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Bob Laliberte

Principal Analyst

theCUBE Research

AI Networking, infrastructure and ecosystems in focus: Key insights from theCUBE at Dell Technologies World

This week’s Dell Technologies World brought the intensity with AI workshops, product announcements and insightful keynotes.A standout among those insights is the dual relationship between AI and networking — epitomized by Dell’s announcement of the XE9680 server class.Wrapping up Dell Technologies World 2024 with theCUBE analysts.“Getting up on main stage and having Dell talk about networking was huge for me to be able to hear that and great for the overall community,” said theCUBE Research principal analyst Bob Laliberte (pictured, right). “I think Dell did a great job of talking about how to get started with AI. They even have an accelerator workshop

play_circle_outline Dell Tech World coverage in Las Vegas, Nevada

play_circle_outline Elevating Conversations on Networking and AI: Exploring AI Ops and Networking for AI in Observability Space

play_circle_outline The Real Potential of AI: Transforming Lives and Revolutionizing Data Centers - Insights from Michael Dell and Yvonne McGill

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Dell Technologies World Show Close

Bob Laliberte

Principal Analyst theCUBE Research

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>> Good afternoon, CUBE community, and welcome back to Las Vegas, Nevada. We're here at the very end of three days of live coverage on theCUBE of Dell tech world. It has been an absolutely fantastic week. I'm joined with my wingmen today here for this final segment. I'm Savannah Peterson. John Furrier on my right. Bob on my left. Gentlemen, those smiles, I love it. You've really kept the energy going. You've just been great, Bob.

>> Thank you. It's been great.

>> I'm really glad-

>> Good to be here....

>> you're on the team.

>> Thank you. Glad to be here.

>> Thanks for joining us. Thanks for convincing him to join us.

>> He's getting his reps in, he's getting some CUBE mojo, getting your mojo down on theCUBE.

>> Absolutely.

>> Good job.

>> He's got his angles. He's been co-hosting. Been in all the analyst sessions.

>> Been fun. Yeah.

>> What's been the highlight for you?

>> Of the entire show? Or of theCUBE process?

>> I mean, in theory, your highlight would be theCUBE, however. No. Well, why not both? Whole show and as well as this.

>> No, absolutely. I think for me, obviously I cover networking, so hearing a lot of the networking being elevated, but overall-

>> Big conversation here, this week.

>> Yeah, exactly. Getting up on main stage and having Dell talk about networking was huge for me to be able to hear that and great for the overall community. I think Dell did a great job of talking about how to get started with AI. They even have an accelerator workshop. If you're not familiar with it, go ahead and talk to your rep about that. It's free. And it'll help get you started. Right? And that's ultimately what I think everyone was trying to say is there's lots of great outcomes of this event, but you got to get started.

>> And give more... A little more color on your research area you're focused on for the folks watching. You've got networking and a lot more. What are the hot areas that you're digging up right now? What's the focus?

>> Yeah, well, certainly from a networking perspective, two things I like to look at AI for networking. So think of that as AI ops. And then networking for AI. The physical infrastructure. So we heard a lot this week about the physical infrastructures, reporting AI, as you might expect. But certainly that also, how do we drive... Leverage AI to drive operational efficiencies in managing network environments? So that's really big. I think from... Obviously there's some other big things going on as well. Things like little Wi-Fi 7, outdoor authentication or outdoor approvals for Wi-Fi 7 and things like that, and 6E. So a lot of great stuff going on in the networking space. Looking at observability space as well. As these environments get a lot more distributed and complex, you need to be able to have visibility in that end-to-end environment. So really looking into that. Researching that. Figuring out how all that comes together so that organization can manage their environments more effectively.

>> Awesome.

>> It's an exciting time. John, what about you? What's been your highlight this week here in Las Vegas?

>> I think for the shows, watching the coverage yesterday and not being able to be on the desk.

>> A little FOMO?

>> I had a little FOMO because you guys... Well, even day one, J.J. Davis was on-

>> We had a strong start.

