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One is optical connectivity, and then the other is AI power. If you have any developments in those products or markets, would love to know those
Are there any new other new products to call out? New customers? New end markets, any of these kind of free options
if I understand you correctly, Hock, I think you were saying that OpenAI would be a general agreement so it's not binding maybe similar to the agreements with both NVIDIA and AMD
do you view any competition on the ASIC side, particularly from US or Asian vendors, or do you think the is decreasing? And on the networking side, do you think UA link or PCIe even has a chance of...
do you think that this acceleration is because of a marked improvement in ASICs or XPUs closing the gap on the software side at your customers?
I'd love to know just because you have kind of the complete connectivity portfolio, how you see new greenfield scale-up opportunities playing out here between you know, could be optical or copper o...