Ian King

Obviously, Matter is a good adoption case.

Yeah, I mean, you know, the background here is Microsoft, Meta, Amazon.

They're all making their own CPUs.

They're all trying to make their own accelerators.

Any commitment to either NVIDIA or indeed AMD for exactly those parts is obviously something that investors want to see and is a strong sign for the chip makers themselves.

From Brussels, I'm following the politics, policy and the people shaping the European Union right now.

Yeah, I mean, they've got tens of thousands of products, tens of thousands of customers.

So they are literally everywhere.

Everything that's got an on and off switch, that's where they are.

What they said was, again, you were very careful and they're incrementally better.

They had been talking about...

A recovery being kind of off pace, not as kind of robust as we would normally get.

Now they're saying, actually, orders are improving and are continuing to improve.

The signs are now better.

Yeah, that's a very good question.

The answer is they confirmed the AI vibe is good for them.

It's now a significant business, but really it's not the main business.

The main business for them remains industrial and automotive.

The things that are a broader, I mean, we know that data centers are big, right?

And they confirmed that.