Dan Gallagher

I noticed on the call, they actually gave an interesting number.

They said they have visibility to $20 billion in revenue for CPU chips, which are different from the GPU chips that NVIDIA is well known for.

So they've been selling these CPUs now, and they say they're selling well.

But clearly, this is one of the areas where the competitors are really targeting against them.

One very recent development, you know, SpaceX IPO filing is out.

And we also have the news that OpenAI is racing to the same.

And Anthropic is making this breakthrough about its profitability.

So we've got these three big companies very closely tied to AI in this pipeline to go public.

What does that tell us about NVIDIA and their prospects?

Robbie, thanks for being here today.

And that was What's News in Earnings.

Today's show was produced by Alexis Moore with supervising producer Tali Arbel.

Additional sound courtesy of S&P Global Market Intelligence.

Later today, we'll have the PM edition of What's News out for you as usual.

I'm Dan Gallagher.

Have a great day.

That's the system memory that helps any computing device do its job.

Any device that has any kind of processing chip needs system memory to actually function.

And so that's Micron, Samsung, Hynix, they're the big makers of DRAM.

AI systems need tons and tons of memory.