Raimo Lenschow

“If I look at your, if I listen to your guidance comments, the strength driven by Atlas, what are the factors that you're considering there and what's driving your confidence?”

“I wanted to talk a little bit about the growing importance of inference for you guys. How does your fleet need to evolve? Because inference needs a lot more CPU, a lot more storage.”

“So you talked about the short-term risk from the changes and then the pricing coming off. I mean, the pricing coming off, you kind of should have known, so that's not new. but then more on short-term rest on the headcount change.”

“Please unmute yourself and ask your question. Perfect. Thank you. I wanted to stay on that Fortune 100 customer. I wanted to make it slightly more bigger as an industry theme, though.”

“First, if I look at the public sector U.S., you guys are very strong, and there's a company that's also doing a lot more custom projects for them that is also doing very well there.”