Thomas: AI opportunities are kind of limitless, take your pick

All right, so we got to talk to you about this big deal between Nvidia and OpenAI up to $100 billion. But there's one important caveat to this deal. It's not just Nvidia investing in OpenAI and say, "Hey, take the money. Do with it what you will." The idea is that OpenAI will use that money to buy Nvidia chips.Now, according to our notes, you say your channel checks have showed the data center demand has increased since July. But what do you make of a deal where a company invests in another company to get s ...