Nvidia

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>> Okay. >> [laughter] >> Like it's just May I do a second sentence? >> Go ahead. >> Pretty much all of the economics is either Nvidia feeding money to its companies like CoreWeave or these three companies feeding money to these ones to spend it with the them. >> Okay. And what evidence do you have that there's it's not causing economic growth? >> Just to be clear, other than the spend on semiconductors, so the speculative investment in GPUs and data center infrastructure, that's happening. But, as far as like spend on AI goes, barely cracking a hundred billion dollars, and

>> Pretty much all of the economics is either Nvidia feeding money to its companies like CoreWeave or these three companies feeding money to these ones to spend it with the them.

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