“So, for fiscal year '25, looking at about $10 billion in CapEx because it's also involves not only some big centers, but it also involves expansions of existing centers.”

In context

“a regular three-months cadence. So, it allows us to modernize the Cerner base very, very quickly while keeping them safe from ransomware. Raimo Lenschow: Perfect. Thank you. Operator: Your next question comes from the line of Ben Reitzes from Melius Research. Please go ahead. Ben Reitzes: Yes, thanks. It's a pleasure to be speaking with you this afternoon. Larry and Safra, can you talk a little bit about CapEx? Your guidance implies almost doubling of CapEx in the fourth quarter and then what kind of trajectory is needed for the next fiscal year given this RPO growth? What kind of uptick is needed? And Larry, if you don't mind, what - if you can give some color on GPU availability and how that plays in versus data center requirements in terms of that spending? Thanks so much. Safra Catz: So, for fiscal year '25, looking at about $10 billion in CapEx because it's also involves not only some big centers, but it also involves expansions of existing centers. So we've already got some areas that we will be filling out. So at least preliminarily, we're looking at $10 billion for next year. And then it's not too complicated to figure out the math here when I'm looking at somewhere between $7 billion and $7.5 billion for the full year and you've got all the numbers for one, two, and three at this point. And I would include for Q3 the one we just are announcing. I would add in the amount we haven't paid yet as the CapEx number for this quarter. Okay? And then I guess that would be and then Larry gets the second question. But anyway, so $2.1 billion for this quarter and you've got Q1 and Q2 and I'm going to be somewhere between $7 billion and $7.5 billion for the full year, which is actually a little bit lower than I thought. But we were able to do”