00:00 Mr Speaker a
It sounds like this kind of speech, let’s suppose that as a heavy ai industry, on the right? Main data centers, many chips. Ma, but you know, you think of the robotics, default, the kind of hearing to me when I think about, how much AI will make AI what to do at the data center and, you know, Utah anything. As more likely? And what companies, perhaps some opportunities you see, standing in those posts, robots, Automation, Automation area of Ai Tradery, but you think I do not have a buzz alga.
00:54 Is the one
Yes, I think I think it’s a good way to look at it and watch it for a long time. As you knew, I was at UH after the first indicator of the world and ETF presented in 2013. So we are always kind of someone and we focus on the default of the body. UM and when you look at the same story like a silicon that makes it possible now, the Robotics of UM and calls us the edge and the submission of Ai, is polymorphism world. We see UH broader and broader UH knows, a set of players. Therefore, he evidently has the power to be involved. So you have companies such as Inficon and other helping, you know, not just to use energy at data institutions, but only at the ends of energy. Therefore, companies that help find the amount of Limax and that include as power, form Efror UH and quality. Uh that will be the surname of the table really to build that next court. Also, the robotic simulator quickly accelerates these skills. Therefore, you know, from the SIM to real, which is, you know, the industry agrees, including being hardware and software. Therefore, m
02:29 Is the one
You get all that same as the default and the digital automation within the ROBOs and the imagination strategies. UH but also, you know, with UM, you know, if you know, Ambareella For example, Uh in one point sold $ 200 for each assignment. It’s $ 85 per share. It begins to find such documents and the economy on the edge is UPTICK. They are engaged in the size of the Insta 360 with 360 UH Degree Camera Book. But if you start thinking about us, ok, what are the following things to grow big? It is really the edge of the edge and is actually made price in the same way. And these companies are smaller CAPS in the market too. Therefore they have more to grow and a point is too much money than the economy you can invest in a particular area. We are kind to such a sense such as the idea, Power Theory, Power Dynamics Theory, Data Center Create, but where does it start? And we will eventually see much of that faith that occurs on the edge with small and independent models. But let’s forget that they will be sent to the cloud. So communications are also a great consideration here. Thus words like CloudFlare, Qualcomm and Mediatity is all more important to what additional boundary will call it longer. Uh probably a great opportunity in these data centers. M perhaps the Data Center is the largest annual investment, for three years, but we will begin to see these other areas. And I think we start to lead the era, for example, began to show great happiness for this, especially we saw several years of DOWTURN in the robot industry that can surprise many people today.
05:21 Mr Speaker a
Yes, it is interesting to just look at the stock chart of UH Ambareella. It’s like, oh, there is still a full place there. The UH stock is at the bottom of the end of 2021. Ma quickly, have thought that you think last Sunday, knowing what you think about Ai how’s Ai and to do what they want to do in one story. And again you know, both of the technological side so what they hope will be the biggest side of the buyer.
06:18) Is the one
Yes, look, I’ve never been very happy with metaves as pure metaverse, as a reality. It’s like many of our lives and it should be real world. So I’ve been happy with things that can grow our daily life. Um, their recent eh meta and neural bands, is that the action of that. SDK is currently limited to their Ecosystem. So I think that is something that needs to happen. But, you know, a long short story for those missed, now, now have these little UH glasses that can also be able to control. So to finish the keyboard, a mouse, my thought, the last thought will open SDK to the partners UH to do things like control facilities, such as control facilities. Ma, so what you have really looked at something I had for a while, as a Post Smartphone’s economy, but we are stuck with our little brick bricks now. Um, and we can really go. Also, that requires, looks back to Google glass I had 10 years ago as Dem Demo Uh uh uh I won at the party. But UM, we have a hard time and pressed by the software and both are enhanced in the point where you can make local computing and cloud and the connection form per person, not just a robot. Ma, but the two have many similarities in the name of the name they both meet at the same time to provide a real time, and let’s call the feeling, analyze and do skills. Um, and that kind of some robot industry is the describing a robot. So again, if we gradually become cyborg but also find the type of fantasia as the power. Now, I’m outside Facebook right now, so someone lovers me, I need to see it connected to other things. But again, AM is hardware and software Stack to win, you know, companies that help these hips on the infrared side and the edge side of the meta, but also the nerves and the decline there. So again, you are very happy with all these different places that they were meeting, especially as we looked at 2026 and Uh I think we first see that drawn in many strategies.
09:23 Mr Speaker a
Yes, acknowledge. I’m tired of having the phone, but the only solution I think will be a lot of technology another day. All right, uh Zeno, we’ll leave it there. Thank you very much.
09:36 Is the one
Thank you.
