Caroline Hyde

What's it telling you?

Talking of long-term holders selling, there was suddenly a shock to the system when it was thought that maybe Michael Saylor's strategy, artist formerly known as MicroStrategy, might actually offload Bitcoin.

The hodler of all hodlers sort of saying the most extraordinary thing to many who've been in this market for a long time.

What did you make of that and their desire to try and stabilize after that moment?

I'll still be here for the rest of the year.

So hopefully I'll see you then.

Aya Kantorovich, August co-CEO, co-founder.

We thank you.

Coming up, HPE CEO Antonio Neri joins us to discuss the company's earnings and, well, a delay perhaps in some of those AI server deals with governments.

That's next.

This is Bloomberg Tech.

That data center lumpiness and indeed the holdup that you saw, what is it?

Is it supply chain issues?

Is it cooling?

Is there something that tends to be the holdback?

Our Bloomberg intelligence analyst, Woojin Ho, always loving the diversification of the business and the leaning into the networking, Antonio.

But just going back to with the data centers and the margins, that's always been the question, like AI servers, the cost is memory.

You seem pretty confident.

Why are you confident in just having the handle on the shortage that we've got in memory?

We love deep diving with you, Antonio Neri.