Market Insight and Analysis. You're listening to the opening bell of CNBC, Squawk on the Street.

Good Thursday morning. Welcome to Squawk on the Street. I'm Carl Canton here with Jim Kramer at Post 9 of the New York Stock Exchange.

David Fabers in San Francisco today ahead of a major interview with the Prometheus co-founders and co-CEOs, Jeff Bezos, and Vic Bajaj.

Meantime, it is a complex backdrop with Oracle down nearly 10% on Cappex jitters, producer inflation near four-year high, up 6'5.

And then oil holding gains as the president threatens to essentially invade and occupy Iranian oil infrastructure, including

Karg Island, and the U.S. and Iran trade strikes for a second day. Let's begin with David,

though, out west ahead of those two major interviews. Morning, David. Yeah, this morning,

we're going to learn about Prometheus, of course. I'm here at the headquarters of the company,

essentially still sort of a startup in the headquarters of the company, essentially

still sort of a startup in the world of what we call physical AI. And as you just said,

of course, Vic Bajaj and Jeff Bezos, the company's co-CEOs, are going to be with me

a little less than an hour from now or so, Carl, and we'll talk about what the company is

trying to accomplish, its latest funding round, and we'll talk about what the company is trying to accomplish,

its latest funding round, and all sorts of other issues around AI, but specifically around this side,

which is very different, of course, from the LLMs that we are so accustomed to,

and we're going to spend a lot of time talking about this morning,

certainly given those Oracle earnings as well, sort of a different approach, different data sets, trying to really focus on manufacturing and on the world of things, essentially, that are created and built and shrink those timelines

for doing so. So we'll have a lot more, of course, very much looking forward to that conversation

a bit later in the program. When you speak to Jason Wong from Nvidia, obviously we're

understanding of his role in this whole process, he's always said this is the biggest. This is the

$40 trillion physical AI world because the actual manufacturing building of things is what AI was

really meant for. Are these people taking that to heart? Does Bezos recognize that or is they back

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