Karen Moscow

Yeah.

It was a great deep dive.

I'm looking forward to seeing the next chips.

Riley Griffin, thank you very much indeed.

Now, in other news, NVIDIA will invest $2 billion into Nebius.

Now, as part of a strategic partnership to develop and build AI data centers, you guessed it, which will help Nebius deploy more than, get this, 5 gigawatts

of Nvidia systems by the end of 2030.

Again, this age-old circular financing question comes once more, and Nvidia putting it in to the end customer for its chips.

Nebios, though, has a fascinating history.

Of course, it's the Dutch company.

It was the holding company of what was once Yandex.

In fact, it's still led by Yandex's co-founder, the Russian business.

And it's basically, you know, it's one of the European names.

The stock reaction, I guess, not that surprising, right?

NVIDIA has made several multi-billion dollar investments in one or another layer of what's happening in AI infrastructure.

But at one point up 18% on track for his biggest jump since September, I guess a vote of confidence from the main market leader for GPUs that go into the data centers.

Yeah, certainly.

We've just had news this week of InScale and the fact that they've got new funding, got more people on the board, Nick Clegg, Sheryl Sandberg.

So there's a real heating up of those neoclouds over in Europe as well as CoreWeave over in the U.S.

It's another day and it's another big bit of AI agent news.