Nvidia

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generated in a year or two um or can be generated shall we say not will be and this is such a huge potential demand driver of chips that you've got to have your own internal stack and play and so you have a whole variety of teams in Nvidia who are hooked in directly to the ecosystem but there's no one really building that on AMD silicon which is now solved they have a frontier world model team in there. Um, they haven't got the LLM team yet, but they're doing

generated in a year or two um or can be generated shall we say not will be and this is such a huge potential demand driver of chips that you've got to have your own internal stack and play and so you have a whole variety of teams in Nvidia who are hooked in directly to the ecosystem but there's no one really building that on AMD silicon which is now solved they have a frontier world model team in there.

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