“But even if we do that CapEx is going to go up because the demand right now seems almost insatiable.”

In context

“that said we'll take all the capacity you have wherever it is. This could be in Europe, could be in Asia, we'll just take everything. I mean, we never got an order like that before. We had to move things around. We did the best we could, to give them the capacity they needed. The demand is astronomical. Now we have to but we have to do this methodically. The reason demand continues to outstrip supply is we can only build these data centers build these computers so fast. And we're also doing a lot of engineering around high-speed networking. You'll see us making we are making large engineering investments to speed up the networking, the reliability of the networking, lower the cost of the networking. So we're doing a bunch of things we are doing a bunch of things to lower our CapEx costs. But even if we do that CapEx is going to go up because the demand right now seems almost insatiable. I mean, I don't know how to describe it. I've never seen anything remotely like this. I mean, people are calling up and asking us, please, can you find us more capacity? We'll take it wherever. Oh, it's in Malaysia. We'll take it there. Fine. We'll take it there. You got some of wherever. Ben Reitzis: Are you having any trouble getting GPUs? Lawrence Ellison: No. No. Not right now. Ben Reitzis: Got it. Thanks so much color, guys. Appreciate it. Next question please. Operator: The next question comes from Siti Panigrahi with Mizuho. Your line is open. Siti Panigrahi: Great. Thanks and congratulations on a strong Q4 and impressive guidance. I wanna go back to the cloud database. Mainly, you have massive data database on-prem. So what are you hearing from customers in terms of migrating to c”