great answer to each of those four bottlenecks and how you're going to work around them because it's all arbitrage at the end of the day. You're building a chip because you think that Nvidia has made some choices that are difficult for them to change, which is true. Nvidia makes a lot of choices that are difficult for them to change. They're not perfect. They're just really well balanced. And so, you want to be spiky. You want to pick something and say, I think they've underpriced the impact of how short we're going to be on HBM. We're going to push really hard in this other direction instead. Which, you know, as a as an aside, I do think is probably the thing to attack most. >> Why? There's no easy way to bring on a
You're building a chip because you think that Nvidia has made some choices that are difficult for them to change, which is true.