 and welcome to this episode of the Analyst Angle. I'm Shelly Kramer, Managing Director and Principal Analyst here at theCUBE Research. And today I am thrilled to be joined by a relatively new colleague and fellow analyst, Bob LaLiberte. Bob, welcome. We're so glad to have you as part of our team. Thank you so much. It's great to be here. Absolutely. Well, we are going to dive in today to some of the week's most interesting tech news. And I say that, I say that and it kind of gives me pause because I feel like this is a week it's just been packed with tech news. So, you know, narrowing it down to six or seven topics is not necessarily easy. But this week, we're going to talk a little bit about Kindrel's newly announced alliance with Cloud Blair. We're also going to talk about Cloud Blair's acquisition earlier this month of multi-cloud networking startup, Nefeli Networks. We're going to cover Dell's expansion which gen AI solutions portfolio in collaboration with support from NVIDIA. We'll touch on some exciting news out of NVIDIA's GTC event this week which was packed with announcements and including announcements around NVIDIA and V-Link and 6G research platform. And last but not least, we'll touch on some news from Niall introducing the industry's first AI networking solution with performance guarantees. So, lots of news. So, first we're going to dive into news of the Kindrel Cloud Blair Alliance. I'm stumbling over the word Cloud Blair today for some reason. This alliance was announced earlier this week between Kindrel and Cloud Blair and it is not surprisingly designed to speed IT modernization and drive transformation, multi-cloud innovation and zero trust security. So, for starters, like who is not focused on speeding transformation and IT modernization and all of that sort of thing. So, this was not surprising at all. Cloud Blair, this is not a new partnership between Cloud Blair and Kindrel. They first partnered in the spring of 2023 on some infrastructure modernization with end-to-end capabilities and bringing managed one as a service and Cloud Blair zero trust to the entire corporate network. So, this is not a new partnership. This is kind of an extension of an already distinct partnership. And Bob and I spent some time early this week with the Kindrel team talking about this and how we're seeing in the industry a movement of enterprise networks away from sort of dedicated backbones to different types of cloud, right? That's kind of becoming very common. We're seeing a move towards SaaS applications and there's a very real need to transfer data between locations. And building these competencies, building competencies around these things has been a major focus for Kindrel. And that's true, but I think a lot of their partnerships. In our briefing earlier this week, we talked a little bit about the fact that data center networking is starting to resurge a little bit as not everything is moving from the cloud. And I'm laughing about this because we've had a lot of conversations here about this and there was a time when everything was moving to the cloud, right Bob? And that was what everyone's focus was. And then as people started to move to the cloud, cost became an issue. And then with the advent of AI and Gen AI and concerns about data privacy and data security, all of a sudden on-prem is not all that unattractive either. So it's just kind of an interesting thing. As we're seeing things start to settle out now and many companies are keeping their data centers but they need to refresh those. And so Kindrel, of course, is seeing a bit of a resurgence on that front. But networking is kind of your gig, Bob. Talk a little bit about what you feel or what you thought when you were thinking about this alliance. Yeah, absolutely. I think it brings together a couple of great, I think, expertise areas. And that Kindrel is really focused on bringing expertise to bear to help organizations get through their digital transformation, help them accelerate modernizing their environments. And you've got a company like Cloudflare that's got just a superb network and a lot of connectivity points across the globe that enable organizations to be able to transfer that data. So there's no doubt that organizations are becoming far more distributed than they ever were, right? Applications, as you've mentioned in private data centers, multiple public clouds, SaaS environments, and also at the edge, right? When you start and you think about AI, being able to collect that data, analyze that data in real time. And so there's a real need as these organizations are trying to accelerate that transformation to have the expertise available to them to be able to accelerate it. And so that's what I think when I think about Kindrel, that's what they bring to bear. They've got the expertise, they've been there, they've done that. I think they talked about eating their own dog food. They went through their own modernization first when it went off. And so it gives them a great ability to help organizations get through some of those hurdles that they would otherwise might struggle to get over. And the integration with Cloud Flare, from a networking perspective, when you've got this distributed environment, you need to make sure everything's securely connected and it needs to be performant. And so one of the things that we've seen over time is that organizations struggled when they went to SD-WAN and they went off their dedicated MPLS networks and they went to just using the cloud broadband, the internet broadband, that they would be impacted by performance issues. So this is unique in that because of there's so many access points that they have, I think they said they're like 50 milliseconds