Who do you think has the best chance of challenging Nvidia. >> The other black swan that I think is missing in the equation today, my early prediction for 2026 is Huawei, where I think that there's lithography technology that exists in China that is not publicly discussed that is going to be deployed in Huawei and all these fabs that they're building in mainland China. And Huawei can create at a very low cost, probably very high volume, and probably in reasonably short order chips that can start to rival fo ...