think about this technology being integrated into these companies. >> But is it democratization of the technology? See, I I don't view it as a See, I view it as >> It's empowering for the company. >> This is not just a duopoly. >> Mhm. >> If it was a Let's just say this was just OpenAI and Anthropic. And Nvidia was selling the chips. Like that as a bull case in this market, that's not You need democratiz- You need data sovereignty. And I actually think like
And Nvidia was selling the chips.
Acierto: 0 Fallo: 0 Abierta: 1
I think Nvidia's revenue could go 50 to 70% down.Abierta
Plazo: 2027-12-31
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