再快速对比一下另一家公司，Nvidia 和 Broadcom 的过去 12 个月营收。关于 Broadcom 有很多讨论。
And just another quick comparison to another company, Nvidia and Broadcom with their trailing 12-month revenue. A lot of talk about Broadcom.
它目前还在重新加速其AI半导体业务的收入，这要归功于一些闭源模型的AI实验室，尤其是Google和TPU，以及像OpenAI这样的其他公司。
It's also re-accelerating its AI semiconductor revenue right now, thanks to some of those closed model AI labs, especially Google and the TPU, as well as others like OpenAI .
但如果把这两家公司放在一起比较，是的，Broadcom的收入结构中也有大量软件业务收入，这稀释了增长。总而言之，无论Hugging Face这笔交易是否达成，我们实际上确实看好Nvidia，也看好Broadcom，以及其他超大规模云厂商的股票，比如Microsoft等。
But if you compare the companies side by side, yes, Broadcom has lots of software revenue in the mix as well that dilutes the growth. All of that is to say, whether Hugging Face goes through or not, we actually do like Nvidia, and we like Broadcom as well, as well as the other hyperscaler stocks, Microsoft and the others.