>> Caitlin Gordon, John... Oh man, just great. J.J. Davis, Bob O'Donnell. And then yesterday, I love the technical conversations around AI because I think that's what's going to be. The deep tech will lead the product. And I think Travis, Vigil and Ehab, it was a great conversation. I thought that was a phenomenal one. And I think what they're doing is incredible work because the silicon... The custom silicon's coming out from the Broadcoms of the world. The NVIDIAs and AWS of the world, that's going to power a lot of stuff, and it's the nexus of all networking storage. It's the holy grail, in my opinion, of what it will enable. So I love the... It's in the weeds, but it's awesome. It's Supercomputing, it's CES, it's Mobile World Congress, it's all the shows that I love to go to.

>> You know you're speaking my language.

>> Sam Grocott was amazing. He's a great leader. Great product guy too. And of course, Jeff Boudreaux's leading up their AI. So yesterday was action-packed and of course Michael Dell. He was probably wondering where I was. All the things he's worried about. So I think-

>> He got to say hi to my mom.

>> And that was my favorite part. So I think the interviews were great. And then of course, Dell, AI Factories was a fantastic moment here. But yeah, just great lineup. And the content. You guys did such an incredible job.

>> Thanks, John.

>> I mean, I think the team coverage... I'm so proud of our team coverage model that's expanding. It's really cohesive. It's a lot of teamwork, and it just did the content's better and then everyone's having a good time. So I think at the end of the day, the audience is consuming great content. So thanks to the team here, and everyone.

>> Yeah.

>> Did great.

>> I think it was awesome. I mean, I have to say I did not have having Michael Dell say hello to my mother on my bingo card when I started in 2024, especially in a live broadcast. But that was an extraordinarily special moment.

>> Check that off the bucket list.

>> Yeah, check that off the bucket list. Now I got to keep going up the billionaire list. He's number 12. So I got to figure out how we continue that ascent. Really special moment though. I mean, I was raised by a single mom. She bought me my first Dell when I was 17, and so it was a very cool, very full circle moment. It also changed the tone of the whole day. We got to talk to a lot of people about their kids, the conversations they're having at the dinner table around AI, how they're using generative AI with their families. And that's awesome because at the end of the day, yes, all these machines and gadgets are cool, but none of it matters if we don't make the lives of the people we love better through what we do.

>> Well, I think that is so awesome because the other thing that's interesting is that these folks are working hard. We all work hard. We have families and to share with them what's going on in the trenches... Because especially now with the AI, it's actually exciting. So there'll be more bringing your work home with you. And AI will be everywhere. So it's good to share with the family what people are working on.

>> Yeah.

>> Yeah.

>> And share the successes.

>> Yeah.

>> And especially when you've got something like AI where it started with the consumerization of the technology, right? With ChatGPT and things like that leading it. It enables that bridge between the people that you have at home and your family over the dinner conversations and what we're actually doing here at work.

>> So my favorite moments were a couple things that happened. I want to share one here, but one was the HPC Innovation Lab had a special guest came on. I thought that was a moment today that'll be-

>> Chris was wonderful.

>> She was not only wonderful. She's working on some cool stuff. But we've been covering HPC and the AI intersection for two years, Savannah, at Supercomputing-

>> Yes, we have. You and me, baby.

>> It's become quite the program and it's becoming more mainstream, not nichey. The niche HPC. It's coming in and it's impacting data centers, which is now the AI Factory. So I'm expecting this year that will change the makeup of most of the shows. It'll change Mobile World Congress, it'll change CES. It's going to change some of these major industry shows. Even the vendor shows are going to be impacted by AI. And it's not just cloud and AI and data, it's distributed computing. So I think networking's going to be a big part of it. So that, to me, was a big interview. And then finding out that Elevate... Bob, you brought some news to us.

>> You're the scoop.

>> Share the scoop on Elevate!

>> Love it.

>> A couple of weeks ago I was at one of the Elevate technology group user meetings. So a lot of great content shared. A lot of great information and networking accomplished. And what we found out today walking around is that they hit the 10,000 milestone. So 10,000 members achieved at Dell. They had the big announcement yesterday with a special guest they had, which was Michael Dell. Stopped in to the Elevate technology user group and said hello and shared some information. So they're really looking to expand and grow. So if you're out there, you're looking for a place to be able to get information from your peers. Great opportunity.

>> That's a great example of a growing community.

>> You know I love community, John.

>> Yeah.

>> And I mean the AI community is only going to grow and this train is only going to keep moving faster. I really enjoyed that we had Yvonne McGill on. She is the CFO of Dell. She is one of only a handful of female CFOs in the Fortune 500.

