“We think we'll be able -- the demand is really -- as the GPU clusters get bigger and faster, the critical thing is for us to be able to move the data faster. And we are investing heavily in that and we think we're going to maintain our advantage there.”

In context

“uilding networks that rapidly move large volumes of data into those GPU clusters. As you make these GPU clusters larger and faster, it's putting more and more demands on the network to be able to move huge amounts of data into those GPU clusters. So, the GPU clusters aren't sitting there waiting for the data. If they're sitting there waiting for the data, it becomes very inefficient. If you're paying by the minute and you -- and half the time, 30 seconds, you don't have the data available, obviously, that's a scaling problem, and that's an economic problem and that's a performance problem. Oracle differentiates itself in its data centers by investing heavily in building networks. And by the way, switch software, all sorts of network software and network hardware to move data more quickly. We think we'll be able -- the demand is really -- as the GPU clusters get bigger and faster, the critical thing is for us to be able to move the data faster. And we are investing heavily in that and we think we're going to maintain our advantage there. And that will -- as we make our networks faster, the AI training will get faster. If we don't -- if no one makes the networking faster, then I think there's a potential bottleneck. But we're trying to avoid that bottleneck by speeding up our networking. Brad Zelnick: Thank you. Operator: Your next question comes from the line of Raimo Lenschow from Barclays. Your line is open. Raimo Lenschow: Perfect. Thank you. Can I shift gear a little bit and go back to the -- or go to the SaaS part of the business? If you look there, if you look at your growth rates, I mean, we're at kind of a late-stage point of the cycle where people usually don't look at back office systems. But you guys putting up like really solid growth numbers there, you're outgrowing your peers. Can you talk a little bit of wh”