“We have a lot of demand worldwide where you're going to see us make these investments, as I've guided for the whole year.”

In context

“private region for certain customers. But in addition, we've made very significant investment in government, especially United States government-focused data centers. And I'm sure you've seen that we've been invited to submit for the JWCC. We also have data centers at different levels of security for different government requirements in other countries. And those, we don't generally announce, so you don't see those. What you do see is the fact that we have invested ahead of revenue and we invest when we see revenue potential. We have been rolling out on track. So we feel very good about it. We have just continued to make sure we have capacity for customers. And some customers start in one data center, and when we open in their countries, they move to those. And that's working out for us. We have a lot of demand worldwide where you're going to see us make these investments, as I've guided for the whole year. Keith Weiss: Okay. Super helpful. Thank you. Operator: Our next question comes from Mark Moerdler with Sanford Bernstein. Mark Moerdler: Thank you very much. I'm going to follow-up on the discussion on OCI Gen 2. Oracle's dedicated regions seem to be reasonably unique offerings and a different spin on the hybrid cloud, which the largest hyperscale providers are not offering. Can you explain how you're able to deliver this successfully with good margins, and why others cannot? And can you give us any sense of how large do you see that opportunity? Thanks. Lawrence Ellison: Yes, I'll take a crack at that one. Well, everyone says we’re late to the party. So we saw what everyone else built. In fact, we built two versions of our cloud, right? We built Version 1, which we weren't very happy wit”