>> It's great. That's impressive.

>> So I love seeing that kind of representation. She was so confident. I was going to say bullish. Yeah, you can say bullish, why not?

>> Yeah.

>> She was very enthusiastic, and I'm just going to say this... No offense to all the other CFOs in the world, a really refreshing CFO perspective and someone who's clearly all-in on Dell's investment. I mean stocks up 180% since she stepped in a year ago. So I'm not surprised she's feeling really good and confident right now, but it was a really... I don't know. It was a super fun interview. Yeah, I think honestly, I think yesterday's lineup and frankly just for me as a professional was probably one of my best days on theCUBE and the content. And I feel like I learned things.

>> Yeah.

>> It was a great day for the curious. And this whole show has been a really great day for the curious.

>> Yeah.

>> There's so many exciting announcements. The AI Factory is going to mean a lot. But it's more than just that. I think what I'm feeling that's different here in Las Vegas this time around is it's less of this hype, smoke and mirrors, science experiments, which science projects, which I thought was cute... was a great term for it that John used earlier. It's much more about actually how we are making AI real. How we are changing lives. How we are doing more quicker reports in radiology so that doctors can be with their patients, and so many things starting to actually be realized. And some of this ROI coming back in from the industry, which is super cool.

>> Yeah, I mean, there's definitely hype here. Dell's not short on the hype. Believe me. Look at their press releases. "Dell expands Dell's AI factory with Turbo-charging AI adoption!" That's a pretty good copy right there. I got to admit, maybe it was done by the AI. But the reality is-

>> Co-pilot did that?

>> No, but the thing to your point is that we're in build-out mode. The AI wave is here, okay? It's now year one and a half, two years, whatever demark you want to point... What gate you want to pick. So that means stuff's starting to hit the streets. That the fruit's coming off the tree. Meat's on the bone, whatever you want to say. And-

>> How many more analogies are you going to use?

>> You're starting to see the line where there's winners and losers and the old way and new ways emerging. I think with the research we're doing and the more content, it's becoming clear what's old and that's not going to come back. And then the new ways will come in. So I think as we start documenting and doing more data gathering and learning, it's curious. It's build-out mode, run hard. It's product-led. Product-led leadership. And speeds and feeds are back. And so this is now I think a really important moment and great for us because we can report on it.

>> Yeah, absolutely.

>> Yeah. It's a great moment. It got me really excited for Supercomputing. I'm looking forward to Atlanta in November. I think a lot of the conversations we hear are going to be continuing to be realized and super exciting.

>> You know what?

>> All right.

>> One last thing I'll just churn out-

>> Yeah, please.

>> Might be interesting is also we saw a lot of the ecosystem show up. Right? This has been, throughout the-

>> This is a whole ecosystem party.

>> Right? Through the whole spring. We've been seeing this more and more that it's not just any one technology vendor that's going to provide all those solutions and products, but it's going to be that ecosystem. And we're seeing that deep integration. The collaborative engineering taking place between these large partners to make sure it's driving value for their customers.

>> Super important.

>> Ecosystem will be the tell sign of if someone's AI platform... Because it's a system... It's a platform connected together. If there's no ecosystem, it's like a bar or nightclub you go into and no one's there. It's like what? You got to have people on the ecosystem. So we'll see. And everyone's doing it. All the top players.

>> No, I know all the key players in AI. I joke that they're kind of like the AI celebrity group where they were celebrity superheroes. AI superheroes is what somebody was saying on the show earlier this week, and it's true. It's kind of cute how they've all gone to each... Cute sounds pedestrian, but it's notable how they've all gone to each other's shows. Been a part of those keynotes. That you see Jensen here, that you see Michael there. It's very fun. It's a fun time to be in-

>> I wonder if they have a Slack channel or a shared thread. The superheroes talking to each other, "Come to my event, I'll go to your event."

>> I would assume it's more like a Signal chat or something a little more encrypted than Slack. No offense to Slack. But I think it's maybe a little sneakier than that. But that's me. Anyway, I have really enjoyed spending the week with both of you.

>> Great job, Savannah.

>> It's always fun. Bob, what a pleasure. John, always a treat. Most importantly, I've enjoyed working with all of the people that you cannot see on camera right now back here. Looking at all you beauties.

