Jensen Huang

People were going back into the stores.

But the big quarter for China is always Q1.

That is Chinese New Year.

By then, there's hope that the supply constraint that Apple has had, especially in the higher models, which is usually where China gravitates towards, will be resolved.

And that's where the big quarter should come in.

And if it doesn't, that's when I'm going to start worrying.

But for now, I'm not worried.

And then digest the eSIM situation as well.

I spy a Cowboy Carter memorabilia behind you.

I love that tour too.

Let's just talk about the services side.

The music side is part of that.

But services really is what drove the strength at the moment.

Can that be reliable going forward when we think about the regulatory pressure on the app store, for example?

I think it can because more and more Israeli content and is also advertising.

We've seen Apple close the deal with F1.

So they'll start streaming F1, which is becoming more and more popular in the U.S.

and across the globe.

With the demographic that Apple is really, really keen in keeping and growing, which is Gen Zers.

and younger millennials.