Subject: Re: Maia 200 Chip
"All of these new chips are headwinds for NVIDIA..."

At the moment, the only "headwind" that NVDA faces is meeting massive unmet demand for their GPUs.

NVIDIA faces an "order book" estimated at $500 billion for 2025 and 2026.

One reason the hyperscalers have started making their own chips is that there is a scarcity of NVDA chips. They can't get enough of them.

Rental rates on used NVDA chips have recently increased.