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how to think about your line of sight from hardware CapEx investment to revenue and margins
how much confidence do you have that the software, even the consumer
What do you think is the best way that software companies are going to be able to monetize AI for SaaS
how do you think about the stability, the sustainability, revenue volatility of Microsoft today
Can you give more color on what drove the far larger than expected Microsoft AI revenue
how comfortable are you with the values you are creating from the AI data center business itself
can you talk about the cash flow for that same data center? Starting with the commitment for the data center and then the hardware
how Oracle can create enough of a differentiated moat to assure this business does not get commoditized
Can you give us color or break out any numbers to help investors understand the durability and profitability of the AI business
how should we understand why CapEx is lower? And how should we think about the trajectory of CapEx