caroline: matt garman, aws ceo, we appreciate your time. thank you. ed? coming up, top bank in ai. we will talk about it next. this is bloomberg. ♪ caroline: welcome back to "bloomberg technology." ed: taking a quick check on the markets, the s&p 500 is off session highs but i one point reached a new high on an intraday basis with technology having a park to play. many names to the upside. nvidia, you will not be surprised to hear, is one with some carry through on the optimism around tsmc guidance. for those just joining us, those are the tsmc listed shares. this is the contract manufacturer of chips of the world saying yeah, things are pretty good, 2025 outlook looking pretty good, in stark contrast to what we heard from asml, the company that makes machines that makes the chips. netflix is down 1% and i flag it because we are going to talk about it later in the show with its earnings after the bell. maybe that is positioning? who knows. caroline: in the financial sector, ai adoption is rapidly increasing. the rate of ai utilization is happening twice a