“And maybe it's late '24, but I would suspect into '25 for sure.”

In context

“o towards the midyear of our fiscal year, we see them beginning to place orders again for delivery of product that will happen in the second half. So while I don't want to get into parsing the guide down to that level of granularity, I think what you should expect is it to be something that we'd begin to see show up in the P&L late in the second half. Chuck Robbins: Yes. What I was going to add, David, is I think until we evolve some of the -- get some of the Scheduled Fabric technologies built out, they're certainly running -- they're running some of these on traditional Ethernet, which is what we're deploying today. But as we get Scheduled Fabric out and these customers get more comfortable moving from InfiniBand to Ethernet, I think that's when we'll start to see the real impact of AI. And maybe it's late '24, but I would suspect into '25 for sure. David Vogt: Got it. And maybe just a quick follow-up. So Scott, were there orders from AI last quarter in the product order commentary? Are these basically new orders in this most recent fiscal quarter? Is that maybe the right way to think about it? Scott Herren: Yes. Don't think of the $500 million as all coming in, in the last quarter. Those are orders to date that we know are going into AI infrastructure. That's not a Q4-specific comment. Chuck Robbins: And by the way, a portion of that for sure is deployed. It's in and running. Scott Herren: Yes. David Vogt: Got it. Okay. That’s helpful. Thanks, guys. Marilyn Mora: All right. Thanks, David. We have time for one last question. Operator: Thank you. Simon Leopold with Raymond James & Associates. You may go ahead, sir Simon Leopold: Thank”