What are you seeing in terms of the opportunity for Dell and partners around virtual reality and artificial intelligence?

Artificial intelligence, machine intelligence, machine learning, these are really interesting new areas of computer science. There are two big components to how you make machine intelligence work. The first component is you have to have algorithms and computing power and GPUs and specialized processors and smart people to program them to be able to create the intelligence. That's a critical ingredient. The second key ingredient is the data. If you have all the first components, but you don't have any data, your machine learning can't learn anything. This is why you see the consumer internet companies really jumping all over this. They have enormous amounts of data. In the business and enterprise world, a little over half the mission-critical data is stored in Dell EMC systems. The growth in that data is really quite amazing. It's all the things you're familiar with: the Internet of Things, the digital transformation. All these new connected devices are generating enormous amounts of data across all kinds of businesses and society.