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can you maybe unpack some of the things that you're seeing in the Indian market as far as iPhone traction
should think about that as a lever and maybe a supportive factor to gross margin that might be underappreciated
I'm curious if there's been any discernible kind of change in the mix within the iPhone 17 categories between the Pro and the Pro Max versions
could you provide any kind of updated thoughts around the build-out of Apple's private compute cloud and how we should think about that
how much of a benefit was currency this quarter, and I guess across the business and in particular, maybe on the Services segment
I'm curious of how you see kind of the modem strategy playing out or maybe just the continual deepening of that internal silicon opportunity for Apple
how important you think it is for Apple to have their own foundational models. And kind of dovetailed with that is that, how do you think about your data center footprint
Just any double click on what you've seen for the MI455 and Helios platform from a demand shaping perspective as we look into the back half of the year?
how you think about the updated views on that AI silicon TAM as we look forward.
if there's a way to unpack how we think about unit growth versus ASP expansion as we move through the Turin product cycle.
how can we conceptualize what you're expecting in the server side? And where do you think your market share is today in traditional enterprise servers
is there no kind of finished inventory there? Does that come back? Do you have any reversal aspects of that once the license gets approved?
Should we assume that in the back half with mixed attributes to be considered that you would see a return to that 54 plus percent gross margin
if we were to take out the $700 million impact from China, would the expectation still be flat for the year?
how we should think about framing the GPU, the instinct business, as we think about 2025?
Are you assuming that you are down sequentially in data center in total in 1Q? And how do I frame that relative to seasonality?
how much you are factoring, if any, from scale up networking opportunity
can you unpack the gross margin drivers in this quarter in terms of the guidance? How much is tariff related
whether or not that's factoring at all into kind of what you're seeing currently
is it tied to kind of the distributed Etherlink platforms or the 51.2T silicon
when you see announcements like Stargate, and obviously, Stargate has the involvement of one of your newer cloud titan customers
I'm curious if you could give us your thoughts on how the company thinks about capital return versus the thoughts on M&A and the strategy going forward
how you view scale up as an opportunity for Cisco. What have you been doing? When does that start to maybe materialize
an update of the relationship, the engagement you've had with NVIDIA and how much that started to become maybe a driver
a $2 billion pipeline. I think the slide deck says $200 million on orders this last quarter. How do we expect that to progress
how has that evolved? And have you guys been engaged in deepening kind of super spine or even scale across opportunities
does that reflect conservatism? Is there any change in the demand environment that you're factoring in
Can you just give us an update on what you're seeing in the data center switching side and if that really becomes a catalyst year
is that currently in your order book, the $600 million you saw this last quarter
Would you say that, that is kind of the point of inflection like the majority of your AI wins are tied to that 51.2 T silicon
help us appreciate maybe the WiFi 7 upgrade cycle that you're starting to see
I'm curious of how you guys are seeing customers react to memory. Is there a potential demand disruption in the PC market?
you talked about hitting $1 billion of run rate business. How do we think about the progression of that? And how broad is the customer base within that opportunity set?
I think there's been some -- also some recent reports about maybe using Gaudi for some dedicated inference workloads within a stack of NVIDIA. How do you -- is this relationship a starting point?
Can you just update us on how we think about the NCI, the noncontrolling interest expense, as we look through this year and think about that
I think in the past, you talked about a $500 million headwind this year and then that going to like $1.3 billion to $1.5 billion next year
Do you think that that's a function of Diamond Rapids? And if so, can we at all think about the timing of Diamond Rapids
that's exclusive of the pending divestiture of 51% stake in Altera. I guess that's just a point of clarification
how you think about, you know, RackScale, you know, networking and the pieces that Intel has internally to really compete
when you report EPS on a non-GAAP basis, that's in that EPS number, just so we -- I'm modeling it correctly
Can you give us a framework of how you would define success looking through 2025
what's the importance of Vera plays in this architecture evolution
I'm curious if your thoughts around the role that AI ASICs or dedicated play
the Spectrum XGS announcement this week
color around the strength you saw within the networking business
two-year anniversary of really the Hopper inflection