Anurag Rana

It certainly complicates it.

I think it's clear that Iran hopes to be able to place a wedge between the U.S.

and Israel through Lebanon.

If Intel has the ability to do it, I think this is going to be good news for the entire space because right now we are not constrained by anything but supply of chips, power, and everything that's hardware and chip-related things.

It's not dollars.

Intel has the ability to do it.

I think this is going to be good news for the entire space because right now we are not constrained by anything but supply of chips, power, and everything that's hardware and chip-related things.

It's not dollars.

It's not demand.

If Intel has the ability to do it, I think this is going to be good news for the entire space because right now we are not constrained by anything but supply of chips, power, and everything that's hardware and chip-related things.

It's not dollars.

It's not demand.

If you look at the backlog of deals, we have seen, you know, you could say cloud commitments north of $1 trillion.

I think it's north of $1.5 trillion at this point from everybody.

You know, Microsoft, it's over $600 billion they have on their balance sheet that needs to drop into, you know, sales.

It's a big, big commitment by Meta to say that, you know, we are going to invest more in either training the models and being competitive in that area.

And they're going out to neoclouds such as Corvi for it.

It's a big, big commitment by meta to say that, you know, we are going to invest more in either training the models and being competitive in that area.

And they're going out to neoclouds such as CoreWeave for it.

It's actually very clean numbers.