>> Yeah.

>> Thank you for your fabulous work for keeping us hydrated. Shout out to Frank Fay on our sales team for making sure we've got segments booked.

>> Yeah. .

>> Carly was fabulous. I'm not going to let you go without a shout-out, darling. You probably brought me 74 water bottles this week and I am grateful for that. And most importantly, I'm grateful for all of you for tuning in wherever you might be. We're here in fabulous Las Vegas, Nevada for the last time at Dell Tech World. My name's Savannah Peterson. You're watching theCUBE, the leading source for enterprise tech news.

Dell Technologies World Show Close

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>> Good afternoon, CUBE community, and welcome back to Las Vegas, Nevada. We're here at the very end of three days of live coverage on theCUBE of Dell tech world. It has been an absolutely fantastic week. I'm joined with my wingmen today here for this final segment. I'm Savannah Peterson. John Furrier on my right. Bob on my left. Gentlemen, those smiles, I love it. You've really kept the energy going. You've just been great, Bob.

>> Thank you. It's been great.

>> I'm really glad-

>> Good to be here....

>> you're on the team.

>> Thank you. Glad to be here.

>> Thanks for joining us. Thanks for convincing him to join us.

>> He's getting his reps in, he's getting some CUBE mojo, getting your mojo down on theCUBE.

>> Absolutely.

>> Good job.

>> He's got his angles. He's been co-hosting. Been in all the analyst sessions.

>> Been fun. Yeah.

>> What's been the highlight for you?

>> Of the entire show? Or of theCUBE process?

>> I mean, in theory, your highlight would be theCUBE, however. No. Well, why not both? Whole show and as well as this.

>> No, absolutely. I think for me, obviously I cover networking, so hearing a lot of the networking being elevated, but overall-

>> Big conversation here, this week.

>> Yeah, exactly. Getting up on main stage and having Dell talk about networking was huge for me to be able to hear that and great for the overall community. I think Dell did a great job of talking about how to get started with AI. They even have an accelerator workshop. If you're not familiar with it, go ahead and talk to your rep about that. It's free. And it'll help get you started. Right? And that's ultimately what I think everyone was trying to say is there's lots of great outcomes of this event, but you got to get started.

>> And give more... A little more color on your research area you're focused on for the folks watching. You've got networking and a lot more. What are the hot areas that you're digging up right now? What's the focus?

>> Yeah, well, certainly from a networking perspective, two things I like to look at AI for networking. So think of that as AI ops. And then networking for AI. The physical infrastructure. So we heard a lot this week about the physical infrastructures, reporting AI, as you might expect. But certainly that also, how do we drive... Leverage AI to drive operational efficiencies in managing network environments? So that's really big. I think from... Obviously there's some other big things going on as well. Things like little Wi-Fi 7, outdoor authentication or outdoor approvals for Wi-Fi 7 and things like that, and 6E. So a lot of great stuff going on in the networking space. Looking at observability space as well. As these environments get a lot more distributed and complex, you need to be able to have visibility in that end-to-end environment. So really looking into that. Researching that. Figuring out how all that comes together so that organization can manage their environments more effectively.

>> Awesome.

>> It's an exciting time. John, what about you? What's been your highlight this week here in Las Vegas?

>> I think for the shows, watching the coverage yesterday and not being able to be on the desk.

>> A little FOMO?

>> I had a little FOMO because you guys... Well, even day one, J.J. Davis was on-

>> We had a strong start.

>> Caitlin Gordon, John... Oh man, just great. J.J. Davis, Bob O'Donnell. And then yesterday, I love the technical conversations around AI because I think that's what's going to be. The deep tech will lead the product. And I think Travis, Vigil and Ehab, it was a great conversation. I thought that was a phenomenal one. And I think what they're doing is incredible work because the silicon... The custom silicon's coming out from the Broadcoms of the world. The NVIDIAs and AWS of the world, that's going to power a lot of stuff, and it's the nexus of all networking storage. It's the holy grail, in my opinion, of what it will enable. So I love the... It's in the weeds, but it's awesome. It's Supercomputing, it's CES, it's Mobile World Congress, it's all the shows that I love to go to.

>> You know you're speaking my language.

