> But no matter what all the companies will do with AI, they will all need AI computing. They may not. Like I said before, there have been many very innovative

> But no matter what all the companies will do with AI, they will all need AI computing. They may not. Like I said before, there have been many very innovative technologies that did not see uptake by the general public as was expected (VR, cryptocurrency). AI could be the next cloud computing that every company pays for but which eventually commoditized down to a relatively low margin business. It could be something Nvidia strangleholds and milks money out of for decades with little competition like Facebook with social media, or it could be something people don't reach for as much as we thought they would. We don't know yet