Nvidia wants to be the Ferraris of computing.

Nvidia's sold out, right. So, we go in every quarter thinking, let's see how they did. Let's see how they did.Well, we know they're sold out. They've sold every single thing that they can make. And it's just kind of a question of where it's going to go and what little pieces are going to go where.The battle going forward, I think, is going to be not about the development, the training of models, but about inference. Inference is going to be such a larger business if it's not already. Let's use a metaphor of ...