“And so we expect to see Data Center demand remain strong.”

In context

“are using the public cloud. And so it's driving a lot of demand for us in the public cloud. I think we have now 10,000 AI inception startups that are working with us and using NVIDIA AI, whether it's on-prem or in the cloud, it saves money, because the computation time is significantly reduced. The quality of service is a lot better and they could do greater things. And so that's driving AI in the cloud. And so all of these different factors, whether it's just the industrial recognition of the importance of AI, the transformative nature of these new AI models recommender systems, large language models, conversational AI. The thousands of companies around the world that are using NVIDIA AI in the cloud -- driving public cloud demand, all of these things are driving our Data Center growth. And so we expect to see Data Center demand remain strong. Operator: Next, we'll go to Tim Arcuri with UBS. Your line is open. Tim Arcuri: Thank you very much. I had a question about this $500 million impact for July and whether it's more supply related or demand related. And that's because most others in semis are sort of setting this China stuff, in particular, is more of a logistics issues, so more of a supply issues, but the language Colette you were using in your commentary side of lower sell-through in gaming and sort the absence of sales in Russia, to me that sounds a little more demand which would make sense in the context of this new freeze on hiring that you have. So, I ask because if it's supply related, then you could argue that it's not perishable and really just timing. But if demand related that might never come back and it to be t”