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The Supply Crunch and the Future of AI
I do think demand will only rock it from here, at least in the short run. People really view NVIDIA's chips as the most advanced on the market right now. So that means that a lot of it is just a bottleneck in how much can NVIDIA scale up manufacturing. And so we're probably a year or two years before we really start to see large-scale AI applications by existing incumbent enterprises in real products live everywhere.