Bailey Lipshultz

I have three of them in different colors.

I've bought a bunch of denim jackets, too.

That's what I'm in.

I don't wear jeans.

I wear chinos, but I wear the denim jackets like crazy.

Well, big AI is a big market story as well today.

Once again, driving the trade, pushing semi as a group, semiconductors that is, hired today led by Broadcom, whose stock jumped after OpenAI agreed to buy the company's custom chips and networking equipment in a multi-year deal, part of an ambitious plan by the startup to add AI infrastructure.

So we wanted to just dig a little bit deeper into it.

Amy talked about it.

We certainly are seeing it playing out in the market.

Got a great voice though, Bailey, to walk us through it.

Bailey must have said-

Mandeep's name about five times on the call this morning.

TPU, Tensor Processing Unit.

What's interesting, though, is I do feel like there's this move trend to get chips that maybe don't cost as much, maybe don't use as much power, but do exactly what we need.

Is that fair?

So why wouldn't you do it, right?

I want to show, there's a graphic and one of our producers made it, Elizabeth Sedrin.

And I think, you know, we've all been looking at this.

It's about open AI and all of the companies that they're doing deals with.