Deepak Pathak

I know 27 is your year, but have you modelled for that little update that Jensen Wong gave?

Beth, the big story in global markets this morning is a blistering rally in metals, particularly copper.

Copper, as S&P Global wrote January 8, foundational to the expanding electricity supply that will power the data center build out.

And it's now a big growth area in that market.

How worried are you about that copper in the supply chain and how it relates to the power needs of the data centers that NVIDIA's chips go into?

NVIDIA, we're talking about the supply chain they're in.

We're also getting the idea that CPUs is where it's at as well.

And you just think about the moves that we've seen yesterday, today in Intel.

I mean, where do you think the gluts or the bottlenecks are really going to be hitting hard?

I mean, analysts, key banks saying Intel and AMD are basically sold out for 2026 on the CPU server side.

Beth, do AMD and Intel just accept that it's the CPU market where they can do battle and just let the accelerator market go to NVIDIA and other specialists?

Helios AMD's first rack scale solution, but theirs in the world's first two nanometer chip inside, which they talked up in our interview last week.

Beth Kindig of IOFund, great to have you back on Bloomberg Tech.

Thank you very much.

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The Supreme Court still hasn't ruled on challenges to President Trump's tariffs, leaving the world to wait until at least next week to learn the fate of his signature economic policy.

Remember, my surveillance co-host Anne-Marie Horden joins us right here for more.

Bloomberg's Anne-Marie Horden, thank you very much.

Another top story.