for more, let's bring in marc einstein who has over 20 years of expertise in technology research and consulting. hejoins me now from tokyo. what's your reaction tojensen huang's speech? i think is your correspondent said we did see the rtx series debut. they are much more powerful but we see better chips every year. what was interesting is the prices are going down. starting at 1300 an ounce dollars byjensen huang. this is the next phase of growth. a lot of enthusiasm right now. growth. a lot of enthusiasm right "ow-— right now. nvidia has been showin: right now. nvidia has been showing great _ right now. nvidia has been showing great strength - right now. nvidia has been showing great strength as| right now. nvidia has been l showing great strength as ai has gathered strength and it shows no slowing down? it doesn't stop but companies like 0penai are losing hundreds of dollars are how to monetise ai will creep into the narrative. if the hype scale companies cannot make it that would be the next challenge. we cannot make it that would be the next challenge.— the next challenge. we kn