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,
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go. that is something frances haugen will address british mps about in the next few hours. regulations seem so valuable and important but it is difficult to implement and it does take time and it can be restrictive. does take time and it can be restrictive. human beings are the natural restrictive. human beings are the natural resource - restrictive. human beings are the natural resource that - restrictive. human beings are | the natural resource that fuels the natural resource that fuels the facebook business. we have regulations on logging and timber and drilling safety and we need new regulations that think about how big tech companies treat human beings as mines for data and usage and attention. mines for data and usage and attention- attention. what do you think they should attention. what do you think they should be attention. what do you think they should be trying - attention. what do you think they should be trying to - attention. what do you think they should be tryin
regulation seem so valuable and important but it also is difficult to implement. it does take time and it can be restrictive. take time and it can be restrictive. . , , ., restrictive. human beings are the natural restrictive. human beings are the natural resource - restrictive. human beings are the natural resource that - restrictive. human beings are the natural resource that fuel| the natural resource that fuel facebook s business. we have regulations on timber and logging and drilling safety and i think we need new regulations that think about how big tech companies treat human beings as mines for data and usage and so what do you think they should be trying to get that would perhaps enlighten their own thinking? i perhaps enlighten their own thinkin: ? ., ., ., perhaps enlighten their own thinkinu? ., ., ., , thinking? i would love to see the mps asked thinking? i would love to see the mps asked how - thinking? i would love to see the mps asked how much - thinking? i would lo