00:00Bob, I know it's been a long day in Las Vegas, but what were your main takeaways from the keynotes there at the opening of CES?
00:07Well, I mean, it was an amazing day, you know, to have at CES the three big keynotes be from semiconductor companies,
00:17that being NVIDIA and then Intel and then AMD, is just incredible.
00:22I've been coming to these shows for many decades and, you know, chips were always sort of a tiny part of the equation.
00:30And here we are in 2026 and that's how things are leading off. It's really kind of amazing.
00:36Another trend seemed to be physical AI like robotics and vehicles like self-driving cars. Did that stand out to you?
00:44A bunch of folks are talking about robots this year.
00:46And, you know, the reason we're seeing this is obviously it's the advancements in the chip technology, but also the transformation that AI has enabled, right?
00:54The ability to run these AI models, these transformer models with this hardware is just completely changing the game when it comes to how organizations are able to develop robotics.
01:07And it's just happening at such an amazingly fast pace that we've seen a huge increase versus last year.
01:14And I expect by this time next year, it'll be even more impressive.
01:18You know, one thing I noticed, especially during the AMD keynote, is that the first product they really featured was an AI data center rack.
01:25Not exactly what your average person is buying.
01:28Do you think this signals a kind of change in the audience that is attending and watching CES?
01:34So, well, it is very interesting.
01:36Both NVIDIA and AMD highlighted at the beginning and throughout, frankly, the largest portion of their keynotes, AI racks, which yet clearly are not a consumer product.
01:48I mean, these are millions of dollars.
01:50What it reflects is the importance that AI has in creating experiences for consumers.
01:57So, at the end of the day, it's kind of like a car company talking about their engines.
02:02You know, some consumers care about it, but, you know, you hear them talk about it because it gives more credibility to the overall device.
02:10This is kind of like these AI companies and products and services talking about the engines that are enabling their capability.
02:17But it also, look, it reflects the fact that CES has moved way beyond its origins of talking about TVs and appliances to a much broader tech ecosystem.
02:28It is the major tech show around the world these days where important innovations are being introduced.
02:35And so AI racks is where there's a lot of big technology being introduced.
02:39So AI racks are a lot of big technology being introduced.
