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so it's more than tripled compared with nvidia's 148% gain and alphabet's ceo is considering nuclear as a power source for the company's data centers. vistra, one of the names powering ai trade. that's where we begin today, with ai. you saw the news yesterday here. openai's valuation surging to $157 billion after the company closes its funding round the cfo was on our air today asked about potential ipo plans. she said it's too early to talk about that here are some of her reasons why. >> it's a really different, umm, technology cycle than if you think about the last cycle, which was much more bits and bytes, a lot cheaper this is much more like the telethon being brought, electricity going up, the railways i think you're in much more of that capital intensive cycle that means for us, we're going to have been smart how we raise money. >> raising that money is what my next guest says will keep openai private, because as long as sam altman can do it in private markets, don't expect an ipo let's bring in duncan davidson duncan, welcome. >> good to see you again, kelly. what is do you make of all the developments on openai, is it overhyped or justifiably getting the fun

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