Ed Ludlow

Let me jump in.

But, you know, within that market, there are some specific interesting case studies, right?

The premium segment is good, like from a demand side, particularly in China.

So usually, like in any hardware environment where your supply constraint but demand is high, like that's a good thing.

And increasingly, like think about the content in the phone that you provide.

How can you kind of navigate this to your advantage?

Sure.

Cristiano, second consecutive quarter where automotive is above a billion dollars.

And I remember over years us discussing what was a backlog in automotive, right?

Apply that story and that experience to your hopes in data center.

You know, you've told us when this will happen and who it will happen with first.

But how do you see that translating from your order backlog to revenue growth and hitting milestones like a billion dollar quarter?

Yeah, so Alphabet has the mic drop of $185 billion CapEx forecast.

Is Amazon judged by the same metric?

And they communicate that differently.

Recap those conversations on podcast, two important CEO interviews, a lot going on.

You know where to find it online, Apple, Spotify, iHeart.

And of course, on all the Bloomberg platforms from San Francisco and New York, this is Bloomberg Tech.

You're absolutely right.

We once again expect them to beat both for the print and the outlook.