Talk us through why this is pretty amazing. 900 datacentres being owned, managed or indeed leased or coach leased by Amazon. Most people know that Amazon's cloud business is enormous, but this kind of shows us exactly how enormous, right.Most cloud computing companies don't tell you exactly where their facilities are. And one thing they really don't talk about is where they rent space. So these documents we reviewed, you know, as you said, it's about a fifth of us as computing power as of last year was prov ...

Core Business & Strategy - The company positions itself as the "Shopify of experiences," providing an operating system and tooling for museums, tours, and activities providers to manage their businesses end-to-end [1][2] - Strategic M&A, including Acme and Connect in Go, strengthens the company's backbone by incorporating specialized infrastructure and technologies for specific verticals like museums, theme parks, and water parks [2][3][4] - Cross-pollination of best features across platforms and innovation on-site are key strategies for growth and synergy [5][6] AI Integration & Innovation - Recognizing that over 80% of businesses want to use AI but only 10% are, the company is integrating AI tooling into its platform [6][7] - Dynamic pricing tools, incorporating factors like weather, seasonality, and local demand (e.g., Taylor Swift concerts), have increased revenues for businesses by 5% to 20% [7][8] - AI-driven automation of operations saves clients thousands of hours and millions in costs by automating manual tasks like rescheduling [8][9] Market Trends & Solutions - Over half of consumers are inspired to book experiences based on influencer content, prompting the company to create influencer marketing tools [10] - The influencer marketing tools enable operators to reach hundreds of thousands of potential travelers [11] Funding & Future Plans - A recent $70 million funding round will be used to consolidate platforms, layer in more AI, enhance tech talent, and expand sales efforts [12] - The company aims to double down on innovation and sales, bringing its tools to more businesses [13][14]

YOU ARE HERE TO TELL US WHAT IS IMPACTING YOUR INVESTING APPROACH. YOU MISS YOUR THESIS -- THESIS. REBECCA: WE CAN DEBATE WHETHER WE ARE IN A BUBBLE OR NOT.I DEFINITELY THINK WE ARE, BUT WHAT IS MORE INTERESTING TO TALK ABOUT IS HOW WE AS EARLY-STAGE INVESTORS REACT AND HOW WE INVEST IN COMPANIES THAT WILL BE THE NEXT $5 TRILLION COMPANIES AND HOW WE EXECUTE ON THAT NO MATTER WHERE WE ARE IN THIS HYPE CYCLE. CAROLINE: THOSE WHO WOULD SAY WE ARE NOT IN A BUBBLE IS THAT A LOT OF THESE COMPANIES ARE PROFITABLE ...

EXTRAORDINARY LEVEL OF TECH. WE YOU EXPECTING THAT. CLIFF: THANKS FOR HAVING ME.WE HAVE BEEN ABSOLUTELY BLOWN AWAY BY THE LEVEL OF UP TAKE. IT'S CREAM -- IT POINTS TO A COMMUNITY SCREAMING OUT FOR CHOICE AND US DELIVERING. HAVE BEEN BLOWN AWAY WITH THE PICKUPS.CAROLINE: AFFINITY IS ABOUT PROFESSIONAL DESIGN IN MANY WAYS, BUT HOW ARE YOU SEEING IT IN ADOPTED MORE BROADLY AND WHO IS IT THAT ONCE TO LEAN INTO THIS TYPE OF SOPHISTICATION. CLIFF: CANVA IS A DESIGN TOOL. WHEN WE LAUNCHED CANVA THERE WERE ONLY PRO ...

Metter is making a big push into A. I. We know that.And to assist in that expansion, the social media giant is actually adding another business to its portfolio. Power trading. Hoping to help plant developers by committing to long term energy contracts.Now most widely Gryphon covers matter. Extraordinary story. The amount of diversification these companies are having to do to fulfill the energy and requirements for datacenters.It's it truly is amazing. And it comes back to this idea that Mark Zuckerberg has ...

Market Expansion & Partnerships - The company aims to expand its Three SC system, a new class of supercomputer, through partnerships, including those in the UAE and potentially Saudi Arabia [1] - The company has salespeople on the ground in Saudi Arabia, viewing it as an exciting opportunity, although the effort is not as advanced as in the UAE [2] - The company's success with G 42, Meta, IBM, Mayo Clinic, GlaxoSmithKline, and AI startups like Cognition facilitates entry into new markets [6] Technology & Security - The company works closely with G 42, its strategic partner, which has developed a restricted technology environment to protect IP and prevent technology transfer to China [3][4] - The company is confident that its technology is protected both physically and from use by Chinese agents, having visited facilities and seen the restricted technology environment in action [4] Government & Policy - The company believes that allowing allies and partners in the Middle East access to advanced AI compute is a good and thoughtful policy [2] - The company does significant business with the Department of Defense (DOD) and the Department of Energy (DOE), with the DOE being a leading organization for U S AI policy [8] Sales & Growth - The company acknowledges that sales in any territory take time, requiring the building of credibility and legitimacy [5] - The company has extraordinary access and is proud of its accomplishments with the government, though it always desires more support [7][8]

