there is alpha and just like other people have this perception that AMD is not as as good as Nvidia. That's music to my ears. I'm very happy for them to sleep on this chip and for me to buy as much as I can. >> Now, I think that that's not actually super true anymore. I think AMD is actually uh somewhat popular amongst the some large buyers. Um you know I think publicly Meta and OpenAI have bought a ton of AMD chips and so we're increasingly seeing that uh all the AMD supply is also being allocated but there's a long tale of other companies that are popping up yet net new companies are great uh such as etched or
there is alpha and just like other people have this perception that AMD is not as as good as Nvidia.