANTASTIC. THERE WAS MORE SMOKE THAN FIRE 00:04:29.936 --> 00:04:30.069 THERE WAS MORE SMOKE THAN FIRE 00:04:30.069 --> 00:04:30.103 THERE WAS MORE SMOKE THAN FIRE WHEN 00:04:30.103 --> 00:04:30.336 THERE WAS MORE SMOKE THAN FIRE WHEN IT 00:04:30.336 --> 00:04:30.370 THERE WAS MORE SMOKE THAN FIRE WHEN IT CAME 00:04:30.370 --> 00:04:31.337 THERE WAS MORE SMOKE THAN FIRE WHEN IT CAME TO 00:04:31.337 --> 00:04:32.839 THERE WAS MORE SMOKE THAN FIRE WHEN IT CAME TO THE 00:04:32.839 --> 00:04:32.872 THERE WAS MORE SMOKE THAN FIRE WHEN IT CAME TO THE OVERHEATING. 00:04:32.872 --> 00:04:33.206 WHEN IT CAME TO THE OVERHEATING. 00:04:33.206 --> 00:04:33.506 WHEN IT CAME TO THE OVERHEATING. AND 00:04:33.506 --> 00:04:34.374 WHEN IT CAME TO THE OVERHEATING. AND THE 00:04:34.374 --> 00:04:35.041 WHEN IT CAME TO THE OVERHEATING. AND THE COMPANY 00:04:35.041 --> 00:04:35.275 WHEN IT CAME TO THE OVERHEATING. AND THE COMPANY IS 00:04:35.275 --> 00:04:35.308 WHEN IT CAME TO THE OVERHEATING. AND THE COMPANY IS DIRECTIONALLY 00:04:35.308 --> 00:04:35.408 AND THE COMPANY IS DIRECTIONALLY 00:04:35.408 --> 00:04:35.775 AND THE COMPANY IS DIRECTIONALLY IN 00:04:35.775 --> 00:04:35.842 AND THE COMPANY IS DIRECTIONALLY IN A 00:04:35.842 --> 00:04:36.276 AND THE COMPANY IS DIRECTIONALLY IN A VERY 00:04:36.276 --> 00:04:36.876 AND THE COMPANY IS DIRECTIONALLY IN A VERY SOUND 00:04:36.876 --> 00:04:36.909 AND THE COMPANY IS DIRECTIONALLY IN A VERY SOUND PLACE. 00:04:36.909 --> 00:04:37.143 IN A VERY SOUND PLACE. 00:04:37.143 --> 00:04:37.543 IN A VERY SOUND PLACE. IT 00:04:37.543 --> 00:04:37.844 IN A VERY SOUND PLACE. IT WAS 00:04:37.844 --> 00:04:37.910 IN A VERY SOUND PLACE. IT WAS A 00:04:37.910 --> 00:04:39.545 IN A VERY SOUND PLACE. IT WAS A TIDY 00:04:39.545 --> 00:04:39.612 IN A VERY SOUND PLACE. IT WAS A TIDY QUARTER, 00:04:39.612 --> 00:04:40.079 IN A VERY SOUND PLACE. IT WAS A TIDY QUARTER, WELL 00:04:40.079 --> 00:04:40.313 IT WAS A TIDY QUARTER, WELL 00:04:40.313 --> 00:04:40.346 IT WAS A TIDY QUARTER, WELL EXECUTED. 00:04:40.346 --> 00:04:40.446 EXECUTED. 00:04:40.446 --> 00:04:40.513 EXECUTED. WE 00:04:40.513 --> 00:04:40.546 EXECUTED. WE ARE 00:04:40.546 --> 00:04:40.713 EXECUTED. WE ARE UP 00:04:40.713 --> 00:04:41.281 EXECUTED. WE ARE UP AGAINST 00:04:41.281 --> 00:04:41.914 EXECUTED. WE ARE UP AGAINST THIS 00:04:41.914 --> 00:04:41.948 EXECUTED. WE ARE UP AGAINST THIS ERA 00:04:41.948 --> 00:04:42.115 EXECUTED. WE ARE UP AGAINST THIS ERA OF 00:04:42.115 --> 00:04:42.548 WE ARE UP AGAINST THIS ERA OF 00:04:42.548 --> 00:04:42.715 WE ARE UP AGAINST THIS ERA OF GENERATIONAL 00:04:42.715 --> 00:04:42.749 WE ARE UP AGAINST THIS ERA OF GENERATIONAL UPGRADES. 