Ed Ludlow

January 26th, Bloomberg speaks to NVIDIA CEO Jensen Huang, and he speaks for the first time about selling to the market Vera CPU as a standalone.

And that seems critically important, because if you think about the pipeline for Blackwell and Rubin, right, those are GPUs coded in ARM-based architecture.

And

those building, they don't want to sort of have to cross-pollinate x86-based platforms with their ARM-based GPUs.

It seemed to be really substantive.

Could you explain how much of a boost that that was for ARM and whether...

This idea that the Vera CPU goes into the market as a standalone product changes the trajectory at all, because at the same time, NVIDIA talks up about how much content it owns proportionally in the overall system.

Just take it and run with it, please.

Okay, let's bring back the capital expenditures chart.

Wait for some TV magic.

It's going to appear any second.

And then you look at that and you go, my goodness.

You know, it is, Caro called it a mic drop moment.

It is shocking.

But what you said a moment ago,

Google Cloud growing at 48%.

Like, the whole Microsoft anxiety was that Azure was off by a percentage point.

Why is Alphabet not getting the credit for the Google Cloud growth and everyone's just staring at that chart?

Amazon's down 4%.

How much is that just anxiety about what they will or won't need to say tonight?