(02:00) In-Depth Analysis of NVIDIA Earnings
(03:26) Sovereign AI and Geopolitical Implications
(08:45) Challenges and Opportunities in AI Data Centers
(13:17) The Role of China in the AI Race
(31:25) Middle East AI Ambitions and Data Centers
(37:38) Competitive Landscape: Broadcom, AMD, and Emerging Rivals
(45:13) Jony Ive and OpenAI’s Exploration of a New Form Factor
(51:47) Outlook on Apple’s Future Collaborations with OpenAI
(53:35) Apple’s Capital Allocation Strategy and Long-Term Vision
(58:35) Google's AI Innovations and Product Day
(01:05:18) The Emergence and Impact of Agentic AI
(01:12:44) Generational Perspectives on AI Utilization
(01:14:55) The Future of AI-Powered Web Browsers
(01:24:07) Redefining Human Interaction in the AI Era
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