Can you imagine NVIDIA CEO Jensen Huang personally stepping in to urge SK Hynix to deliver the sixth-generation HBM4 on time? He hosted a rare dinner at a Korean restaurant in Silicon Valley for over 30 SK Hynix engineers. During the dinner, Jensen spent about two hours going table to table, mixing soju and beer for over 30 SK Hynix and NVIDIA engineers, toasting and expressing his gratitude. He repeatedly emphasized, 'We are one team' and 'I’m proud of you,' while encouraging the engineers to 'deliver extraordinary results through relentless challenges and effort,' specifically mentioning SK Hynix’s commitment to supplying the sixth-generation HBM4 product. The CEO of the world’s most valuable company personally hosting a dinner for supplier engineers—can you believe it? It’s clear that Jensen is personally overseeing the launch of Vera Rubin. This is yet another footnote in the capital expenditure wars.