They are doing unbelievable things. They've been a tremendous customer, but now they're really going all in on our Life Sciences Cloud. We're seeing so many, you know, I was in The Business Council last week in Washington, D.C., met with hundreds of CEOs. And so many of the CEOs...
I exponentially might be a stretch because of a math measure, but it is growing significantly the amount of product and content that's coming out of a, what's really roughly a fixed team in terms of size and cost continues to increase every day, every week, every month. And that's a...
I think we've also seen a lot this week with DeepSeek and a lot of the excitement around not one size fits all. And so, I'm also trying to look at the road map to say there's a lot of IP and assets that we have at Intel Product co that we can leverage to address this mark...
I mean, clearly, with lower volume ‘23 versus ‘22. Again, you guys can do the math on what deleverage would occur on lower volume from fixed occupancy costs just like we had in Q3 and sequentially in Q4. So I’ll just say keep doing that math. Four-wall… ...
Yes, if I go back to what I commented on earlier, there are two benefits to it. The analysis just on the math, exercise of efficiency says that we can meaningfully increase the effectiveness of our marketing without spending any more dollars, which in a sense transfers to more impressions ...
you just gave an example of the math around the $300 million needed to hit those 1,000 Burger King units. I'm just wondering who's expected or who's potentially considering foot in that bill, whether that's a potential corporate consideration or whether that's more just encouraging franchi...
is a function of you investing against your future pipeline. Your fiscal ’25 guide is over $1 billion in OCF against over $8 billion in bookings, which is still only about a 12.5% margin, if my math is correct, which seems low. Do you expect that in fiscal ’25, you’re still go...
Regarding capacity expansion, while we focus on execution, we continue to build a lot of new capacity. We started producing the Model Y out of Fremont and almost reached full production speed. We ramped the Model 3 in Shanghai to more than 5,000 cars a week sustainably and Shanghai contin...
I'll say a little bit about it, then I think Zach will add some. Long term, we expect these -- the value of these credits to be very significant. You can do the math if we were to get anyone your 1,000 gigawatt-hours a year of production or even a few hundred gigawatt-hours...
we’ve guided on top line growth being high single digit to low double digit. We’ve said that our emerging market will be low double-digit growth, and China leads the pack typically. So it’s going to be higher than this. I’ll just let – leave it to you to do the math of ho...