@modestproposal1 @GavinSBaker Great question/thread. $NVDA certainly priced like 20/21 will be a compute vs. DC spend year. $INTC already coming off 3 qs of strong numbers. YoY cloud growth: 1Q20 53%, 1Q19 5%, 1Q18 45% YoY... commentary was strong into Q2 and potentially 2H