Caroline Hyde

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.

That does it for this edition of Bloomberg Tech.

What a way to finish the week.

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Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Ludlow in San Francisco.