of latency from, I don't know, like 85, 90% of the world population type of thing, right? It gives Kindrel the ability to get that traffic off of the internet and onto a private backbone that Cloud Flare offers to be able to drive that performant networking connectivity and the secure network connectivity from any of their locations to any other locations that they need to connect to. So from that perspective, doing this alliance makes a lot of sense to me. Yeah, absolutely. You know, it's a multi-cloud world, right? And not only is it a multi-cloud world, it's a world where I don't know that there's any concern that's more pressing these days than security. You know, I mean, obviously I know everybody's rushing to embrace AI and that's great, but security also plays a huge role there. So I thought this was a smart move. And, you know, as we talked about earlier, you know, you've got Kindrel's consulting services and expertise in enterprise networking and security and resiliency. And this pairs so nicely with Cloud Flare's connectivity cloud and that cloud offers security performance and flexibility all in one. And I think that, you know, what we see too, Bob, I think that, you know, customers really want simplicity. They want simplicity. They want vendor partners, I think who are going to meet them where they are and who are going to be able to bring the expertise that they have in working with other customers and solving for some of the same challenges. And all of that helps shorten time to RLI, it helps minimize costs and that sort of thing. So I think that, you know, what's interesting about this too is that I think customers already know of Cloud Flare, but I think sometimes they're not aware of some of the capabilities that Cloud Flare brings to the market and how it really operates as a consumption-based cloud model. And I think this kind of lifts both companies up. Yeah, absolutely. And like you'd mentioned earlier, they acquisition of Nefeli just a couple of weeks ago and when you talked about trying to, you know, simplify those environments. And so when you bring technology like Nefeli, that's basically looking to abstract the complexity of connecting to multiple different clouds. So essentially, you just have one interface that you need to learn to connect to multiple different clouds. It really drives that operational efficiency across your environment. It enables and empowers the network to be able to say yes when the business comes to it and says we want to connect to this cloud, now we want to connect to this other cloud, right? So that really helps to accelerate, again, that time to value for those organizations in being able to connect to those clouds. So much greater agility, much greater operational efficiency and ultimately delivering a better experience for those users in the enterprise and their customers. You know, I did an interview earlier this week with Gretchen Tinnerman, who's also with Kindrolin. And she leads the Telco media and entertainment and technology sector for Kindrolin. Our conversation centered a lot on sustainability. And I think that it's worth mentioning that sustainable networking is a thing. And Cloud Flare's connectivity cloud eliminates the need for hardware and traditional networking equipment. And then this combined with Kindrolin's expertise in stack migration and combined with Cloud Flare's global network services allows customers to integrate sustainability into their business models. And I think that that is a big goal for a lot of companies these days. And I think you touched on this a little bit earlier Cloud Flare claims that migrating from on-prem network hardware to Cloud Flare's cloud-based services can decrease related carbon emissions between 78 and 96%. Okay, those are big numbers. Yeah, yeah, absolutely. I think a lot of that, it's right there, they're eliminating the on-premises infrastructure. So the associated power, the heat, the cooling, all those things that go with it. So anytime you can get something out of that raised floor space, it's definitely gonna be saving you a lot of money. And in this case, also making your organization a lot more sustainable. Yeah, absolutely. So, and I think that this conversation has gone back and forth between, on-prem isn't necessarily going away. And in many instances, that's a solution that works for people, but the reality of it is cloud is important too. So I think that this is a great alliance and I'm glad to see it. You already touched on the Nefeli acquisition news and I think what's interesting here is, for me, what jumped out is that we touched on this again earlier, but complexity. And as technology advances and solutions advance, things just become so complex and not every organization has depth on their IT team. Skill talent is still a very, very real thing. And so when you have complexity being identified regularly as the biggest barrier to innovation and then you have alliances like this or acquisitions like this that speak to solving for this and bringing scalability and simplicity together to help revolutionize multi-cloud networking, I think that that's a win for everybody all the way around. Yeah, absolutely. Like I said, it's really, again, this highly distributed environments do create a lot of complexity. And it's not like your IT team can't understand it and learn it, it's if they just don't have the time to dedicate to be getting fully trained on a lot of these new technologies. And that's where companies like Kindrel can come in with their methodology. They've already got a lot of the advanced training and certifications on this newest and latest and greatest technology. Again, it's just really about how do you accelerate that