Nvidia obviously currying favor to be able to sell chips in China, says Niles Investment's Dan Niles

as well. And Dan, thank you for joining us. We're going to talk about Microsoft and Steve Kovak in just a minute based on this was going to be, by the way, the Microsoft stuff, our top of the show, as we call it, our lead in industry parliament.But when you got Jensen Wong making off-the- cuff comments to Emily Wilkins on Capitol Hill, we got to lead with that. Anything that you may have heard from Wong or anything recently that you have heard from him and Nvidia that changes your thesis on the AI game. No, ...