I tag the NVIDIA CEO's compute-as-utility pitch: racks as "one giant GPU," ~50× efficiency gains — directional, unverifiable as stated. The word "directional" does heavy lifting; it admits the number serves a narrative, not a measurement. His incentive is clear: he sells the utility. The course treats such claims as testimony, not evidence, and looks for the split where another insider with a different book describes the same market another way. That split is where the real ambiguity lives.