00:00Our conviction in the multi-year AI megatrend remains very high.
00:06Supported by our robust technology differentiation and broad customer base,
00:13we now expect our four-year 2026 revenue growth to be slightly above 40% year-over
00:23-year in U.S. data terms.
00:26Today's situation, the megatrend is so strong so that we announced additional $100 billion investment in
00:35Arizona.
00:36How many fabs?
00:38Many.
00:40So actually, let me say that probably additional four more fabs will be built.
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