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if you look at the headline numbers... but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the future suggesting, we think t...

on the technology. so, is all that investment starting to pay off? i spoke to ubs' tech equity strategist sundeep gantori a little earlier. if you look at the headline numbers, it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, a, monetisation and b, capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly co...

if you look at the headline numbers... is suggest that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing cloud revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despit...

if you look at the headline numbers... it suggests that results are mixed. but actually when you look at the actual results and also what companies are telling, there are two factors that matter to us, monetisation and capital expense. they look at monetisation, for example, across the board, we are seeing revenue and contribution is almost like 5% for some of the companies out there. so that gives us comfort. in terms of graphics, clearly companies are spending on it, but in terms of compute, this is one area where they have been quite bullish recently. long story short, despite the...