Aaron Rakers

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