>> Sam Grocott was amazing. He's a great leader. Great product guy too. And of course, Jeff Boudreaux's leading up their AI. So yesterday was action-packed and of course Michael Dell. He was probably wondering where I was. All the things he's worried about. So I think-

>> He got to say hi to my mom.

>> And that was my favorite part. So I think the interviews were great. And then of course, Dell, AI Factories was a fantastic moment here. But yeah, just great lineup. And the content. You guys did such an incredible job.

>> Thanks, John.

>> I mean, I think the team coverage... I'm so proud of our team coverage model that's expanding. It's really cohesive. It's a lot of teamwork, and it just did the content's better and then everyone's having a good time. So I think at the end of the day, the audience is consuming great content. So thanks to the team here, and everyone.

>> Yeah.

>> Did great.

>> I think it was awesome. I mean, I have to say I did not have having Michael Dell say hello to my mother on my bingo card when I started in 2024, especially in a live broadcast. But that was an extraordinarily special moment.

>> Check that off the bucket list.

>> Yeah, check that off the bucket list. Now I got to keep going up the billionaire list. He's number 12. So I got to figure out how we continue that ascent. Really special moment though. I mean, I was raised by a single mom. She bought me my first Dell when I was 17, and so it was a very cool, very full circle moment. It also changed the tone of the whole day. We got to talk to a lot of people about their kids, the conversations they're having at the dinner table around AI, how they're using generative AI with their families. And that's awesome because at the end of the day, yes, all these machines and gadgets are cool, but none of it matters if we don't make the lives of the people we love better through what we do.

>> Well, I think that is so awesome because the other thing that's interesting is that these folks are working hard. We all work hard. We have families and to share with them what's going on in the trenches... Because especially now with the AI, it's actually exciting. So there'll be more bringing your work home with you. And AI will be everywhere. So it's good to share with the family what people are working on.

>> Yeah.

>> Yeah.

>> And share the successes.

>> Yeah.

>> And especially when you've got something like AI where it started with the consumerization of the technology, right? With ChatGPT and things like that leading it. It enables that bridge between the people that you have at home and your family over the dinner conversations and what we're actually doing here at work.

>> So my favorite moments were a couple things that happened. I want to share one here, but one was the HPC Innovation Lab had a special guest came on. I thought that was a moment today that'll be-

>> Chris was wonderful.

>> She was not only wonderful. She's working on some cool stuff. But we've been covering HPC and the AI intersection for two years, Savannah, at Supercomputing-

>> Yes, we have. You and me, baby.

>> It's become quite the program and it's becoming more mainstream, not nichey. The niche HPC. It's coming in and it's impacting data centers, which is now the AI Factory. So I'm expecting this year that will change the makeup of most of the shows. It'll change Mobile World Congress, it'll change CES. It's going to change some of these major industry shows. Even the vendor shows are going to be impacted by AI. And it's not just cloud and AI and data, it's distributed computing. So I think networking's going to be a big part of it. So that, to me, was a big interview. And then finding out that Elevate... Bob, you brought some news to us.

>> You're the scoop.

>> Share the scoop on Elevate!

>> Love it.

>> A couple of weeks ago I was at one of the Elevate technology group user meetings. So a lot of great content shared. A lot of great information and networking accomplished. And what we found out today walking around is that they hit the 10,000 milestone. So 10,000 members achieved at Dell. They had the big announcement yesterday with a special guest they had, which was Michael Dell. Stopped in to the Elevate technology user group and said hello and shared some information. So they're really looking to expand and grow. So if you're out there, you're looking for a place to be able to get information from your peers. Great opportunity.

>> That's a great example of a growing community.

>> You know I love community, John.

>> Yeah.

>> And I mean the AI community is only going to grow and this train is only going to keep moving faster. I really enjoyed that we had Yvonne McGill on. She is the CFO of Dell. She is one of only a handful of female CFOs in the Fortune 500.

>> It's great. That's impressive.

>> So I love seeing that kind of representation. She was so confident. I was going to say bullish. Yeah, you can say bullish, why not?

>> Yeah.

>> She was very enthusiastic, and I'm just going to say this... No offense to all the other CFOs in the world, a really refreshing CFO perspective and someone who's clearly all-in on Dell's investment. I mean stocks up 180% since she stepped in a year ago. So I'm not surprised she's feeling really good and confident right now, but it was a really... I don't know. It was a super fun interview. Yeah, I think honestly, I think yesterday's lineup and frankly just for me as a professional was probably one of my best days on theCUBE and the content. And I feel like I learned things.

