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. And 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 7bfea444-acd2-49e0-9bd6-bc3e02a28177 | chars 4249-4530 | segment 4