Are you worried. These drip, drip bits of information that maybe the revenue streams on able to be booked tomorrow. It has to be wait it out a little bit more in terms of the returns on investment.No, I think the long term trends are still in place. I actually thought that Broadcom's numbers were quite good and people were just, I think, very nervous at the end of the year, particularly with some bad news we've seen, such as from Oracle. And and I think it's really more just end of year jitters rather than ...

You have different sets of data. They gave us a figure, which was a $73 billion backlog. Yep.This morning, quite clearly the market would like to see a revenue number. That's forward looking. Yep. Yep, that's true.So. So you're right. I think the I think what's interesting here, the reason why Broadcom is down is not about the it's not about how revenue has perhaps missed expectations.First and foremost um the company actually beaten raised guidance AI sales were above expectations. The outlook for next qua ...

Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...

♪ >> YOU ARE WATCHING "BLOOMBERG TECH EUROPE." COMING UP, IT'S EUROPRE'S MOST VALUABLE COMPANY AND ONE OF THE MOST IMPORTANT COGS IN THE GLOBAL AI SUPPLY CHAIN. WE TAKE A DEEP DIVE INTO ASML, THE HIDDEN POWERHOUSE OF THE AI REVOLUTION. WE LOOK AT HOW THE DUTCH COMPANY'S CHIPMAKING MACHINES UNDERPIN MAJOR AI BREAKTHROUGHS FROM NVIDIA'S CUTTING-EDGE SEMICONDUCTORS THROUGH TO CHATGPT.AND AS THE U.S. AND CHINA BATTLE AND OUT FOR AI SUPREMACY, ASM'S CEO TELLS ME WE ARE IN AN AI ARMS RACE, AND EUROPE IS LOSING. > ...

When you and I first met a few years ago, you had an idea and a concept. Now you have a company moving forward with that. I think actually it's a start.Let's explain why having that degree of interaction with what is a robotic arm in that lab environment through natural language is necessary. What is it sold for. Yeah.So we want to give scientists directly, not just engineers with scientists directly, the ability to actually run experiments at scale. And that is why we are building the physical A. I.scienti ...

Market Dynamics & Competition - Oracle claims it is not dependent on NVIDIA and can use any chip, highlighting potential competition in the AI chip market [1][8] - Concerns exist that NVIDIA could lose market share to competitors like Broadcom, especially with the potential commercialization of merchant TPUs [6] - The AI market is expected to widen, including more revenue from Broadcom, but NVIDIA is not out of the picture [7] - NVIDIA's strength lies in its multi-purpose, easy-to-use software, which supports its hardware, a factor that competitors need to address [8] - NVIDIA's R&D is world-class, and it will continue to innovate, challenging competitors [10] Capital Expenditure (CapEx) & Monetization - Oracle's estimated 2026 CapEx has increased significantly, over two and a half times higher than originally estimated, reaching the low 20 billion USD range from an initial 9 billion USD [2] - The current CapEx represents 75% of Oracle's full-year revenue [3] - The market is anticipating an inflection point where rapid AI monetization can absorb these high CapEx costs [3][4] - The speed of AI monetization, exemplified by Bloomberg Intelligence's "Eye Opener," shows the fastest run rate from 0 to 20 billion USD in tech history [4] Technology & Innovation - Software platform is needed on the training side, where NVIDIA currently has a near-monopoly [9] - As the market moves into inference, the COO demo matters less, but R&D and continuous iteration remain crucial [9][10]

Even though your shares are down a little bit, the analysts seem to feel positively about these numbers. But J. P.Morgan asks that maybe you're being slightly conservative on your full year 2026 guidance, are you. We're looking at it as being balanced and pragmatic. Regarding F 26, given the global and the overall environment, we guided at 9.6% billion and that's after finishing up F 25 at 7 billion.So we're very excited about the opportunity ahead. Chip design right now there is some bigger picture discuss ...

This is a big step in IP licensing in the world of generative A. I. Yeah, there's been a lot of anxiety about how I will affect the entertainment industry and Disney's support.Its investment in open A. I. is a huge development.I mean, this is something that we didn't really expect. There's been a lot of, you know, tension and controversy with AI in film. Dave Lee of Bloomberg Opinion.I get what open air I get out of this. A library of creature characters, 200 of them. What does Disney actually get out of it ...

We accept there is some anxiety. They are spending more than than you thought they would. They have some growth.Where in the equation are they sitting for you. Yeah, I think right now it's a timing mismatch. I think we are getting overly penalized for a number of elements.I think there's kind of a vote of no confidence from this market around the ability to grow and serve open eye, both on the open eye front, quite frankly, in the in the Oracle front, I think that that's a mistake. We truly believe the comp ...

Matt, what stood out for you. Why the disappointment from Oracle. Yeah, I think there's a couple of things going on here.One is that they massively ramped their capital expenditure, its outlook for the year. So now looking for $50 billion to spend, that's 5 billion higher than the earlier estimate. So, you know, 5 billion higher than the earlier.So like kind of a more than 40% increase. And I think, you know, in a market where everybody was already kind of getting a bit concerned about how much some of thes ...