Chuck Robbins

No, I'm glad that that was answered, and I'm glad they were transparent about it.

Y- I would imagine that, um, Chuck Robbins and Jeetu Patel and other executives at Cisco are having conversations at the, at the administrative level in Washington.

I mean, there are so many tech conversations occurring that I'm sure, um...

Well, I'm not sure, but I would imagine that those conversations are also occurring with Cisco.

I hear about the effort.

And Chuck Robbins is doing a lot of heavy lifting, Jane Frazier and all that stuff.

50 big companies by industry, and we're already doing vetting and clearing houses of open source code, certain policy issues, and we have to disseminate that information.

It's got to be done by industry at one point.

Coming up, ASML raises its sales forecast for 2026 and aims to increase production of its chip-making machines to keep up with soaring AI spending.

Plus, we hear from Nvidia CEO Jensen Huang, fresh on the heels of announcing plans to invest $2 billion in European deals.

And we take you inside of the making of Grand Theft Auto VI, expected to be the biggest video game blockbuster of all time.

Okay, welcome to Wednesday.

Yes, that's right.

Uh, so ASML, again, basically just, you know, like you said, raising the low end of its annual sales forecast for 2026 because it's seeing soaring artificial intelligence-linked demand.

The CEO today saying that they're getting, he's getting, you know, customers who are asking for, you know, more tools every day, and it's become the key focus of life of ASML to get that capacity going.

Just as a reminder, in July, ASML said that, you know, it expected about, uh, 65 units in terms of capacity for 2026, a 30% increase on that for 2027, and it was investigating a further 30% increase for 2028.

I mean, I don't know.

Chuck Robbins is probably listening.

Chuck never misses the show.

Chuck, we're gonna have to get...

Yes.

On the safety on Open Shell, you did point out it's getting endorsed online by the likes of Chuck Robbins.

Right.

But I looked at adults in the room.

And then he turned the keynote over to Jitu Patel, who is, you know, the anointed one at Cisco, if I can say that, my opinion.

He's the one probably, we don't know for sure, but possibly next in line for CEO if and when Chuck Robbins steps down.

He's quite a dynamic speaker.

He's quite interesting.