Caroline Hyde

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.

Thanks for joining president and CEO of HPE.

Have a feeling it's going to play out over many months, even years.

Geetha Ranganathan, we thank you so much at Bloomberg Intelligence with the immediate reaction to a pretty blockbuster deal, Ed.