The chapter covers Hewlett Packard Enterprise's impressive revenue and stock performance, with shares reaching a 52-week high, driven by strong sales in servers for AI work. The discussion shifts to Nvidia's milestone as the first computer chip company to hit a $3 trillion market cap, with insights shared on their CUDA architecture leading to defensible systems and high demand. The conversation further delves into Apple's potential growth in the AI sector through data utilization in their ecosystem for enhanced user experiences.

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