if you look at the headline numbers. 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 and i we still think is intact. we think that any excess correction in as a buying opportunity. what is the implication buying opportunity. what is the implication of buying opportunity. what is the implication of these buying opportunity. what is the implication of these big - buying opportunity. what is the implication of these big tech i implication of these big tech compan
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,
o clock here in los angeles. it their is fox news at night. tonight there and outrage over accusations that conservatives are being targeted by the federal government even having their bank accounts scanned to find out where the maga republicans shop. it s 73 hours from the first in the nation primary. votes being cast in new hampshire. not only as the former president scored a major endorsement, he is expanding his lead in the polls. brian is live in a chilly new hampshire. good evening. trace, it s 13 degrees here in manchester, new hampshire. south carolina senator and former presidential candidate tim scott endorsed donald trump at a rally in new hampshire. trump and former governor nikki haley tried to secure scott s endorsement. he shows the front runner even though he said heed not endorse in the primary. he told fox why he changed his mind. it s time to unite our party so our only target is firing joe biden. out country can t fake 4 more years. the best way to get
this is the faulkner focus. i am in for harris today. so far no splashy events or speeches since the president announced his re-election bid one month ago and one day ago. his rivals on both sides meantime of the aisle already making moves. the president s low profile may be not hitting with voters. a new fox poll shows only 33% see the commander in chief as a strong leader. our own karl rove says it will be tough to change minds. this guy is in real trouble and do we think he is going to get better, people will see him as a stronger leader? only if there s an international or national crisis in which he acts in a way that goes against the type we developed in our minds of him over the last two and a half, three years. i don t see it happening. the president got more competition this week across the aisle. south carolina senator tim scott and florida governor desantis announcing their 2024 bids as biden slogs along. desantis hitting the ground running. he is having a camp