So, what can we expect from these tech giants. Joining us now is Ray Wong from Constellation Research. Ry, good to see you.So, what matters more in these earnings to the overall market that the biggest players continue to spend on infrastructure and show confidence or that they show topline growth from AI, actually revenue coming in, people paying. >> Don, you're absolutely right. what's going on right now and the big themes are in AI's question is are we in the bubble or are there more orders every indicat ...