“But I feel pretty good that going into the second half of even this fiscal year, that some of that supply/demand will match up.”

In context

“bout even the most hit product of this generation all are in our cloud, right, whether it's ChatGPT, whether it's Copilot, whether it's GitHub Copilot or even DAX Copilot, I mean, pick the top four or five products of this generation, they're all sort of in and around our ecosystem. And so therefore, we ran into a set of constraints, which are everything because DCs don't get built overnight. So, there is DCs, there is power. And so that's sort of been the short-term constraint. Even in Q2, for example, some of the demand issues we have or our ability to fulfill demand is because of, in fact, external third-party stuff that we leased moving up. So that's the constraints we have. But in the long run, we do need effectively power and we need DCs. And some of these things are more long lead. But I feel pretty good that going into the second half of even this fiscal year, that some of that supply/demand will match up. Operator: The next question comes from the line of Brent Thill with Jefferies. Please proceed. Brent Thill: Amy, good to hear the reacceleration in the back half for Azure. I guess many are asking, 34% growth in Q1 falling to low 30s. I know the comp is a couple of points harder, but is there anything else you're contemplating in that guide for Q2 to see that deceleration other than a tougher comp? Amy Hood: Thanks, Brent. Maybe this is a great question because I can sort of reiterate some of the points I made and tie them together a little bit. In Q1, the 34% in CC, as we talked about, that upside versus the 33% that we had guided to was primarily due to some revenue recognition benefits. And so, I think about that on a sort of a pure consumption basis and AI as being 33%. And you think”