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How are you doing that with this memory, the NAND prices? Is it due to mix that there's a good less hardware and more services
if there's an opportunity for you guys to share in revenue too with that partnership like you do in search
if the resolution that we saw with the antitrust ruling with one of your partners was a boost and and if that played a role or if it was all really just organic outperformance
How is that going to trend in the December quarter? And have you turned the corner there
how's your confidence towards launching that next year? Is there anything that's been done internally to increase that confidence? Is it tied to the investment
why would it decelerate if Services is staying the same at 13%. What -- is there a conservatism there
could it be a multiple of that figure or is it just completely unknown? We're all just trying to figure out what happens after June
the trajectory there improving even with subsidies because subsidies benefited your competitors, too. Just wondering if I could get a little more color there
do you feel that there's a lot of room for form factor innovation in the future? Or do you feel that the current lineup kind of it shows where you're going
there's a perception that you're a big beneficiary of lower cost of compute and I was wondering if you could give your worldly perspective here on the DeepSeek situation
there that x86 has particular edge in agents, big picture. You know, do you agree with that?
Is everything on track for the second half for starting the six gigawatts and the three point five year timeline.
I wanted to clarify a little bit on the $1 billion increase in sequential sales. It would seem like it's coming from GPUs primarily.
do you see it at the same run rate that you exited and then you have the ability to get at the $800 million run rate right away?
I wanted to ask about two things that I just was wondering if you could talk a little bit more about your Neo Cloud momentum and what that is looking like in terms of materiality
your confidence on being able to participate in some of these builds that are affiliated with some of your cloud titans
I'm just a little confused as to why you really don't know so much about the second half, at least on the top-line
about gross margins, so obviously, they go between to 61 at the midpoint after being much higher in the first quarter
your commentary about supply visibility on those 4 major components through 2028. A, how'd you do it? This is probably the -- you're the first one to kind of go out through the '28 time frame
OpenAI contract that it's supposed to start in the second half of the year and go through 2029 for 10 gigawatts
How is the dialogue going beyond these four customers? In the past, you've talked about having seven. Now we've added a fourth to production
AI networking was really strong in the quarter, and it seemed like it must have beat expectations. I was wondering if you could just talk about the networking in particular, what caused that?
you talked about four more customers coming online. Can you just talk a little bit more about the trend you're seeing, can any of these customers be as big as the current three?
something is getting a little better on the operating margin line. Is that from cost cutting or gross margin in the fourth quarter
What are you seeing that gives you the confidence to talk about multiyear cycles, maybe highlight the key ones
on the humane and some of these sovereigns, you know, you mentioned the NVIDIA deal so much. But on one of them, you're working with AMD
the security was pretty well below the street. And has to accelerate pretty significantly to get to your 15% to 17% growth
the view that do you still think people are getting ready for AI? Or I don't know if I heard that from you this time
we've got a lot of questions very recently about a new switch that you just put out, the 9,300 Nexus
I wanted to see what how we're going to bridge Red Hat, what how do we get the eight to the mid-teens
Are there signs that it can accelerate from here
what is causing you not to raise guidance if you feel better about the economy
I was wondering if we could just talk a little bit more about the dynamics, why that occurred
I'm going to ask about Infrastructure and two aspects, one is tied to it within Software is TPP
So what does that imply for 2Q to 4Q? Should we model that above seasonal or are the constraints in PC so much that we shouldn't?
is this mostly driven by hyperscaler? Or do you feel like the shortage is mostly impacting them, making you subseasonal? Or is the enterprise demand also are you seeing it there?
can we get an update on the NVIDIA relationship timing of products? Have you gotten any feedback from customers in terms of your ability to articulate on the materiality of the relationship
Is this strategy more about partnering? Is it more about -- is there a specific Intel IP for inferencing that you're excited about? Or is it more of a Switzerland approach
are you inferring that you have a GPU-centric strategy or something else? And how should we be thinking about how you're going to attack that market?
what's the trend you're expecting into the third quarter? And what are your thoughts about share losses there
I'm trying to figure out how high it goes sequentially, as we go throughout the year
I was wondering if you could just give a little more detail about your initial talks with them. Have they reached out?
sustainability of the mid-70s long term
wanted to ask you about cash
data center infrastructure spend by the end of the decade
rest of the business, you know, in order to hit $45 billion
the US was up about $5 billion or so sequentially
how long will it take your AI margins across all your OCI data centers to ramp to that level
Your CapEx in the quarter was much higher than expected, I mean, $5 billion more than we expected to get to the '21