Let's take a look at the chip sector. Uh green arrows across the board at least right now pre-market joining us. Chris Quesa, wolf for search senior analyst.Chris, great to have you with us. >> Good morning. >> What happened. What happened with Oracle with the OpenAI delays with Broadcom.Has that changed at all the way investors should look at the sector. >> We don't think so. And the Broadcom report from last week was was was really quite good.Uh the they're you know still upside to the numbers. are lookin ...

AI 市场竞争 - Large language models 的准入门槛低于预期，市场竞争加剧 [2][3] - 中国开源模型在算力有限的情况下，与 Gemini 3 和 OpenAI 的模型展开竞争 [3] GPU 市场 - 短期内，对 Nvidia 等基础设施硬件公司的需求可能依然强劲 [4][5] - 第三方分销渠道中，部分 GPU 的定价出现疲软迹象，可能导致渠道库存过剩，最终影响 Nvidia [5] - 长期来看，如果 OpenAI 的发展受阻，且市场竞争加剧，可能会影响整个 AI 生态系统的发展，进而影响对 Nvidia 的投资 [6] AI 投资与增长 - 云平台超大规模厂商的增量需求主要来自风险投资驱动的 AI 需求，这部分需求受到限制 [7] - AI 领域的增长空间和增长的可持续性存在疑问 [7]

Technology Infrastructure - The company is setting up a large number of TPUs (Tensor Processing Units) [1] - The company is warming up the TPUs [1] Product Development - The company is preparing to allow users to try Veo 3 in Gemini App [1]