It's Jim Kramer here. You're listening to the opening bell of CBC Squawk on the Street.

Don't miss a minute of the action.

AI is here. AI is not going to go back. A.I. is only going to only get better from here.

Middy is Jensen Wong on last night's call, expressing optimism about the future of AI.

Good Thursday morning, welcome to

squawk on the street. I'm Carl Kington-Aid with Jim Kramer and David Faber post-9 of the New York Stock Exchange.

NVIDIA up about a percent, future steady. There's a host of consumer and tech earnings to get to

today. Oils down as these U.S. Iran talks takes place in Virginia in Geneva. Claims were tame at 212K.

Our roadmap begins with Invidia. Blowout earnings met with some muted reaction.

What Jensen Wong told CNBC about the AI landscape and had the battered software sector.

Salesforce is one of those key software names that have taken a hit to put it lightly over these last few months. The company's

stock price still under some pressure this morning is based on some soft guidance. And Netflix's

co-CEO, Ted Serendos, reportedly going to the White House today to discuss his efforts to, or the

company's deal to acquire Warner Brothers, or at least the studio

and streaming assets. This, of course, comes with Warner Brothers results and Paramount results.

We'll give you the latest. Let's get to Invidia, though, rising on this quarterly bead and

sales guidance above consensus. Q4 data center revenue of 75 from a year ago that was fueled by AI demand, Jim. And I know you've said that the reaction deserves a little bit more than it's getting. Yes, it does. Well, look, the stock was at 201 when Collette Crest, who's the excellent CFO came out and said, listen, we haven't sold anything in China yet. It's almost as if people think that this is a China plate, and you could not be more wrong. I think this stock is being traded by people who really don't understand. As I felt since it was at 2, and I recommended it, they just don't understand what it does. I mean, we had always felt that the big customers were hyperscalers, and they were speaking about Amazon Web Services, speaking about Google Cloud, we're thinking about Azure. No, it's now a different kind of story. The story is about

anthropic. Story is about the incredible numbers from OpenAI. The story is about how they are

a, no longer just a chip, they're a platform. And David, when I read it and I see that the

revenue growth is actually accelerating, this is a gigantic company.

And the stock's not expensive.

And I don't really care about China because maybe they get China when the president talks to see or maybe they don't.

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