Jayshree Ullal: Alex, let me go back to your high-speed acceleration question first, and then we’ll talk about the market share in AI because we’re still kind of grappling with what is the market for AI right now. In terms of high speed, I think – we’ve now got some for 400 and 800-gig with AI. So, you will see our strength going from strength to strength with 100, 200 in some cases and now 400 and 800 with AI being killer application driving our high-speed acceleration. We feel more confident of it now. Otherwise, you could argue what is the use case for 400 and 800-gig. So that makes us very positive. Specific to AI wallet shift, quite honestly, the greatest component of AI today is the processers, that is 80%, maybe 90% of the spend and the applications, obviously, that go with that. So, if they’re vertically integrated, we may not see as much of it, but if customers choose the horizontal best of breed we’ll absolutely get our share of wallet there.
Alex Henderson: Great. Thank you so much.
Operator: Your next question comes from the line of Amit Daryanani with Evercore. Your line is now open.
Amit Daryanani: Good afternoon. Thanks for taking my questions. I guess, I just want to go back to this reduced visibility that you’re seeing with the cloud titan. I guess, is it your sense that you just had extra-long visibility at four quarters and now going back to two quarters, which is normal or do you think there’s a risk that it actually ends up an outright pause at some point given these companies did have a really big spending cycle with you in the last 4 or 5 quarters already. So, I’m just wondering, like is this a return to normalcy or do you think there’s risk that we end up in a pause with one or both of them the way we’ve been in 2019? Thanks.
Anshul Sadana: Hi, Amit This is Anshul. Our customers have been waiting for 2.5 years for this moment. So, they can return back to normalcy. Supply chain is recovering. These customers follow component lead times very closely as well to a great extent. We’re coming back to where we used to be pre-COVID levels, nothing different – nothing more than that.
Operator: Your next question comes from the line of Fahad Najam, an Independent Analyst. Your line is open.
Unidentified Analyst: Hey, thank you for taking my question. Anshul, I wanted to ask you a question on Broadcom’s recent introduction of the Jericho3-AI chip, and it kind of reminds me of the time when they first introduced the Jericho2 and 2C and you were the earliest adopters of that technology and that led to your significant gains in the leaf-spine architecture. So, is the Jericho3 a similar upgrade cycle? And should we think about the same advantages you guys are enjoying in this forthcoming cycle as you did in the previous cycle? Anything you can tell us in terms of the comparison?
Anshul Sadana: So a good way to look at this market and the introduction of G3, G3 AI, you know 400 gig is not going to end quickly and suddenly get replaced with Jericho3. 400-gig will go on for some time, customers will take time to make changes. And so, especially when they don’t need more bandwidth just yet. At the same time, you’ll see a quick adoption of 800-gig technology and there’s a complementary chip that was also announced with and Jericho3 AI, the AI teams will absolutely consume these as quickly as the market can get them out there. And you may have read some white papers that were also published along with the announcement, which showed that Jericho3 AI is scaled to very large clusters, we can scale to 4,000 GPUs quickly at 800-gig, and the cluster performs at 10% better throughput than InfiniBand.