00:04:42.749 --> 00:04:43.082 GENERATIONAL UPGRADES. 00:04:43.082 --> 00:04:43.983 GENERATIONAL UPGRADES. SO 00:04:43.983 --> 00:04:44.183 GENERATIONAL UPGRADES. SO YOU 00:04:44.183 --> 00:04:44.317 GENERATIONAL UPGRADES. SO YOU HEARD 00:04:44.317 --> 00:04:44.751 GENERATIONAL UPGRADES. SO YOU HEARD KRISTINA 00:04:44.751 --> 00:04:44.884 GENERATIONAL UPGRADES. SO YOU HEARD KRISTINA TALK 00:04:44.884 --> 00:04:44.951 GENERATIONAL UPGRADES. SO YOU HEARD KRISTINA TALK ABOUT 00:04:44.951 --> 00:04:45.685 SO YOU HEARD KRISTINA TALK ABOUT 00:04:45.685 --> 00:04:45.985 SO YOU HEARD KRISTINA TALK ABOUT ANNUAL 00:04:45.985 --> 00:04:46.019 SO YOU HEARD KRISTINA TALK ABOUT ANNUAL CADENCES. 00:04:46.019 --> 00:04:47.153 ANNUAL CADENCES. 00:04:47.153 --> 00:04:47.353 ANNUAL CADENCES. THIS 00:04:47.353 --> 00:04:47.520 ANNUAL CADENCES. THIS ISN'T 00:04:47.520 --> 00:04:47.587 ANNUAL CADENCES. THIS ISN'T EXACTLY 00:04:47.587 --> 00:04:47.987 ANNUAL CADENCES. THIS ISN'T EXACTLY LIKE 00:04:47.987 --> 00:04:48.054 ANNUAL CADENCES. THIS ISN'T EXACTLY LIKE AN 00:04:48.054 --> 00:04:48.755 THIS ISN'T EXACTLY LIKE AN 00:04:48.755 --> 00:04:48.855 THIS ISN'T EXACTLY LIKE AN iPHONE 00:04:48.855 --> 00:04:48.988 THIS ISN'T EXACTLY LIKE AN iPHONE MOMENT 00:04:48.988 --> 00:04:49.055 THIS ISN'T EXACTLY LIKE AN iPHONE MOMENT BECAUSE 00:04:49.055 --> 00:04:49.122 THIS ISN'T EXACTLY LIKE AN iPHONE MOMENT BECAUSE YOU 00:04:49.122 --> 00:04:49.188 THIS ISN'T EXACTLY LIKE AN iPHONE MOMENT BECAUSE YOU ARE 00:04:49.188 --> 00:04:49.355 iPHONE MOMENT BECAUSE YOU ARE 00:04:49.355 --> 00:04:49.489 iPHONE MOMENT BECAUSE YOU ARE TALKING 00:04:49.489 --> 00:04:50.356 iPHONE MOMENT BECAUSE YOU ARE TALKING ABOUT 00:04:50.356 --> 00:04:50.423 iPHONE MOMENT BECAUSE YOU ARE TALKING ABOUT ASKING, 00:04:50.423 --> 00:04:50.690 iPHONE MOMENT BECAUSE YOU ARE TALKING ABOUT ASKING, YOU 00:04:50.690 --> 00:04:51.024 iPHONE MOMENT BECAUSE YOU ARE TALKING ABOUT ASKING, YOU KNOW, 00:04:51.024 --> 00:04:51.758 TALKING ABOUT ASKING, YOU KNOW, 00:04:51.758 --> 00:04:52.091 TALKING ABOUT ASKING, YOU KNOW, MICROSOFT, 00:04:52.091 --> 00:04:52.191 TALKING ABOUT ASKING, YOU KNOW, MICROSOFT, GOOGLE, 00:04:52.191 --> 00:04:52.358 TALKING ABOUT ASKING, YOU KNOW, MICROSOFT, GOOGLE, AMAZON 00:04:52.358 --> 00:04:52.425 TALKING ABOUT ASKING, YOU KNOW, MICROSOFT, GOOGLE, AMAZON TO 00:04:52.425 --> 00:04:53.192 MICROSOFT, GOOGLE, AMAZON TO 00:04:53.192 --> 00:04:54.460 