Maria Bartiromo

Great to see everyone, and I'm thrilled to be able to talk about the issue of the day, and that is artificial intelligence and AI in our world.

David, Michael, I'd love you to talk about where we are right now in terms of the pursuit to be the number one lead AI country.

How are we doing, David?

And yet there are still so many questions about all of the spending underway to build this out with regard to data centers.

And of course, the question keeps coming up, are we spending too much?

Will we get the return on investment?

How do you see that?

Well, it is certainly leading growth, Michael.

And I'm so happy to be able to get this conversation going with both of you who are really leading this.

David, thank you.

And Michael, thank you.

Same questions for you, Michael.

So what would you say then, Michael, are the basic frameworks that are sort of must have in that kind of federal oversight?

Because some states did push back in the U.S.

and say, no, no, no, we want to be able to control our destiny when it comes to AI.

What's most important when you look at that framework in terms of a federal oversight?

Yeah.

And do you have any clarity on the timing on that in terms of support in Congress for a federal oversight?

Or do you see pushback there as well, depending on the state you're talking about?

Meanwhile, you've got some people pushing back after wanting to see the innovation and growth of data centers.