“Our expectation obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.”

In context

“e of the CapEx curve over a multiyear period? And then Susan, if you could talk a little bit more about the 3Q outlook. I know you are talking about tougher comps, but at the same time, it really suggests only 1 point of FX neutral [decel] (ph) at the high end. So just curious if there's anything else you can point to more specifically that's driving the expected strength here. Thanks. Susan Li: Thanks, Doug. I can go ahead and talk about both of those. So your first question was sort of about the longer-term CapEx outlook. We haven't really shared an outlook sort of on the longer-term CapEx trajectory. In part infrastructure is an extraordinarily dynamic planning area for us right now. We are continuing to work through what the scope of the Gen AI road maps will look like over that time. Our expectation obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate. But we are building all of that CapEx, again with the factors in mind that I talked about previously thinking about both how to build it flexibly, so we can deploy to core AI and Gen AI use cases as needed. And making sure that we both feel good about the returns that we're seeing on the core AI investments, which we are able to measure more immediately. And then we feel good about the opportunities in the gen AI efforts. Your second question was about the Q3 revenue outlook. Again I mentioned this earlier. We have seen healthy global advertising demand on our platform. We are delivering ongoing ad performance improvements, which again we feel like is a result of many, many quarters of effort that have accrued and will continue to accrue value to our platform. And we saw basically in Q2 w”