I seem to remember multiple posts on large tech websites having the exact same opinion/conclusion/insinuation as the one you originally had, so not necessarily comprehension problem on your part. My opinion: Nvidia's CEO has a problem communicating in good faith. He absolutely knew what he was doing during that little stage show, and it was absolutely designed to mislead people toward the most "AI HYPE, PLEASE BUY GPUs, MY ROBOT NEEDS GPUS TO LIVE" conclusion