masahiro has more. what are key metrics? masahiro: ok, yes. nvidia earning metrics would be revenue for january quarter around 38 billion usd. consensus is important over the pat few quarters, they increased by 4 billion usd every quarter. it increased, so if we see the same pace for growth, ai workload should increase and direct some info about blackwell ramp up. we hear last year, but if we can hear good progress that should be a relieving news. nvidia's next gen gpu -- we love to see if they are on track to launch, so that's the key point. tom: indeed, masahiro on what to watch for. thank you. china soars, pressure on u.s. on ai. rebounding while mag 7 enter correction. nasdaq with decent gains, ai innovation and how to position is coming up. this is bloomberg. tom: xi jinping urged officials to stay calm amid challenges, beijing will take a measured approach to trade restrictions when we are seeing a strong rally for tech stocks, chinese of course. let's bring in winnie wu. a question about to clear tensions, geopolitics and ai. how are yo