matt: joining us as intel's executive vice president, gregory bryant. s talk first about the demand. is this a snapback from the covid, the pandemic lockdown, or is there demand at a level the industry has never seen? gregory: hey, matt. thanks for having me on. no, it is not a snapback. if you step back even before covid, we had this trend or the digitization of everything, whether it is the automobile, factory, hospital, we saw strong demand increasing in that area as those services became more digital. with the onset of covid, we saw a massive acceleration, impacted demand, and the shape of the demand, and it was uneven across the industries. i believe it is long-lasting, truly an acceleration. in my business, we think about the way people are using pc clients and the way to work from home or anywhere, or the ability to learn and provide education from home. the need to connect with family and friends around the world, those changes are substantial, and i believe they are lasting. matt: we have seen the news of your $20 billion bet on u.s. manufacturi