Joanne Feeney

So...

It's clearly the case that NVIDIA is going to lose share over time in the big world of AI compute.

But nobody should be surprised by that.

And the pie is still growing so massively.

They can't meet demand.

They're unlikely to be able to meet demand for some years to come.

And so there's a lot of room for ASIC approaches to play roles in various types of models.

So we should expect that.

There is a lot of sporadic, I should say, information about how much AI agents and AI is being used in different settings.

So, right, there was a story today about how Microsoft has reduced its sales targets for getting AI agents to be adopted by their customers.

And so that has people concerned.

You know, Salesforce similarly is trying to roll out right their AI agent capabilities.

And some people are wondering whether that's going to happen.

But there are so many other applications in addition to those kind of smart helper AI agents.

And then I think the earlier in the week announcement with NVIDIA and Synopsys.

is a good example of that, right?

The industrial uses, whether it's these digital twins, basically being able to model out a whole factory or a whole building or any other physical presence in simulation, you need this kind of computational power, you need AI.

And so that kind of collaboration, I think, really points to lots of other applications for AI.

And then you go to biotech and pharma and

You know, computation, we've just been held back for so many years by its limitations from the CPU side.