The iPhone Fold could make concerts even worse | The Vergecast
1:10:51So the demand for the chips is related to the desire to build data centers. So of course Nvidia can forecast demand because they have pretty good visibility1:11:14inward upon itself. But they have a view into how many chips they're going to sell. The more interesting thing to me1:11:29means you can invest in it and you can see it grow and fall and it's fungeible and like the chips have this like really














