that's according to industry expert bob o'donnell.s is the most exciting computex show in a very long time. it's the first time i've been back in almost 15 years, because i feel it's such a big deal. and forjensen, he's the rock star — he's literally on a stadium tour, all his last speeches have been in stadiums like a rock star. there was a lot of excitement there, and he's got the big vision story to tell, because he is indeed the figurehead leading the industry at this point. and his idea is, "look, companies are now starting to leverage ai across all kinds of applications, and there's enormous opportunities." now he acknowledges — because his favourite line is, "the more you buy, the more you save" — he says it's ceo maths, so it's correct, but it's not accurate. that's the gist of the story he's trying to tell because that's a huge investment. that's the question people have — right now people are spending a lot of money, and the question is, when will be some of that pay back, and how does that work out? whatjensen was describin

technology industry analyst bob o'donnell explained the market reaction.ting to get some unrealistic expectations. i think that's been triggering some of the moves of nvidia and macron and others. i think people have gotten a little thought mike they want to take advantage of it. there's a little bit of a paranoia how long this can last and other people are just like, well, we've got will be caught, let's dive in and take what we can get. the fundamental story hasn't changed. they're and one of the suppliers what's called hbm three. it's a critical part of nvidia cars that go into the surface, so they have said they were sold out for 2024 in 2025, and yet you get this kind of reaction. i think it's more of a psychological thing than an actual change, and sometimes when it moves this quickly it will trigger these reactions and. ~ ., ., and. was turned to nvidia. the 've and. was turned to nvidia. they've had _ and. was turned to nvidia. they've had the _ and. was turned to nvidia. they've had the recent - and. was turned to nvidia. - they've had the recent

technology industry analyst bob o'donnell explained the market reaction. days, in the world of ai, matching is a good enough, it has to beat all the time, so you are started to get unrealistic expectation. that is what is triggering some of the moves in nvidia people have gotten a bit initially, on one hand, they want to take advantage of it and cash in on it, that is happened, and the other hand, paranoia, how long can this great thing last, and other people are like we have what we have, let's dive in and to what we can get. the fundamental story has not changed. micron has grown its business is nicely, they are one of the suppliers in what is hbm3, high—bandwidth memory, a critical part of nvidia cards that go into the servers that power these ai services. as micron said, we're sold out through 2024 and 2025, and yet you get this kind of reaction. to me, it's more of a psychological thing than an actual factual change, and sometimes the market when it moves, as quickly as it has will trigger those reactions. let's turn our attention to the giant of that