MICROSOFT, GOOGLE, AMAZON TO SPEND 00:04:54.460 --> 00:04:56.462 MICROSOFT, GOOGLE, AMAZON TO SPEND 50, 00:04:56.462 --> 00:04:56.663 MICROSOFT, GOOGLE, AMAZON TO SPEND 50, $60 00:04:56.663 --> 00:04:56.729 MICROSOFT, GOOGLE, AMAZON TO SPEND 50, $60 BILLION 00:04:56.729 --> 00:04:56.996 SPEND 50, $60 BILLION 00:04:56.996 --> 00:04:57.196 SPEND 50, $60 BILLION CONTIGUOUSLY 00:04:57.196 --> 00:04:57.397 SPEND 50, $60 BILLION CONTIGUOUSLY AND 00:04:57.397 --> 00:04:57.463 SPEND 50, $60 BILLION CONTIGUOUSLY AND CONTINUOUSLY 00:04:57.463 --> 00:04:57.597 CONTIGUOUSLY AND CONTINUOUSLY 00:04:57.597 --> 00:04:57.664 CONTIGUOUSLY AND CONTINUOUSLY YEAR 00:04:57.664 --> 00:04:57.764 CONTIGUOUSLY AND CONTINUOUSLY YEAR OVER 00:04:57.764 --> 00:04:57.797 CONTIGUOUSLY AND CONTINUOUSLY YEAR OVER YEAR 00:04:57.797 --> 00:04:58.765 CONTIGUOUSLY AND CONTINUOUSLY YEAR OVER YEAR TO 00:04:58.765 --> 00:04:58.798 CONTIGUOUSLY AND CONTINUOUSLY YEAR OVER YEAR TO CONTINUE 00:04:58.798 --> 00:04:59.332 CONTIGUOUSLY AND CONTINUOUSLY YEAR OVER YEAR TO CONTINUE TO 00:04:59.332 --> 00:04:59.532 YEAR OVER YEAR TO CONTINUE TO 00:04:59.532 --> 00:04:59.565 YEAR OVER YEAR TO CONTINUE TO UPGRADE. 00:04:59.565 --> 00:04:59.699 UPGRADE. 00:04:59.699 --> 00:04:59.866 UPGRADE. THERE 00:04:59.866 --> 00:04:59.899 UPGRADE. THERE IS 00:04:59.899 --> 00:05:00.300 UPGRADE. THERE IS AN 00:05:00.300 --> 00:05:00.633 UPGRADE. THERE IS AN ELEMENT 00:05:00.633 --> 00:05:00.700 UPGRADE. THERE IS AN ELEMENT OF 00:05:00.700 --> 00:05:01.267 UPGRADE. THERE IS AN ELEMENT OF FOMO 00:05:01.267 --> 00:05:01.434 THERE IS AN ELEMENT OF FOMO 00:05:01.434 --> 00:05:01.467 THERE IS AN ELEMENT OF FOMO HERE. 00:05:01.467 --> 00:05:01.601 HERE. 00:05:01.601 --> 00:05:01.668 HERE. THEY 00:05:01.668 --> 00:05:01.734 HERE. THEY HAVE 00:05:01.734 --> 00:05:01.801 HERE. THEY HAVE TO 00:05:01.801 --> 00:05:03.736 HERE. THEY HAVE TO STAY 00:05:03.736 --> 00:05:03.770 HERE. THEY HAVE TO STAY UP 00:05:03.770 --> 00:05:03.870 HERE. THEY HAVE TO STAY UP TO 00:05:03.870 --> 00:05:03.936 HERE. THEY HAVE TO STAY UP TO DATE, 00:05:03.936 --> 00:05:04.070 THEY HAVE TO STAY UP TO DATE, 00:05:04.070 --> 00:05:04.103 THEY HAVE TO STAY UP TO DATE, HAVE 00:05:04.103 --> 00:05:04.203 THEY HAVE TO STAY UP TO DATE, HAVE TO 00:05:04.203 --> 00:05:04.270 THEY HAVE TO STAY UP TO DATE, HAVE TO HAVE 00:05:04.270 --> 00:05:04.337 THEY HAVE TO STAY UP TO DATE, HAVE TO HAVE THE 00:05:04.337 --> 00:05:04.504 THEY HAVE TO STAY UP TO DATE, HAVE TO HAVE THE MOST 00:05:04.504 --> 00:05:04.570 THEY HAVE TO STAY UP TO DATE, HAVE