“We expect both data center spend to grow in 2024 as we ramp-up construction on sites with the new data center architecture that we announced late last year.”

In context

“023 CapEx forecast and the impact on 2024. So I'll start with 2023. The reduced forecast that we gave for 2023, I mentioned on the call, is driven both by some cost savings, particularly on non-AI servers where we previously had some underutilized capacity and we've been identifying ways to be more efficient in the way that we allocate that capacity towards all of our various needs, as well as shifts in CapEx in 2024 that's coming from delays in data center projects and server deliveries and that'll just push that associated CapEx, which we were planning for in 2023 into 2024. We're still working on our 2024 CapEx plans. We haven't yet finalized that and we'll be working on that through the course of this year. But I mentioned that we expect that CapEx in 2024 will be higher than in 2023. We expect both data center spend to grow in 2024 as we ramp-up construction on sites with the new data center architecture that we announced late last year. And then we certainly also expect to invest more in servers in 2024 for both AI workloads to support all of the AI work that we've talked about across the core AI ranking recommendation work along with the next gen AI efforts. And then, of course, also our non-AI workloads as we refresh some of our servers and add capacity just to support continued growth across the site. Operator: Your next question comes from the line of Youssef Squali with Truist. Your line is open. Youssef Squali: Great, thank you very much for taking the questions. One for Mark and one for Susan maybe. Mark, you touched on this little earlier, but there is this open-source versus close- source debate going on with Meta as one of the companies on one-side of it with Llama and Llama 2 how do you see this market evolvin”