Making on premise hosting more costly changes the calculus making cloud migrations easier to sell to the board. Broadcom's revenue is literally a slice of hyperscaler capex and that capex is enormous. Combined AI infrastructure spending across the major players runs well past $600 billion annually. This aligns with the federal government's need to have data custody and supports whatever the Communications Assistance for Law Enforcement Act (CALEA) is called now. They are geniuses.