thank you so much for joining us. >> thank you for having me great to talk to the head of aws matt garmanabout how artificial intelligence is enhancing cloud computing. how does it affect the way companies physically manufacture products. our next guest is at the very heart of that rockwell automation the world's largest company dedicated to industrial automation and robotics in it uses a.i. to help customers streamline task work more efficiently and turn out product. the stock is soaring up 13 it at their present after the company posted a beat top and bottom line for first-quarter earnings rockwell posted earnings-per-share of the dollar .83 at well ahead of $1.50 1.88 billion in revenue that was in line with expectations but joining us with the fox business exclusive rockwell ceo, great to have you back on the show your industry has changed markedly because the recent investment that you made in a.i. i know earlier you mentioned your the implemented price changes because of the tariffs on china let's start with china first we are expecting at some point today president trump will make

aws ceo matt garman told me back in the fall when i asked him about the criticism of their ai strategy time. so he was quoting their founder there, jeff bezos. amazon has invested about $8 billion into anthropic, which does have a large language model. that's one of the leaders. the startup uses aws as its primary cloud provider and then trains on its custom chips. and meanwhile, amazon is still spending big to capture what andy jassy, the ceo, calls a once in a lifetime opportunity. jassy saying thursday during the earnings call. ai is a multi-billion dollar run rate business within aws. they're upping capex by roughly 26% to north of $100 billion this year, mostly for ai. guys, back to you. >> what is your take on this push away from deep seek? you know, here we are talking about deep seek. but there's, you know, folks in washington and others who have genuine concerns, i think, i imagine, about whether some of this information is going back to the chinese and whatnot. and yet i was going to say amazon and their aws service is hosting deep seek, as is microsoft's azure. >> yeah, it's