Ed Ludlow

And Ian, let's talk a little bit about what's been happening in terms of Jensen and where he sees the opportunity and scale needed for AI.

You've been saying more broadly that, well, this is a no-brainer and that he's been saying this time and time again.

Yeah, I mean, he's traveling around the world, preaching basically to whichever audience he can get in front of and trying to convey the message.

I mean, kind of last night for U.S.

time, his message was, look, hey, AI is going to change the economy.

But listen, Europeans, you don't need to worry about regulating AI too much because it's actually going to help create certain jobs and make certain jobs stronger.

Yeah, I mean, always at this time of year, as you know, we have the Chinese New Year.

And he likes to go to Taiwan.

He likes to go to Beijing to sort of look after his employees there.

They have parties and things like that.

Previously, when he's visited China, he has managed to have meetings with senior officials.

We don't know whether he's going to do that this time.

But obviously, if he could, then it's really important to get Beijing to sign off on that.

Yeah, whether he does directly or whether he does it through intermediaries, getting sign-off on those H200 chips, which the U.S.

government has said, hey, it's okay to an extent to send them to China.

Getting China to accept them is going to be key, and that will be something that our audience will focus on heavily.

And of course, all of this access to China is something he's been talking about as a total addressable market of at least 50 billion in this fiscal year alone.

I just want to go back to what he said at Davos yesterday when being in discussion, whether we call it an interview with Larry Fink.

China wasn't on the agenda, but certainly the size of the market was.

Just take a listen.