improvements, chips that move from the blackwell ultraon to vera ruben. also a new scientist name for the net iteration. but tim, it didn't wow investors. tim: there is always today. and there is always the rest of the week. for more on n video, mandeep of bloomberg intelligence joins us. mandeep, there is this narrative emerging that a.i. costs are are getting out of control. what did we see yesterday? what did you see yesterday from nvidia that said to customers, are you getting more value out of what we are bringing you? mandeep: one, there was a clear shift towards reasoning. the fact that he said reasoning requires a hundred times more compute. from that perspective the demand trend seemed to be reassuring come interesting nvidia. clearly they are ahead when it comes to the performance per watt everyone seems to be focused on with these chips. you could argue there isn't a new end market on the horizon even though they announced the partnership with g.m. or the human nowed was -- humanoid was part of the keynote. it's still about data centers and ser

. >> it's vera rubens.e so excited to probably be one of the first users of the next accelerator. so that is getting less expensive overall in terms of the output. but then the data centers themselves are becoming much more efficient, and particularly at these mass scales that we're building, it really helps with economies of scale. >> you've been able to intermediate everywhere. you've been able to make convert you, convert people. you're incredibly wise about everything. can we get a tweet which just says, you know what? i listened to sarah fryer on mad money, and i'm no longer going to get mad at them. and they have the money. and i got to focus on doge. can we get that after listening to you? >> i certainly hope so. i hope so, we. >> certainly should. now, where are you guys with are you where amy hood is on microsoft where she says, listen, what's good for them is good for us? or is it important to recognize that mr. nadella wants to kind of make it so he's got his own thing and you've got your own thi

vera rubin. that must be someone very important in the i don't know, i thought about that immediately. >> ruben, i. >> didn't know vera rubin. yeah. >> oh, an american astronomer. >> yeah. will begin shipping in the second half of next year. you say it. rubin was an american astronomer who helped further scientists understanding of dark matter. that's pretty cool. in his signature black leather coat, wong addressed attendees at nvidia's week long gtc event. >> ai is going through. >> an. >> inflection point. >> it has become. more useful. >> because it's smarter. >> it can. >> reason. >> it is. >> more used. >> you can tell it's more used because whenever you go to chatgpt these days, the it seems. >> like you have to wait longer and longer and longer. >> which is a good thing. it says a lot of people are using it. >> with great effect. >> investors also paying close attention to some key partnerships that nvidia announced, wong said. general motors has selected his company to build its self-driving car fleet, and that led to a decline in the shares of autonomous driving company mobileye. nvidia