Well, the AI race is intensifying. Oracle issuing dramatic cloud growth projections for the next five years, competing with tech giants like Amazon, Microsoft, and Google also has been benefiting from them. Uh, but will that demand last or are Wall Street's expectations too lofty.Joining me now, Goldman Sachs tech analyst Eric Sheridan. Uh, it's great to be here with you at the Communicopia and Technology Conference. Eric, and uh, I realize you don't cover Oracle per se, but I do want to get your thoughts o ...