This is partially due to the restructuring we undertook in Q2. Cost savings from these initiatives were partially offset by increase in costs related to our AI efforts. We've started using the GPU cluster based out of our factory house and ahead of schedule and are on track to get 50,000 GPUs deployed in Texas by the end of this month. One thing which I'd like to elaborate is that we're being really judicious on our AI compute spend to and saying how best we can utilize the existing infrastructure before making further investments.

On the capex front, we had about $3.5 billion in the quarter. This was a sequential increase largely because of investments in AI compute. We now expect our capex for the year to be in excess of $11 billion. We shared our vision for the future at the event at the beginning of the month.