Sep 12, 2023 / 04:30PM GMT
James Edward Fish - Piper Sandler & Co., Research Division - Director & Senior Research Analyst
All right. Thanks, everybody, for joining us. We have the pleasure of having Ita and Liz from Arista with us. I will try to actually open it up to see if anyone has a question. But as a lot of people know, I tend to ask a lot, but thanks for joining us, ladies. I really appreciate you guys making the trip out. And Ita, congrats again on the early retirement announcement. Looking forward to working with you in the next couple of quarters.
But before retiring, we're going to have to torture you a lot on this little topic called AI that everybody wants to know about.
Questions and Answers:
James Edward Fish - Piper Sandler & Co., Research Division - Director & Senior Research AnalystAs we think about AI sizing here. A lot of people look at your supply chain, Broadcom talks about $200 million last -- for this year, going to $800 million for their AI chips. Obviously, there's a lag on the supply chain thing. But as we start thinking out
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