Joining me now, Daniel Newman, CEO of the Futurum Group. Daniel, great to have you back. Thanks for having me, Ken.All right, let's start with the big headline of this morning, and that's this new partnership between AMD and Open AI. Talk to me about the significance. What's your take.What does it mean for the AI infrastructure race. It means the race is still on and that there hasn't been a determined winner. One of my big themes has been this it's not zero sum.There's so many people out there. There's the ...