transformation? How do you get it up and running quickly? And then either Kindrel can help continue to manage the environment or turn it back over to the IT team for them to, you know, once they get up to speed to be able to handle it themselves. Absolutely. Well, speaking of the need for speed and, you know, now that I've got Maverick in your head and Tom Cruise in the goose, I think everybody's focused on speeding AI initiatives and that is what the Dell Gen AI Solutions collaboration with NVIDIA that was just recently announced is all about and, you know, helping enterprises speed AI adoption. And so Dell's expansion of the Dell Gen AI Solutions portfolio in collaboration with NVIDIA is all about helping companies speed their AI initiatives. And so, so Dell said that their AI Solutions portfolio has been expanded. This includes the new Dell AI factory within NVIDIA. And, you know, I think that I feel like we're all in the race, Bob, you know, it's the AI race. And, you know, who can get there quicker and who can get time to value shortened and who can really be leveraging AI in the most innovative ways possible? I think that, you know, every organization feels like we're all running that race together, right? And even analysts are running that race because we're trying to keep up with all of it and really understand what's happening and be able to offer our insights and guidance to customers. But in this AI race, easy solutions that are designed to help companies quickly adopt and integrate and realize the benefits of AI are really becoming the norm. And all of that starts, of course, with high quality clean data. And that's part of what this generative AI solution from the end-to-end Gen AI solution from Dell delivers. So just, I'm gonna touch on a couple of things from Dell's announcements here. So the Dell AI factory with NVIDIA integrates Dell's compute, storage, client-mised software and services capabilities with NVIDIA's advanced AI infrastructure and software suite. And all of this, of course, is underpinned by a high-speed networking fabric. This is delivered as a fully integrated solution, provides testing and validation combined with a high-speed networking fabric. And again, this is all about helping customers quickly transform data into insights that they can use. You have data sitting around that you can't touch or you can't really analyze for even a period of a day or two, all of it, old data is not really all that valuable. So being able to use as much real-time data as possible as close to real-time data as possible, I think is really important. Dell AI factory with NVIDIA is available globally through the traditional channels as well as Dell Apex now. Let's see, Dell also now so collaborate with NVIDIA to introduce a rack-scale high-density liquid-cooled architecture that's based on the NVIDIA Grace Blackwell Superchip. And this is designed to support the next-gen ecosystem and provide a foundation for performance density and AI workloads, which is a very real concern these days. We've also got Dell, Dell Gen AI solutions with NVIDIA focused on RAG, which leverages the new microservices in NVIDIA AI Enterprise. And that helps provide a pre-validated full-stack solution that again allows enterprise adoption with RAG. And this should help with model quality and results accuracy and proprietary business data and knowledge basis. This is globally available now. Dell Gen AI solutions with NVIDIA model training is also, it's a pre-validated full-stack solutions for companies who want to build their own custom domain-specific models, so developers, this should make you happy. And the model training capabilities will be available in April, so next month. The Dell Data Lakes House is now in GA and it's an open modern data lake house that is designed to help organizations discover and process and analyze data in one place across hybrid and multi-cloud environments. And the Dell PowerScale is the world's first Ethernet storage solution validated with NVIDIA's DGX Superpod, with DGX H100 systems and designed again to help customers get faster, more efficient AI storage. This is globally available now. What a list that is. So, lots of things going on with Dell and NVIDIA and it was with NVIDIA GTC happening this week. There are lots and lots of announcements. Dell certainly is not the only company who is partnering with NVIDIA and taking and managing all that NVIDIA has to offer, so I think that's pretty cool. My last point on Dell and these announcements is that I really like seeing Dell's professional services for Gen AI and this is expanding with support from NVIDIA AI and it provides infrastructure experts that are there to help customers integrate, manage and secure these solutions more quickly and Dell implementation services will now include capabilities to deliver that new RAG solution, model training, Dell data lake house and then the advisory services. The advisory services will be available in select country starting later this month, a week from now, the 29th of March. So, I'm just such a fan. I know you hear me say this on breathing calls on a regular basis, Bob, but I'm really a fan of consulting services. I'm really a fan of, again, I think that I've been in a position where I've been a technology buyer and the reality of it is I'm looking for a solution to solve my problem, but what I don't have is a ton of time and sometimes what I don't have is a ton of resources to kind of unpack how it is I'm gonna use this, how I'm gonna deploy it, how we're gonna spur adoption, how we're gonna put policies and procedures in place, how we're gonna put guardrails in place, like all those things. So for me, I really, really like seeing professional