“So on the order trajectory, I think what - we clearly don't guide bookings. But what I would tell you is that even as our teams modified their second half outlook, the second half will still be more favorable than the first half.”

In context

“der trajectory is getting somewhat better. So the orders this quarter down 12%, not too bad. And I know you don't forecast orders, but maybe if you can talk about when you expect orders could turn positive again, given the comparison and the trend. The other question I wanted to see if you could discuss how you envision the AI clusters in terms of will the web-scale operators choose multiple vendors in a single cluster or will they designate maybe different data centers to different suppliers? Or will they mix and match, how do you see the split playing out, particularly in the hyperscale opportunity? And I really mean this more longer term, '25, '26, not currently when we're dominated by InfiniBand, but when Ethernet starts taking more share. Thank you. Chuck Robbins: Yes. Thanks, Simon. So on the order trajectory, I think what - we clearly don't guide bookings. But what I would tell you is that even as our teams modified their second half outlook, the second half will still be more favorable than the first half. So your assessment of sort of the trajectory, I think, is valid, and I'll leave it at that. On the AI clusters, I think it's a good question because what you'll hear is us and competitors talking about a number of web scale players that are using our technology underneath GPUs, our Ethernet technology and our GPUs. And so I think it's important to remember, they always tend to have a dual vendor strategy. They always want two sources, and so we're both actually - the two of us are actually playing in this space today. And I'd say today, they're completely homogeneous clusters. And I think it's too early to tell whether there will be some benefit over time for them to mix those. My sense is, unless there's something that changes significantly or there's some sort of technology reason for G”