“And then as long as we continue to see that demand grow, you're right, the growth in CapEx will slow and the revenue growth will increase.”

In context

“equivalent that have a longer life, but the other half is the rest of the components. Can you give any color on how you think of that growth? Does it return to the traditional approach, where basically CapEx is going to grow in line or slightly slower than cloud revenue? And if so, any sense of the timing? Do we have enough facilities online by sometime next year, et cetera? Any color would be appreciated. Amy Hood: Thanks, Mark. I think in some ways, it's helpful to go back to the cloud transition that we worked on over a decade ago, I think, in the early stages. And what you did see and you'll see us do in the same time is you have to build to meet demand. Unlike the cloud transition, we're doing it on a global basis in parallel as opposed to sequential, given the nature of the demand. And then as long as we continue to see that demand grow, you're right, the growth in CapEx will slow and the revenue growth will increase. And those two things, to your point, get closer and closer together over time. The pace of that entirely depends really on the pace of adoption. And to Satya's point, some of that spend goes towards building the next training infrastructure so you won't see all of it in COGS. Some of it goes to OpEx when you're spending it on training. But in general, that's a healthy way to think about the balance as that over time those do and should like the last cycle get closer together. Operator: The next question comes from the line of Karl Keirstead with UBS. Please proceed. Karl Keirstead: I'm actually not going to ask a question about the numbers, but Satya and Amy, I'd love to ask a question about OpenAI. Since the print three months ago, we investors have been hit with a torrent of media stori”