We have a deep belief in the direction of travel and the opportunity set over the course of the next three, five, seven, 10 years. As Jensen highlighted, it's a big infrastructure build and the capital markets are signaling that there's lots of capital available to support it.

Sep 14, 2026 / CEO / receipt / David Solomon, CEO | earnings call 2026-09-14 | transcript 6b3798af-1b1c-4bd3-b3c7-638f4faa949a | chars 4248-4525 | segment 4