Nvidia CEO laying the foundation for regular enterprises to deploy AI: SemiAnalysis CEO Dylan Patel

Joining us now is Patrick Morehead. More insights and strategies. Uh Patrick Morhead along with Dylan Patel, a founder, CEO, and chief analyst at research firm Semi analysis.Both are in San Jose. Just came from Hang's keynote. Um guys, great to see you both.Thanks for joining us. I want to get your take. Um Dylan, I'll start off with you on that $1 trillion forecast, which at first blush seems enormous, but then when you back away and think that the forecast through 2026 was $500 billion, doesn't seem that ...