Corey

Where do you see the data center push over the next five years?

Do you feel like this is going to continue at the same pace with highly competitive, with, you know, it's a chore to get your hands on millions of GPUs right now, for example.

Do you feel like that's a push that we're going to see continue for a number of years?

It was amazing.

And that's kind of the nature, I would say, of disruptive tech is that when you first see a thing, like if we think back to November 23, 22, which was, you know, ChatGPT's launch.

You look at it and you're like, oh, this is, yes, not bad.

Not quite three, isn't it?

A couple of days.

It is.

Oh, it's crazy.

We were talking about it the other day at the office, too.

The thing, though, is when you look at a new technology like that, when you're looking at that or when you're looking at early VR, for example, we want to talk consumer tech.

you don't look at what it is today.

You have to look at it as what this is going to be a year from now, three years from now, 10 years from now, of course, and see, you're seeing potential in those things more so than you're seeing what it is today.

And that was, though, one of those moments where you knew pretty quick, this is going to be a thing.

This is going to be a big thing.

That wasn't from a 14-4 baud modem and your first dial-up or the AOL CD that came in your mail every third day.

Yeah, and that's going to be a big step.

And I would say the work you guys are doing with regard to infrastructure right now with building out these big agentic plans as far as having agents in Windows, agents in Copilot, agents in Azure.

When you look at all of that, you're kind of building this framework that those people will go and build tomorrow on top of, I would say.