Jensen Huang

How much does that build to future revenues?

Andy, Jesse's time and time again been like supply is the issue here, not demand, Brad.

What's interesting is that generative AI gets rippled through the entire business.

We're looking at Rufus, of course, which is helping us decide what we're going to be buying on Amazon if we needed any more help on that.

That's saying they can add another $10 billion.

It's interesting to then dovetail that with what came at the beginning of the week.

Look, corporate jobs are going at Amazon.

And in many ways, Andy Jassy steered us to that four months ago.

Is that inevitable when they're looking to bring generative AI as a way to catalyze the business?

Brad Erickson of RBC Capital Markets, really appreciate your analysis this morning.

Thank you very much indeed.

Happy Halloween.

Meanwhile, let's talk about Apple, which is looking a little uglier than it did earlier in terms of stock price.

But earnings came out yesterday and the iPhone maker said that sales rose nearly 8% in its fiscal fourth quarter.

It predicted a jump in holiday sales.

Shares actually did do very well after market, but they've come back down this morning.

Let's discuss the results now.

And what the share reaction is currently doing.

Carolina Melanesi, President Principal Analyst over at Creative Strategies.

You're really the person we turn to when you think about how they're innovating, where they're pushing forward.