Su argues compute equates to intelligence, so investing ahead of the curve with a three-to-five-year horizon is the right strategy.
What I look at is in the long term, if you believe, which I do, I believe very deeply that computing, in many ways, equates to intelligence. So the more compute you have, the more intelligent your company is, the more problems you're going to be able to solve, the more you're going to accelerate your business. If you believe that foundation, then investing ahead of the curve is the right thing to do because we're always investing for the long term — long term being three to five years and beyond.