TO HAVE THE MOST ADVANCED 00:05:04.570 --> 00:05:04.804 HAVE TO HAVE THE MOST ADVANCED 00:05:04.804 --> 00:05:04.837 HAVE TO HAVE THE MOST ADVANCED TECHNOLOGY 00:05:04.837 --> 00:05:06.906 HAVE TO HAVE THE MOST ADVANCED TECHNOLOGY TO 00:05:06.906 --> 00:05:07.106 HAVE TO HAVE THE MOST ADVANCED TECHNOLOGY TO BE 00:05:07.106 --> 00:05:07.373 HAVE TO HAVE THE MOST ADVANCED TECHNOLOGY TO BE COMPETITIVE 00:05:07.373 --> 00:05:07.607 HAVE TO HAVE THE MOST ADVANCED TECHNOLOGY TO BE COMPETITIVE IN 00:05:07.607 --> 00:05:07.707 TECHNOLOGY TO BE COMPETITIVE IN 00:05:07.707 --> 00:05:08.708 TECHNOLOGY TO BE COMPETITIVE IN THE 00:05:08.708 --> 00:05:08.775 TECHNOLOGY TO BE COMPETITIVE IN THE NEXT 00:05:08.775 --> 00:05:10.710 TECHNOLOGY TO BE COMPETITIVE IN THE NEXT EARS 00:05:10.710 --> 00:05:10.877 TECHNOLOGY TO BE COMPETITIVE IN THE NEXT EARS OF 00:05:10.877 --> 00:05:10.977 TECHNOLOGY TO BE COMPETITIVE IN THE NEXT EARS OF GENERATIVE 00:05:10.977 --> 00:05:11.010 TECHNOLOGY TO BE COMPETITIVE IN THE NEXT EARS OF GENERATIVE A.I. 00:05:11.010 --> 00:05:11.277 THE NEXT EARS OF GENERATIVE A.I. 00:05:11.277 --> 00:05:11.344 THE NEXT EARS OF GENERATIVE A.I. CAPABILITIES. 00:05:11.344 --> 00:05:11.444 CAPABILITIES. 00:05:11.444 --> 00:05:11.511 CAPABILITIES. >> 00:05:11.511 --> 00:05:11.577 CAPABILITIES. >> CAN 00:05:11.577 --> 00:05:11.644 CAPABILITIES. >> CAN YOU 00:05:11.644 --> 00:05:11.744 CAPABILITIES. >> CAN YOU TALK 00:05:11.744 --> 00:05:11.811 CAPABILITIES. >> CAN YOU TALK ABOUT 00:05:11.811 --> 00:05:11.878 CAPABILITIES. >> CAN YOU TALK ABOUT THE 00:05:11.878 --> 00:05:12.145 >> CAN YOU TALK ABOUT THE 00:05:12.145 --> 00:05:13.146 >> CAN YOU TALK ABOUT THE OPPORTUNITIES 00:05:13.146 --> 00:05:13.279 >> CAN YOU TALK ABOUT THE OPPORTUNITIES WITH 00:05:13.279 --> 00:05:13.346 >> CAN YOU TALK ABOUT THE OPPORTUNITIES WITH THE 00:05:13.346 --> 00:05:13.913 OPPORTUNITIES WITH THE 00:05:13.913 --> 00:05:14.013 OPPORTUNITIES WITH THE INFERENCING 00:05:14.013 --> 00:05:14.714 OPPORTUNITIES WITH THE INFERENCING PIECE 00:05:14.714 --> 00:05:14.781 OPPORTUNITIES WITH THE INFERENCING PIECE OF 00:05:14.781 --> 00:05:15.148 OPPORTUNITIES WITH THE INFERENCING PIECE OF THIS 00:05:15.148 --> 00:05:15.214 OPPORTUNITIES WITH THE INFERENCING PIECE OF THIS THAT 00:05:15.214 --> 00:05:15.648 INFERENCING PIECE OF THIS THAT 00:05:15.648 --> 00:05:16.182 INFERENCING PIECE OF THIS THAT OUR 00:05:16.182 --> 00:05:16.516 INFERENCING PIECE OF THIS THAT OUR ANALYST 00:05:16.516 --> 00:05:16.582 INFERENCING PIECE OF THIS THAT OUR ANALYST LAST 00:05:16.582 --> 00:05:16.749 INFERENCING PIECE OF THIS THAT OUR ANALYST LAST HOUR 00:05:16.749 --> 00:05:16.816 INFERENCING PIECE OF THIS THAT OUR ANALYST LAST HOUR SAID 00:05:16.816 --> 00:05:16.949 INFERENCING PIECE OF THIS THAT OUR ANALYST LAST HOUR SAID MOST 00:05:16.949 --> 00:05:17.150 OUR ANALYST LAST HOUR SAID MOST 00:05:17.150 --> 00:05:17.350 OUR ANALYST LAST HOUR SAID MOST PEOPLE 00:05:17.350 --> 00:05:17.517 OUR ANALYST LAST HOUR SAID MOST PEOPLE ARE 00:05:17.517 --> 00:05:17.550 OUR ANALYST LAST HOUR SAID MOST PEOPLE ARE FOCUSED 00:05:17.550 --> 00:05:17.984 OUR ANALYST LAST HOUR SAID MOST PEOPLE ARE FOCUSED ON 00:05:17.984 --> 00:05:18.051 OUR ANALYST LAST HOUR SAID MOST PEOPLE ARE FOCUSED ON DATA 00:05:18.051 --> 00:05:18.217 PEOPLE ARE FOCUSED ON DATA 00:05:18.217 --> 00:05:18.384 PEOPLE ARE FOCUSED ON DATA CENTER 00:05:18.384 --> 00:05:19.352 PEOPLE ARE FOCUSED ON DATA CENTER AND 00:05:19.352 --> 00:05:19.619 PEOPLE ARE FOCUSED ON DATA CENTER AND THE 00:05:19.619 --> 00:05:19.819 PEOPLE ARE FOCUSED ON DATA CENTER AND THE CHIPS 00:05:19.819 --> 00:05:19.852 PEOPLE ARE FOCUSED ON DATA CENTER AND THE CHIPS THEMSELVES, 00:05:19.852 --> 00:05:19.952 CENTER AND THE CHIPS THEMSELVES, 00:05:19.952 --> 00:05:20.453 CENTER AND THE CHIPS THEMSELVES, BUT 00:05:20.453 --> 00:05:20.486 CENTER AND THE CHIPS THEMSELVES, BUT WHAT 00:05:20.486 --> 00:05:20.987 CENTER AND THE CHIPS THEMSELVES, BUT WHAT IF 00:05:20.987 --> 00:05:21.020 CENTER AND THE CHIPS THEMSELVES, BUT WHAT IF -- 00:05:21.020 --> 00:05:21.554 CENTER AND THE CHIPS THEMSELVES, BUT WHAT IF -- IS 00:05:21.554 --> 00:05:21.688 CENTER AND THE CHIPS THEMSELVES, BUT WHAT IF -- IS IT 00:05:21.688 --> 00:05:21.721 CENTER AND THE CHIPS THEMSELVES, BUT WHAT IF -- IS IT HOPPER? 00:05:21.721 --> 00:05:21.854 BUT WHAT IF -- IS IT HOPPER? 00:05:21.854 --> 00:05:21.888 BUT WHAT IF -- IS IT HOPPER? WHAT 00:05:21.888 --> 00:05:21.988 BUT WHAT IF -- IS IT HOPPER? WHAT IF 00:05:21.988 --> 00:05:22.121 BUT WHAT IF -- IS IT HOPPER? WHAT IF THIS 00:05:22.121 --> 00:05:22.255 BUT WHAT IF -- IS IT HOPPER? WHAT IF THIS BUSINESS 00:05:22.255 --> 00:05:22.322 BUT WHAT IF -- IS IT HOPPER? WHAT IF THIS BUSINESS BECOMES 00:05:22.322 --> 00:05:24.357 WHAT IF THIS BUSINESS BECOMES 00:05:24.357 --> 00:05:24.390 WHAT IF THIS BUSINESS BECOMES LARGER? 00:05:24.390 --> 00:05:25.325 LARGER? 