HPE is a good investment for AI infrastructure growth as it benefits from overall deployment rather than specific model winners.

uh that whole group, not just Dell itself, if you look at HPE, if you look at AVT, everything that's supplying a lot of the components of the AI trade, which there's so much discussion of who the winning model will be, it seems like the components of of of that business are still very strong.

So there's definitely a lot of accumulation there

the the buildout of AI is different from just you know open AI or anthropic winning you know uh focusing on HPE or Adele is is really um investing in the entire ecosystem growing versus just one model you know the competit the competitive threat is will these open- source models will they impact the margins of open AI and anthropic well if you're selling the infrastructure the broad infrastructure like a HPE or Dell you're just really looking at the overall deployment over time not the specific winners so I think there are just a great way to express what you think is still a prolonged growth path without focusing on one specific winner.