I am not worried about Nvidia. They will clearly suffer for a while, a bad year or maybe two, not enough to sink the company or to kill the golden goose. They

I am not worried about Nvidia. They will clearly suffer for a while, a bad year or maybe two, not enough to sink the company or to kill the golden goose. They are spreading themselves a bit thin with all their projects, but I can see them succeeding with enough of them to be in a better relative position 2-3 years from now. GPUs are becoming a general-purpose data-plane computing platform, this not simply related to gaming, crypto or AI training, but everything.