services offerings that are part of these technology solutions because I know that I'm not alone on this front and I know that customers need help in making all this happen once they've made a decision. Yeah, no, I couldn't agree more. And like I said, I think it's, you're seeing a lot of the AI technology right now, it's been largely the domain of the hyperscalers, right, the NAIs, et cetera, Google's, Amazon. And so now what we're starting to see is it's going into the enterprise. And so again, like we were just talking about in our prior session that organizations don't necessarily have the skill sets to take its own, it's a new technology that don't have time to get trained on it, but they wanna deploy it quickly. So working with organizations like Dell, enable organization, right, that have blueprints where this is how it fits for this type of a model or maybe this type of an industry where they've already pre-tested, pre-validated the design and all that work, it really helps them to speed up the adoption of bringing this technology into their environment. So yeah, absolutely, it's great to see that they're working together like this. And I know, you know, certainly it was great, Dell got multiple call-outs during the keynote from Jensen this week. So it was clearly, this is an important relationship for them, but we've also seen them, we've also seen, you know, NVIDIA work with other companies. So there was just an announcement with Cisco, for example, to drive solutions through Cisco's channel as well. So NVIDIA is not being very picky. They wanna be able to drive as much adoption into the enterprise through whatever channels that they can. It's a smart strategy. Take advantage of it while they've got it. So let's, so with that, we're gonna shift now to talk about some of the news coming out of NVIDIA's GTC event this week. And, you know, I laughed, I saw the event being called the Woodstock of AI by both NVIDIA employees and analysts. And, you know, NVIDIA, if you're watching or listening to this webcast, I probably don't need to tell you that, you know, NVIDIA is the first company to reach a two trillion market cap. It's zoomed past a whole lot of companies, including Amazon, to become the third most valuable company in the world. And the reality of it is that I think it's safe to say that NVIDIA rarely disappoints. Jensen Wang is incredibly strategic. And every time you think that you've seen, you know, the most innovation that you can possibly see, I think they come along with something else. So some of the big news coming out was that NVIDIA unveiled its new AI chip, Blackwell, which is named after mathematician David Blackwell, who was, by the way, the first Black scholar inducted into the National Academy of Sciences. So I applaud NVIDIA's naming conventions. The Blackwell computing platform includes the new B200 chip, which is made up of 208 billion transistors, and it'll be faster and more powerful than its predecessor that highly saw it after $40,000 H100 chip, named after a computer scientist, Grace Hopper. And Jensen said in his keynote on this that, you know, Hopper is great, but we need bigger GPUs. And that's what Blackwell is, a very, very big GPU. And he shared the Google's Alphabet and Microsoft and Oracle are all prepping to use Blackwell. Microsoft and Google are two of NVIDIA's largest customers for their H100 chips. And I know that Jensen also shared some news of some new partnerships with software makers, companies like Cadence, Ansys, Syncobysys. And he shared that Cadence is building a supercomputer with NVIDIA GPUs. The company's AI foundry is working with SAP and ServiceNow and Snowflake and Bob. I'm sharing that because it validates your point. NVIDIA isn't fooling around. They're not wasting any time. And they're working with pretty much all of the key players in the technology ecosystem. Yeah, absolutely. Like I said, their goal is, you know, he sees it as it's almost a religion, right? We need to get AI out everywhere. We need to get it into every industry across all of the panels. And so I think they're doing their best to drive adoption. And of course, there's some business benefit to that as well as they drive follow on things as they've got their inference software, the NIMS that they're rolling out that can go on top of all of those GPUs that they've now sold, right? So they're really starting to expand. So that land and expand strategy. You love our GPUs. That's great. We can also help you with the inferencing side as well. And being able to, you know, maybe make a little bit money. It's not hardware, but it's, you know, that software revenue is a really nice margin for it. Yeah, absolutely. You know, I know that Michael Dell was in the audience at NVIDIA GTC and I laughed when I saw Jensen's comment and he said, every company will need to build AI factories. And Michael Dell is happy to take your order. So obviously Dell and NVIDIA have a close relationship, but NVIDIA has close relationships with lots of other vendors. I know there was some other news coming out of NVIDIA that caught your eye. You want to touch on that? Yeah, certainly, you know, from a networking perspective, a lot of it wasn't covered, some of it was covered on main stage, like some of the things around the NVIDIA link and things like that, how they were expanding the number of GPUs that they could network together. But there are also some things that came out around their quantum line and their spectrum line. So that's the, the quantum is the infinite band. So 800 gig end to end 800 gig for infinite band, 800 gig for ethernet, and that's tied in with a lot of their super nicks, right? Some people call them smart nicks, et cetera. So to be able