Arm

I think the Cloud has already proven across a broad swath of industries to be ROI positive for many different industries. I think we're moving your data to the Cloud, your compute to the Cloud, you gain agility. That I think we've proven that we can deliver great ROI for customers in moving to the Cloud broadly, broad speaking and taking IAS side.

I think the Cloud has already proven across a broad swath of industries to be ROI positive for many different industries. I think we're moving your data to the Cloud, your compute to the Cloud, you gain agility. That I think we've proven that we can deliver great ROI for customers in moving to the Cloud broadly, broad speaking and taking IAS side.

What we're increasingly seeing customers say is, I want to see the ROI of these AI projects. I do think that that is an important shift where it's not just the cool, it's not just the glam, the shiny object factor. It is, how do I make sure this makes sense? We are spending time with customers thinking about that.

What we're increasingly seeing customers say is, I want to see the ROI of these AI projects. I do think that that is an important shift where it's not just the cool, it's not just the glam, the shiny object factor. It is, how do I make sure this makes sense? We are spending time with customers thinking about that.

What we're increasingly seeing customers say is, I want to see the ROI of these AI projects. I do think that that is an important shift where it's not just the cool, it's not just the glam, the shiny object factor. It is, how do I make sure this makes sense? We are spending time with customers thinking about that.

How do you work through the use cases that are enabled today that can deliver real value? Some of those are are broadly reported around things like modernizing your contact center and we think Connect is a great offering for customers to do that. We're actually seeing huge number of customers move to Connect in a Cloud contact center to take advantage of any of those AI capabilities.

How do you work through the use cases that are enabled today that can deliver real value? Some of those are are broadly reported around things like modernizing your contact center and we think Connect is a great offering for customers to do that. We're actually seeing huge number of customers move to Connect in a Cloud contact center to take advantage of any of those AI capabilities.

How do you work through the use cases that are enabled today that can deliver real value? Some of those are are broadly reported around things like modernizing your contact center and we think Connect is a great offering for customers to do that. We're actually seeing huge number of customers move to Connect in a Cloud contact center to take advantage of any of those AI capabilities.

You see some of that in optimizing some of your back-office projects. And I think increasingly as the agentic workflows really get much more powerful and as we think about collaborative agentic workflows and longer running agentic workflows, you're going to see more and more value come up through these. And as the models get more capable, you're going to see more value coming up through those.

You see some of that in optimizing some of your back-office projects. And I think increasingly as the agentic workflows really get much more powerful and as we think about collaborative agentic workflows and longer running agentic workflows, you're going to see more and more value come up through these. And as the models get more capable, you're going to see more value coming up through those.

You see some of that in optimizing some of your back-office projects. And I think increasingly as the agentic workflows really get much more powerful and as we think about collaborative agentic workflows and longer running agentic workflows, you're going to see more and more value come up through these. And as the models get more capable, you're going to see more value coming up through those.

And so it's on us, it's incumbent on us to make sure that these are very profitable for end customers to go and implement.

And so it's on us, it's incumbent on us to make sure that these are very profitable for end customers to go and implement.

And so it's on us, it's incumbent on us to make sure that these are very profitable for end customers to go and implement.

It's not the right characterization of it. So there's a couple of things I would say is number one is AWS was never about excess capacity about Amazon. Just like math doesn't work, right? You can imagine, like I've heard that narrative. It sounds nice.

It's not the right characterization of it. So there's a couple of things I would say is number one is AWS was never about excess capacity about Amazon. Just like math doesn't work, right? You can imagine, like I've heard that narrative. It sounds nice.

It's not the right characterization of it. So there's a couple of things I would say is number one is AWS was never about excess capacity about Amazon. Just like math doesn't work, right? You can imagine, like I've heard that narrative. It sounds nice.

And as soon as Christmas time comes around, if I have to take Netflix's servers away so that we can support retail traffic, like that doesn't really work as a business. So it was never like that. That was never the idea, nor the intent, nor the goal of AWS. We built the businesses from scratch. They weren't reusing Amazon components. We learned from that.

And as soon as Christmas time comes around, if I have to take Netflix's servers away so that we can support retail traffic, like that doesn't really work as a business. So it was never like that. That was never the idea, nor the intent, nor the goal of AWS. We built the businesses from scratch. They weren't reusing Amazon components. We learned from that.

And as soon as Christmas time comes around, if I have to take Netflix's servers away so that we can support retail traffic, like that doesn't really work as a business. So it was never like that. That was never the idea, nor the intent, nor the goal of AWS. We built the businesses from scratch. They weren't reusing Amazon components. We learned from that.