00:00All three vendors have been qualified. All three vendors are in production, and they're racing all to support Barry Rubin.
00:12Joining us now is Matt Bloxam of Bloomberg Intelligence.
00:16So, you know, is this really still the biggest bottleneck, the high bandwidth memory even more difficult in power?
00:26I think it's certainly a critical issue. And, you know, so for context, this bandwidth, the high bandwidth memory is
00:32required for the next generation of NVIDIA product, which is the Vera Rubin, which is designed to kind of support
00:39agentic AI workloads, which in addition to the GPU workload that we've come to know and love with NVIDIA, also
00:46requires huge amounts of CPU processing power, too, which is the Vera part of the offering.
00:54And, yeah, you know, memory is in short supply, and it's critical that NVIDIA has enough supply to take that
01:02product forward.
01:03And so the fact that they've kind of lined up all three suppliers is an encouraging sign for the business
01:09as a whole.
01:09And clearly all three of those will inevitably be prioritizing sales to NVIDIA over pretty much everybody else.
01:15So it's maybe going to have knock-on effects to supply for other parts of the value chain.
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