00:00We have a lot of competition, but as you know, we're very good at this.
00:04And so just because a competitor emerges, the distance, the path, the journey from announcing a trip to eventually building
00:14a sustainable business is a long journey.
00:16And so we continue to serve all of our hyperscale clouds, and they have projects internally.
00:24Many of the projects are delayed, and many projects are canceled, and some of them are sustained.
00:28And so I think a lot of it is quite noisy.
00:31We don't let it distract us.
00:33We only focus on supporting our hyperscale partners, helping the AI model builders grow.
00:39And as I mentioned, while competition and the number of announcements is growing, our overall share is growing and growing
00:48quite fast.
00:48And so we're doing very well.
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