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Joining us now is Patrick Morehead. More insights and strategies. Uh Patrick Morhead along with Dylan Patel, a founder, CEO, and chief analyst at research firm Semi analysis.Both are in San Jose. Just came from Hang's keynote. Um guys, great to see you both.Thanks for joining us. I want to get your take. Um Dylan, I'll start off with you on that $1 trillion forecast, which at first blush seems enormous, but then when you back away and think that the forecast through 2026 was $500 billion, doesn't seem that ...

We're speaking to China. I'd love to, but because of the war, I want to be here. I have to be here.I feel um and so we've requested that we delay it a month or so. And and I'm looking forward to being with him. We have a very good relationship, but uh because of the war, there's no tricks to it either.It's just it's not like, "Oh, gee, I'm waiting." It's very simple. We got a war going on. I think it's important that I be here. So, it could be that we delayed a little bit. ...

Secondly, sir, do you uh still plan to travel to Beijing at the end of this? >> I don't know. We're working on that right now. I I we're speaking to China. I'd love to, but because of the war, I want to be here. I have to be here. I feel um and so we've requested that we delay it a month or so. And and I'm looking forward to being with him. We have a very good relationship, but uh because of the war, there's no tricks to it either. It's just it's not like, "Oh, gee, I'm waiting. It's very simple. We got a w ...

Now, let's bring in our panel. Invesco's Brian Levit, Bartlett's Holly Makosza, Mazoko, sorry. Uh, guys, welcome.Brian, I think you've tended to say that peak uncertainty is a really good time to buy. Uh, but policy uncertainty with what we see happening now in Iran, uh, besides everything else with the disruptions around software, are we at one of those moments. Can we buy.>> Hard to say if we're exactly at peak on certainty, although I I suspect we will get there. um within a a shorter time horizon than s ...

So, can today's announcements get its shares moving again. Let's ask Dan Ies. He's head of technology research at Wedbush.Great to have you here, Dan. Appreciate you coming in in studio with us. Um, maybe let's just start with this question we started to get into a little bit last hour, but this competition with Google, you know, when if Google can answer questions with Gemini really well and fast and they're using their own chips and their TPUs, how does Nvidia answer that.>> Yeah, look, the reality is, I ...

Nvidia giving stockholders exactly what they wanted just now. Jensen Wong just finished saying that their $500 billion backlog of Blackwell and Reuben products that they gave about 5 months ago is now being bumped up to $1 trillion of backlog through 2027. The share price was holding steady at about 2% but now you can see it climbing uh roughly up about 4%.That was the big news maker so far. Aside from that big $1 trillion number, uh there's been a parade of partnership callouts. Dell, Palunteer, Core, Orac ...

New research reveals a tension between employers and employees over AI deployment. Metife's 24th annual US employee benefit trend study found twothirds of HR decision makers surveyed say AI is creating new points of friction. 80% of these employers say AI tools are part of everyday tasks and 83% say it helps their employees work faster.But employees feel under pressure. 61% say they're worried about the ethical and safety risk of AI use, including bias, misinformation, and lack of accountability. 59% are co ...

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