to drive that end to end. And that's really, you know, what we're talking about when we're talking about these networks and 800 gig, it's all about the back end of the inferencing models and things like that and the large language models that are being driven and need that kind of performance. So typical networks, you might have, you know, 10 or 25 feeding into 50 or 100 and then going up to 400. The difference is when you've got these models, it really needs 800 from end to end. It needs that full pipe all the way through. So it's something that's needed. And it's interesting because we're seeing this, I refer to this as networking for AI, the networking products that support the AI infrastructure. And so you're seeing a lot of, in addition to NVIDIA providing services like this, we've seen everyone else come together and create this ultra ethernet consortium to address it. And so companies like Arista and Cisco and others, Juniper, are all coming together to figure out how they can better implement and drive down the costs of this back end network by leveraging ethernet products. Ethernet is not dead. No, I don't, I think it was Bob Metcalf that said, I don't know what's going to come after ethernet, but I'm pretty sure it's going to be called ethernet. So yeah, it's hard to count it out. Yeah, what is that? The news of my death has been greatly exaggerated. I don't know where that line comes from, but it just popped into my head as we were talking about, as we were talking about ethernet. So, but I think also there was some news out about NVIDIA's NVLink and their 6G research platform. You got any insights to share on those things? Yeah, the NVLink was the, that was the one I was talking about at the beginning, that was the direct cover that allows you to scale your GPU clusters and things like that. So making, you know, 8, 10, 20, 30, 40 GPUs act as one to really scale up the performance. And then- I want to stop you here and say, have you had the opportunity to talk with John Furrier about his whole clusters theory because I think we're actually seeing this coming to light, but he's very hot on clusters is the next iteration of this. I have, I have heard him talk about it. We haven't had a discussion yet, but I'm looking forward to that, absolutely. And then the other piece, this wasn't mentioned on main stage, but it was in the analyst breakout session that we had with Jensen. We were started talking about how he's helping or looking to help the telco environment. And what he's thinking, they've created this 6G research platform. And essentially it's looking at the ran aspect, right? The radio antennas and so forth and figuring out how to make them a little bit more differentiated, make them more software defined. And so they can add AI in at that level and try and optimize each of those radio antennas based on the individual environment that they're in. And they believe that by doing that, now this is very different. So right now everything's standardized. All the antennas are produced by the Erickson's, the Nokia's and so forth and others. There are efforts to make it be ran, virtualized ran and open ran to open up and make it more open for work. But what they're actually pushing for is to really open up those ran antennas and allow AI technologies to run on them so they can optimize them. And they truly believe that by doing so, they can optimize the performance while also reducing the power. I think they call it the 6G because 5G is sort of set and it's off and running. But looking at for that next iteration, how they can leverage those GPUs into those ran environments to be able to, again, optimize the performance while also we talked about sustainability by dramatically reducing the power. And they think that the numbers that he threw out were potentially as much as 95% reduction of power. So a lot yet to be proven on that, but certainly it shows that they've got a great imagination and how this AI technology can be used in a wide range of industries. Yeah, yeah. Well, and I think that this is going to be the topic of conversation, Bob, across our industry for the foreseeable future, how to get the power and efficiencies that you need but how to do it in a way that is, that conserves power, that helps keep costs in line. I mean, that to me is definitely a key part of the equation here that everybody's working to solve toward and I don't see that changing anytime soon. Yeah. Yeah, AI is great, but it chews up a lot of power. It does. So yeah, on that front, it's funny, I saw a quote a week or so ago from Sam Altman about people looking, AI experts who are looking for jobs and obviously they're highly sought after right now, right? People with deep AI expertise. But the first question they ask anybody who's interested in hiring them is, what is your GPU situation look like? Because if it's not attractive, they're not taking a job. Yeah, I can see that, absolutely. Yeah, I thought that was funny. Okay, we're gonna wrap our show by talking about some news from Nile, introducing what they call industry first AI networking solution with what I really like, performance guarantees. So I know that this is some news you've been following Bob, let's hear about it. Yeah, absolutely. And for those of you who aren't aware of Nile, this is a network as a service company. It's got one of its founders you may have heard of, it's a gentleman by the name of John Chambers. He was also, after leaving Cisco, he's created multiple startups. Another one you may have heard of was Pensando. They got sold to AMD doing a smart card, things like that, democratizing them. But Nile's mission is to fundamentally look at the way networks and in particular, campus networks have