00:05:25.325 --> 00:05:25.792 LARGER? >> 00:05:25.792 --> 00:05:26.092 LARGER? >> INFERENCING 00:05:26.092 --> 00:05:26.159 LARGER? >> INFERENCING HAS 00:05:26.159 --> 00:05:26.426 LARGER? >> INFERENCING HAS BEEN 00:05:26.426 --> 00:05:26.559 LARGER? >> INFERENCING HAS BEEN ONE 00:05:26.559 --> 00:05:26.626 LARGER? >> INFERENCING HAS BEEN ONE OF 00:05:26.626 --> 00:05:26.926 >> INFERENCING HAS BEEN ONE OF 00:05:26.926 --> 00:05:27.894 >> INFERENCING HAS BEEN ONE OF THE 00:05:27.894 --> 00:05:27.960 >> INFERENCING HAS BEEN ONE OF THE THINGS 00:05:27.960 --> 00:05:29.896 >> INFERENCING HAS BEEN ONE OF THE THINGS THAT 00:05:29.896 --> 00:05:29.996 >> INFERENCING HAS BEEN ONE OF THE THINGS THAT MANY 00:05:29.996 --> 00:05:30.096 >> INFERENCING HAS BEEN ONE OF THE THINGS THAT MANY PEOPLE 00:05:30.096 --> 00:05:30.129 >> INFERENCING HAS BEEN ONE OF THE THINGS THAT MANY PEOPLE SAID 00:05:30.129 --> 00:05:30.296 THE THINGS THAT MANY PEOPLE SAID 00:05:30.296 --> 00:05:30.396 THE THINGS THAT MANY PEOPLE SAID NVIDIA 00:05:30.396 --> 00:05:30.463 THE THINGS THAT MANY PEOPLE SAID NVIDIA THAT'S 00:05:30.463 --> 00:05:30.596 THE THINGS THAT MANY PEOPLE SAID NVIDIA THAT'S NOT 00:05:30.596 --> 00:05:30.630 THE THINGS THAT MANY PEOPLE SAID NVIDIA THAT'S NOT NVIDIA 00:05:30.630 --> 00:05:30.697 THE THINGS THAT MANY PEOPLE SAID NVIDIA THAT'S NOT NVIDIA OR 00:05:30.697 --> 00:05:31.230 NVIDIA THAT'S NOT NVIDIA OR 00:05:31.230 --> 00:05:31.397 NVIDIA THAT'S NOT NVIDIA OR THAT'S 00:05:31.397 --> 00:05:32.332 NVIDIA THAT'S NOT NVIDIA OR THAT'S THE 00:05:32.332 --> 00:05:32.465 NVIDIA THAT'S NOT NVIDIA OR THAT'S THE SMALL 00:05:32.465 --> 00:05:32.598 NVIDIA THAT'S NOT NVIDIA OR THAT'S THE SMALL PART, 00:05:32.598 --> 00:05:32.899 NVIDIA THAT'S NOT NVIDIA OR THAT'S THE SMALL PART, TRAINING 00:05:32.899 --> 00:05:33.166 THAT'S THE SMALL PART, TRAINING 00:05:33.166 --> 00:05:33.199 THAT'S THE SMALL PART, TRAINING COMPANY. 00:05:33.199 --> 00:05:33.333 COMPANY. 00:05:33.333 --> 00:05:33.700 COMPANY. THEY 00:05:33.700 --> 00:05:34.100 COMPANY. THEY ARE 00:05:34.100 --> 00:05:34.233 COMPANY. THEY ARE THE 00:05:34.233 --> 00:05:34.367 COMPANY. THEY ARE THE LARGEST 00:05:34.367 --> 00:05:34.634 COMPANY. THEY ARE THE LARGEST PROVIDER 00:05:34.634 --> 00:05:34.967 THEY ARE THE LARGEST PROVIDER 00:05:34.967 --> 00:05:35.001 THEY ARE THE LARGEST PROVIDER NOW. 00:05:35.001 --> 00:05:35.335 NOW. 00:05:35.335 --> 00:05:35.968 NOW. INFERENCE 00:05:35.968 --> 00:05:36.035 NOW. INFERENCE IS 00:05:36.035 --> 00:05:36.602 NOW. INFERENCE IS THAT 00:05:36.602 --> 00:05:36.669 NOW. INFERENCE IS THAT WORKLOAD 00:05:36.669 --> 00:05:36.803 NOW. INFERENCE IS THAT WORKLOAD THAT 00:05:36.803 --> 00:05:37.170 INFERENCE IS THAT WORKLOAD THAT 00:05:37.170 --> 00:05:37.303 INFERENCE IS THAT WORKLOAD THAT EVERYONE 00:05:37.303 --> 00:05:37.704 INFERENCE IS THAT WORKLOAD THAT EVERYONE TALKS 00:05:37.704 --> 00:05:37.737 INFERENCE IS THAT WORKLOAD THAT EVERYONE TALKS ABOUT. 