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(2) Just to be clear, these kinds of deals w/customers and distributors do not necessarily have to be material in size to be material in impact, since near the end-of-cycles managements know that missing guidance by even a few pennies can be disastrous. So the get more creative. (3) And of course “investing” hundreds of millions of dollars in one of your customers, so that company can turn around and buy your chips is right out of the 1999-2000 Lucent Ventures playbook. $NVDA $CRWV