Ilya Fushman

Talk us through how you get to that $100 billion.

So we're looking here then, Tom, at the general purpose CPU TAM, which today in 2026 is about $60 billion, $70 billion, depending on your maths.

I talked about a GenTech AI driving a 4X CPU workload even today.

So $60 billion going to $100 billion by the end of the decade in terms of market opportunity is not really that much of a stretch.

I'm CEO Rene Haas there speaking with Bloomberg's Tom McKenzie.

Now coming up on the program, a conversation with Congressman Suhas Subramanian of Virginia on the future of AI data centers.

That's next.

This is Bloomberg Tech.

Finally, indeed, Apple is revamping Siri for iOS 27, Mac OS 27, and iPad OS 27, launching in September.

This is going to be quite significant.

This is going to include a Siri app.

It's going to include many of the features that originally were supposed to launch last year.

Personal context, so being able to tap into your personal data on your screen to fulfill queries.

The idea is to transform Siri from just a voice assistant to an AI agent that you can use sort of like a co-pilot throughout your day to help you get things done and to solve queries.

So this is a really big deal for Apple and the hope internally and the belief internally is they'll be able to pull it off in time for the iPhone 18 Pro.

The other story that you broke is Amazon has been pretty active in M&A on the field of robotics.

What do we need to know?

Amazon is acquiring a company called Fauna Robotics, which makes this adorable, I should say, humanoid robot.

It's about three and a half feet tall.

It could dance.