got rewarded for buying the GPUs. They got when they bought these goddamn GPUs from Nvidia, all the markets went rock hard overnight. They loved it. There were stories about how they were sending armored cars with the GPUs to Microsoft to make sure Microsoft got the GPUs and so everyone saw all that money flowing in even though they never disclosed their AI revenues. They saw the expenditures and they went "Well, I want to do what these people are doing. I want to get a little of that money, don't I?" >> I think the area where we have a slight disagreement is that I think the underlying technology has a lot more
They got when they bought these goddamn GPUs from Nvidia, all the markets went rock hard overnight.