Nvidia Part III: The Dawn of the AI Era (2022-2023)

8795.141 - 8818.604 Ben Gilbert

Yep. And to put a finer point on that, let's look at PyTorch for a minute. Now that all the developers or lots of developers are using PyTorch, it does enable PyTorch to aggregate customers, which gives them the opportunity to disintermediate. Maybe. You've got to write a lot of new stuff underneath and ship a lot of hardware. I mean, the cloud service providers have taken some steps here.