Just wrapped our quarterly earnings call.

We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era.

Our AI business surpassed a $37 billion annual revenue run rate, up 123%.

We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as we move from end-user driven workloads to workloads driven by end-users and agents.

This will drive TAM expansion and change the value creation equation across the entire economy.

To capture this opportunity, we are executing against two major priorities:

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