Dell's bet on AI factory just paid off

If you think about Dell, I mean, Dell, Dell literally, you know, three years ago, pre AI factory, Michael's vision was end to end. Remember we were in those keynotes. He was on hybrid. He saw it. But when the AI factory, when Nvidia came to the table, it was very clear. That was the bet. They bet on rack scale, but they really crushed the stack and they got a little help from their friends in the Neo clouds. They got a little help from the AI demand curve. They got a little help from Nvidia and density expertise, Jeff Clark's wheelhouse. What? We'll engineer something. They engineered the AI factory. They did a great job. So, and of course the supply chain kicks in and who's more masterful than supply chain.