Vlad Galibov, Research Director at Omdia, shares his expertise on AI compute demand and NVIDIA's strategies. The conversation dives into SoftBank's $6.5 billion acquisition of Ampere Computing, highlighting its impact on the tech landscape. They discuss advancements in AI and the future of EdTech, including a significant investment in a for-profit community college aimed at reducing student debt. Additionally, the dialogue covers the evolving role of quantum computing and innovative approaches to redefining higher education.