NVDA benefits from SpaceX's increased chip commitments; this signals strong demand and no slowdown in AI spending.

this is a bit off-topic and you can decline to answer, Mark, but I was thinking about SpaceX and Nvidia, and we've heard that SpaceX is now committing to more Nvidia chips in the future. What does that tell you, if anything?

I think Musk is really looking to solidify that relationship. I don't see any slowdown in spending in general, AI spending in general, and I don't see any slowdown in SpaceX spending.

You know, they're in the field of artificial intelligence. Therefore, they are primarily focused on their Starlink and AI businesses at the moment, along with space; But in reality, these two things are the driving forces behind it, and it really cements that relationship with Jensen.

I think it's simply that he, he expects a good future for it, and he really likes their product , so he chose to rely on them.