if you look at the headline numbers. is suggest that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think the bull case for al is still think is intact. we think that any excess correction is a buying opportunity. what is the implication of these big tech companies pushing more to monetise their investment into ai? what are the implications for us as consumers? i think at the end of the day, we think that given how intensive it is, we believe that it is getting bigger,
the americans say the attack happened at a base known as tower 22, right on the syrian jordanian border. it s one of many american bases across the region. there have been dozens of drone and missile attacks in recent months, but no american personnel have been killed until now. joe biden, seen here attending church, was quick to point the finger. it s not necessarily a tipping point into uncontrolled escalation between the united states and iran, but it s another very dangerous step because, as i say, the us will have to respond even more strongly than it s done to previous attacks. carefully cultivated over years, iran has a wide network of allies and proxies operating in countries across the middle east. they re all opposed to israel and the united states. it s sometimes called the axis of resistance. there are pro iranian militias in lebanon, the palestinian territories, gaza and the west bank, plus iraq and syria. and far to the south, there s also the houthis in yemen.