00:05:37.737 --> 00:05:38.071 EVERYONE TALKS ABOUT. 00:05:38.071 --> 00:05:38.204 EVERYONE TALKS ABOUT. WHEN 00:05:38.204 --> 00:05:38.504 EVERYONE TALKS ABOUT. WHEN YOU 00:05:38.504 --> 00:05:39.205 EVERYONE TALKS ABOUT. WHEN YOU ARE 00:05:39.205 --> 00:05:39.505 EVERYONE TALKS ABOUT. WHEN YOU ARE DOING 00:05:39.505 --> 00:05:39.639 EVERYONE TALKS ABOUT. WHEN YOU ARE DOING TOKENS, 00:05:39.639 --> 00:05:39.706 EVERYONE TALKS ABOUT. WHEN YOU ARE DOING TOKENS, USING 00:05:39.706 --> 00:05:40.373 WHEN YOU ARE DOING TOKENS, USING 00:05:40.373 --> 00:05:40.473 WHEN YOU ARE DOING TOKENS, USING GENERATIVE 00:05:40.473 --> 00:05:41.307 WHEN YOU ARE DOING TOKENS, USING GENERATIVE TOOLS, 00:05:41.307 --> 00:05:41.441 WHEN YOU ARE DOING TOKENS, USING GENERATIVE TOOLS, WHEN 00:05:41.441 --> 00:05:41.507 WHEN YOU ARE DOING TOKENS, USING GENERATIVE TOOLS, WHEN YOU 00:05:41.507 --> 00:05:41.574 WHEN YOU ARE DOING TOKENS, USING GENERATIVE TOOLS, WHEN YOU HEAR 00:05:41.574 --> 00:05:41.708 GENERATIVE TOOLS, WHEN YOU HEAR 00:05:41.708 --> 00:05:41.941 GENERATIVE TOOLS, WHEN YOU HEAR ABOUT 00:05:41.941 --> 00:05:43.509 GENERATIVE TOOLS, WHEN YOU HEAR ABOUT THE 00:05:43.509 --> 00:05:43.676 GENERATIVE TOOLS, WHEN YOU HEAR ABOUT THE AGENETIC 00:05:43.676 --> 00:05:43.743 GENERATIVE TOOLS, WHEN YOU HEAR ABOUT THE AGENETIC WORKLOADS, 00:05:43.743 --> 00:05:44.544 ABOUT THE AGENETIC WORKLOADS, 00:05:44.544 --> 00:05:44.677 ABOUT THE AGENETIC WORKLOADS, THAT'S 00:05:44.677 --> 00:05:45.111 ABOUT THE AGENETIC WORKLOADS, THAT'S THE 00:05:45.111 --> 00:05:45.244 ABOUT THE AGENETIC WORKLOADS, THAT'S THE INFERENCE 00:05:45.244 --> 00:05:45.311 ABOUT THE AGENETIC WORKLOADS, THAT'S THE INFERENCE SIDE, 00:05:45.311 --> 00:05:45.378 ABOUT THE AGENETIC WORKLOADS, THAT'S THE INFERENCE SIDE, THE 00:05:45.378 --> 00:05:45.545 THAT'S THE INFERENCE SIDE, THE 00:05:45.545 --> 00:05:46.112 THAT'S THE INFERENCE SIDE, THE ABILITY 00:05:46.112 --> 00:05:46.245 THAT'S THE INFERENCE SIDE, THE ABILITY TO 00:05:46.245 --> 00:05:46.779 THAT'S THE INFERENCE SIDE, THE ABILITY TO GENERATE 00:05:46.779 --> 00:05:46.813 THAT'S THE INFERENCE SIDE, THE ABILITY TO GENERATE TEXT 00:05:46.813 --> 00:05:46.979 THAT'S THE INFERENCE SIDE, THE ABILITY TO GENERATE TEXT OR 00:05:46.979 --> 00:05:47.180 ABILITY TO GENERATE TEXT OR 00:05:47.180 --> 00:05:47.246 ABILITY TO GENERATE TEXT OR GENERATE 00:05:47.246 --> 00:05:47.814 ABILITY TO GENERATE TEXT OR GENERATE A 00:05:47.814 --> 00:05:47.847 ABILITY TO GENERATE TEXT OR GENERATE A VIDEO. 