[gammateam]

I understand the technical novelty, but from a financial perspective for the NVIDIA company and the customers and data centers they pop these things in: is this a big deal?

Is this just routine new cycle stuff that amazon and microsoft are going to buy en masse like they already would have no matter what Nvidia came out with?

Or is this a big deal for reasons that you will explain and the stock market is going to go wild attempting to "price this in"?