I was thinking that too - that NVDA might be needing a ReRam design tailored to work with their own chips, and Coby has pointed out that TSMC only appear to want to supply their ReRam in fixed formats. NVDA would have few (if any) other options to get custom designed ReRam, and they wouldn't want to be one of WBT's later signings, and then have to fight for a priority status. Perhaps if NVDA are a possibility, that's why Coby appears to be in a bullish mood in recent interviews, maybe that's why he's gently rocking too ! The dude is getting excited !
All IMHO, DYOR
Weebit - 2024 and beyond, page-633
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