Ed Ludlow

And it's in line with what they invest in lots of other companies.

Take it from there.

And it felt like the Corweave CEO, Michael Entrater, came back and said, look, it's a drop in the ocean compared to the amount of infrastructure spend that we're having to do.

But where do they strategically align?

Why dig even deeper into their pockets to give money to Corweave at this time?

There's also CPU.

Put the GPUs to one side.

What Jensen Huang really wanted to emphasize, as far as I can tell from reading the transcripts of your conversation, is that Vera CPU is now going to be a standalone infrastructure product.

CoreWeave's relevant here.

Just explain what he told you on the phone.

Right, one of six chips.

And real quick, Caro, AMD under pressure, Intel also under pressure.

Ian, is that a surprise?

Ian King, we thank you so much for breaking down a really important story for us.

And look, there's another one in the world of AI semiconductors.

Microsoft is rolling out the second generation of its own AI chip.

So C shares are up about a percentage point, not moving much on the news that is just dropping.

And Bloomberg's Matt Day is the person who covers Microsoft for us, breaks that news.

How important is it that yet another company is building their own AI chips?

We write in our Bloomberg story that it could eventually provide an alternative to Nvidia's hardware.