Hi everyone, my name is Daniel Blosski. I'm a product manager uh working at Nvidia in the enterprise product group. My focus is really on Nvidia AI data platform which I'm going to talk about today, but also on NVIDIA AI blueprints and I'm very proud to be here today talking about our partnership with VDN on the VDN hyperpod and avid data platform. And today I'm going to talk about the how you can unlock business value from your data with Nvidia AI data platform.Nvidia hyperpart. I'm going to start with AI ...

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Shares of City jumping nearly 3% today, hitting levels not seen in more than 17 years. Our next guest says the stock will be the top big bank performer next year. For more on the 2026 outlook for financials, KBW's head of US Bank research, Chris McGrady joins us here on set.KBW is a steifle company. Chris, great to have you with us. >> Great to see you.>> Um, so why City. What's the backdrop here. >> Well, City's in the midst of a multi-year um turnaround, right.They're simplifying the business. They're exi ...

All right. So, we're going to talk about Nscale. The company that employs me at the moment.We are a new hyperscaler or neocloud. There are different names for that these days. The unique value proposition that we offer is essentially we're end to end vertically integrated AI stack from the ground to the cloud which sounds very cool.I'm going to talk about mainly about in this slide about the the DC construction kind of part and then in the other slides we'll cover other data parts as well. The resolution co ...

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You seem to have an argument that they could work in lockstep. But for now, just let's think back to how the IP relationship has been redrawn with Disney and Open A. I.Was that for positive. Do you think. I asked the Mickey Mouse deal.Well, it's hard to know whether there is much substance to that deal if you look into it. We see Disney promising to invest money into open air. But it's a drop in the bucket compared to the amount of money that Openai says it's going to spend on infrastructure and chips.And t ...

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All of this is so interesting as to whether or not indeed it really gets access to China, whether we see a tick tock deal, whether we see continuing trade issues between us and China Iron out will do if we talk about chips in particular. What have you made of the ferocious focus on domestic supply chain resiliency coming from China. Yeah, it's a great question.Caroline. And I agree with Maggie just now that that, you know, the issue is really going to be a boon for some of these Chinese companies, as we've ...