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in video will see the company report earnings on Wednesday. This seems to be the marquee event for investors this week. What are your expectations? Do you think Nvidia can continue to beat already sky high estimates, especially when we think about how tough those comparisons are going to be?

Uh they are tough comparisons, Sally. And look, I still think they're going to do really well. Here's the issue. I think all sense of rationality when it comes to Nvidia and Nvidia stock pricing has gone out the window. So at this point, it's completely a psychological game. I'm firmly convinced of that. So, you know, it's there's a part of me that says almost no matter what they do, you're going to see both extremes happening. In general, I think the numbers are going to be very good because we're still very, very early in the days of AI infrastructure buildout. And they are the key supplier for AI infrastructure. All those features that Apple wants to run on Apple intelligence, guess what? A ton of those are going to run in servers in the cloud or on, you know, within Apple devices. Uh, or excuse me, in Apple's own cloud. Um, so you're going to see a lot of focus and attention, all the stuff that Google's doing, uh, what Amazon's going to do with Alexa, all of these kinds of services are still very GPU dependent. They're still just getting off the ground. Uh, enterprises themselves are starting to do some of this work. Of course, they want to get access to these. There's still like a year-long wait list to get the latest GPUs. And even if the Blackwell chip is delayed, which some people have said it may or be, may not be, I don't think that's going to really matter. Uh, but again, in terms of how the market reacts, who who knows? It's it's completely irrational at this point.

Just to touch on that one point you made there, Bob, because that's going to be in focus, these reports of of shipment delays for Blackwell. Is that a concern to you, Bob? Or are you in the camp that says, you know what, that at the end of the day, that's a sale delayed, not destroyed?

I completely agree with you, Josh. It is a sale delayed because the reality is people just now are starting to really leverage the last generation, right? They're not even going to be ready to to leverage Blackwell just yet. So there's plenty of work being done, you know, and this is always the case with this stuff, with this kind of technologies. Like, yes, you got to keep pushing forward, but the actual implementations that are being done as we speak, the measurements, uh, this week there's a bunch of companies are going to be reporting at the hot chips conference around their performance numbers. And a lot of this is based on the chips that they just introduced last year, right? So I don't think the Blackwell issue is a big one at all. I think if there is a delay, it's not even clear there's going to be, it's it's sort of a non-issue really in the long run.