(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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