Jensen Huang

How much am I just going to be talking in a customer relations perspective via voice?

I think it's going to become pretty commonplace.

I mean, you're already starting to see it.

I'm sure you've experienced it a handful of times in your interactions.

I think what's key about being able to deliver a good experience is being able to have contextual data underneath it all.

If you have contextual data, which is a big part of our story in

communications, plus contextual data, plus AI.

But that data is what really allows the customer's problem to get solved, right?

You don't want just cool tech.

You want problems to get solved.

You want to be able to create richer and richer experiences that actually create customer engagement.

And I think that's where the real unlock is.

The real unlock being about AI agents for many.

And I know you've actually been making some acquisitions in that space.

We think about Stitch, the identity platform within AI agents.

Is M&A going to be a real use case here for you to bolt on, to get the talent that you need, to get the tech that you need?

I think we have optionality.

I mean, we're generating so much cash that we've been buying back a lot of our own stock.

We also just dipped our toe, as you pointed out, into M&A.

Stitch was a great acquisition from our perspective, a small tech and talent tuck-in.