AI is the most enabling innovation of our lifetimes

“It is the greatest time in the history of the industry and for Applied Materials. AI is driving incredible computing demand.”

“We're guiding for tremendous growth. This inflection is going to go on for a very long time.”

“increasing uncertainty and lower visibility”

“As I said, I don't think it was bad for AI. And I think, on net, the world deserves to understand how the universe works. But I do have empathy for the method.”

“People were just throwing that at the hardest problems they could. And people didn't think the model was going to do these things.”

“Our first-party model APIs are now processing nearly 32 billion tokens per minute — 40% more than last quarter and more than four times what we processed a year ago.”