“We are planning to significantly ramp up deployment of GPUs in 2025, and we'll continue to engage with our vendors and invest in our own silicon to meet those needs.”

In context

“curious, as you think about your needs for hiring and we just think about -- we know you gave the OpEx guide for this year. But as we think about future needs for hiring, could you just give us a sense of how we should think about that? You announced the performance-related reductions earlier this -- for early this year. Could you just talk about how we should be thinking about that '26, '27 and beyond? Thank you. Susan Li: Sure. I'm happy to take both of those. So on your first question on just where do we see constraints in our ability to execute against our CapEx plans. Obviously, we are staying on top of supply availability. That is certainly one of the factors that will influence our CapEx spend in 2025, but we don't really have any updates to share on supply availability right now. We are planning to significantly ramp up deployment of GPUs in 2025, and we'll continue to engage with our vendors and invest in our own silicon to meet those needs. When you asked how to think about capital intensity, we're not really -- as both Mark and I alluded to in our prior comments, I think it is really too early to determine what long-run capital intensity is going to look like. There are so many different factors. The pace of advancement in underlying models, how efficient can they be? What is the adoption and use case of our Gen AI products, what performance gains come from next-generation hardware innovations, both our own and third-party and then ultimately, what monetization or other efficiency gains our AI investments unlock. So again, I think we are sort of early in the journey here, and we don't have -- I would say we don't have kind of anything to share about long-run capital intensity yet. Your second question was about thinking abo”