FEAR AND DOUBT, IS THAT IS WHAT IS RIPPING TO THE MARKETS. ERIC: YESTERDAY WAS EYE-OPENING, WITH THE ACTIONS IN THE MARKETS. IT SHOWS INVESTORS ARE NERVOUS.WE HAVE SEEN A PRETTY MUCH THIS WHOLE MONTH, AND THEN YESTERDAY REALLY WAS CLEAR THAT THIS SELLOFF HAS MORE LEGS. IN BIG PARTS OF THE MARKET ARE UNDER CORRECTION. NVIDIA IS NOW DOWN 17% FROM ITS HIGH.YOU WERE TALKING EARLIER ABOUT ORACLE. THAT IS DOWN 40%. YOU ARE SEEING INVESTORS ARE GETTING MORE DEFENSIVE. YOU ARE SEEING SECTORS LIKE UTILITIES, PHARMAC ...

Market Trends & Dynamics - Despite Nvidia's blowout earnings report, macro pressures are weighing down major indexes, leading to a risk-off mentality in the markets [1][2] - Apple and Google are outperforming, showing a split in the market, possibly due to less exposure to AI or optimism after Gemini three [3] - Investors are scrutinizing Nvidia's accounts receivable and inventory, seeking to understand the sell-off [4] - Market reactions are sensitive to news around potential Federal Reserve rate cuts [5][6] Debt & Risk - Oracle's credit default swaps (CDS) are being used as a gauge of anxiety regarding the large debt held by certain companies, particularly in the neo-cloud sector [7] - The debt question is a significant concern for investors, fueling fears of an AI bubble and potential over-leverage [8] - Despite companies addressing debt concerns, investors remain unconvinced and worried about a potential "house of cards" scenario [9]

Jensen, it's been an astonishingly busy day for you in Washington, D. C. , so I'm grateful for your time.You're sold out of Blackwell. That's what you said. But also that $500 billion forecast, which is Blackwell Rubin has room to grow.How do those fit together. I said sales are off the charts for Blackwell. And and video.GPUs in the cloud are sold out. We got plenty of black walls to sell you. We have lots of black walls coming. We're making a lot of black wells. And we have a bunch of Vera Rubin is coming ...

NVIDIA 业绩与展望 - NVIDIA 预计第四季度销售额为 650 亿美元，超出市场预期 [3] - NVIDIA 的 GPU 和云服务已售罄，公司正在增加供应 [3][19] - NVIDIA 预计到 2026 年的积压订单将达到 5000 亿美元，可能还会进一步增加 [18][46][48] - NVIDIA 认为数据中心和 AI 基础设施的年支出将达到 3 万亿至 4 万亿美元 [28] 中国市场 - 由于美国出口管制和中国自身因素，NVIDIA 预计中国市场收入为零 [5][6][11] - NVIDIA 致力于与美国和中国合作，以期未来能在中国市场竞争 [4][6] 竞争与市场份额 - NVIDIA 在 AI 加速器市场占据 90% 的份额 [52] - 尽管市场份额可能下降，但由于 AI 计算需求的整体增长，NVIDIA 的收入预计将持续增长 [55] 风险与挑战 - 投资者对 NVIDIA 的高估值和增长的可持续性表示担忧 [23][25][26][28] - 美国政府对 NVIDIA 向沙特阿拉伯和阿联酋出口芯片实施限制，以防止技术转移到中国 [7][14] 行业趋势 - AI 正在快速发展，并可能改变消费者和企业应用 [73][74] - 各国政府正在增加对 AI 的投资 [51][52] - 网络安全行业正在向平台整合方向发展 [69][70] Palo Alto Networks 的收购 - Palo Alto Networks 宣布以 34 亿美元收购 Chronosphere，以增强其 AI 产品 [56] - Palo Alto Networks 认为，随着 AI 的发展，对实时监控和修复基础设施的需求将增加 [59][61] 市场反应 - NVIDIA 的业绩最初提振了市场，但随后涨幅收窄，引发了对 AI 泡沫的担忧 [2][34][35][38][80] - 尽管 NVIDIA 业绩强劲，但投资者仍在关注宏观经济因素，如美联储的政策 [43][44]