"the more you buy, the more you save" — he says it's ceo maths, so it's correct, but it's not accurate. that's the gist of the story he's trying to tell because that's a huge investment. that's the question people have — right now people are spending a lot of money, and the question is, when will be some of that pay back, and how does that work out? whatjensen was describing i think will absolutley happen, the question is the pace at which it happens — and again, as you hinted at, what about these other competitors and how do they impact nvidia themselves? so elaborate on the competitors, then, are they playing catch—up and how far behind are they? all these guys are working hard to compete at different levels with nvidia. directly in the ai data sector, amd is the biggest competitor for them, and the company is expected to have some more announcements around their competition versus nvidia — but it's been slow. i will say, however, we're in a situation where nvidia has 90% share — and that means people