ayako: i do not think so. think ai is still relatively new and there will be new innovative players that will want to access that ai platform through google or through microsoft or aws. i think there will be different companies that explore different platforms just to see what is best for them. caroline: what is so interesting is that amazon has been making its own chips. and so to alphabet, even though the shares on the earnings, broadcom sword because of -- soared because of the cloud computing companies. what do you make of getting into the vertically ai focus? ayako: in terms of the overall spend, i think that it will just continue, that spend going to a lot of these chipmakers. so whether it is nvidia or broadcom, eventually it will come to qualcomm as well. i think it will continue. there are so many ways to access ai and build it out. i think it will continue to develop over the long-term. caroline: the thing that everyone is trying to wrestle with his evaluations. with all of this optimism in these tra