Credo Technology Group Holding Ltd at Barclays Global Technology Conference Transcript
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Thank you. All right. Welcome back to the Barclays Global Tech Conference. I'm Tom O'Malley, semi and semi-cap equipment analyst. We have Bill Brendan and Dan Funan on Greta.
Thank you for joining.
Thanks for having us.
Questions & Answers
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It's always an interesting conversation because I feel like every year, we're up here talking about different things, which is really good, right? So new innovation, the market looking different, but maybe like a step back to start, which is you're seeing $3 trillion plus of announced spend?
Are we in the early innings of this AI investment cycle? You've been very clear in the past about how you guys are going to enable that, but I'd love for maybe you guys to start by sharing that where are the blockades in
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