Michelle discusses Nvidia surpassing Apple in market capitalization, highlighting the shift in AI industry dynamics. The episode covers OpenAI's collaboration with Broadcom and the controversy surrounding Perplexity AI's funding and plagiarism accusations. Michelle examines Meta's offering of its Llama AI to the US government and Apple's partnership with Foxconn for AI server production. Google's establishment of a new AI hub in Saudi Arabia and Broadcom's stock and guidance adjustments are explored. Closing remarks include a sponsor message.

(0:00) Nvidia surpasses Apple in market capitalization

(1:32) OpenAI and Broadcom collaboration

(1:53) Perplexity AI funding and plagiarism accusations

(3:53) Meta's Llama AI offered to US government

(7:22) Apple's AI server production with Foxconn

(9:10) Google's new AI hub in Saudi Arabia

(10:58) Broadcom's stock and guidance adjustments

(14:11) Closing remarks and sponsor message