Operator: Our next question comes from the line of Paul Silverstein with Cowen. Please go ahead. Your line is open.
Paul Silverstein: Thanks. I hope you’ll into a clarification. I just want to make sure you said Microsoft was 16 and Meta was 25 or do I have that backwards?
Jayshree Ullal: Yes. 25.5 on Meta and Microsoft, 16.
Paul Silverstein: Okay. Now for the question, what portion of your cloud titan revenue in general and how much of growth in Microsoft and Meta was €“ if you know it, what’s your sense for how much of that was AI-driven? Any visibility as to the growth in AI and its impact on demand for your switches and various use cases over the course of the next few years with your cloud titan customers in general, including Microsoft and Meta?
Jayshree Ullal: Yes. We see AI as a very, very important use case and workload for all our cloud titan customers. Clearly, it’s in the first innings. We’re just beginning. So very much like cloud networking 10 years ago, we see AI as an additional use case. It is a very, very small portion of our use cases so far. So a lot of upside ahead.
Paul Silverstein: Is it possible to quantify, Jayshree?
Jayshree Ullal: Too early to quantify. It’s not material.
Paul Silverstein: Okay, I appreciate.
Jayshree Ullal: Thanks, Paul.
Operator: Your next question will come from the line of Aaron Rakers with Wells Fargo. Please go ahead. Your line is open.
Aaron Rakers: Yes. Thanks for taking the question and congrats on the quarter as well. I guess, maybe this is for Anshul, building on the last two questions. Is that €“ as you look at kind of adding up the Meta and Microsoft contribution and you compare that to 46% total cloud titans, your other cloud titan contribution is still pretty small. So Anshul, when you’re engaging with other cloud opportunities, maybe you can unpack that a little bit. What’s opening up the opportunities for you? Is it AI or is it something else that you’re starting to see? And how do we start to think about that as an incremental growth driver?
Anshul Sadana: Sure, Aaron. First of all, we are proud of our achievement for the first two M and M with the contributions there. On the other titans, we have been engaged fairly well with them. That business is also growing, but it pales in comparison to Microsoft and Meta, but it is not insignificant compared to other opportunities in the market. And we continue to chase those. Those partnerships are very, very strong as well. At some point in the future, if the opportunities materialize, any of these customers decide to go big in the market and buy switches from the industry like us, I think we will perform very well. We start to wait out and get to that opportunity. It’s not clear at say yet. Whether it’s happening in a year or 2 or 3, I don’t know.
When it happens, we will be there. And we will do well in where we are today with them, which is essentially routing use cases or DCI use cases or WAN or edge. And we touched on this topic before, too. But if there were shift buying more from the outside, I think we will be ready.
Aaron Rakers: Good. Thank you.
Operator: Your next question comes from the line of Jim Suva with Citigroup. Please go ahead. Your line is open.
