Blayne Curtis

it seems for your commentary kind of the sequential growth kind of slows for the next kind of three quarters. So I just want to understand the why.

Just clarification, Hock, on the greater than $100 billion. I think you said AI chips. I just want to make sure you're clarifying the difference between the ASICs and networking

I just wanted to with the follow-on order as well as the fifth customer, can you just maybe describe how you're gonna deliver those? Is it an XPU, or is it a rack?

I'm just kind of curious your visibility or the timing in terms of when you might be shipping a switched Ethernet scale-up network to your customers?

I had 2. Just on the CapEx, I think you reiterated $18 billion, but I think you spent, I guess, less than I was modeling in Q3. So is that really still the number?

When you say yields are in a good spot and improving, is there a way to think about where those 18A yields are versus the successful product that you've seen in your history

was that always the plan to have DRAM up this much? Or have things been pulled in?

I wanted to just understand the strength in Reliant, you know, with China down. Is that multinational?

Maybe I had it wrong. I was you didn't really answer last quarter, but I thought the strength that you highlighted for September was going to be multinational spending in China.

Obviously, AI is super strong. I think there's a lot of concerns about maybe some inventory in the HPM side.

Just kind of curious your conversation with customers. I mean, there's some sense people think, hey. They'll pull in ahead of tariffs.

Is this now the way to think about it? You'll keep it flat until you see a more robust recovery in the top line