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how does AI affect your business other than driving demand? In other words, how should we think of how you'll leverage AI? In the design of chips and systems
how does that change your view on Arm's opportunity as it pertains to AI, if at all?
can you talk about what seems to be an underlying momentum building in these businesses? Am I right to be thinking of this
Mike, you said applications are gonna accelerate this year. Why the confidence in this business when all your large SaaS peers are seeing just the opposite
can you talk about what else, a little more detail about what else is driving these pretty amazing forecasts
is Stargate part of the more than 70% growth you expect in IaaS in fiscal 2026
Those 40, I guess, does that get you there for that? And when -- like when do those 40s get deployed?