Glenn Dekheyser

where you can pick your GPU from the platform of choice that makes sense for your economics and your performance and either move data up or use it in place.

You have all these different options of doing it.

When conditions change or when economics change or you have a new business need, you can go do it really quickly and you can repeat these AI outcomes.

I can't think of a combination of product and platform

that can do that more than NetApp and Equinix can.

While NPS back in 2015 had the right idea, it was way too early.

We're going to be coming back to a cloud adjacent AI platform with NetApp and the partners.

And we are starting to work with NetApp on some of those things to get those to market with our common partner set.

As a matter of fact,

we happen to have a pretty overlapped partner community.

So yeah.

Correct.

No, we're not.

NeoClouds are an ecosystem that customers can connect to.

We do have some NeoClouds that locate their GPUs at Equinix.

Some of them do.

You might have seen some great announcements from, say, like GrokCloud.

That's with a Q. That GrokCloud.

So they have their own custom chips that they all make, and they're focused mostly on inference.

We've seen some customers have some great success