stacy rasgon welcome back good to see you twice in one week. >> i figured i'd give cramer one more chancecriticize my fashion sense. >> we're delighted you're here you look good. >> thank you >> what impact are these regulations likely to have to nvidia's revenues? >> so the direct impact they kind of quantify it's $400 million in the current quarter. we kind of know where they were guiding data center and it's 10% and maybe low double-digit percentage of their data center revenue. so that is not trivial, but it is not earth-shattering and devastating, either. >> so 400 million. presumably this quarter and the -- >> yeah. look we took our target and the numbers and i figured it was proven to just take it out now that may be too punitive again, they'll be looking to try to get licenses and they'll be looking to try to supply alternative products that may not meet the threshold for the export license requirements and at the same time, look, investors will have to more heavily discount china revenues for nvidia and we can talk about for others, as well, but you're not going to get certainty