00:00The reality is, I mean, NVIDIA is two to three years ahead of anyone, including Google.
00:05So look, with TPUs or even what OpenAI is going to come out with, I mean, there are some alternatives,
00:10but the reality is you want the gold standard when it comes to NVIDIA.
00:14Now, if you look at Meta and others, you can't get, for every 10 chips that you want to get,
00:19you can maybe get three of them.
00:20Wow.
00:21So it speaks right now.
00:22We talk, demand supply is 12 to 1 for NVIDIA chips.
00:25But when it comes to Grok and what they're showing and inferencing, this is them saying,
00:30we're not losing that market.
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