Cabochon is another example of a domestic player with an accelerator product. It is reliant on Smic, China's domestic version of TSMC. And this is an interesting piece of reporting.Bring us the details. But also, technologically speaking, the differences of where American and Smic are versus is in video because the scale is completely different. Yeah.This is exactly what Jensen Huang is talking about. This is exactly what he's concerned about within China, that after the Biden administration first decided t ...

Sounds like in the last few weeks. Last month, Zuckerberg assembled leadership. They looked at the budget for next year, and Metaverse is where they want to focus their cuts.Bring us your reporting. Yes. So this is an annual thing, right.Looking ahead to 20, 26 budgets. In this case, Mark Zuckerberg has a nice home in Hawaii where they have a series of meetings. Executives come in in the month of November.And to your point, they talk about this year, 10% cuts sort of across the board, looking at all the dif ...

Regulatory Landscape & Government Interaction - Government regulation is crucial for accelerating robotics development, including autonomous driving and humanoid robotics [1] - The company has been in discussions with regulators at the Congress level, indicating a push for the next level of regulations and funding [2] - The US autonomous trucking regulations are considered among the best, enabling technology development [4] Competition & Commercialization - The technology is on the verge of widespread commercialization, leading to real international competition in robotaxis [3] - The company estimates it is 70% of the way to full commercialization [6] - Continuous driverless commercial operations are anticipated next year [8] Technology & Operation - The company is focused on understanding system failure modes, similar to aircraft engineering, to ensure safety in humanless operation [7] - The company's business logic prioritizes delivering value to the customer by minimizing operating costs [10] - Current truck designs are maintained to allow for occasional driver maneuvers in specific situations [11] Market Impact & Future Outlook - The company's operating cost is under $2 compared to human drivers at 2.26% [14] - Autonomous trucking is expected to mitigate 20% of the driver shortage gap by 2030 [15] - Expansion will be gradual and lane-by-lane, prioritizing safety [16]

Another story that we're watching this morning and that we have been watching for weeks, for months. It's Alphabet because investors are growing increasingly confident that the company's semiconductors could represent significant growth drivers for the Google's parent. Look at what the stock has done after slumping for a lot of this year.It continues to rise. It's up now nearly 70% on the year. Joining us now is Bloomberg Tech reporter Ryan Vlastelica.Ryan, okay, so you have to use and use this fight betwee ...

Philanthropic Initiative Overview - The foundation focuses on children and views the Invest America Act as a platform for contributions to accounts [1] - The initiative aims to help children aged 2-10 in zip codes with a median income of $150,000 or less, who are not included in the government program, by giving 25 million children $250 each [2][3] - The initiative hopes to inspire children and provide them with hope, opportunity, and prosperity [3] Government and Corporate Involvement - The government is giving $1,000 to every newborn in an account invested in the S&P 500 [2] - Many companies are expected to match the government's contribution, with Dell Technologies already doing so [4] - The initiative has bipartisan support and is not considered a political initiative, but rather an investment in children [13][14] Future Prospects and Economic Impact - The initiative is seen as catalytic, with expectations that more philanthropists and companies will join over time [7] - Long term, investing these accounts in the S&P 500 is considered a good way to compound over time for the children [22] - The speaker anticipates economic growth and prosperity as a result of new technologies, despite potential challenges and dislocations [19]

And you were kind of taken aback by the amount of I created, kind of addictive short form videos that are getting out there onto YouTube. Kids. Well, before I was even taken aback by the content, I was taken aback by the fact that there are so many babies on YouTube and YouTube kids in the first place that stop.So we know that kids are loving YouTube. They have been for a very long time, so much so that YouTube created YouTube kids a decade ago to help create a safe space for this audience. However, YouTube ...

Business Performance - The company had a solid third quarter [1] - The core business is profitable and growing at a nice clip [11] Market Opportunity & Strategy - The market is digesting the massive opportunity to secure AI, especially securing identity [2] - Companies are struggling to connect AI agents to their data securely and manageably [4][5] - The company offers a solution to connect AI agents to data securely, enabling governance and management [6] - The company differentiates itself by offering customers choice across different platforms, avoiding vendor lock-in [8][9] - The opportunity to secure AI could be bigger than the company's core business [12] Market Concerns & Future Outlook - The market is questioning whether the company's revenue growth will flatline to sub 10% [10] - The company sees a massive upside in securing AI, potentially larger than its core business [11][12] - Companies are exploring various approaches to adopt generative AI solutions, including using SaaS providers, building in-house, and hiring consultants [14][15]

So did Amazon manage to solidify its prowess when it comes to vertical integration, cloud and ship offering. Well, they seem to be doing a really excellent job of that. And what's interesting about what Matt just said is they're going to let customer demand drive, you know, how they build out these different capabilities for AI applications, which tells us that there are going to be different models, purpose to different types of workloads.So everybody's thinking, oh, and this is the market dominant player ...

Market Sentiment & Economic Outlook - Market sentiment could shift positively, driven by AI growth and potential Fed rate cuts [1][2][3] - Positive GDP outlook and strong corporate earnings, with over 80% exceeding top and bottom lines, suggest a favorable market [3][4] - Tech sector is expected to lead markets for years, with investors looking to high-quality, trillion-dollar companies during market pullbacks [7][8] AI & Technology - NVIDIA maintains a leading position in AI and chips, despite increasing competition from other semiconductor companies [5][6] - Quantum computing is gaining attention, with China potentially nearing US capabilities, prompting potential government and corporate investment [11][12][13] - Quantum advancements, such as HSBC's advanced bond pricing models and D-Wave's annealing results, show promise for investors [14] Investment Strategies & ETFs - An ETF excluding the Magnificent Seven is seeing increased inflows, indicating a desire for diversification beyond these widely held stocks [8][9][10] - The ETF allows investors to participate in broader market rallies while maintaining exposure to the Magnificent Seven through other holdings [10] - Long and short leveraged funds related to MicroStrategy are available, catering to tactical investors with short-term exposure opportunities [16][17][18] Geopolitics & Policy - Political tailwinds or headwinds, particularly regarding access to China, could impact major tech companies [4] - US government and corporations tend to invest to catch up when other countries lead in AI or technology [13]

You're kind of bucking a trend that we've been talking about throughout the year in the context of I actually on premise kind of in back when is being run at the edge going the other way from on prem, relying heavily on AWB. The rationale. Well, we are we are actually users of air.We are not like some of these Al-Alam companies that are creating and training their own models, although we have trained models in the past but at a much smaller scale. So for us investing in infrastructure and building out data ...