I’d like to point out that expecting memory prices to keep rising all the way through the end of 2027 is far too optimistic. In my view, memory prices will peak around late 2026.

I think the H200 is going to sell like crazy in China. The H20E was priced at 18,000 dollars per chip. How much do you think the H200 will sell for in China?

I’m currently researching autonomous driving, and one thing that really surprised me is that even as Waymo and Tesla robotaxis are being deployed in the US, we haven’t seen major headlines about taxi drivers or Uber drivers going on strike or showing strong resistance. Is the pushback still small because it’s early? Or are Americans simply accepting the new technology as something inevitable?