Nvidia

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they wouldn't say this in so many words, but if we get to a world where we actually run out of power, that's probably good for Nvidia because in a world where we're totally constrained on power, >> everyone want the best. >> We have to get the best efficiency, the best token efficiency. And I think Nvidia is still the most token efficient. Um, and so that is a good world for them. I think it's been probably the biggest problem for Nvidia over the last couple years is I think the US has actually brought a lot more

they wouldn't say this in so many words, but if we get to a world where we actually run out of power, that's probably good for Nvidia because in a world where we're totally constrained on power, >> everyone want the best.

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