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Any help you can give us on where you're seeing the biggest signs of demand recovery because the outlook does seem well better than most of your peers
Could you maybe speak to what's driving the confidence in the visibility there? Any metrics you're able to give on lead times?
I think a couple of quarters ago, you had mentioned $2.7 billion being sort of the level at which you hit 70% gross margins. It looks like that's seemingly around $3 billion
do you get the sense that there's any element of your end customer restocking that's going on? Or do you think this is really just an industrial recovery?
Does either the April quarter guidance or the fiscal 2025 initial outlook of being in your target range include any sort of channel refill
You've done well in inferencing, I think, partly because of your leadership in HBM content. So I was wondering if you could maybe address the poll seemingly motivated by, you know, lower latency in...
Were there any changes in your order patterns during the quarter? And maybe bigger picture, how are you thinking about client growth and the health of that market into 2026?
should we expect normal seasonality in the first half of next year?
can you maybe spend a minute or 2 talking about where you feel you're at competitively with ROCm?
can you maybe talk to the underlying drivers of how you're able to keep the flat gross margins despite what sounds like still margin dilutive data center GPUs up significantly
how much visibility and lead time do you need from your customers?
I was hoping you may expand on the drivers of upside in both the print and in particular the guide.
I wanted to ask about how the ex-China, ex-308 Instinct family performed in the quarter
was wondering if you could speak to whether or not the shape of the first half changed over the last few months
Could you clarify the drivers of the strength across desktop, notebook and enterprise?
I was hoping you could just maybe reflect on how visibility has changed over the last 1 to 2 quarters that gave you the confidence to give us more details
I was hoping you could provide some comments on momentum for your first scale up Ethernet and how it compares with, you know, UA link and PCIe solutions out there
I realize it's a bit nitpicky, but I wanted to ask about gross margins in the guide. So your revenue implies sort of $800 million incremental increase with gross profit up, I think, $400 million to...
Was this -- maybe could you provide more context on the scope of this? Is this for potential foundry customers? Or are these products?
given your balance sheet is in a lot different spot than it was 3 months ago, has anything changed from that regard?
Any details you can give us on the exposure across power embedded and then maybe non-power analog parts
are we at the point where we expect, you know, yeah, I can get back into sort of the shared behavior
Can you maybe explain what's going on specifically in China auto. Is there any element of share loss happening there
Are you seeing that on your customers outside of China at all? Or have they changed their behaviors
is there a near- to medium-term inventory target on a days basis that we should be thinking about
have you noticed a change in the competitive backdrop on the number of sockets that are open for competition