Ed Ludlow

Nabila, if the market's going to fall 5% this year, shipments will fall 5% this year because of the memory issue.

What is the kind of wild card that gives us a different result, right?

In the PC market, IDC has this forecast that says we're worried about memory, but actually AI PC could give us a bit of an uplift.

Is the same not applicable to the smartphone category?

Quickly.

That was a bit of a headline.

We should have you back soon and talk about that.

Nabila Popal of IDC, thank you so much.

There's been growing concerns around costs linked to AI data centers, but PG&E CEO Patti Poppe is not worried.

She says data center power demand will help fund the company's infrastructure upgrades through higher sales.

Listen to this.

You see the hyperscaler or data center owner taking the burden.

Is that...

And that's all about pricing.

Someone's got to pay for it.

deflationary argument fascinating pg&e ceo patty poppy great interview ed now coming up investors they continue to back u.s startups focused on reshoring manufacturing and we're talking to the ceo of metal parts maker vulcan forms about his latest 220 million dollar series d that's next this is bluebird tech

Metal parts maker Vulcan Forms has closed a $220 million funding round led by Eclipse and 1789 Capital.

The company, which uses additive manufacturing or 3D printing, is part of a growing wave of startups that we talk about a lot on this show, aiming to use advances in technology to bring manufacturing back to the market.

Welcome back to the United States.

Vulcan Forms CEO Kevin Cassicut joins us now.