You're operating in a different level of of the curve, right. I think that's one way of putting it. But I do want to get your your reaction to that open air and video deal, because it's all of it that's happening in the market right now.Right. And thank you for having me. It's great to be back.It's both surprising and in scale, but not surprising that it's happening. Number one, I think we're undershooting or underestimating how much compute we need for not only training, but for inference that growth, that ...

How do you interpret and react to what Alibaba told us overnight. Hello, Adam. Caroline.Pleasure to be here. Thanks for receiving me. We are extremely excited about AI in China.I know there is so much geopolitical tension about who's going to win. This is not like a simple. We think this is going to change the awards in the next 1020 years substantially in the giants of China are investing substantially against that.I think that by doing a great work, but also Tencent is doing a great work, deep sea. It had ...

I don't think what I have to say is going to make much of a difference. If you like me, like me, if you don't, you don't. I have no illusions about changing anyone's mind.But I do want to make something clear because it's important to me as a human. And that is, you understand that it was never my intention to make light of the murder of a young man. I don't.Bloomberg's Hannah Miller, who covers Hollywood and entertainment, joins us now. Emotional at times, but also fighting talks that others, particularly ...

The market is starting to understand the HBM is absolutely critical to the infrastructure build that we've got, but still such a high bar for Micron. What is your reaction and interpretation of those numbers. I thought they were incredible because I had, you know, consensus estimates kind of in my mind whenever I was looking at this stock.Now, the other thing that is missing from this equation is it's run up tremendously in the recent past. So I think there is a little but maybe some of the traders that are ...

We start with the idea that Microsoft's becoming less and less dependent on open air adverts, vice versa. That's the big question for Microsoft, right. It's kind of stake its bets on the idea that open air will be its golden goose.These two companies have slowly moved apart from one another, and today we see Microsoft making a big partnership with the other kind of leading frontier model maker of anthropic, showing that, you know, they're they're testing the waters, they're looking around. They aren't as ba ...

Last question that you'll ever be asked on the Elon Inc. If and when Musk dials up a new company, what is it. >> He's always talked about how candy bars suck. Like why. Like why don't why isn't there a new candy bar.Like why why are we stuck with Snickers. He's often intimated that there should be like a new a new kind of candy. >> Do we think that's right. Do we think Snickers sucks.>> No. Snickers is likely like the best candy bar. He's the new Willy Wonka.That would be kind of fun. >> Yeah, that would be ...

You're not building the hardware, you're all in on the software. Why is that the right strategy. Thank you for having me.Yes, it is a very unique strategy. Surprisingly, given that software is such a force in every other industry. But what we're building is a common operating system.You can think of it as the Windows or Android of drones, along with the App Store for it. And right now, the most urgent need for our technology is on the battlefield in Ukraine. We're delivering tens of thousands of strike kits ...

Michelle taking a step back, the fact that tick tock is becoming so central to the future discussions between the two leaders of the United States and China. Does that surprise you at all. You know, it's a really interesting reflection of the importance of technology today when it comes to national security.It comes to economic prosperity. But when you talk about taking a step back, whether it's tick tock, whether it's export controls on semiconductor chips, whether it's tariffs, bans on tick tock, bans on ...

Set the context of the problem here. How difficult is it to get access to all data out there at the moment to make generative AI become this reality. Well, great to be here, Caroline.Has a lot of promise for making data very broadly available to everyone in the enterprise, including business users using natural language we state which all of us like doing. But the problem often is that the meaning behind the data is in multiple places. It can be in databases, it can be in business intelligence tools.This ju ...

You really get an analysis of the insatiable demand of investors into the data center story, but are they starting to question ultimately whether we can meet that insatiable demand when the funding is there in the longer term. No, I think it's quite the opposite. Investor enthusiasm is only growing.If you look at one of our ETFs by some actively managed ETF. It's brought in over $5 billion this year and is now the largest air ETF in the United States. And a lot of the exposure that it is providing to invest ...