Every OEM in the world has two choices. Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. Choice Two: Get basically no AI revenues at all excepting an AMD deal here and there and, in the case of Hewlett Packard Enterprise and Dell and Lenovo every once in a while, some fairly large system sales to HPC national labs every four years. Get nothing incremental above and beyond traditional server sales to ent...