Nvidia

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happier but Nvidia sees the if they just let the most deep pockets buy all the chips that maybe hurts them in the long term if that customer ends up acrewing a lot of more power they understand that compute is power today and so uh they're quite strategic about how they allocate compute that's the first thought the second thought is that relationships matter a lot nobody wants to have a huge order of of a chip rental come in from this new startup that says, "Oh yeah, I'm going to rent 10,000 black wells for for three years or 5 years." The startup

happier but Nvidia sees the if they just let the most deep pockets buy all the chips that maybe hurts them in the long term if that customer ends up acrewing a lot of more power they understand that compute is power today and so uh they're quite strategic about how they allocate compute that's the first thought the second thought is that relationships matter a lot nobody wants to have a huge order of of a chip rental come in from this new startup that says, "Oh yeah, I'm going to rent 10,000 black wells for for three years or 5 years." The startup

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