Chuck Robbins

Anything that can help us accelerate our solutions in those areas, we're open to look at.

Chuck, I do not apologize for this next question.

Oh, it's just, it's so funny.

Look, the customers that are buying the predominant amount of this technology have incredible balance sheets, have incredible cash flow, have incredible profitability.

I think Caroline said it.

They actually pay their bills, and so...

And they view it as an existential issue for them.

That's a really key element.

They don't view this as something that's nice to have.

They don't view it as something that is okay if we're successful, great.

If we're not, great.

They view it as existential, which you see with the level of spending that they're putting into it.

It's a lot and it's moving fast.

But the difference between now and 2000 is that these are massive companies with strong financial performance and they believe in this 100%.

So I don't think it's going to change.

We haven't gotten into physical AI.

We're just getting into synthetic training.

We haven't gotten into robotics.

We haven't gotten into the enterprise in a big way yet.

And so there's a huge opportunity ahead for all of us, I believe.