Talk about the edge opportunity for Scale?
We’re seeing a ton of activity and deal flow around edge computing, which is a fancy way of saying critical IT infrastructure that exists outside the data center. It’s driven by lots of different things. There’s IoT, increasing use of things like video cameras and processing of data, AI analytics, and things that happen in real time where that data is collected. We did another casino deal with one of our partners and they put in 3,000 4K cameras. You can imagine that you’re not streaming 3,000 4K video streams into the cloud and then waiting for a response. That would be absurd. We’re seeing this all over the place including retail as well. Consumer expectations are that retailers are going to have real technology, better engagement and change the shopping experience. That’s how brick and mortar retailers have to compete with an Amazon, for example.
