i will ask nancy tengler and beth kindig. you have to listen to beth kindig.e last couple years you're watching this show from a yacht. we'll be right back” ♪. p you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for him. you know what i'm saying? let our expertise round out yours. charles: joining me now, laffer tengler cio nancy tengler. a nancy, you've been around for a while, which was the last time there was a stock as important as nvidia that everyone was on the bandwagon they're going to crush it, it's unstoppable, it's unbeatable? it's like everything hinges on this, but everyone's convinced they're going to do so well it feels odd. >> yeah. well, charles, i mean, i think we could go back to the nifty 50s, we could go to walmart, amazon. i mean, eventually the party slows at the very least. but i do think the if you look, as we do, we've been sitting on all the earnings calls, and technology companies in particular are are increasing their spend on all things a.i., so that's going to benefit hardware wit

beth kindig -- i'm not coughing at your forecast i had something in my throat there, beth.>> how do we get to the $10 trillion is nvidia the most valuable company in the u.s. or are the other tech giants moving along with it? >> yes let me remind you that years ago, nvidia would surpass apple in becoming the most valuable company. now it is nipping at its heels what is unique from apple or microsoft, as you know, it is fueling the a.i. infrastructure. this is really important to understand our hopper infrastructure drove us to $80 trillion revenue blackrock data will be out before the end of the year that will bring us to a $200 billion data center by the end of fiscal 2026 meaning, this next cadence of blackwe will exceed hopper it will enable 1 trillion plus large language models where big tech is trying to go those components all together equal a large hardware data center then we have software coming which i could talk at length about. i won't. we have automotive this is very early for nvidia. >> a lot coming. beth, i know you are in colorado that's coach prime country