So this is uh related to the 2020 acquisition, it made of Mellanox Technologies shares are
down over 2% right now. But give us some context, what could this potentially mean for
NVIDIA? I mean, when I look at NVIDIA, they've already gotten a subpoena from the doj about,
you know, a potential monopoly uh with the chips and, and they do have a 90% plus when it
comes to the accelerator market and given, you know, what's going on with Google here in the
US. I'm not surprised that Chinese antitrust authorities feel they have to do something
about businesses that operate here. And one of the biggest businesses that operates there
among the US companies is, you know, NVIDIA with their chips and uh look when it comes to
chip making. Uh I mean, NVIDIA clearly has an ecosystem effect that, you know, once you start
using their chips, it's hard to mix and match. You can't really use an A MD or you know, an
intel to train your A I if you are in video shop and you know, right now we are in a supply
constrained environment. So in media can say this company will get the chips. Some of the
companies may not get the chips. And I think there are grounds for any uh antitrust
authority to say we want to look into their practices grounds. But isn't it stupid? I mean,
there was a great New York Times expose about how NVIDIA basically sells so many products to
China even when it's not allowed to. Um what if NVIDIA just said? Ok, we won't sell any more
stuff to China. Well, so again, I don't think the Chinese authorities want their companies to
be deprived of, you know, the chips that NVIDIA is selling. It's more about the
practices and they did the same with their home companies, Alibaba and Tencent had a
similar investigation where they had to make changes to their practices in terms of how they
operate. So look when it comes to antitrust, there are two big authorities in the US and in
the Eu and the Chinese authority wants to send a message that they are as powerful when it
comes to these things as the other two.