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Liam Yu

Oct 19, 2026

JohnPANELIST
22:56
So that's what's really top of mind for me, if you can share in those areas.
Liam YuGUEST
23:00
Oh, yeah.
Liam YuGUEST
23:01
Both are great questions.
Liam YuGUEST
23:03
Yes, scarcity, if I could boil it down to one word.
Liam YuGUEST
23:10
The demand is exceptionally high, and it is causing an awful lot of backlog around the orders.
Liam YuGUEST
23:18
You know, we we're going to see this for a while.
Liam YuGUEST
23:22
And so when we're doing some of the capital planning with customers, we're saying, look, you know, you've got to you probably are going to have to start moving it out a little bit further so that you can sort of like an airline, buy the fuel ahead of time so that you will have the cost advantages today a bit.

25 MINS LATER

JohnPANELIST
48:28
You know, is there anything in the cloud that's particularly causing people to want to put their assets back on-prem versus having their AI assets up in the cloud? And I would love to hear your thoughts on the decisions, the security aspects of that, and the outage aspect too, because it seems like when there's a global outage, it impacts everyone.

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