“In terms of the inorganic contribution, we still expect about 1.5%, and that really is on timing.”

In context

“ew developments. And that's a whole new market. And it's a whole new opportunity for us that we're super well-positioned, of course, because of Song. Operator: And our next question today comes from Kevin McVeigh at UBS. Kevin McVeigh: Congratulations on the results. If I heard right, it sounds like the acquisitions for -- will be upwards of $5 billion. I think that was from $3 billion last quarter. Is that right? And then, it doesn't seem like it's translating to the inorganic growth. So is that just the timing -- or the contribution from the inorganic? Is that just the timing of when they -- when those acquisitions come in? Angie Park: Kevin, that's exactly right. So, we currently see $5 billion and have the potential to do more based upon the opportunities that are -- become available. In terms of the inorganic contribution, we still expect about 1.5%, and that really is on timing. Kevin McVeigh: That's terrific. And then just the expanding AI -- the expanding bookings with the newer partners you have, is there any way to think about how that is relative to kind of the existing pool and how that scales over time? Because it seems like they're on pace to double, which is terrific. Just any way to dimensionalize that? And I guess, the new ones, I mean, with Anthropic, Databricks and NVIDIA, so on and so forth. Julie T. Sweet: In terms of dimensionalizing it, what we're seeing is that really across the board, we've got really strong growth, both with our large ecosystem partners and with the emerging partners. And the way to think about that is that the -- as the -- and a little bit what I was talking about earlier is the models are improving the kind of ability to dep”