Jensen Huang

In addition to that, across channels, across geos, across customer segments, it was just a really good quarter for us.

And fortunately, we were able to beat on revenue, profit, cash flow, as well as raise for the year.

So we're pretty excited about the results.

You go into the detail of how the 10 largest voice AI startup customers are increasing by 10x.

Where particularly are they finding the rewards?

Because many have questioned really the sort of pilots, whether they're working or not.

Where have yours been working?

I think you've got two ends of the spectrum.

So on the one hand, you've got voice AI startups, and these are companies that want to get going super quickly, right?

So we're an extremely well-known brand.

They come to us first in most cases.

And so we're really lucky to be able to count on their business just to get their workloads out in the world.

On the other hand, though, you've also got enterprises.

Enterprises, they definitely see an opportunity to take out costs, but as well as enhance their revenue experience.

And so

I think more durably, you're seeing enterprise customers begin to adopt these tools.

It's probably happening at a slower rate than it is with the voice AI startups, but all the same, it's really exciting.

I just think about some of your key customers, Lyft, Reddit, Dell, Resi, Uber, Shopify, some of the biggest brands out there.

Key bank analysts in particular signaling that this is just a wave that they think is just beginning to build.

How much larger do you think this has become?