“Yes, we do plan a substantial increase in the second half compared to the first half.”

In context

“environment, what does that do to the competitive landscape? Does it invite more competition in terms of custom ASICs? Does it invite more competition in terms of other GPU solutions or other kinds of solutions? How do you see the competitive landscape change over the next two to three years? Colette Kress: Yeah, Vivek. Thanks for the question. Let me see if I can add a little bit more color. We believe that the supply that we will have for the second half of the year will be substantially larger than H1. So, we are expecting not only the demand that we just saw in this last quarter, the demand that we have in Q2 for our forecast, but also planning on seeing something in the second half of the year. We just have to be careful here. But we are not here to guide on the second half of that. Yes, we do plan a substantial increase in the second half compared to the first half. Jensen Huang: Regarding competition, we have competition from every direction. Start-ups really-really well-funded and innovative startups, countless of them all over the world. We have competitions from existing semiconductor companies. We have competition from CSPs with internal projects. And many of you know about most of these. And so, we're mindful of competition all the time, and we get competition all the time. But NVIDIA's value proposition at the core is, we are the lowest cost solution. We're the lowest TCO solution. And the reason for that is, because accelerated computing is two things that I talk about often, which is it's a full stack problem, it's a full stack challenge, you have to engineer all of the software and all the libraries and all the algorithms, integrated them i”