We're winning some hyperscaler business: the chief executive noted they "typically have a culture of building everything themselves... yet they come to us to replace some of the things they were using before." As they deploy heterogeneous custom silicon — Trainium, Graviton, TPUs, Maia — traditional monitoring fails on mixed fleets, making a neutral cross-fleet observability layer more valuable. We launched GPU Monitoring and are expanding from inference into training workloads.
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