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foreign [Music] because we want to talk a little bit more about these results that we just got from Nvidia we want to bring in will Summerlin hes Arc invest co-lead of Arc Venture analyst its great to have you here so the strong guidance one of the big reasons why were seeing the reaction that we are AI how much of that is playing into it and what do you make of these results yeah AI is really the driver for nvidias future and theyve defined themselves as the market leader uh if you look at you know AI compute and our expectations for AI compute over the next five to ten years we think this Markets going to continue to expand the trend is such that the larger you train a model the more compute you use to train a model the better the model performs and so for the next you know five to ten years we think this Market will only continue to expand with that said we think a lot of The Upside in Nvidia may be priced in theres a lot of competition coming AMD is now aggressively moving
