00:00Why am I back?
00:02Well business is very strong.
00:05So I came back to encourage my TSMC friends.
00:11加油加油
00:13How long will you stay?
00:15I will be in Tainan for 5 hours.
00:185 hours?
00:19And then I have to go to Taipei.
00:22And then I'm in Taipei for a few hours.
00:25And then I go home.
00:27Are you going to the sports day tomorrow?
00:32Am I going to the sports day tomorrow?
00:34Is that a secret?
00:36It's not a secret.
00:37It's not anymore.
00:38Not anymore?
00:39Yes.
00:40Okay.
00:41Well in that case I'm going to the sports day tomorrow.
00:43I'm very excited.
00:45I'm sorry?
00:47Are you excited to go to the night market?
00:56I'm very excited to go to the night market but this time I don't have time.
00:59You don't have time?
01:00Yeah.
01:01Because I've been traveling for 3 weeks now.
01:04And I have to go home.
01:06I miss my puppies.
01:09There are no active discussions.
01:11Currently we're not planning to ship anything to China.
01:16It's up to China when they would like NVIDIA products to go back to serve the Chinese market.
01:23And so I look forward to them changing their policy and hopefully we'll be able to serve the Chinese market again.
01:32In the meantime obviously business is going very very strong and I'm here to encourage TSMC.
01:40They're doing a very good job for us and I'm here to thank them for all the hard work they're doing.
01:45So recently the market has been worried about AI bubbles so what makes this one different from the dot com?
01:52This time is very different because during the dot com most of the fiber in the ground was dark.
01:58But this time all of the GPU in the cloud is being used and so the demand is very very strong.
02:07Of course the AI technology is now so effective the demand is very high.
02:15And because the technology is also very compute intensive the compute demand is very high.
02:21So we're trying to catch up to very strong demand right now.
02:25to 1986 United Kingdom
02:27JuneGuy
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