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Well, NVIDIA CEO Jensen Huang announcing big developments at a trade show in Taiwan today. The chip maker launching a new system called NVLink Fusion that will allow companies to build semi-custom AI servers with NVIDIA's infrastructure. Huang also saying the company's building software to train and power humanoid robots in factories. Joining me now on this, Daniel Newman, he is Futurum's CEO. Dan, great to speak with you this morning. Thanks for making time for us. Talk to me about these developments, obviously, the big headlines coming out of this, but also what it signals for NVIDIA going forward.

Hey, good morning, Madison. Thanks for having me. Uh, yesterday was a big or today, depending where you are in the world, was a really big splash. Uh, Jensen Wong spent a good bit of time sort of reiterating where we're at and how quickly this AI is diffusing, and the investments that NVIDIA have made and why these are so important to what comes next. But as you mentioned, two of the big announcements, one being NVFusion, sort of opens up the walled garden. A lot of people have looked at NVIDIA and kind of called it the Apple of the AI ecosystem. Everything has to be all NVIDIA. And while this NVFusion doesn't completely make it say open in the sense of making all of the different chip makers available to the different NVIDIA infrastructures, it does open up CPUs like the one you mentioned from Qualcomm just a moment ago, to be able to pair with NVIDIA. And this is powerful in terms of bringing forward NVIDIA's ability to connect these computers together and start to drive innovation outside of the NVIDIA ecosystem, but also back again. As Jensen said, he wants you to buy something from him. On the other side, on the GRot 1.5N and what they're doing with Dream, it's so powerful. We know that the next big frontier of AI is all about being able to connect the physical world and make it, you know, sentient and make it able to understand the world. And with what they're doing with GRot, it's really advancing, bringing it forward. And it's not just about NVIDIA, it's about all the companies building robotics and building humanoids, being able to move faster.

So, Dan, thank you for that overview. When you think about these developments from an investor's perspective, are they bullish or bearish for NVIDIA given that they are sort of shifting away from that walled garden approach?

I think it's largely bullish. Of course you could say you want everyone all in on NVIDIA. I'm here at Dell Technologies World and I guarantee we're going to see more all in on NVIDIA. But realistically, that's just not how enterprises and how hyperscalers build. We know that the large hyperscalers are building some of their own custom compute, but they're also building with NVIDIA. Why not open that up so these companies can go big, but still benefit from where NVIDIA is leading? And that's in many areas, including how fast they can connect these machines to one another to deal with this massive volume of data, as we move to these agenti systems, which we are in the earliest days. And then, of course, as we do connect the physical world, we're going to need so much compute, so much energy, so much efficiency, and so many tokens, that I think trying to close the garden off entirely is probably a risk. And Jensen right now is playing his cards really well, whether it's how he's dealing with the politics of China and the Middle East, or how he's handling kind of opening up just a little bit to make sure that NVIDIA investors have a way to grow, even if not everything is NVIDIA silicon.