00:00Impressive. There's no doubt about that. How do you explain how the market is reacting?
00:04Is this more reflective of kind of the broader existential dread that we've seen with the
00:09with the A.I. scare sell off with the Satrini report that's still at play here?
00:14I would say that, you know, the question that we were just talking about is how long is this
00:19going to last? You know, how long is the are the hyper sailors going to be spending? And is it
00:25sustainable? So I think that there always have been some jitters about that. And I think that
00:29they persist in the market. What would you like to see in terms of diversification then?
00:36Yes. So this is an interesting question. So GTC, their big conferences is coming up in a few weeks.
00:42There's going to be a lot of talk about physical A.I. So when we get away from data centers,
00:46you know, moving into things like robotics, automobiles, drones, connected cameras,
00:51all these kinds of things, you know, NVIDIA will eventually need to diversify and find a new area
00:56for growth. What exactly that is, is I think the next trillion dollar question for the industry.
01:01Do you worry about the lack of progress on that crucial Chinese market?
01:07I don't. There's been a lot of tit for tat. It's something that, you know, we always need to keep
01:12in the back of our mind because it could resurface at any moment. But I think what we've seen is
01:16that
01:16NVIDIA has been quite savvy in negotiating both with the U.S. government and the Chinese government.
01:22So we are pretty optimistic about their prospects in China.
01:26What about competition there? CFO Crest talking about how Chinese competitors are making progress.
01:33So they are making progress. And again, I think that this is something that also always needs to
01:38be in our minds for the future. But I still believe and my company still believes that the
01:43Chinese semiconductor manufacturing industry is still years behind NVIDIA.
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