What's Dell Technologies value proposition in AI and IoT, and how does Dell invest in AI in its own processes?

We see ourselves as the essential infrastructure company. When it comes to digital transformation, Pivotal, for example, is the operating system for the Internet of Things and digital transformation inside companies. It's about how the data gets used at the cloud level to create cloud-neutral and cloud-agnostic apps to use all the data. If you want to use AI, you start with algorithms for learning and inference, and you do that with your data. If you know how to draw inference from data, but you have no data, your AI is completely useless. Companies of all types are figuring out how to use their data. If you have your data in a hundred places in your company, you can't actually apply AI to it. You need to build data lakes, you need to aggregate this data and you need a lot more of it to be able to do the learning and the inference. We're helping customers build that infrastructure. As Dell Technologies comes together with VMware, Pivotal, Dell EMC, solutions like Isilon are critically important for these massive data lakes. What you want to be able to do with this data is in real time create a better product and service. You need a cloud, but clouds don't run on clouds, they run on infrastructure and there's a massive build-out that we're seeing.