Nvidia-OpenAI partnership theme seems to be a shortage of compute, says Bernstein's Stacy Rasgon

Let's bring in Stacy Rascott, senior analyst at Bernstein, covering US semiconductors. Stacy, uh, great to have you weigh in here. First off, do we have a sense of exactly mechanically how this is going to work.Um, is Nvidia giving over time 100 billion in cash as an investment in OpenAI and they'll come back and buy Nvidia products. Is it going to be an investment in in kind in products or do we not know yet. >> I I don't think we know anything yet.They said that the details will be worked out and I guess ...