Arm

And it also opens the door for us to do that next deep dive where we can really dive in and understand that. And we find that that connection point is actually quite valuable, even if people know that AWS exists already.

And it also opens the door for us to do that next deep dive where we can really dive in and understand that. And we find that that connection point is actually quite valuable, even if people know that AWS exists already.

And it also opens the door for us to do that next deep dive where we can really dive in and understand that. And we find that that connection point is actually quite valuable, even if people know that AWS exists already.

Well, Verizon was a little bit different. It was actually a partnership with us where we were talking about potentially selling some of that compute space together at the edge. And I think that technology is probably a little bit ahead. And I still think that there's an interesting eventual win there.

Well, Verizon was a little bit different. It was actually a partnership with us where we were talking about potentially selling some of that compute space together at the edge. And I think that technology is probably a little bit ahead. And I still think that there's an interesting eventual win there.

Well, Verizon was a little bit different. It was actually a partnership with us where we were talking about potentially selling some of that compute space together at the edge. And I think that technology is probably a little bit ahead. And I still think that there's an interesting eventual win there.

But I think the idea was a little bit of ahead of the technology of like really low latency compute at the edge, mostly because a lot of that latency was taken up just in the network. And so it's hard to get that benefit of a small latency gap. But I think a lot of... Look, if you go back 15 years, many companies were thinking that they would just go offer the cloud.

But I think the idea was a little bit of ahead of the technology of like really low latency compute at the edge, mostly because a lot of that latency was taken up just in the network. And so it's hard to get that benefit of a small latency gap. But I think a lot of... Look, if you go back 15 years, many companies were thinking that they would just go offer the cloud.

But I think the idea was a little bit of ahead of the technology of like really low latency compute at the edge, mostly because a lot of that latency was taken up just in the network. And so it's hard to get that benefit of a small latency gap. But I think a lot of... Look, if you go back 15 years, many companies were thinking that they would just go offer the cloud.

It looked like it was easy, right? And then they said, oh, it's just a hosting thing. I have a data center. I can sell that. And so I think most companies today, outside of the handful of three, four companies that are really in the space, don't really think that they can go provide a real cloud offering. It's hard.

It looked like it was easy, right? And then they said, oh, it's just a hosting thing. I have a data center. I can sell that. And so I think most companies today, outside of the handful of three, four companies that are really in the space, don't really think that they can go provide a real cloud offering. It's hard.

It looked like it was easy, right? And then they said, oh, it's just a hosting thing. I have a data center. I can sell that. And so I think most companies today, outside of the handful of three, four companies that are really in the space, don't really think that they can go provide a real cloud offering. It's hard.

And particularly, there's niche offerings that you can offer in particular slices, but I think... increasingly we view and together we view this as a partnership opportunity where we can go add value together. I think our partnership with Verizon is great. We look at how we can go add value together.

And particularly, there's niche offerings that you can offer in particular slices, but I think... increasingly we view and together we view this as a partnership opportunity where we can go add value together. I think our partnership with Verizon is great. We look at how we can go add value together.

And particularly, there's niche offerings that you can offer in particular slices, but I think... increasingly we view and together we view this as a partnership opportunity where we can go add value together. I think our partnership with Verizon is great. We look at how we can go add value together.

Over time, we'd love for more of the broader network because you look globally and you're starting to see other telcos start to lean into this model of maybe more of the, the core can be run in AWS. That part is, okay, that can be run in central data centers and so we're starting to see more core. Then you think about, can the RAN be run in AWS? Maybe, yeah, it can.

Over time, we'd love for more of the broader network because you look globally and you're starting to see other telcos start to lean into this model of maybe more of the, the core can be run in AWS. That part is, okay, that can be run in central data centers and so we're starting to see more core. Then you think about, can the RAN be run in AWS? Maybe, yeah, it can.

Over time, we'd love for more of the broader network because you look globally and you're starting to see other telcos start to lean into this model of maybe more of the, the core can be run in AWS. That part is, okay, that can be run in central data centers and so we're starting to see more core. Then you think about, can the RAN be run in AWS? Maybe, yeah, it can.

Actually, they're starting to see that piece in there. I think it'll be a transition over time. But I do think that as we add more value there,

Actually, they're starting to see that piece in there. I think it'll be a transition over time. But I do think that as we add more value there,