chip game must be cray cray Jensen has visibility into every single firm customer and supplier worldwide. Knows their plans at least 3 years out. His plans are already locked for 2 years. Now buying up longer term capacity, signing partnerships, creating new customers, finding future market expansions. Bets on scientific research computing, robotics, datacenters in space, more more more. Taiwan and South Korea GDP growth already pulled up by chips. Nvidia alone 0.3% of US GDP. Persuaded the memory players to start deploying money to create demand. Better own the future even if its going to compete with you. Saved Poolside. Bought the team, cashed out the investors. If every neolab is light model layer on top of a neocloud.. then maybe Nvidia makes the models for others to buy the chips. Meanwhile chip startups as far as the eye can see. Everyone has a design idea that's better than Nvidia's products launched 2 years ago, which they can scale into production next year.