>> Yeah.

>> It was a great day for the curious. And this whole show has been a really great day for the curious.

>> Yeah.

>> There's so many exciting announcements. The AI Factory is going to mean a lot. But it's more than just that. I think what I'm feeling that's different here in Las Vegas this time around is it's less of this hype, smoke and mirrors, science experiments, which science projects, which I thought was cute... was a great term for it that John used earlier. It's much more about actually how we are making AI real. How we are changing lives. How we are doing more quicker reports in radiology so that doctors can be with their patients, and so many things starting to actually be realized. And some of this ROI coming back in from the industry, which is super cool.

>> Yeah, I mean, there's definitely hype here. Dell's not short on the hype. Believe me. Look at their press releases. "Dell expands Dell's AI factory with Turbo-charging AI adoption!" That's a pretty good copy right there. I got to admit, maybe it was done by the AI. But the reality is-

>> Co-pilot did that?

>> No, but the thing to your point is that we're in build-out mode. The AI wave is here, okay? It's now year one and a half, two years, whatever demark you want to point... What gate you want to pick. So that means stuff's starting to hit the streets. That the fruit's coming off the tree. Meat's on the bone, whatever you want to say. And-

>> How many more analogies are you going to use?

>> You're starting to see the line where there's winners and losers and the old way and new ways emerging. I think with the research we're doing and the more content, it's becoming clear what's old and that's not going to come back. And then the new ways will come in. So I think as we start documenting and doing more data gathering and learning, it's curious. It's build-out mode, run hard. It's product-led. Product-led leadership. And speeds and feeds are back. And so this is now I think a really important moment and great for us because we can report on it.

>> Yeah, absolutely.

>> Yeah. It's a great moment. It got me really excited for Supercomputing. I'm looking forward to Atlanta in November. I think a lot of the conversations we hear are going to be continuing to be realized and super exciting.

>> You know what?

>> All right.

>> One last thing I'll just churn out-

>> Yeah, please.

>> Might be interesting is also we saw a lot of the ecosystem show up. Right? This has been, throughout the-

>> This is a whole ecosystem party.

>> Right? Through the whole spring. We've been seeing this more and more that it's not just any one technology vendor that's going to provide all those solutions and products, but it's going to be that ecosystem. And we're seeing that deep integration. The collaborative engineering taking place between these large partners to make sure it's driving value for their customers.

>> Super important.

>> Ecosystem will be the tell sign of if someone's AI platform... Because it's a system... It's a platform connected together. If there's no ecosystem, it's like a bar or nightclub you go into and no one's there. It's like what? You got to have people on the ecosystem. So we'll see. And everyone's doing it. All the top players.

>> No, I know all the key players in AI. I joke that they're kind of like the AI celebrity group where they were celebrity superheroes. AI superheroes is what somebody was saying on the show earlier this week, and it's true. It's kind of cute how they've all gone to each... Cute sounds pedestrian, but it's notable how they've all gone to each other's shows. Been a part of those keynotes. That you see Jensen here, that you see Michael there. It's very fun. It's a fun time to be in-

>> I wonder if they have a Slack channel or a shared thread. The superheroes talking to each other, "Come to my event, I'll go to your event."

>> I would assume it's more like a Signal chat or something a little more encrypted than Slack. No offense to Slack. But I think it's maybe a little sneakier than that. But that's me. Anyway, I have really enjoyed spending the week with both of you.

>> Great job, Savannah.

>> It's always fun. Bob, what a pleasure. John, always a treat. Most importantly, I've enjoyed working with all of the people that you cannot see on camera right now back here. Looking at all you beauties.

>> Yeah.

>> Thank you for your fabulous work for keeping us hydrated. Shout out to Frank Fay on our sales team for making sure we've got segments booked.

>> Yeah. .

>> Carly was fabulous. I'm not going to let you go without a shout-out, darling. You probably brought me 74 water bottles this week and I am grateful for that. And most importantly, I'm grateful for all of you for tuning in wherever you might be. We're here in fabulous Las Vegas, Nevada for the last time at Dell Tech World. My name's Savannah Peterson. You're watching theCUBE, the leading source for enterprise tech news.