Intel is working on their Gouty AI Accelerator. Those are going to be potential options that companies can use in place of NVIDIA's offerings. Now, it's important to note that NVIDIA, they are the leader when it comes to hardware. They're miles ahead of everyone else. It's going to take years for other companies to catch up. But on the software side, they're also huge. That's a big moat for them where they have this Cuda software where companies can go out and build their own kind of AI platforms around this. And so that helps keep people wrapped into the NVIDIA system.

So it's a big deal here. Hyperscalers also have their own chips that they're making that could also prove troublesome for NVIDIA.

BRAD SMITH: Right. And, Dan, I mean, we talk about AI all the time as this broad concept that is going to certainly revolutionize change tech forever. Can you tell us, though, exactly how consumers can use AI right now? Where is it present in my fingertips even.

DAN HOWLEY: So right now-- it's funny. If you ask Intel, right, they announced this event, they had this AI everywhere event, and they have new chips where they have NPU, Neural Processing Units. Those have been in the iPhone for a long time, right? Neural Processing Engine. So now they're in Intel chips, they're in AMD chips, they're in Qualcomm chips. So they're coming to they're coming to laptops, desktops, they're coming to smartphones now. The new Samsung phone, the Galaxy 24, as well as Google's Pixel has them. You can expect Apple probably to get on the train more with generative AI.

If you ask Intel what that means, though, they literally say we don't know right now, we don't know yet. Developers have to come out with apps that take advantage of this. But there are some ways that you can take advantage of it. When you use your laptop or desktop, you can run generative AI apps on there. So if you want to do some generative AI with images or with text, the idea is that you would be able then to do it all locally, that means more security, more privacy since you're not sending your data up to the cloud. It's all on device. That's with the laptop and desktop. Microsoft is doing that.

On the phone with Samsung or Google, there's image generative AI, where you can change around some photos. I can make myself look like I can slam dunk. I cannot. I can't--

BRAD SMITH: You told me you could.

DAN HOWLEY: Well, yeah. That was a lie. So there goes all my integrity. But I can jump like an inch maybe, but I can make it look like I'm a monster.

SEANA SMITH: Jump an inch.

BRAD SMITH: Yeah.

DAN HOWLEY: I got weak ankles, weak ankles.

BRAD SMITH: Well, thanks to generative AI, you can jump much higher, Dan.

DAN HOWLEY: I can live my dream.

BRAD SMITH: Yes.