Jeff Hopson

where we are with the scale across buildouts. Like, is it concentrated to maybe a couple of the cloud titans

is there a way to think about Arista's opportunity with new network builds versus refreshing or upgrading existing networks

how are you guys approaching the buy versus build when it comes to a technology like AI that's developing pretty quickly

any insights to specific features that may have pushed customers to adopt. Or, I guess, on the flip side, any hurdles

Just curious in those more regulated industries that are on-prem kind of where are we in that adoption of AI

how they may be similar or different than traditional workloads and the resulting impacts on F5 then?

any additional information on the dynamics that are going on in U.S. Fed?

any more color on the magnitude of that step down