When you look at your embodied eye is all the rage in China. From industrial automation to autonomous EVs, from delivery drones to increasingly advanced robotic humanoids and pets. A.I. is on board and with their sensors, motors and natural language processing. Now they're interacting with us and the rest of the physical world, and it's arriving in much more lifelike packaging.As creepy as that may be. China's Ministry of Industry and Information Technology says China since last year has produced nearly 100 ...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in the defense tech space. Chinese tech giant Xiaomi also says it received more than 200,000 pre-orders for its first electric SUV. Chapters: 00:00:00 - Intro 00:04:19 - AI Fuels Investor Tech Demand 00:17:32 - CoreWeave Stock Surge Propels CEO to Rich List 00:26:05 - The Future of Defense Spending 00:35:20 - Cyber ...

CAROL: PIPER, MORGAN STANLEY, JP MORGAN. THEY ARE STILL EXPECTING THE STOCK TO GO HIGHER. TIM: LET'S TALK NVIDIA, SHARES HIGHER BY 1.2%.3.8% TRILLION DOLLARS IS THE MARKET CAP RIGHT NOW. IT DID SURPASS MICROSOFT TO BECOME THE WORLD'S MOST VALUABLE PUBLICLY TRADED COMPANY. THE LAST TIME NVIDIA HIT A NEW RECORD WAS PRE-DEEPSEEK IF MY CALCULATIONS ARE CORRECT.WHAT HAS HAPPENED SINCE THEN. TO GIVE INVESTORS THE CONFIDENCE THAT THIS COMPANY CAN STILL MOVE HIGHER. ED: YOU HAVE TO LOOK AT AI AS AN ECOSYSTEM AND WH ...

How much do investors want to be in on the chip, the infrastructure names that broaden out perhaps. Well, the portfolio manager for this fund, Tony Kim, is really looking across the value chain for opportunities in artificial intelligence. But right now, where he sees some of the biggest opportunity is in those infrastructure and hardware names.If you look at where the money is being spent on A. I. today, the almost quarter of $1,000,000,000,000 being spent by the Mega-cap tech names is being concentrated i ...

On the live feed. During the presentation, I noticed there were several million people tuned in on eggs. What do we know about this new SUV and the appetite here for Jeremy.Yeah, the excitement around show me and its electric vehicles is quite something. The founder late June just did this presentation in Beijing a little while ago and he talked about this new SUV. It's going to be priced around $35,000 at the low end.It'll go up to about $46,000. And he took aim directly at Tesla. Tesla's Model Y is the be ...

There's anywhere we could take this. Right. But let's just start with the basics.The US government and its military industrial complex or the defense industrial base. How modern is it. In the scheme of everything. Ted, we just discussed in the show.It's getting more modern. I would say the reality is that today the defense industrial base is still quite traditional. And you can look at the recent strikes on Iran as a perfect example of that.Yes, we know that fifth generation fighters escorted B-2 bombers to ...

It's a fascinating read. And you go into the intricacies of how entropic, first of all, did it. And they did it perhaps with a mixture of pirated book piece.But then they actually started buying physical books, taking out the spine and copying them into the computer. Yes. So they went out and they they acquired pirated copies of more than 7 million books to try in their models.After a short while, they thought, well, maybe there's a better way to do this. And they bought the physical used copies from distri ...

You yourself have a rich history in defense from an active service perspective, Ted. But I'm interested as to, therefore, what the active innovation play is. How do you invest into this moment.It's it's kind of fragmented right now, but Palantir is obviously the purest play. And if if you look at the latest conflicts on, you know, coming out of Israel and Iran and also the Ukraine and Russia, these advanced technologies that are being used are giving both Israel and Ukraine a heads up as it relates to their ...

Why is it so important that you the version of a hacker is at the top of Hacker one's U.S. leaderboard. Thank you very much for having us. So it's the first time ever that a machine and not a human is at the top of the hacker.One leaderboard for the US Hacker one is a platform that connects hackers with companies who want their systems to be tested and they maintain the leaderboards. Ranking the hacker according to who's whose bugs have been accepted by the customers of Hacker Wallet and currently the top i ...

Is five year agreement, right. That gives the nuclear company access to to warp speed to a platform. And Jonathan, I'll start with you.What is it that this software platform and technology allows you to do or what does it allow you to accelerate. Yeah, great question. We have built two reactors in this country in the last 30 years, and the last two we built were down in Georgia.We had 10,000 people on that construction site at peak and hundreds of thousands of pages of documents with the full force and weig ...