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To: neolib who wrote (72745)	12/4/2025 4:13:59 PM
From: neolib	Read Replies (1) \| Respond to of 73040

Also the Time to Monetization is worth reading, and its not just Jensen that should pay attention, Lisa Su should as well: Time to monetization is something Nvidia should make note of as their time to monetization from chip out to customer revenue generation has been extending with GB200 NVL72, and with Vera Rubin Kyber racks, it will be even longer. This creates significant working capital pressure on OEMs/ODMs and end clouds, increasing their TCO and reducing profitability.