been designed and built and how to deliver them as a service to organizations to make them much easier. So they've been doing this and they're looking at it from a holistic point of view all the way through from going out, assessing the site, doing the designs, bringing it back in, deploying them and managing them. And what they come out with today or this week is really a whole AI architecture centered around that process. So not just, you know, we talk about, I was just talking about networking for AI. In this particular instance, we're talking about AI for networking. How can AI technology help you better design, implement and manage a network moving forward? And so what they've done is, in addition to the AI technology, they've built out a full digital twin of the network that they're deploying. But the actual AI technology assists in every step. It's not just about the troubleshooting and the predictive analytics. It's also assisting organizations and how they capture the data from the site surveys, how they've been designing it, how they implement in that, in that particular environment. And then also on that backend in day two, how they're able to manage it. So they've got a number of different things that they announced. And as you mentioned, this all comes with that service level guarantee, right? Which I love. Yeah. I mean, to me, that just says, I am coming to the party and I'm not fooling around. We are so confident in this solution that we guarantee it. I love that. Correct, correct. Yeah, and like I said, and they've got obviously some history to go by. They've been deploying now for over a year or so. I think the numbers that I saw, they 300% growth last year in a time when networking from a lot of the majors was down. A lot of that due to this catching up with the supply chain and all that digestion issues. But regardless of that, you've got a company that's definitely on the rise. It's getting a lot of attention, certainly without, it's nice when you have founders like Pankaj Patel and John Chambers who are helping to drive it. But certainly the technology is super innovative and that's what they're showing with this announcement. So what they were doing before was impressive. Now they've added a whole lot of technology on top of it to help you drive greater efficiencies, to streamline the process of implementing of onboarding and then of troubleshooting in day two. So they've got some co-pilot and autopilot technologies that help with the onboarding, help with the troubleshooting. And it's just really something that allows organizations to be able to move more quickly, to be able to adapt and update the network non-disruptively. So fully automated patches, security patches, so reducing vulnerabilities, being able to do upgrades on the fly as well that don't disrupt. So again, what they're thinking of is, and he said like the performance guarantee, they're ultimately what that results in is far better experiences for everyone using that network. So they have always on connectivity, it's always delivering an optimized performance and you've got the backend that technology that's helping organizations to ensure that it's that way. Even things like, I'm a big fan of the digital twin technology that enable organizations to, before they make a change, to validate it against that digital twin and ensure it doesn't create an issue and then go ahead and deploy it. Well, I think too, the integrated security and the cloud native service delivery and the AI powered closed loop automation to campus and branch IT infrastructures like all that, that's, those are all, checking all the right boxes. Yeah, they did their homework. And like I said, when they've, when they came out with the original iteration, very impressive with what, how the length that they went to to ensure that they could deploy something very quickly, get it up and running with minimal interaction from the team that was on premises there. And now what they're doing is they're just really not only enabling themselves, but also they're a hundred percent channel. So all of their channel partners to be able to deliver this managed service much more efficiently and to deliver better experiences to those end users as well. The need for speed, addressing that to better customer experiences, greater security, all the things that people, less complexity, assistance and guidance and consulting services when you needed all important parts of the equation, I think today in this world that we're living with and this world that we're living in. You know, and with that, Bob, I think we covered the gamut today, Kindrel and Cloudflare and Cloudflare and Eiffelie and Dell and NVIDIA and, and what's going on with Nile and news out of NVIDIA GTC. I think we, I think we did a lot. So absolutely, it's been a busy week. It's been a busy week. And I will say that even though I feel like we've covered some really interesting news, I feel like, you know, this is in tip of the iceberg. But I think that, you know, we're also for it. I think that for those of you in the technology space, you know, this is the beginning of busy season, right? I think Bob, we're on the road, you know, all the time in the coming months. And so there's a lot happening. There's a lot more news that's happening. I'm heading to Enterprise Connect next week in Orlando where it's going to be all focused on all things collab and CX and contact center and all of that. So looking forward to sharing that news. But with that, we're going to wrap this show Bob. Thanks so much for joining me. I'll see you here again very soon, I'm sure. And to our viewing and listing audience, as always, thank you for hanging out with us and we'll see you again soon.