Ian King

I mean, we saw a deal announced with Anthropic yesterday.

Big commitment to use a lot more of NVIDIA's chips.

But guess what?

NVIDIA is putting $10 billion to work in that company over time.

So, yes, that concern is absolutely not going away.

And if anything, it's going to accelerate until we get a clear outcome.

You see a significant number of companies either announcing that they are not going to be doing much hiring or actually doing layoffs and

Has an innovative think tank just come up with a solution for replacing stamp duty?

And I'm Robert Peston.

Fiscal and monetary policy, housing, immigration, even the high street.

So why not give us a try?

Yeah, I mean, there were a lot of headlines, a lot of numbers.

And if you actually look at what happened, as they were speaking, stock really didn't do very much.

Then after hours, when the management were on stage and were being questioned, they put in a strong performance.

And that's really when the stock started to pick up.

And that's what the analysts and investors have reacted to, really.

Yeah, I mean, you're right.

She was asked about that, sort of talked around it.

Then the analysts were like, no, come on, you've got to help us out here.

And what she said really was, look, if everything happens as though it is laid out, as we get the users, the amount of models deployed and everything, the money is going to be there.