Amazon, Meta, Apple Earnings and the Vision Pro

Nvidia's CEO discusses the increasing demand for their products and the importance of artificial intelligence. The podcast also covers the latest earnings results from Amazon, Meta, and Apple, including Meta's focus on cost discipline and AI investments. It highlights Apple's Vision Pro and their virtual reality headset, as well as the impact of AI on hourly workers and the preference for human touch. The podcast also touches on investing in sovereign AI capabilities and the failed music licensing negotiations between TikTok and Universal Music Group.