Arun Sundaram

Because of what Amazon has been doing, what Walmart and Target have been offering, those expectations have gone up.

We're going to be building out data centers for a long time to come.

We're going to be building out data centers for a long time to come.

November was a stronger than expected month.

November was a stronger than expected month.

Retail sales were up 0.6% from October to November.

Retail sales were up 0.6% from October to November.

And so that sort of explained why maybe we saw some flat growth in December.

And so that sort of explained why maybe we saw some flat growth in December.

And that means the return on investment is higher.

And that means the return on investment is higher.

That means it's going to be more prolific.

That means it's going to be more prolific.