Brian Essex
JPMorgan Chase & Co, Research Division

Good afternoon, everyone. Thank you for joining us. So my name is Brian Essex. I cover mid-cap large-cap software for JPMorgan. And today, we're excited to have Fortinet with us on stage. We have Christiane Ohlgart, the CFO; and Robert May, who is EVP of Product and Technology Management.

Christiane Ohlgart
Chief Accounting Officer, CFO and Principal Financial & Accounting Officer

Yes.

Brian Essex
JPMorgan Chase & Co, Research Division

So thank you both for joining us. We really appreciate it. So maybe I want to kind of start with one of the most popular questions I got after earnings because you guys spent a lot of time talking about AI. You flagged a couple of large deals for AI data centers. Can you help us understand how large that business is and what kind of inbound traffic you're getting for that AI data center type business?

Christiane Ohlgart
Chief Accounting Officer, CFO and Principal Financial & Accounting Officer

Let me start with what kind of interest we're getting. AI is very broad for us, right? It's not only the AI data center, and Robert can talk a little bit more of what we are seeing. But there are a lot of security needs around AI. And as companies figure out what they want to do, they also realize that using AI in the cloud is going to be costly in the long term. So they are trying -- they're evaluating whether they