00:05:47.847 --> 00:05:48.348 GENERATE A VIDEO. 00:05:48.348 --> 00:05:48.648 GENERATE A VIDEO. SO 00:05:48.648 --> 00:05:48.681 GENERATE A VIDEO. SO ALL 00:05:48.681 --> 00:05:49.248 GENERATE A VIDEO. SO ALL OF 00:05:49.248 --> 00:05:49.415 GENERATE A VIDEO. SO ALL OF THESE 00:05:49.415 --> 00:05:51.484 GENERATE A VIDEO. SO ALL OF THESE MASSIVE 00:05:51.484 --> 00:05:51.551 GENERATE A VIDEO. SO ALL OF THESE MASSIVE DATA 00:05:51.551 --> 00:05:51.718 SO ALL OF THESE MASSIVE DATA 00:05:51.718 --> 00:05:51.818 SO ALL OF THESE MASSIVE DATA CENTERS 00:05:51.818 --> 00:05:51.918 SO ALL OF THESE MASSIVE DATA CENTERS BEING 00:05:51.918 --> 00:05:51.984 SO ALL OF THESE MASSIVE DATA CENTERS BEING BUILT 00:05:51.984 --> 00:05:52.085 SO ALL OF THESE MASSIVE DATA CENTERS BEING BUILT OUT 00:05:52.085 --> 00:05:52.151 SO ALL OF THESE MASSIVE DATA CENTERS BEING BUILT OUT WITH 00:05:52.151 --> 00:05:52.719 CENTERS BEING BUILT OUT WITH 00:05:52.719 --> 00:05:53.252 CENTERS BEING BUILT OUT WITH NVIDIA 00:05:53.252 --> 00:05:53.386 CENTERS BEING BUILT OUT WITH NVIDIA ARE 00:05:53.386 --> 00:05:53.453 CENTERS BEING BUILT OUT WITH NVIDIA ARE POWERFUL 00:05:53.453 --> 00:05:54.253 CENTERS BEING BUILT OUT WITH NVIDIA ARE POWERFUL TO 00:05:54.253 --> 00:05:54.320 CENTERS BEING BUILT OUT WITH NVIDIA ARE POWERFUL TO NOT 00:05:54.320 --> 00:05:54.420 CENTERS BEING BUILT OUT WITH NVIDIA ARE POWERFUL TO NOT JUST 00:05:54.420 --> 00:05:54.721 NVIDIA ARE POWERFUL TO NOT JUST 00:05:54.721 --> 00:05:54.987 NVIDIA ARE POWERFUL TO NOT JUST TRAIN 00:05:54.987 --> 00:05:55.254 NVIDIA ARE POWERFUL TO NOT JUST TRAIN THE 00:05:55.254 --> 00:05:55.355 NVIDIA ARE POWERFUL TO NOT JUST TRAIN THE FUTURE 00:05:55.355 --> 00:05:55.688 NVIDIA ARE POWERFUL TO NOT JUST TRAIN THE FUTURE MODELS 00:05:55.688 --> 00:05:55.855 NVIDIA ARE POWERFUL TO NOT JUST TRAIN THE FUTURE MODELS BUT 00:05:55.855 --> 00:05:56.022 TRAIN THE FUTURE MODELS BUT 00:05:56.022 --> 00:05:56.689 TRAIN THE FUTURE MODELS BUT DELIVER 00:05:56.689 --> 00:05:56.723 TRAIN THE FUTURE MODELS BUT DELIVER INFERENCE. 00:05:56.723 --> 00:05:57.457 DELIVER INFERENCE. 00:05:57.457 --> 00:05:57.790 DELIVER INFERENCE. THE 00:05:57.790 --> 00:05:58.391 DELIVER INFERENCE. THE WORKLOADS 00:05:58.391 --> 00:05:58.558 DELIVER INFERENCE. THE WORKLOADS WILL 00:05:58.558 --> 00:05:58.624 DELIVER INFERENCE. THE WORKLOADS WILL REVOLUTION 00:05:58.624 --> 00:05:58.991 THE WORKLOADS WILL REVOLUTION