Ed Ludlow

But the reality is, like all the other hyperscalers, Microsoft still depends on Nvidia.

Just explain its scale of its compute and what it does rely on Nvidia for.

Tell us how it's rolling out, where it's rolling out first, and ultimately when customers are going to be using it.

I'm with Matt Day out of Seattle with the latest on Microsoft's latest AI chip efforts.

Let's talk through the market reaction to all of this with Kim Forrest, CIO and founder of Boca Capital Partners.

And go back to the Nvidia Corweave deal.

You know, it's a driver in markets this morning.

The explanation from Nvidia CEO Jensen Wang is that it is not circular financing because it is a small portion of Corweave's overall capital requirements.

Are you concerned about that?

And what do you make of his response?

Kim, we're saying circular financing, the term, as a bad word, a bad phrase, is it?

Meanwhile, many would say it's just because we cannot build compute fast enough.

And in many ways, NVIDIA, more than anyone, sees the opportunity.

And it's just piling money behind this to be able to get the end demand that it needs for the products that it's currently building, Kim.

Are we likely to see through these sorts of technological partnerships as well as financial partnerships actually us get the compute out at the time of speed that we need?

Well, they're not going into the sky today for Intel and AMD because both are under pressure that maybe here's Jensen coming for their piece of the pie, the CPU part of the pie that everyone was very excited for them.

Indeed, Intel of late in the run up in their stock.

Does Vera brand the CPU on its own prove that it's a key competitive to them too?

That's an interesting observation because the GPUs in the AI context are ARM-based.

And so if you're running those GPUs with x86, you're going to have to do some special software work to make them match.